Nga Pho is a financial advisor at Morgan Stanley in Chapel Hill, NC, holding Series 63 and Series 66 licenses with 13 years of industry experience. Prior to rejoining Morgan Stanley in 2024, Pho worked at Edward Jones and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and market scenario modeling.

Florence Smith is a CFP® professional with seven years of industry experience, currently advising clients at Raymond James & Associates in Chapel Hill, NC. Prior to joining Raymond James, she worked briefly at Amphora Wealth Management and spent time focused on CFP education and exams. Smith serves as Treasurer and board member of the Hillsborough Arts Council, a nonprofit organization. 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, and municipal entities, offering non-discretionary financial planning and consulting supported by extensive research and multiple portfolio management styles.

James Cobb is a Planning Consultant at Fidelity Investments, where he collaborates with clients to understand their personal values and financial goals, working together to develop tailored financial plans. He is part of a team dedicated to helping clients build personalized plans that they feel comfortable and confident with. He joined Fidelity Investments in 2021, progressing from Workplace Planning Consultant I to Planning Consultant within the organization. Prior to Fidelity, James worked as an Associate Financial Advisor at Fortress Financial Partners from 2020 to 2021.

Tyler Parker is a financial advisor at Cetera with four years of industry experience and holds a Series 66 designation. His prior roles include positions at Minnesota Life Insurance, Securian Financial Services, and North Star Resource Group. Outside of advisory work, he is involved as an agent/broker offering fixed insurance and group benefits through North Star Consultants and North Star Brokerage Group. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a range of portfolio management and financial planning services through a multi-manager platform with various program structures and access to third-party money managers.

Henry Newton is a financial advisor at Edward Jones with 27 years of industry experience. He has held roles at Edward Jones since 1998, with a two-year period at Wells Fargo Clearing from 2018 to 2020. Newton holds the CFP® designation as well as Series 63 and Series 66 licenses. 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 under management through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds.

Joseph Hagen is a financial advisor at Stifel in Chapel Hill, NC, with 43 years of industry experience. He has held his current position at Stifel Nicolaus since 2008. Hagen holds Series 63 and Series 65 licenses. Stifel serves a diverse client base that includes individuals, institutional clients, charitable organizations, and municipal entities. The firm offers brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

James Sessoms is a financial advisor with Morgan Stanley in Chapel Hill, NC, holding Series 63, 65, and 66 licenses and possessing 40 years of industry experience. His career includes long tenures at Merrill and Bank of America prior to joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through Corporate Financial Planning agreements with employers.

John Murray is a financial advisor at J.P. Morgan Securities with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TD Ameritrade Investment Management and JPMorgan Chase Bank. Based in Chapel Hill, NC, he has been with J.P. Morgan Securities since 2021. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Matthew Lovette is a financial advisor at Edward Jones with seven years of industry experience. He has worked at Edward Jones since 2018 and previously spent eight years at Paychex. Outside of his advisory role, he is an owner of MLB Productions, an entertainment business, and serves on the finance committee for the Denise Marie Flaherty Foundation. 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 wrap fee strategies and separately managed accounts. The firm manages over $1 trillion in assets and is notable for its large network of advisors and affiliated financial services beyond traditional advisory offerings.

Willard Causey Jr. is a financial advisor at Raymond James Financial with 23 years of industry experience. He holds the Series 63 and Series 66 credentials and previously spent 20 years with Edward Jones. Causey is also CEO of Causey Financial Group LLC, a financial services organization. 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 institutions. The firm focuses on tailored, non-discretionary planning using risk profiling and modeling tools and offers specialized programs such as municipal advisory services and SIMPLE IRA employer consulting.

William Phelan Sr. is a CFP® professional with 25 years of experience in the financial services industry, currently serving at Edward Jones since 2000. His tenure at Edward Jones spans over 26 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm offers a variety of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

Kendall Weller is a financial advisor with Edward Jones in Durham, NC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Prior to joining Edward Jones in 2022, Kendall worked at SunTrust Advisory Services, Truist Investment Services, Suntrust Investment Services, and Suntrust Bank from 2015 to 2022. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branches nationwide.

Matt Roberts is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His work history includes roles at Cambridge Investment Research Advisors since 2019, as well as prior positions at Royal Alliance Associates and Signator Investors. In addition to his advisory work, he operates as an independent insurance agent and has experience as an independent sales associate with Isagenix. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Thomas Teeple is a financial advisor with Morgan Stanley in Chapel Hill, NC, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, and Enhanced Mortgage Solutions. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and comprehensive asset management.

Kyle Clements is a financial advisor with RBC Capital Markets in Chapel Hill, NC, holding CFP®, Series 63, and Series 65 designations and bringing 33 years of industry experience. His prior work includes roles at City National Bank and Bank of America. He serves as an at-large advisory board member for the University of North Carolina's Economics department. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutions and charitable organizations. The firm offers tailored investment strategies through various advisory programs, combining in-house and third-party managers with flexible portfolio management options.

David Pottenger III is a financial advisor at Morgan Stanley with 46 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 1994. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Melissa Price is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and possessing 28 years of industry experience. She has worked with Wells Fargo Clearing since 2016, and previously with Wells Fargo Advisors LLC and Prudential Equity Group, LLC. 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 uses research and analytics from Wells Fargo Investment Institute and third-party sources to evaluate investment options, offering both brokerage and advisory solutions across a large platform.

Thomas Fenn is a CFP® with 15 years of industry experience, operating as the sole advisor at T. Fenn Financial Planning, LLC in Chapel Hill, NC. He has worked in the financial planning field since 2006. T. Fenn Financial Planning, LLC is an independent, single-advisor registered investment adviser serving approximately 60 clients. The firm specializes in financial planning and advisory services without providing discretionary portfolio management and does not charge fees based on assets under management.