Philip Romano is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors in Raleigh, NC. His prior roles include positions at OSAIC Wealth, Royal Alliance Associates, Capitol Financial Solutions, Signator Investors, and Allegheny Financial Group. Romano also owns and operates his financial planning firm, ROMANO LLC, and holds partial ownership in Concord Private Wealth, both located in Raleigh. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting net-worth thresholds, utilizing proprietary research and tools, with flexible implementation options through brokerage or advisory programs.

Brian Carr is a financial advisor with Wells Fargo Advisors based in Raleigh, NC, holding the CFP® and Series 66 credentials and having 14 years of industry experience. He previously worked at Royal Alliance Associates, INC. for seven years and Sii for four years. Outside of advising, he owns a sole proprietorship related to a rental home, which was formerly his primary residence. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services. The firm offers tailored recommendations using proprietary research and tools, addressing diverse planning needs including retirement, education, and specialized areas such as business-owner transition and special-needs planning.