Matthew Hall is a financial advisor with OSAIC in Raleigh, NC, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at BB&T, UBS Financial Services, and Commonwealth Financial Network. He also operates Capitol Financial Solutions as an LLC and maintains a fixed insurance brokerage as a sole proprietorship. OSAIC Wealth serves a diverse clientele, including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by a multi-advisor platform and emphasizes model-based asset allocation and portfolio optimization.

Sandra Stowe is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. She has seven years of industry experience, including prior roles at IHS Markit and Ipreo. Outside of her advisory work, she is involved in educational initiatives through White Owl Financial Advisors as an author, educator, and podcast speaker, and serves as a board member for the Greater Raleigh Chamber of Commerce. Cambridge Investment Research Advisors serves individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports a range of management approaches and offers proprietary model strategies alongside access to third-party advisers.

Fred Asfoury is a CFP®-designated financial advisor with Raymond James & Associates, bringing 28 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Citigroup Global Markets, and Merrill. Outside of his advisory work, he is a partner in a real estate development business. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting with a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Christopher Alexander is a financial advisor with Fisher Investments in Raleigh, NC, holding Series 63 and Series 65 credentials and 13 years of industry experience. His prior roles include positions at Personal Capital Advisors Corporation, Spire Investment Partners, Bank of America N.A., and Merrill. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm combines quantitative screening and qualitative research through a centralized investment process and manages risk with tax-aware strategies and defensive tactics.

James Richardson is a financial advisor at Ameriprise with 36 years of industry experience. He has been with Ameriprise and its predecessor firm since 1990. Richardson serves on the boards of Midtown Raleigh Alliance and the Supplemental Retirement Board of Trustees and is involved in business management and home rehabilitation ventures. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research-driven analysis and tax-efficient strategies delivered through a centralized consulting team in partnership with financial advisors.

Griffin Shively is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Before joining Fidelity, he held positions at Southern Mobility and Medical, Sonic Automotive Inc., and Firehouse Subs. Outside of his advisory role, he participates in the Amazon Influencer Program, where he records video reviews of various products. Fidelity, through its subsidiary Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages multiple registered investment companies and fund-of-funds.

Brian White is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He holds the Series 66 designation and is based in Raleigh, NC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a large nationwide network of financial advisors.

Avery Love is a financial advisor at Raymond James Financial with Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Raymond James, Avery held positions at Fidelity Investments and Hall Private Wealth Advisors. Outside of his advisory work, he serves as a financial associate at Stonegate Financial, a company owned by StillGreen Partners, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals, with specialized services in municipal and public finance as well as employer SIMPLE IRA consulting.

Benjamin Greer is a Financial Consultant who focuses on building relationships with clients to understand their financial goals and collaboratively create plans aimed at growing and protecting their wealth. He has been with Fidelity Investments since 2021, progressing through roles including Customer Relationship Advocate, Investment Solutions Representative, and Planning Consultant. His professional experience spans various facets of financial planning and investment solutions. Benjamin's approach centers on working closely with clients to develop strategies aligned with their objectives. Outside of his professional life, Benjamin has interests in board games, football, and golf.

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.

James Mertens is a CFA® charterholder with 26 years of industry experience, currently serving as a financial advisor at OSAIC since 2026. His previous roles include positions at Founders Financial Alliance, LLC, Independent Advisor Alliance, and LPL Financial, LLC, where he worked for 20 years. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, and institutional clients through a multi-advisor platform offering brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization. The firm is notable for its scale, complex affiliate structure, and private-equity ownership, providing a wide range of investment and financial planning programs.

Kyle Beverly is a Financial Consultant at Fidelity Investments, where he has been working since 2024. Prior to this role, he served as an Investment Management Consultant and a Workplace Planning Consultant at Fidelity Investments from 2019 to 2024. Before joining Fidelity, he worked as an Associate Financial Advisor at Northwestern Mutual from 2016 to 2019. Kyle specializes in tax-efficient investment strategies, retirement distribution planning, and portfolio construction. He focuses on creating financial plans tailored to each client's unique situation and helps clients understand how their financial decisions impact their long-term goals. He holds insurance licenses for Arkansas and California. Outside of his professional work, Kyle enjoys family activities, fitness, football, movies, music, and parenthood.

Francisco Itriago Santaella is a financial advisor with Edward Jones in Raleigh, NC, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked at Equitable Advisors and held roles at AES Corporation subsidiaries from 2015 to 2022. He is a screening committee member of the Wolfpack Investor Network, an angel investor network affiliated with North Carolina State University. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and affiliated financial services, managing approximately $1.01 trillion in assets supported by a nationwide network of more than 23,700 advisors.

Jennifer Lewis is a Series 66 licensed financial advisor with Edward Jones in Apex, NC, where she has worked since 2013. She has 12 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices.

Julia Bonjour is a financial advisor at Stifel with 15 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Truist Investment Services, Prospera Financial Services, Merrill, and Wells Fargo Clearing. Bonjour is based in Raleigh, NC. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s proprietary investment methodology incorporates forward-looking capital market assumptions and probabilistic modeling to support financial planning and asset allocation.

Carla Sachs is a financial advisor with Ameriprise in Raleigh, NC, holding Series 63 and Series 66 designations and bringing 12 years of industry experience. Her career includes roles at Securities America, Inc. and Ameriprise Financial Services, Inc. prior to her current position. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, with a specialized Premier Retirement Income service that offers retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Zane Hill is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity, he worked at multiple elementary schools from 2015 to 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, applying a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

David Heffelfinger is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and over 26 years of industry experience. He has held positions at firms including Atlantic Union Financial Consultants, LLC, Atlantic Union Bank, First Citizens Investor Services, and Wells Fargo. He currently serves as a Managing Director at both Atlantic Union Bank and Atlantic Union Financial Consultants, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a varied client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers non-discretionary planning and consulting tailored to client goals, supported by analytical tools and risk profiling, and features specialized services such as municipal and public finance advising.

Leith Ali is a CFP® professional with three years of industry experience, currently advising at Fidelity in Durham, NC. Prior to joining Fidelity, Leith worked at NVR Mortgage Finance Inc. and US Tax Express. Outside of financial advising, Leith operates a retail and reselling business and is involved in music recording and streaming as an owner and artist. Leith is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm integrates fundamental research with quantitative analysis and algorithmic portfolio construction to create diversified model portfolios.

Tami Ellen Schlossberg is a financial advisor with UBS Financial Services in Durham, NC, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. She has been with UBS Financial Services since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client plans.