John Bergland is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 14 years of industry experience. His career includes roles at Wells Fargo Clearing, Wells Fargo Bank NA, and First Horizon Advisors. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting over 22,800 advisors and more than $819 billion in discretionary assets.

Kelby Watson is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Durham, NC. He has nine years of experience, all with Edward Jones since 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard. The firm is notable for its extensive advisor and branch network and affiliated capabilities beyond advisory services.

Khalif Dean is a financial advisor with Merrill in Durham, NC, holding a Series 66 credential and three years of industry experience. His prior work includes roles at Bank of America and Cardinal Financial. Outside of advising, he works as a driver for Uber Technologies. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charities.

Jimmy Dooley is a financial advisor at Ameriprise with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliates since 2005. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, providing tailored, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Maria Horta is a financial advisor with Morgan Stanley Wealth Management in Chapel Hill, NC, holding Series 65 and Series 63 licenses. She has 19 years of industry experience, including 17 years with Morgan Stanley Smith Barney. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach involves structured planning conversations and firm-approved tools without individual security recommendations in standalone planning.

Ryan Rosenberger is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. Prior to his current role, he was involved in Southwind Ice Cream LLC for four years. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and a multi-manager platform.

Trevor Yates is a financial advisor at Morgan Stanley in Chapel Hill, NC, holding Series 63 and Series 65 credentials with 10 years of industry experience. He has worked at Morgan Stanley since 2017 and was previously with E*Trade Securities LLC for one year. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Lauren Erickson Bennett is a financial advisor at Cetera with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has been affiliated with Cetera and its related entities since 2013. Outside of her advisory work, she owns and operates Beau Catering and serves as the treasurer for the nonprofit Lillians List. Cetera Investment Advisers LLC is an SEC-registered firm that provides services to individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Gareth Livesay is a financial advisor at Morgan Stanley in Chapel Hill, NC, with five years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at First Citizens Investor Services and First Citizens Bank. Outside of his advisory role, he is involved with the Hill Learning Center, an educational organization in Durham, North Carolina. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs and tailored financial planning to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and market models.

Alexis Shigapov is a financial advisor with Edward Jones in Durham, NC, holding a Series 66 designation and beginning their career in 2025. Prior to joining Edward Jones, Alexis gained experience in various roles including work at Leo's Italian Social, ICryo, and Ava Rooftop Bar. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a range of investment advisory programs and strategies. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Geoffrey Hudson is a financial advisor with Morgan Stanley in Chapel Hill, NC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, Hudson is the author of a published fiction novel titled *The String Theory*. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Manuel Segovia Alvarez 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 held positions at FME, Evoke, Mindshare, and ZenithOptimedia. Edward Jones is a full-service wealth management firm serving over 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 strategies, supported by a large network of financial advisors and branch offices nationwide.

Landon Baucom is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. He has worked with Cetera and its affiliates since 2023 and has held roles at North Star Consultants, Securian Financial Services, and Minnesota Life Insurance since 2014. Outside of his advisory work, he is an agent/broker involved in fixed insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary approaches with access to affiliated and third-party managers.

Andres Pauta Peralta is a financial advisor at Morgan Stanley in Chapel Hill, NC, holding a Series 65 credential. He has experience spanning several roles at Morgan Stanley since 2017 and previously worked at Itaú Unibanco S.A. in New York from 2013 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs including tailored financial planning that incorporates structured discovery conversations and advanced modeling tools.

Anthony Sconzo is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He holds the Series 66 designation and is based in Mebane, NC. 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 strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, with a nationwide network of more than 23,000 advisors and $1.01 trillion in assets under management.

Jordan Mermet is a Benefits & Planning Consultant in Executive Services at Fidelity Investments, a role he has held since 2026. He works with executives to simplify complex benefit programs and develop tailored financial plans aligned with their long-term goals. Jordan employs a consultative approach to help clients navigate financial decisions and build lasting relationships with Fidelity. Jordan joined Fidelity Investments in 2021, gaining progressive experience through roles including Investment Solutions Representative I, II, and III before advancing to his current position. He holds insurance licenses in Arkansas and California. Outside of his professional responsibilities, Jordan has interests in food, outdoor adventures, pets, skiing, soccer, and traveling.

Thomas Struckmeyer is a financial advisor with Edward Jones in Hillsborough, NC, holding the CFP® designation along with Series 63 and Series 66 licenses. He has 23 years of industry experience and has been with Edward Jones since 2002. Outside of his advisory role, he is president of Triple Ten LLC, a commercial rental property holding company. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 advisors.

Sydney Burns is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. Their work history includes roles at Cetera Wealth Services, North Star Resource Group, and Minnesota Life Insurance Company. Outside of advisory work, Sydney is a fixed insurance agent at North Star Resource Group. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform that provides access to affiliated and third-party managers along with various program structures.

Mikaela Bradshaw is a financial advisor at Edward Jones with a Series 66 credential and three years of industry experience. She has held positions at Edward Jones, Syneos Health, Stadia Ventures, and Washington University in St. Louis. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 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.

Brett Walters is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he worked in healthcare settings including Duke University Health System and Village Physical Therapy. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving a wide range of individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.