Eric Stafford is a CFP® professional with 20 years of experience in financial advising. He has worked at Raymond James Financial since 2012 and previously spent five years at Ameriprise. Stafford serves on the board of directors for Garner Baseball Inc., a nonprofit organization. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation.

Scott Blankenship is a Senior Financial Advisor at Merrill Lynch Wealth Management with 30 years of experience in the financial services industry. He focuses on creating personalized wealth management strategies that align with his clients’ life priorities and goals, offering expertise in areas such as family wealth management strategies, legacy planning, liquidity management, retirement planning, portfolio management, and both individual and corporate investment strategies. Scott holds a Bachelor of Science degree in Business Administration with a concentration in Finance from the University of North Carolina at Chapel Hill, where he also served as the Investment Club President. He maintains the Personal Investment Advisor (PIA) designation. Outside of his professional role, Scott is active in his community, volunteering as a coach for recreational youth sports. He enjoys spending time with his family, golfing, and woodworking.

Amy Oh is a financial advisor at Merrill with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 1998, following a recent association with Bank of America, N.A. since 2025. 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. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers for a range of clients including individuals, high-net-worth clients, and institutional entities.

Travis White is a financial advisor at Cetera with 16 years of industry experience. He holds a Series 66 designation and has worked at Cetera Investment Advisors, Cetera Investment Services, and First National Bank of PA since 2017, following three years at Securities America Advisors and Securities America Inc. Outside of Cetera, he is involved in fixed life insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individual investors, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform that includes affiliated and third-party managers, providing clients access to diverse investment strategies and program structures.

Charles Meder is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing personalized wealth planning services, including retirement and legacy planning, executive compensation, tax minimization, and family wealth management strategies. Charles works closely with clients across diverse industries such as healthcare, technology, and government, as well as small privately-owned businesses, tailoring financial strategies to meet their unique goals and priorities. With extensive experience in investment risk management, business succession planning, and creating customized financial plans, Charles emphasizes transparency, collaboration, and clear communication to help clients make informed decisions. He holds a Personal Investment Advisor (PIA) designation and earned his Bachelor's Degree from Kent State University. Outside of his professional duties, Charles enjoys fishing, golfing, ice hockey, traveling, and spending time with his family.

Christopher Bausback is a financial advisor with LPL Financial in Raleigh, NC, holding Series 65 and Series 63 credentials and three years of industry experience. His prior roles include positions at Coastal Credit Union, First Citizens Bank, TD Ameritrade, and Sprouts Farmers Market. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions, utilizing various portfolio strategies and technology tools alongside a comprehensive financial services platform.

Bryan Crolla is a financial advisor with Equitable Advisors in Raleigh, NC, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has been with Equitable Advisors since 2012, including time when the firm was known as Axa Advisors. Outside of his advisory role, he is involved with Oakbridge Financial Group, LLC as a partner and managing member, and also works as a sales associate for Reality Benefits Services and Dergalis Associates LLC, focusing on ancillary insurance products. Equitable Advisors serves individual clients across a broad range of wealth levels, as well as pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm’s approach involves personalized risk assessment and matching clients to third-party advisory programs or discretionary management options.

Steffen Perry is a financial advisor with Cetera in Raleigh, NC, holding Series 63 and Series 66 licenses and possessing 13 years of industry experience. He has previously worked at PNC Investments and SunTrust Advisory Services. Perry is also a wealth advisor at First National Trust Company and FNB Investment Advisors, where he does not make investment decisions or recommend specific portfolios. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform featuring both affiliated and third-party investment managers.

Ci Ci Donnelly is a financial advisor at Raymond James Financial with 11 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at Merrill and Wells Fargo in various advisory and banking roles. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients. The firm uses analytical tools for non-discretionary planning and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Renee Cooley is a financial advisor at Osaic with 19 years of industry experience. She holds the CFP® designation and Series 65 and 66 licenses. Her prior work history includes roles at FSC Securities Corporation and Edward Jones. Cooley is also a licensed insurance agent and owner of RDaniCo, LLC, which operates under the name Lily Wealth Partners. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a broad network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing firm-provided tools and third-party solutions to construct diversified portfolios tailored to client needs.

