Charles Brandon is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill Lynch since 2016. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Matthew Greenan is a financial advisor with LPL Financial holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Canvasback Wealth Management, TIAA-CREF, and TD Ameritrade. Greenan is also the owner of PhilGreat Insurance, a non-variable insurance business based in Cary, NC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a broad range of advisory strategies and leveraging technology tools for operational and research support.

Justin Jones is a Series 66-licensed financial advisor at J.P. Morgan Securities with seven years of industry experience. He has previously worked at Santander Bank N.A., Edward Jones, and held roles at Jpmorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments, supported by centralized due diligence and a combination of quantitative and qualitative research methods.

William Wowk is a financial advisor with Fidelity Investments in Durham, NC, holding Series 63 and Series 66 licenses and having two years of industry experience. His prior work includes roles at United Wheels Inc. and Wasserman Next Gen. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Corbin Holder is a financial advisor at Osaic with a Series 66 designation and one year of industry experience. His prior roles include positions at LPL Enterprise, PRUCO Securities, and Stifel. Osaic Wealth serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services that include comprehensive financial planning, portfolio management, and retirement plan consulting. The firm’s investment approach centers on model-based asset allocation and portfolio optimization supported by various risk and rebalancing tools.

Ezra Feldman currently serves as an Investment Solutions Representative III. In this role, he partners with clients to understand both their short and long term goals and helps co-create holistic plans. He emphasizes ensuring comfort and clarity during educational discussions while guiding clients through actionable steps toward pursuing their objectives. Ezra has professional experience with Fidelity Investments, beginning as a Customer Relationship Advocate from 2022 to 2023 before advancing to his current position in 2023. Prior to joining Fidelity Investments, he worked as a Personal Banker at Wells Fargo from 2015 to 2020.

Rene Karsko is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing, First Citizens Investor Services, and Osaic FS. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, and institutions through a large network of investment adviser representatives. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Ashton Bowman is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and previously worked at PNC Investments LLC, PNC Bank, Mortgage Network Solutions, Optimal Sante, GoldFish Swim School, and Rosatis Pizza and Pub. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services across a broad range of retail and institutional offerings.

Kailer Slusser is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked at Fidelity since 2021, following a year at SECU and nine years at Cinemark. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses proprietary fundamental research alongside quantitative and algorithmic methods to construct model portfolios and oversees multiple affiliated and unaffiliated sub-advisers in its portfolio management.

Nathan Zundel is a financial advisor at Fidelity with Series 63 and Series 66 credentials and seven years of industry experience. His career includes roles at Fidelity Brokerage Services LLC and Discover, as well as positions at Utah Valley University and Altaray Solar. Strategic Advisers LLC, a Fidelity Investments company where Zundel operates, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, employing systematic methodologies and long-term asset allocation benchmarks.

James Duerr is a financial advisor at Thrivent Investment Management with seven years of industry experience. He holds a Series 66 designation and has been with Thrivent since 2019, following five years of self-employment. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning covering a broad range of financial topics and allows clients to combine planning with managed-account programs, maintaining separate delivery of each service.

Joseph Friend is a financial advisor with RBC Capital Markets in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes roles at City National Bank, Wells Fargo Clearing, and Wachovia Securities prior to his current position. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

William Dyson is a financial advisor at Ameriprise with 14 years of industry experience. He holds a Series 66 designation and has been with Ameriprise Financial Services LLC since 2011. Outside of his advisory role, he serves on the Board of Directors of the City of Raleigh Museum as Treasurer. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide annual, non-discretionary retirement recommendations in partnership with clients’ financial advisors.

Aman Aggarwal is a financial advisor with Morgan Stanley in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Meredith Barbour is a financial advisor with LPL Financial, holding Series 65 and Series 63 credentials and bringing 18 years of industry experience. She previously worked at BB&T for 13 years before joining LPL Financial in 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Adam Blain is a Financial Consultant at Fidelity Investments, a position he has held since 2022. In this role, he focuses on helping clients build financial plans tailored to their specific goals, aiming to bring order to their financial lives. Prior to joining Fidelity, Adam served as Vice President at PNC Wealth Management from 2018 to 2022. Adam emphasizes the importance of integrity and empathy in his client relationships. He works closely with clients through the Fidelity platform and with the support of his team to develop financial strategies that allow clients to concentrate on their priorities. Outside of his professional work, Adam's personal interests include fitness, golf, and snowboarding.

Amber Barefoot is a financial advisor at Stifel with 21 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing from 2016 to 2022. Outside of her advisory role, she manages a rental property in Myrtle Beach, SC. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Isaac Artinger is a financial advisor at Fidelity with two years of industry experience and holds a Series 66 designation. His prior work includes roles at Switchboard Labs, LLC and Qualtrics. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm’s distinctive features include its role as a commodity pool operator, advisory relationships with multiple registered investment companies, and the use of AI and algorithmic methods in research.

Ewelina Caplap is a financial advisor with LPL Financial, holding the ChFC® designation and Series 66 license, and has 19 years of industry experience. She has worked at several firms, including Guardian Life, Northwestern Mutual Investment Management, and Cuso Financial Services. Caplap also serves at Coastal Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Angel Vivas Feo is a financial advisor with Wells Fargo Clearing in Raleigh, NC. He holds Series 65 and Series 63 credentials and has been with Wells Fargo since 2023. Prior to his advisory role, he has worked in various customer service positions including part-time work at Whole Foods Market. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets through a large network of advisors and employs research-driven investment approaches combined with products from affiliated financial entities.