Austin Taylor is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and eight years of industry experience. He previously worked at Morgan Stanley Smith Barney, Principal Securities, Ally Invest Securities, and USAA Financial Advisors. 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 advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives and a variety of investment implementation strategies.

Jennifer Hoselton is a financial advisor with UBS Financial Services in Chapel Hill, NC, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. She has been with UBS Financial Services since 2009. UBS Financial Services offers brokerage and investment advisory services to individual, corporate, and institutional clients, combining fiduciary financial planning with institutional trading capabilities and research-driven portfolio management.

Mark Benenati is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. He currently assists clients in understanding their benefits and provides expert guidance in benefits planning. Mark joined Fidelity Investments in 2021 as a Workplace Planning Consultant and transitioned to his current role in 2026. His experience focuses on workplace benefits and planning solutions. Outside of his professional work, Mark enjoys camping, hiking, watching movies, and playing table tennis.

Ryan McCauley is a Financial Consultant at Fidelity Investments, where he has been serving since 2024. He works with clients to build customized financial plans tailored to their individual needs, focusing on education to help clients gain comfort and confidence with their financial strategies. His approach emphasizes simplifying clients' financial lives through collaboration. Ryan has accumulated experience in various roles at Fidelity Investments since 2018, including positions as Investment Consultant, Workplace Planning Consultant, Workplace Planning Associate, and Financial Associate. This range of experience has contributed to his expertise in financial planning and investment consultation. Outside of his professional responsibilities, Ryan has interests in baseball, football, golf, reading, and running.

Joseph Link is a financial advisor with Raymond James Financial Services Advisors, Inc. in Durham, NC. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he has been associated with Four Corners Advisor Group and Causey Financial Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client goals, while also maintaining notable municipal advisory capabilities and specialized SIMPLE IRA advisory programs.

Johnaustin Chapman is a CFP®-certified financial advisor with Edward Jones in Chapel Hill, NC, where he has worked since 2013. He has 12 years of industry experience and is a founding partner of Chapman & One, a market research firm that provides insights on competition, pricing, and opportunities for start-up clients. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of advisors.

Rodney Hooks Jr. is a financial advisor with Edward Jones in Durham, NC, holding a Series 66 license and having 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 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.

Alex Crawford is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and two years of industry experience. His background includes service in the U.S. Army since 2021 and prior roles with PFS Investments Inc. and Primerica Financial Services. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-based investment strategies managed by third-party asset managers. The firm supports a large network of advisors and offers a range of portfolio models including those investing in cryptocurrency ETFs.

David Gilner is a financial advisor at LPL Financial with 30 years of industry experience. He has been with LPL Financial since 2004 and previously worked at WS Griffith Securities, Inc. from 2000 to 2004. Gilner holds the Series 63 and Series 65 licenses. 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 financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting a wide range of investment strategies with operational tools for advisors.

Patrick Flores is a financial advisor with Morgan Stanley in Chapel Hill, NC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney since 2009, alongside prior experience at Citigroup Global Markets beginning in 2007. 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 utilizes structured discovery processes and modeling tools such as Monte Carlo simulations in its planning services.

Blake Seibert is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2018, including a role at Morgan Stanley Private Bank, N.A. Prior to that, he held positions at Charles Schwab and Fleishel Financial Associates. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and research.

Noah Pettee is a financial advisor with Cetera and holds a Series 66 designation. He has two years of industry experience and has worked at Cetera and Cetera Wealth Services, LLC since 2024. Outside of his advisory role, he is a lead server at Stoney River Steakhouse and Grill. Cetera Investment Advisers LLC is an SEC-registered firm serving 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 uses a multi-manager platform that provides access to affiliated and third-party managers across multiple program structures.

Christina Taylor is a financial advisor with Morgan Stanley in Chapel Hill, NC, holding a Series 66 designation and nine years of industry experience. She has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm’s approach incorporates structured discovery conversations and firm-approved planning tools to support client financial plans.

Myisha Nannola is a Financial Consultant at Fidelity Investments, a position she has held since 2023. In this role, she focuses on helping investors create and build custom financial plans tailored to their individual needs. She is dedicated to identifying opportunities for efficiency and providing professional guidance to empower clients in making sound financial decisions. Prior to joining Fidelity Investments, Myisha served as a Branch Manager at One Main Financial from 2016 to 2023. She brings nine years of experience working with clients in financial services, emphasizing the importance of thoughtful investment decisions and avoiding common pitfalls. Outside of her professional work, Myisha enjoys spending time at the beach, engaging in family activities, exploring culinary interests as a foodie, gardening, listening to music, and painting.

Holley Fuller is a financial advisor with Morgan Stanley in Chapel Hill, NC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and analyses to support its advisory services.

Leah Ogden is a CFA® charterholder and holds a Series 66 license, with 23 years of experience in the financial services industry. She currently works at Morgan Stanley in Chapel Hill, NC, having previously spent 11 years at Raymond James & Associates. Ogden serves on the board and finance committee of Carolina Meadows CCRC, a nonprofit organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs including financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Andrew Metz is a CFP®-certified financial advisor with Edward Jones in Durham, NC, where he has 15 years of industry experience. He has been with Edward Jones since 2011. 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 strategies, separately managed accounts, and affiliated funds, supported by a large network of financial advisors and branch offices nationwide.

Patrick Hartley is a financial advisor with Morgan Stanley in Chapel Hill, NC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Morgan Stanley since 2011, including time with Morgan Stanley Private Bank, National Association since 2015. He serves on the advisory board of the Kenan Institute of Private Enterprise, focusing on education-related business development and fundraising. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and supports clients through structured planning tools while acting primarily in an advisory capacity.

Holly Ashby is a financial advisor with Raymond James & Associates in Durham, NC, holding Series 63, 65, and 66 credentials and having 27 years of industry experience. She has worked with Raymond James & Associates since 2013 and was previously involved with CrossFit Durham. 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, pension plans, and charitable organizations, offering financial planning and investment consulting through various advisory programs and institutional solutions.

Joseph Hubbard is a Series 66-licensed financial advisor with 12 years of industry experience. He is currently with Wells Fargo Clearing, where he has worked since 2021, and previously held roles at PNC Investments, MML Investors Services LLC, and MassMutual Life Insurance Company. Outside of his advisory work, Hubbard coaches and teaches lacrosse at Seaforth High School in Pittsboro, North Carolina. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.