Augustus Thompson Jr. is a CFP® with 39 years of industry experience, currently affiliated with Cetera. He has been with Cetera and its related entities since 2015 and has operated his own financial services business since 1986. In addition to his financial advisory work, he provides tax preparation and planning services and serves as an elder on the governing body of Covenant Presbyterian Church in Durham, NC. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services and operates a multi-manager platform with access to model portfolios, third-party managers, and customizable investment strategies.

R Flintom is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2009, including eleven years with Morgan Stanley Private Bank, National Association. Prior to that, he spent eight years at Citigroup Global Markets. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers both direct client plans and corporate financial planning agreements.

Mohammad Waqas is a financial advisor at Merrill based in Chapel Hill, NC, with a Series 66 designation and four years in the industry. His prior experience includes roles at JPMorgan Chase, Bank of America, and IBC Bank, as well as a position at Jet It and involvement with Cellphones 4 Us. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a variety of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Edward Tiryakian is a financial advisor at OSAIC with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Triad Advisors, Inc., Anderson & Strudwick, Incorporated, and UBS Financial Services. In addition to his advisory role, he teaches a corporate finance class as an adjunct professor at Duke University. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services across various programs such as financial planning, managed portfolios, and retirement plan consulting. The firm utilizes model-based asset allocation and portfolio optimization supported by multiple custodial and legacy program arrangements.

Seth Church is a financial advisor with LPL Financial in Durham, NC, holding a Series 66 designation and six years of industry experience. Prior to joining LPL Financial in 2026, he worked at Cambridge Investment Research Advisors and Cambridge Investment Research, among other firms. Outside of financial advising, he is also a CrossFit coach and has experience as a substitute teacher. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management, with a platform that supports both discretionary and non-discretionary strategies.

Bryan Piccirillo is a CFP® professional financial advisor at Edward Jones in Durham, NC, with nine years of industry experience. Prior to joining Edward Jones in 2017, he worked at Duke University Hospital for one year. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a large nationwide advisor and branch network.

Laura Radko is a Certified Financial Planner (CFP®) with 30 years of industry experience. She has held roles at Fidelity Investments since 2009, including positions with Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC, and briefly worked at LPL Financial. She is based in Durham, NC. Laura is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Katie Nestlerode is a financial advisor at Fisher Investments with 22 years of industry experience. She has held roles at Sanford C. Bernstein for 15 years prior to joining Fisher Investments in 2017. Nestlerode holds Series 63 and Series 65 licenses and is based in Chapel Hill, NC. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals. The firm employs a centralized investment approach combining quantitative and qualitative research to manage diversified portfolios across various asset classes.

Renee Sorrell is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and Mediant Communications. Outside of her advisory role, she works as a cashier at Home Depot. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Angelo Posillico is a financial advisor at Edward Jones in Durham, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he was affiliated with Duke University and the Army West Point Athletic Association. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Damon Lichtenberger is a financial advisor with Cetera and holds a Series 66 designation. He has 22 years of industry experience, including roles at Securian Financial Services and Minnesota Life Insurance Company. He is also an agent/broker with North Star Consultants, Inc., where he has been involved for over 20 years. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers.

Mackenzie Crawford is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining Primerica, Crawford worked in various roles including at Serco, Inc. and in educational and distribution sectors. Outside of financial advising, Crawford co-owns Why-Am-I Cattle Company, LLC, a non-investment-related business. Primerica Advisors offers a wrap-fee asset management program primarily serving individual investors along with corporate and charitable clients. The firm employs model-driven investment strategies managed by third-party asset managers and supports client accounts through established custodial and trade execution services.

Amanda Hahn is a financial advisor at Fisher Investments with 11 years of industry experience. She holds a Series 66 designation and previously worked at FIDELITY Brokerage Services LLC and VALIC Financial Advisors. Fisher Investments serves institutional and private clients worldwide, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management and sub-advisory services. The firm employs a centralized investment approach combining quantitative and qualitative analysis to manage globally diversified portfolios.

Nicole Robertson is a financial advisor at LPL Financial with 20 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 66 licenses. Her prior roles include positions at SunTrust Investment Services, SunTrust Advisory Services, Fsc Securities Corp, Opus Financial Advisors, and OSAIC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions with a range of financial planning, brokerage, and advisory services. The firm supports a large network of advisors with diverse investment strategies and tools alongside various non-advisory financial services.

Nancy Anderson is a financial advisor at OSAIC with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Sagepoint Financial, Morgan Stanley Dw Inc., and OSAIC Services, Inc. Outside of advising, she is president of Financial Change Management Inc. and is involved in insurance sales. OSAIC is a multi-advisor platform serving retail and institutional clients, offering brokerage and advisory services including comprehensive financial planning and managed portfolios. The firm emphasizes model-based asset allocation and portfolio optimization, and is notable for its scale, complex affiliate network, and recent consolidation activity.

Amy Johnston is a financial advisor at Morgan Stanley in Chapel Hill, NC, with 21 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley and its Private Bank since 2013, following eight years at Lord, Abbett & Co. LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Michael Corrigan is a financial advisor with Morgan Stanley in Chapel Hill, NC, holding a Series 66 designation and 14 years of industry experience. He has worked with Morgan Stanley and its affiliate entities since 2013. Corrigan also has involvement in a trust business outside of regular business hours. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with comprehensive financial planning and advisory programs, managing approximately $2.74 trillion in client assets.

Vernon Jarman Jr. is a financial advisor with Morgan Stanley in Chapel Hill, NC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets, LPL Financial, and Edward Jones. Outside of his advisory role, he owns a non-investment related business based in Hillsborough, NC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to support its advisory services.

Bilan Stribling is a financial advisor with Cetera in Durham, NC, holding a Series 66 designation and one year of industry experience. Prior to joining Cetera, Bilan worked at Edward Jones and KPMG LLP, as well as Bloomberg LP. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform. The firm offers a range of portfolio management and financial planning services, utilizing model portfolios, third-party managers, and bespoke strategies.

Jennifer Kahoul is a financial advisor with Morgan Stanley in Chapel Hill, NC, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. She has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate agreements.