Daniel Paradise is a financial advisor with Equitable Advisors in Raleigh, NC, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors since 2008, previously affiliated with AXA Advisors, LLC. In addition to his advisory role, he is the managing partner of Oakbridge Financial Group, LLC. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs. The firm utilizes a network of investment adviser representatives and relies on third-party program sponsors and endorsed TAMPs for most advisory models, offering both proprietary and third-party investment solutions.

Eugene Freedman is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 47 years of industry experience. He has worked with LPL Financial since 2008 and previously held roles at Wells Fargo Clearing and Wachovia Securities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Lesia Mc Kenzie is a CFP® and holds a Series 66 license, with 15 years of industry experience. She has been with Edward Jones since 2010. Outside of her advisory role, she is involved in real estate through McKenzie Holding LLC and co-ownership of a property management venture in St. Thomas, VI. 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 services, including discretionary and non-discretionary managed solutions, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Rowe is a financial advisor at Thrivent Investment Management with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at firms including Edward Jones, JP Morgan Chase, and Wells Fargo Advisors. In addition to his advisory role, he serves as a board member of the Wake Medical Volunteer Board in Raleigh, NC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based financial planning without discretionary trading authority, offering clients a separation between planning and managed-account services.

James Leonard is a financial advisor with Wells Fargo Advisors in Raleigh, NC, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. He previously worked at UBS Financial Services for 10 years before joining Wells Fargo Advisors in 2025. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting a net-worth threshold, utilizing Wells Fargo research and planning tools to develop and deliver recommendations.

Kerry Johnson is a financial advisor at OSAIC in Raleigh, NC, holding the ChFC® designation along with Series 63 and 65 licenses. He has 42 years of industry experience, including 17 years at Woodbury Financial Services prior to joining OSAIC in 2024. Outside of his advisory role, he offers fixed insurance products such as term life and disability insurance. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, providing both brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, offering a range of managed portfolio programs and access to third-party money managers.

John Petretich is a CFP® professional with over 24 years of experience in the financial industry, currently serving at Edward Jones since 2001. He is based in Raleigh, NC, and holds Series 63 and Series 66 licenses. Outside of his advisory role, he owns a home renovation business and is a member of the advisory board for the Sigma Alpha Epsilon Fraternity at North Carolina State University. 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 strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Aaron Siegel is a financial advisor at Edward Jones with Series 63 and Series 65 designations and 10 years of industry experience. His prior roles include positions at Invesco, Horizon Investments, Quasar Distributors, Brighthouse Securities, and MetLife Investors Distribution Company. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Stanley Coats II is a financial advisor with Raymond James Financial and holds Series 63 and Series 65 licenses. He has 26 years of industry experience and has been associated with Raymond James in various capacities since 1999. Outside of his advisory role, he and his wife own and breed horses, occasionally earning income from shows and sales. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm emphasizes tailored, non-discretionary planning using analytical tools to support client goals and serves a broad client base including high-net-worth individuals and pension plans.

Taylor Gresham is a financial advisor with Equitable Advisors holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, he worked at Securities America Advisors and Franklin Templeton. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by offering financial planning, retirement plan consulting, and various asset-management programs. The firm uses a network of Investment Adviser Representatives and third-party managers to deliver its advisory services across multiple investment vehicles.

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.

Brant Spesshardt is a financial advisor with LPL Financial in Raleigh, NC, holding the CFP® designation and Series 63 and 65 licenses. He has 26 years of industry experience, previously working at FSC Securities and OSAIC. Outside of his advisory role, he is a partner in an insurance agency where he assists with agency oversight. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides financial planning and investment management through a broad network of advisors utilizing model portfolios, third-party subadvisors, and customized strategies.

Jake Coffee is a Benefits & Planning Consultant in Executive Services at Fidelity Investments, a position he has held since 2025. He began his career at Fidelity Investments in 2021 as an Investment Solutions Representative I, II, and III, gaining experience until 2025. Prior to joining Fidelity, Jake worked as a Banker at PNC Bank in 2021 and as a Financial Services Representative at State Employees Credit Union from 2020 to 2021. Jake holds an Arkansas Insurance License and focuses on providing comprehensive and personalized financial planning and guidance. His approach involves understanding each client's unique needs and circumstances to support them in working toward their financial goals and aspirations. Outside of his professional role, Jake enjoys family activities, golf, movies, reading, and running.

Timothy Nash is a financial advisor with Equitable Advisors in Raleigh, NC. He holds a Series 66 designation and has recently started his career in the financial industry, joining Equitable Advisors in 2026. Prior to his current role, he held positions at Prospera Financial Services and was affiliated with High Point University and Aquatic Management Group in various capacities. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver tailored investment solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Mary Akin is a financial advisor with Morgan Stanley in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. 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 through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

Judith Naegely is a financial advisor at Osaic Wealth with six years of industry experience. She holds a Series 66 designation and has previously worked at Woodbury Financial Services Inc. and Pariox LLC. Outside of her advisory role, she is involved in nonprofit fundraising as Co-Sponsorship and Fundraising Chair for Carroll Magnet Middle School PTO and is a managing member of Live Your Archetype, a workshop series focused on personal development. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment approach centered on model-based asset allocation and portfolio optimization.

Taylor Horten is a financial advisor with Equitable Advisors in Raleigh, NC, holding a Series 66 designation and four years of industry experience. Prior to joining Equitable Advisors in 2022, Taylor held roles at Financial Data Systems, Papa John's, and UNC Wilmington. Equitable Advisors serves individuals ranging from non‑high-net-worth to high-net-worth clients, as well as pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

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.

Chase Hill is an Investment Consultant at Fidelity Investments, a position he has held since 2024. In this role, he assists clients in navigating a seamless planning process by understanding their current financial situation and future goals to co-create tailored financial plans. Prior to this, he served in various positions at Fidelity Investments, including Relationship Manager, Workplace Planning Consultant II, Workplace Planning Consultant I, and Workplace Planning Associate from 2021 to 2024. Before joining Fidelity, Chase was a Financial Representative at Northwestern Mutual from 2018 to 2019. Chase holds an Arkansas Insurance License, which supports his expertise in financial planning and investment consulting. His professional experience spans across different facets of financial services, focusing on collaborative planning and aligning strategies with clients' life events and objectives.

Amber Clos is a financial advisor with LPL Financial, holding a Series 66 credential and three years of industry experience. Her career includes previous roles with United Community Bank and United Community Advisory Services, as well as a long tenure at McDonalds / Huebner Management Company LLC. 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 financial planning and investment management services, utilizing strategic and tactical portfolio options supported by research and advisor tools.