Robert Dunn III is a financial advisor with Edward Jones in Clayton, NC, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. 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.

Rodney Adderley is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2022, as well as Morgan Stanley Smith Barney LLC since 2017. Prior to that, he held positions at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and advisory programs, managing approximately $2.74 trillion in client assets.

John Soles is a CFP® and Series 66-registered financial advisor with Edward Jones in Raleigh, NC. He has 10 years of industry experience, all of which have been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jack Giamportone is a CFP® professional with 34 years of industry experience. He has been with Edward Jones since 1999 and holds Series 63 and Series 65 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of managed solutions and advisory services, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a large network of advisors and branch offices.

Paige Ruland is a financial advisor with Edward Jones in Raleigh, NC, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, she worked in education with various North Carolina school districts and North Carolina State University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branch offices.

Jennifer Bell is a Senior Financial Advisor at Merrill Lynch Wealth Management. She began her financial services career in retail banking in 2000 and joined Merrill Lynch Wealth Management in 2006. In her role as team relationship manager, she offers service and advice to individuals, families, and business executives. Jennifer focuses on building relationships with clients and helping them pursue their lifelong goals and aspirations by developing personalized, goals-based wealth management strategies. She holds the Chartered Retirement Planning Counselor™ (CRPC™) designation and the Personal Investment Advisor (PIA) designation. Her education includes a high school diploma from Cary High School and attendance at Wake Technical Community College. Jennifer's client focus areas include college education planning, family wealth management strategies, personal retirement planning, philanthropic planning, portfolio management services, and working with women and wealth. Outside of her professional role, Jennifer enjoys listening to music, traveling, and spending time with her husband, Geoff, and their four children, Adrian, Declan, Tyson, and Ava.

Carter Weeks is a Financial Advisor with Merrill Lynch Wealth Management, specializing in developing and implementing financial strategies for individuals, families, and businesses. He collaborates closely with clients to create tailored plans focused on areas such as retirement planning, tax minimization, estate planning, and wealth management. His approach emphasizes aligning strategies with each client’s unique priorities to help pursue their financial goals. With expertise in college education planning, family wealth management, philanthropic planning, portfolio management, and small business strategies, Carter employs a holistic planning method. He holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from North Carolina State University. Outside of his professional work, Carter engages in adventure sports, boating, fishing, football, golfing, ice hockey, pickleball, traveling, and spending time with his family.

Ashwin Aggarwal is a financial advisor with Morgan Stanley in Raleigh, NC, holding Series 63 and Series 66 credentials and with 21 years of industry experience. He has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services using structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Katherine Bellamy is a financial advisor at Merrill with 18 years of industry experience. She holds the Series 66 designation and has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2011, following brief tenures at Stifel and Morgan Stanley. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies supported by internal teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Daniel Stewart is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been assisting clients since 2016. He specializes in areas including executive compensation, family wealth management strategies, institutional investment consulting, services for endowments, foundations, and non-profits, managing new wealth, portfolio management services, socially responsible and values-based investing, tax minimization, and retirement income. Daniel focuses on helping clients articulate long-term goals, establish priorities, and develop tailored wealth strategies utilizing Merrill's comprehensive financial resources. Daniel holds a Bachelor's Degree from the University of North Carolina System and earned his CERTIFIED FINANCIAL PLANNER™ certification in 2018. He also holds the Personal Investment Advisor (PIA) designation. During his time at UNC Asheville, he served as president of the economics club and was active in the sports performance program as both an athlete and trainer. Outside of his professional role, Daniel enjoys various adventure sports including whitewater kayaking, biking, camping, fishing, hiking, skiing, surfing, and woodworking. He actively volunteers with organizations such as Habitat for Humanity, Homeward Bound, Serve to Lead, and the Special Olympics, reflecting his commitment to community involvement.