David Stuckey is a financial advisor at OSAIC with 41 years of industry experience. He holds Series 63 and Series 66 designations and has been with OSAIC since 1997. He also has a long tenure at Northwestern Mutual Life Insurance Company beginning in 1984. Outside of his advisory role, he assists clients with life insurance, disability insurance, fixed annuities, and long-term care insurance through his sole proprietorship. OSAIC Wealth serves a broad client base including retail and institutional investors, offering a range of brokerage and advisory services with a model-based investment approach that incorporates asset allocation, portfolio optimization, and multiple program options. The firm is notable for its large scale, affiliate network, and recent consolidation activities.

Jonathan Hill is a financial advisor at OSAIC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Woodbury Financial Services and Questar Capital Corporation. Outside of his advisory role, Hill acts as a trustee for a family trust and operates a sole proprietorship focused on health, life, and disability insurance sales. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment approach centered on model-based asset allocation, portfolio optimization, and multi-advisor platform integration.

Cami Adcock is a financial advisor with Wells Fargo Clearing in Chapel Hill, NC, holding Series 63 and Series 65 licenses and having 30 years of industry experience. Her prior work includes roles at Morgan Stanley and Citigroup Global Markets. She is also a notary public in Raleigh, NC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research from its Investment Institute and third-party sources to support diversified investment strategies and offers a range of brokerage and advisory solutions.

Ashley Paonessa is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. She has held positions at Wells Fargo Clearing since 2019 and previously worked at Morgan Stanley Private Bank, National Association from 2015 to 2019. She holds a Series 66 designation and is based in Raleigh, NC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Peter Sheahan is a financial advisor with Fisher Investments in Chapel Hill, NC, holding a Series 65 designation and bringing 22 years of industry experience. He has been with Fisher Investments since 2000. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research and utilizes tax-aware strategies and defensive tactics to manage risk.

Chris Foster is Vice President, Financial Consultant at Fidelity Investments, a position he has held since 2018. He has more than 20 years of experience in the financial services industry, having served as a Financial Consultant at Fidelity Investments from 2012 to 2018, a Financial Advisor at Morgan Stanley Smith Barney from 2008 to 2012, and a Financial Advisor at Edward Jones Investments from 2005 to 2008. Throughout his career, Chris has focused on working closely with clients and their families to develop and implement personalized financial plans aimed at achieving their goals. Chris's approach is centered on collaboration and trust, recognizing the effort clients have invested in saving and growing their assets. His professional experience spans multiple reputable firms, reflecting a sustained commitment to the financial advisory profession. Outside of his professional work, Chris enjoys boating, fishing, golf, reading, and traveling.

Daniel Ryon is a financial advisor at Edward Jones with 21 years of industry experience. He has been with Edward Jones since 2004 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he owns a rental property in Raleigh, North Carolina. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

David Jester is a financial advisor with Robert W. Baird & Co. in Chapel Hill, NC, holding a Series 66 designation and 11 years of industry experience. He has been with R.W. Baird since 2017 and previously worked at Franklin School of Innovation. He is part of The DDK Group within Baird’s Private Wealth Management department, which provides financial planning, discretionary and non-discretionary portfolio management, and other services to individuals, corporate clients, pension plans, and charitable organizations. Robert W. Baird manages approximately $394 billion in regulatory assets and offers investment strategies that include manager-traded and model-traded SMA solutions, tax-management, and direct-indexing capabilities.

Nathan Neely is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of AI and formal advisory roles to registered investment companies.

Charles Moehrke is a financial advisor with Morgan Stanley in Chapel Hill, NC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management delivers a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services that are generally advisory in nature without individual security recommendations in standalone plans.

Everett Anderson is a financial advisor at Raymond James & Associates with 17 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James & Associates since 2008. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, charitable organizations, and governmental entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Gary Crenshaw is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. His career includes roles at Pinnacle Bank, Suntrust Investments, and Wells Fargo Clearing. Crenshaw is also an associate at Pinnacle Asset Management, where he works as a financial consultant. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs tailored non-discretionary planning using risk profiling and analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Anne Marie Cummings is a financial advisor at Morgan Stanley in Chapel Hill, NC, holding a Series 66 designation with 11 years of industry experience. She has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a broad range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured financial planning tools without providing individual security recommendations as part of its standalone planning services.

Michael Gillmer is a CFA® charterholder with 14 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. He holds a Series 63 license and is based in Chapel Hill, NC. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

James Ustby is a financial advisor at LPL Financial with four years of industry experience. He holds the Series 66 designation and has prior experience at Ameriprise Financial Services Inc. and as a self-employed advisor. Ustby is also an insurance representative with Karma Financial Group. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of financial planning and investment management services, including access to model portfolios, third-party asset managers, and institutional platforms.

Samuel Parker III is a financial advisor with Edward Jones in Mebane, NC, holding the CFP®, ChFC®, and Series 66 designations. He has 24 years of industry experience, all with Edward Jones since 2002. Outside of his advisory role, he owns a video rental business in Hillsborough, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Derek Parrish is a CFP® with 15 years of experience in the financial services industry, currently serving as an advisor at Edward Jones since 2011. He holds the Series 66 designation and is based in Durham, NC. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Marvin Rauchbach is a financial advisor at OSAIC with 40 years of industry experience. He previously worked for VALIC Financial Advisors for 38 years and spent two years at Agia before joining OSAIC in 2024. Outside of his advisory work, he is an active musician and plays drums in jazz bands. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a variety of brokerage and advisory services supported by a model-based investment process and a multi-advisor platform.

Richard Zyczkiewicz is a financial advisor with Cetera, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He has worked at Cetera since 2025 and previously spent 11 years with Avantax Investment Services and Avantax Advisory Services. Outside of his advisory role, he owns and operates Zyczkiewicz Latour & Company, a CPA firm providing accounting and tax preparation services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporations, charities, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform that includes model portfolios, third-party managers, and custom strategies.

Stacy Bledsoe is a financial advisor at Morgan Stanley with 34 years of industry experience. She has held positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill. She holds Series 63, 65, and 66 licenses. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers planning services that use structured discovery and firm-approved tools.