Alexander Fields is a financial advisor with Wells Fargo Clearing in Cary, NC, holding Series 63 and Series 65 licenses and having eight years of industry experience. He has been with Wells Fargo Clearing Services since 2017 and Wells Fargo Bank NA since 2015. Outside of his advisory role, Fields serves as an Aviation Operations Specialist in the NC Army National Guard and provides notary public services. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional funds.

Ryan Carpenter is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC since 2018. Prior to his career in financial services, he was employed by Uber Technologies Inc and Artistic Tile LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various investment platforms.

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.

Victoria Cornett is a financial advisor at Wells Fargo Advisors with four years of industry experience. She previously worked at Morgan Stanley, Fidelity Investments, and Ameriprise Financial Services. Outside of her advisory role, she has an ownership interest in a barrel manufacturing and industrial landfill business in West Virginia. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering investment and fee-based financial planning services that include retirement, education, risk, and wealth-transfer planning, as well as specialized planning services for business owners and other client needs. The firm’s advisors use proprietary research and tools to develop tailored recommendations delivered through meetings and client summary letters.

Jennifer Pettengill is a financial advisor with Wells Fargo Advisors in Raleigh, NC, holding a Series 66 designation and bringing 24 years of industry experience. Her career has been primarily with Wells Fargo Clearing Services and Wells Fargo Advisors since 2009. Outside of her advisory role, she is an independent consultant for skincare product sales and crafting sales, and she works part-time as a server. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers a broad range of investment and financial planning services to individuals, trusts, and institutional clients, with specialized planning options for clients meeting certain net-worth thresholds.

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.

Diana Menjivar is a financial advisor at Wells Fargo Clearing with four years of industry experience. She holds a Series 66 designation and has previously worked at Gardner-Webb University and Wells Fargo Bank, NA. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions backed by research from Wells Fargo Investment Institute and third-party databases.

Karla Zuniga Rivera is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses and two years of industry experience. She has worked at Wells Fargo Clearing since 2023 and was previously employed at Wells Fargo Bank, NA, Target, and Panera Bread. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Essence Murphy Miller is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 65 and Series 63 credentials and three years of industry experience. Her prior work includes roles at Wells Fargo Bank, Humana, and Conduent. In addition to her advisory work, she is a licensed notary public. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm operates on a large scale with extensive resources and offers both brokerage and advisory solutions.

Victoria Johnston is a CFP® professional with seven years of industry experience. She has been with Edward Jones since 2018 and previously worked at State Farm and Western Sizzlin. Johnston is based in Raleigh, NC, and holds a Series 66 license. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Emelyn Sebastian is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and three years of industry experience. She has been associated with Wells Fargo Bank, N.A. since 2013. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Dario Martinez is a Benefits & Planning Consultant in the Executive Services division at Fidelity Investments. In this role, he collaborates with clients to develop financial plans aimed at helping them achieve their financial goals. He has held several positions at Fidelity Investments since 2021, including Investment Solutions Representative II, Fixed Income Specialist, and Investment Solutions Representative. Prior to joining Fidelity, Dario worked as a Relationship Banker at Bank of America from 2020 to 2021 and as a Junior Associate at Sterling Financial Group from 2017 to 2020.

Michelle Pham is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and nine years of industry experience. She has been with Ameriprise since 2016, currently based in Raleigh, NC. Outside of her role at Ameriprise, she is also employed managing an advisory business as a sole proprietorship in Charlotte, NC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, known for its Premier Retirement Income service that provides retirement planning with a focus on reliable income sources and tax-aware withdrawal strategies. The firm’s retirement income offering combines proprietary research and third-party data to support tailored, non-discretionary recommendations.

Joseph Robbins is a financial advisor with OSAIC based in Raleigh, NC, holding CFP® and Series 66 credentials and bringing nine years of industry experience. Prior to joining OSAIC, he worked at FSC Securities Corporation and Wells Fargo in various advisory roles. Robbins serves on the finance committee of North Raleigh Presbyterian Church and has been involved in client relationship management roles outside his advisory work. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools and automated rebalancing to construct diversified portfolios and supports both discretionary and non-discretionary account management.

Nathan Podbielski is a financial advisor with Equitable Advisors in Raleigh, NC. He holds the Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, his work history includes roles in various service and retail positions. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm’s approach includes utilizing third-party asset managers and advisory programs, offering a range of investment options including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Michael Wilson is a financial advisor with Equitable Advisors in Raleigh, NC, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has been with Equitable Advisors since 2013, including a prior affiliation with Axa Advisors. Outside of his advisory role, he serves as managing partner of Oakbridge Financial Group, LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm’s offerings include both proprietary programs and third-party asset manager referrals, serving a diverse client base through a network of Investment Adviser Representatives.

Donna Winbon is a financial advisor with Edward Jones in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with Edward Jones since 1997. Winbon serves as a board member of the WCU Catamount Club, assisting with fundraising efforts for Western Carolina University athletics. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and is notable for its extensive retail advisor network and affiliated services, including trust and securities-based lending.

Merri Morgan is a financial advisor at Cetera with 31 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at multiple financial services firms, including Avantax and her own accounting and tax service business, Morgan's Accounting & Tax Service, which she has operated since 1982. In addition to her advisory work, she serves as senior tax manager at H B Morgan II Inc. and acts as executrix for a family estate. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diverse portfolio management options, including model portfolios, third-party managers, and bespoke strategies across various program structures and custodians.

Benjamin Glover is a financial advisor at Osaic Wealth, Inc. with 19 years of industry experience. He previously worked at FSC Securities Corporation for 14 years before joining Osaic in 2023. Glover is the owner and operator of Carolina Wealth Stewardship Group, a comprehensive wealth management and financial planning firm based in Raleigh, NC. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing various portfolio construction tools and third-party management solutions.

William Peyton Sr. is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 65 credentials and having 31 years of industry experience. He previously worked at Bank of America, NA for eight years before joining Wells Fargo in 2017. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics from the Wells Fargo Investment Institute and third-party sources.