James Carroll is a financial advisor with Wells Fargo Advisors in Raleigh, NC, holding Series 63 and Series 66 licenses with 27 years of industry experience. He has been with Wells Fargo Advisors since 2015. Carroll owns Blue Horseshoe Capital Inc. and Anacott Ventures LLC, both investment-related ventures based in Raleigh. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options and integrated advisory services.

Larry Swaney is a financial advisor with Wells Fargo Advisors in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has worked with Wells Fargo in various capacities since 2009. Outside of his advisory work, he serves on the finance committee of Mount Moriah Baptist Church. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses proprietary research and tools to develop tailored recommendations for its clients.

Anthony Dowling is a financial advisor with Wells Fargo Advisors in Raleigh, NC, holding Series 63 and Series 66 licenses and with 27 years of industry experience. He has been with Wells Fargo Advisors Financial Network since 2009. Dowling serves as a trustee for a 401(k) plan and owns Raleigh Wealth Management Inc. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, with recommendations developed using proprietary research and tools.

Kristiana Dowling is a financial advisor with Wells Fargo Advisors in Raleigh, NC. She holds a Series 66 designation and has 12 years of industry experience, all with Wells Fargo Advisors since 2010. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services supported by proprietary research and tools, serving clients who meet specific net-worth criteria.

Lionel Perkins III is a financial advisor with Wells Fargo Advisors in Raleigh, NC, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has been with Wells Fargo Advisors since 2015. Outside of advisory work, he serves as President of the Alumni Leadership Counsel and is a member of the Board of Trustees at Blue Ridge Boarding School. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, and business-owner transition planning, supported by Wells Fargo’s research and tools.

Christopher Coman is a CFP® professional with 25 years of experience in the financial industry, currently serving as an advisor at Wells Fargo Advisors since 2020. He previously worked within other Wells Fargo entities from 2009 to 2020. Coman holds ownership interests in two investment-related businesses, including Nocarva Asset Management, LLC and First Flight Financial Advisors, LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services supported by proprietary research and tools, delivering tailored recommendations across diverse financial planning needs.

Benjamin Swaney is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. His career at Wells Fargo and affiliated entities spans from 2009 to the present. Swaney has a significant ownership interest in Mifflin Capital S Corp and serves as a trustee for several Mifflin Capital 401(k) plans. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, using proprietary research and planning tools to tailor recommendations. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning.

Jillian Hood is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Advisors and its affiliated entities since 2009. Outside of her advisory role, Jillian is a commissioned notary public in Youngsville, NC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services using Wells Fargo research and tools, with tailored recommendations delivered through meetings and written summaries.

Calvin Jones is a CFP® with 28 years of industry experience and has been with Wells Fargo Advisors since 2011. He is based in Raleigh, NC, and is the sole owner of Family Financial Partners, LLC, an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services utilizing Wells Fargo’s research and tools, with tailored recommendations delivered through advisor meetings and client summaries.