Anita Reaves is a financial advisor at Morgan Stanley with 31 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support its advisory services.

Laura Cooper is a Series 66-licensed financial advisor with nine years of industry experience, currently with LPL Financial since 2020. She has previously worked with First Allied Advisory Services and Edward Jones, and maintains a business entity, The Fox Alliance Wealth Advisors, established in 2018. 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 a range of financial planning and asset management services, including access to model portfolios and institutional platforms.

Elizabeth Nicholson is a financial advisor with Ameriprise in Morrisville, NC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Nicholson serves on the boards of Ridgemont HOA and Independent Animal Rescue. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, delivering detailed, non-discretionary recommendations through a centralized consulting team that combines research, modeling, and tax-efficiency analysis. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Elridge Emery Jr. is a financial advisor with Primerica Advisors in Durham, NC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Primerica Advisors since 1994 and Primerica Financial Services since 1990. His prior work includes roles at the Department of Public Safety and LifeWise Academy. Outside of advising, he is involved in part-time sales of home security and automation products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and supports account execution and custody through BNY Mellon Advisors and Pershing.

Nga Pho is a financial advisor at Morgan Stanley in Chapel Hill, NC, with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley and Edward Jones, among other firms. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client engagements and corporate financial planning agreements.

Florence Smith is a CFP® professional with seven years of industry experience, currently advising clients at Raymond James & Associates in Chapel Hill, NC. Prior to joining Raymond James, she worked briefly at Amphora Wealth Management and spent time focused on CFP education and exams. Smith serves as Treasurer and board member of the Hillsborough Arts Council, a nonprofit organization. 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 non-discretionary financial planning and consulting supported by extensive research and multiple portfolio management styles.

Tyler Parker is a financial advisor at Cetera with four years of industry experience and holds a Series 66 designation. His prior roles include positions at Minnesota Life Insurance, Securian Financial Services, and North Star Resource Group. Outside of advisory work, he is involved as an agent/broker offering fixed insurance and group benefits through North Star Consultants and North Star Brokerage Group. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a range of portfolio management and financial planning services through a multi-manager platform with various program structures and access to third-party money managers.

Henry Newton is a financial advisor at Edward Jones with 27 years of industry experience. He has held roles at Edward Jones since 1998, with a two-year period at Wells Fargo Clearing from 2018 to 2020. Newton holds the CFP® designation as well as Series 63 and Series 66 licenses. 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 under management through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds.

James Sessoms is a financial advisor with Morgan Stanley in Chapel Hill, NC, holding Series 63, 65, and 66 licenses and possessing 40 years of industry experience. His career includes long tenures at Merrill and Bank of America prior to joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through Corporate Financial Planning agreements with employers.

John Murray is a financial advisor at J.P. Morgan Securities with 34 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at TD Ameritrade and JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Matthew Lovette is a financial advisor at Edward Jones with seven years of industry experience. He has worked at Edward Jones since 2018 and previously spent eight years at Paychex. Outside of his advisory role, he is an owner of MLB Productions, an entertainment business, and serves on the finance committee for the Denise Marie Flaherty Foundation. 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 and separately managed accounts. The firm manages over $1 trillion in assets and is notable for its large network of advisors and affiliated financial services beyond traditional advisory offerings.

Willard Causey Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 66 and Series 63 licenses and has 23 years of industry experience, including 20 years with Edward Jones. Causey is also the CEO of Causey Financial Group LLC, a financial services organization. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm uses tailored, non-discretionary planning supported by analytical tools and offers specialized programs such as municipal advisory services and a SIMPLE IRA Employer Advisory & Consulting Services program.

William Phelan Sr. is a financial advisor with Edward Jones in Durham, NC, holding Series 63 and Series 66 licenses and 26 years of industry experience, all with Edward Jones since 2000. Outside of his advisory role, his name appears on a rental property title for estate planning purposes. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment advisory programs and discretionary and non-discretionary strategies, managing approximately $1.01 trillion in assets.

Kendall Weller is a financial advisor with Edward Jones in Durham, NC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Prior to joining Edward Jones in 2022, Kendall worked at SunTrust Advisory Services, Truist Investment Services, Suntrust Investment Services, and Suntrust Bank from 2015 to 2022. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering 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 through a large network of financial advisors and branches nationwide.

Matt Roberts is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His career includes roles at Cambridge Investment Research Advisors, Royal Alliance Associates, and Signator Investors. Outside his advisory work, he is also an independent insurance agent and an independent sales associate for Isagenix. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional clients such as pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm supports both discretionary and non-discretionary management across multiple platforms and maintains proprietary strategies under the Founders Gate Capital brand.

Thomas Teeple is a financial advisor with Morgan Stanley in Chapel Hill, NC, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, and Enhanced Mortgage Solutions. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and comprehensive asset management.

Kyle Clements is a financial advisor with RBC Capital Markets in Chapel Hill, NC, holding CFP®, Series 63, and Series 65 designations and bringing 33 years of industry experience. His prior work includes roles at City National Bank and Bank of America. He serves as an at-large advisory board member for the University of North Carolina's Economics department. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutions and charitable organizations. The firm offers tailored investment strategies through various advisory programs, combining in-house and third-party managers with flexible portfolio management options.

David Pottenger III is a financial advisor at Morgan Stanley with 46 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets from 1994 to 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and strategies.

Thomas Fenn is the sole advisor at T. Fenn Financial Planning, LLC in Chapel Hill, NC. He holds the CFP® designation along with Series 63 and Series 65 licenses and has 16 years of industry experience, including over 20 years in his current practice. T. Fenn Financial Planning, LLC is an independent registered investment adviser serving about 60 clients with a focus on financial planning and advisory services rather than discretionary portfolio management. The firm’s approach emphasizes consultative planning and uses fee arrangements that do not include percentage-of-assets-under-management fees.