John Petercuskie is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2014. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery conversations and firm-approved tools to model outcomes without providing individual security recommendations as part of standalone plans.

Quintin Ellis is a financial advisor at Fidelity with four years of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments since 2021. Prior to joining the financial industry, he spent six years with the Frisco RoughRiders. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves multiple registered investment companies and fund-of-funds.

Malvea Jones is a financial advisor at Merrill with a Series 66 credential and seven years of industry experience. She previously worked at Wells Fargo Bank for 13 years before joining Merrill in 2018. Outside of advising, she works part-time as a hotel front desk associate and is also a Mary Kay sales consultant. Merrill, together 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, pension plans, corporations, and charitable organizations.

Jennifer Riley is a financial advisor at Thrivent Investment Management in Raleigh, NC, holding a Series 66 designation. She has prior work experience with EspriGas and Coca Cola Consolidated, Inc. and began her advisory career with Thrivent in 2025. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various planning topics. The firm integrates planning with managed-account programs through its WealthPlan option while maintaining separate service structures and does not offer portfolio management for institutional clients.

Jonathan Perry is a CFP® with 15 years of experience in the financial industry. He currently works at Osaic and previously spent 13 years with Lincoln Financial Securities Corporation. In addition to his advisory role, Perry serves as a board member and assistant scoutmaster for the Boy Scouts of America Occoneechee Council. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing across various investment products.

Thomas Giroux Jr. is a financial advisor with Ameriprise in Clayton, NC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2006. Outside of his advisory role, he is involved in non-investment-related real estate ownership. Ameriprise is an institutional firm that offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Danny Bostic Jr. is a CFP®-designated financial advisor with 19 years of industry experience. He is currently with Edward Jones, joining the firm in 2023. His prior roles include positions at SeCU Life Insurance Company, Members Trust Company, Credit Union Investment Services, SeCU Brokerage Services, and State Employees' Credit Union. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Leslie Merritt Jr. is a financial advisor with OSAIC based in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to joining OSAIC in 2023, he spent 14 years at Fsc Securities Corporation. Outside of his advisory role, he is president of Leslie Merritt, Inc., a consulting firm focused on estate and tax planning, and he manages family real estate and estate planning vehicles through various partnerships. OSAIC serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios that include diverse asset classes, supporting both discretionary and non-discretionary account management.

Meredith Keever is a CFP® professional with three years of industry experience, currently serving as a financial advisor at LPL Financial in Raleigh, NC. She has previously worked at OSAIC and FSC Securities and is involved in financial paraplanning through Steward Wealth Strategies. 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 other institutions. The firm offers a range of investment strategies and platforms, combining advisory services with a broad spectrum of financial activities.

Eric Hilliard is a financial advisor with Raymond James Financial in Raleigh, NC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1996 and founded Hilliard Financial Group in 2002. He serves as a director on the United Methodist Church of North Carolina Board of Institutions, where he participates in overseeing financial affairs and maintaining institutional relationships. 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 offers tailored, non-discretionary planning and supports municipal and public finance work through affiliated advisory programs and specialized consulting services.

Wendy Busby is a financial advisor at Merrill with Series 63 and Series 66 credentials and 32 years of industry experience. She has been with Merrill since 1990 and also worked at Bank of America, N.A. since 2026. Busby is the sole owner of a rental property business in Cary, North Carolina. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

William Uthe is a financial advisor with Morgan Stanley in Raleigh, NC, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2010. Outside of his advisory role, he is the sole proprietor of BBOO LLC, an investment-related agriculture business. 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 utilizes structured planning tools alongside broader investment and financial product offerings.

Mark Kronenfeld is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

John Keiper is a financial advisor at LPL Financial based in Raleigh, NC, with seven years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms including Northwestern Mutual Investment Services and CAPTrust. Outside of advisory work, he has experience in restaurant management, having worked at Cozzolinos Pizzeria for six years. 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 investment management services through a large network of advisors, utilizing both in-house models and third-party strategies.

Jabora Belton is a financial advisor with Morgan Stanley Wealth Management in Raleigh, NC, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. Her career includes roles at Deutsche Bank Securities Inc., Wells Fargo Clearing Services, and Ameriprise Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs with a financial planning process supported by firm-approved tools and investment models.

Yun Lieh Chuu is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with LPL Financial since 2006. Outside of advisory services, he is involved in the sale of health and fixed insurance products. 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 range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and diverse operational tools.

Nathaniel Forkey is a financial advisor with Thrivent Investment Management based in Raleigh, NC. He holds the Series 66 and Series 63 licenses and has recent experience at Thrivent Financial. Prior to his current role, he worked at Exact Sciences, Pfizer, Wells Fargo, and several other firms. Outside of finance, he is involved with Square Cow Moovers, a business he has been associated with since 2021. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and written recommendations on a range of planning topics, with planning and managed-account services offered separately under a consolidated billing option called “WealthPlan.”

Patricia Mccallop is a financial advisor at Cetera with 18 years of industry experience. She holds a Series 66 designation and has worked at various Cetera entities since 2019, as well as previously at National Planning Corporation from 2010 to 2018. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services across discretionary and non-discretionary program options.

Andrew Cappello Jr. is a financial advisor with Merrill in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior work includes roles at JPMorgan Chase Bank and J.P. Morgan Securities before joining Merrill and Bank of America in 2017. Merrill serves a wide range of clients including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, discretionary portfolio management, brokerage execution, and custody services. The firm’s investment approach features multiple program strategies with various levels of client and advisor discretion, supported by extensive manager selection and tax-efficient implementation capabilities, along with integration through Bank of America affiliates.

Michael Hock Jr. is a financial advisor with Thrivent Investment Management in Raleigh, NC, holding a Series 66 designation and three years of industry experience. Prior to his current role, he worked at GE Healthcare for seven years and was involved with Ohana Homes. Outside of his advisory work, he is a member and manager of holding companies that administer LLCs owning real estate. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers planning as either a one-time or ongoing engagement, addressing a wide range of financial topics while keeping implementation and managed-account services separate.