John Short is a financial advisor at OSAIC with 39 years of industry experience. He holds the CFP® designation and Series 63 license. Prior to joining OSAIC in 2024, he worked at Securities America Advisors, Inc. and SSN Advisory, Inc. Among his other business activities, he owns a tax preparation service and is involved in life insurance and long-term care product sales. OSAIC serves a diverse range of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to multiple investment platforms. The firm employs firm-provided asset-allocation tools and supports both discretionary and non-discretionary account management across various investment types.

Michael Moore is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 19 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Outside of his advisory role, Moore is involved in managing a rental property jointly owned with his spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, using an IPS-driven approach grounded in modern portfolio theory and offering both discretionary and non-discretionary options.

Shawn Wilson is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Cary, NC. He has six years of industry experience, including six years with Greater Kinston Credit Union before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Dillon Burdette is a financial advisor with Equitable Advisors in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has been with Equitable Advisors since 2015 and previously worked at Axa Advisors. Burdette is the owner and managing member of Oakbridge Financial Group, LLC, and serves as a guest lecturer at NC State University’s Poole College of Management. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage channels to deliver customized client solutions.

Ericka Archie Conner is a financial advisor at Morgan Stanley with 18 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 66 credentials. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Lindsay Elliott is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She previously worked for ten years at State Employees' Credit Union before joining Merrill in 2022. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party teams.

Gregory Seamster is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Stifel since 2022. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he is a partner and owner of Buckfins and Feathers LLC, a hunting farm in North Carolina. Stifel serves a diverse client base ranging from individuals to institutional investors, offering brokerage and investment advisory services with a focus on fee-based financial planning and proprietary investment analysis developed by its Investment Strategy Group.

Muhmad Alzpair is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 designation. His prior work includes roles at Bio-Diesel Productions and DeSimone Research Group, as well as a five-year period at the University of North Carolina - Chapel Hill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as an adviser to multiple registered investment companies and develops model portfolios for Fidelity Institutional Wealth Adviser.

Claren Englebreth is a CFP® and Series 66-designated financial advisor with 17 years of industry experience. Currently at Edward Jones since 2017, Englebreth previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Andrew Shapiro is a financial advisor at Fidelity with Series 66 and Series 63 licenses and three years of industry experience. His prior work includes roles at Liberty Mutual Insurance and Plymouth Rock Assurance. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to multiple registered investment companies, use of systematic methodologies including AI, and formal governance procedures.

Scott Markel is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for five years and Standard Furniture for seven years. Fidelity, through its Strategic Advisers LLC affiliate, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and actively manages oversight of delegated investment strategies.

Stephen Murray is a financial advisor with Equitable Advisors in Raleigh, NC, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors in 2023, he worked at Oakbridge Financial Group and has a background that includes roles in education and community recreation. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through a variety of third-party asset managers and advisory programs. The firm employs a hybrid referral and implementation model and supports both advisory and brokerage/insurance channels to deliver client recommendations.

Samuel Harris is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. Prior to joining Fidelity, he worked at Drakes and SpotOn, among other roles. Outside of financial advising, he is a partner in an online clothing store and a hobby game shop in Durham, North Carolina. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients using a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its management of registered investment companies, use of AI in research, and delivery of model portfolios for Fidelity Institutional Wealth Adviser.

William Whichard III is a financial advisor with Wells Fargo Advisors in Raleigh, NC. He holds a Series 66 designation and has one year of industry experience, including prior roles at Transamerica and four years at the University of North Carolina at Wilmington. 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, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Holly Ashby is a financial advisor with Raymond James & Associates in Durham, NC, holding Series 63, 65, and 66 credentials and having 27 years of industry experience. She has worked with Raymond James & Associates since 2013 and was previously involved with CrossFit Durham. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning and investment consulting through various advisory programs and institutional solutions.

Ryan Bachmann is a Financial Advisor at Merrill Lynch Wealth Management, part of the Bank of America and Merrill family since 2018. He provides a comprehensive approach to financial management, focusing on bringing clarity and transparency to each client meeting through a personalized process. Ryan works with high net worth and ultra high net worth individuals and families to simplify complex financial matters and develop strategies tailored to their goals and long-term visions. His expertise includes areas such as college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Ryan holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA), and he earned a Bachelor of Science in Economics from Pennsylvania State University. Outside of his professional responsibilities, Ryan is involved as a Bank of America Community Volunteer. His personal interests include chess, golfing, music, painting, and woodworking.

Eliot Barton is a financial advisor at Edward Jones in Morrisville, NC, holding Series 63 and Series 66 licenses with 15 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charities. The firm offers discretionary and non-discretionary investment strategies, access to separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Christy Josephs is a financial advisor at Wells Fargo Clearing with nine years of industry experience. She holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016. Prior to this, she worked at Wells Fargo Advisors, LLC and Wells Fargo Bank NA. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Audrey Averill is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. She has two years of industry experience and has been associated with Mass Mutual Investors Services since 2009. Audrey also has a long tenure with The Pelora Group beginning in 2008. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational services using firm-approved analytical tools and emphasizes collaborative, ongoing client relationships.

Brent Little is a financial advisor with Thrivent Investment Management based in Raleigh, NC. He holds the Series 66 designation and has five years of industry experience. Prior to his current role, Brent worked with 323 Sports for six years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across various financial topics and combines planning with managed-account programs through a consolidated billing option called “WealthPlan.”