Sohan Shah is a financial advisor with Ameriprise in Raleigh, NC, holding a Series 66 designation. He has been with Ameriprise since 2023 and has prior work experience in commodities and merchant funding sectors. His background also includes roles in education and hospitality. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides customized retirement planning advice focused on reliable income and tax-efficient withdrawal strategies.

Joe Peterson is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2024. He focuses on helping clients achieve financial peace of mind through personalized planning tailored to the unique needs of individuals and families. Prior to his current role, he worked as an Investment Consultant at Fidelity Investments from 2022 to 2024 and as an Investment Advisor at PNC Private Bank from 2016 to 2022. Throughout his career, Joe has accumulated experience in investment consulting and advisory roles, collaborating with clients to co-create and maintain financial plans aligned with their goals. He emphasizes maintaining open lines of communication to support ongoing financial planning and adjustments. Outside of his professional work, Joe enjoys board games, football, golf, movies, music, and reading.

William Mcgoldrick Sr. is a CFP® with 32 years of industry experience, currently affiliated with OSAIC since 2024. His prior roles include positions at Wealth and Pension Services Group Inc. and Triad Advisors, Inc., spanning over two decades. He is also the owner of Mcgoldrick & Company, CPA, CFP, a public accounting firm where he provides tax preparation and planning services in addition to his advisory work. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory, and financial planning services. The firm utilizes advanced portfolio construction tools and supports multiple advisory platforms, including third-party managed account solutions.

Erin Price is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds the Series 66 designation and previously worked at Merrill for a combined total of 16 years. 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, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

James Wyland is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Edward Jones since 2006. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved in specialty running shoe retail businesses in Holly Springs, NC, as a part owner and marketing manager. 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 over $1 trillion in assets and offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Caroline Sinclair is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. She has worked at various divisions within Raymond James since 2014. In addition to her role at Raymond James, she owns Caroline Sinclair Wealth Partners, LLC, where she also serves as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary advice using advanced analytical tools and supports municipal finance work uncommon among large institutional advisors.

William Schumacher is a Planning Consultant with Fidelity Investments in Cary, NC, where he assists individuals in making confident financial decisions. He has a particular focus on 401(k)-specific retirement planning and has experience guiding clients on retirement savings, investment strategies, and long-term financial readiness. Since joining Fidelity Investments in 2024, William has progressed through several roles including Workplace Planning Associate, Workplace Planning Consultant I and II, before attaining his current position. His career has been dedicated to helping clients plan for their financial futures within the workplace retirement landscape. Outside of his professional work, William enjoys engaging in outdoor activities such as camping, fishing, golfing, kayaking, and exploring various food experiences.

Scott Ellis is a CFA® charterholder with 32 years of industry experience. He is currently with Cetera and has been involved with Ellis Brothers Inc. since 1993, where he operates as an insurance agent focusing on life insurance and fixed annuities. His career has also included long-term roles at Avantax entities dating back to 1993. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a nationwide network of independent advisors and employs a multi-manager platform featuring both affiliated and third-party investment options.

Jason Jonczak is a financial advisor at Edward Jones in Cary, NC, holding the CFP® designation with 25 years of industry experience. He has been with Edward Jones since 2000. 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 with a network of more than 23,700 advisors and offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Lyn Adams Jr. is a CFP® professional with over 31 years of experience in the financial services industry, currently affiliated with Cetera since 2023. He has previously been associated with Cetera Wealth Services, LLC and worked at Lowes Grove Middle School. Outside of his advisory work, he owns and directs a basketball academy and serves as a youth basketball coach and board member for a competitive youth basketball organization. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, retirement services, and access to third-party money managers, managing over $256 billion in assets through a network of more than 10,000 advisors.

Joshua Almond is a financial advisor at Edward Jones with 8 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Edward Jones in 2017, he worked at Knowles Intellectual Property Strategies, LLC. Edward Jones is a 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, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Ryan Williams is a Series 66-licensed financial advisor with Edward Jones, based in Fuquay Varina, NC. He has nine years of industry experience, having started his career at Walgreens Pharmacy before joining Edward Jones in 2017. Outside of his advisory work, he is involved in a family entertainment center business in Raleigh, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, managing over $1 trillion in assets and operating through a widespread network of financial advisors and branch offices.

Brian Diller is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. He has been with Fidelity since 2021, initially working as an Investment Solutions Representative before assuming his current role in 2025. Prior to Fidelity, he gained experience as a Financial Planning Intern at Northwestern Mutual in 2021. He holds insurance licenses in Arkansas and California. Brian pursued a degree in finance, motivated by his early interest in understanding finances influenced by his family's small business background. In his role, he assists clients in looking ahead to their financial goals and identifying actionable steps to achieve them. Brian grew up in central Colorado. Outside of work, he and his wife enjoy spending time outdoors.

Amber Honeycutt is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and 22 years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Elizabeth Asbill is a CFP® professional with 18 years of industry experience. She has been with Edward Jones since 2007. Outside of her advisory role, she is an owner and landlord of residential rental property in Willow Spring, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a national network of over 23,700 financial advisors and maintains affiliated capabilities such as a trust company and securities-based lending.

Mark Kean is a financial advisor at Raymond James & Associates with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill. Outside of his advisory practice, he serves as a trustee for Landmark Free Will Baptist Church in Cary, NC. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutions, and municipal entities, providing tailored, non-discretionary financial planning and consulting supported by diverse portfolio management styles and in-house research.

Lyndah Tello is a financial advisor with Primerica Advisors in Garner, NC, holding Series 63 and Series 65 credentials and with eight years of industry experience. Her prior roles include positions at Wells Fargo and SunTrust Bank, alongside ongoing involvement with Reina Consulting, Inc. She is the founder of 1099 Ladies No Cost Networking, a networking group for women. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that emphasizes model-based investment strategies managed by unaffiliated asset managers, supported by an overlay manager and custodial services.

Jason Kristof is a financial advisor with Raymond James & Associates, holding a Series 66 designation and six years of industry experience. He previously worked at Merrill from 2014 to 2021 and has been with Raymond James since 2021. Outside of his advisory role, he works as a product specialist at Audi Cary. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, offering financial planning and investment consulting through various programs, with a non-discretionary approach that involves tailored planning and a range of portfolio management styles.

Frederick Cutter IV is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and possessing 14 years of industry experience. His career includes roles at Edward Jones, Cetera Advisors LLC, and his own firm, FWC Financial, where he remains involved. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning, portfolio management, and institutional platforms, supported by both proprietary research and third-party subadvisors.

Robert Eargle Jr. is a financial advisor with Edward Jones in Garner, NC, holding a Series 66 license and four years of industry experience. Prior to his current role at Edward Jones, he worked at DICKS SPORTING GOODS for six years. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.