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 34 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at TD Ameritrade and JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

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 with Raymond James Financial Services Advisors, Inc. He holds Series 66 and Series 63 licenses and has 23 years of industry experience, including 20 years with Edward Jones. Causey is also the CEO of Causey Financial Group LLC, a financial services organization. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm uses tailored, non-discretionary planning supported by analytical tools and offers specialized programs such as municipal advisory services and a SIMPLE IRA Employer Advisory & Consulting Services program.

William Phelan Sr. is a financial advisor with Edward Jones in Durham, NC, holding Series 63 and Series 66 licenses and 26 years of industry experience, all with Edward Jones since 2000. Outside of his advisory role, his name appears on a rental property title for estate planning purposes. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment advisory programs and discretionary and non-discretionary strategies, managing approximately $1.01 trillion in assets.

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.

Paul Burns is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2009. Outside of his advisory role, Burns coaches girls’ basketball at Alamance Christian School and serves as president of the Pay It Forward Foundation, a nonprofit that provides scholarships for private education. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a nationwide network of over 23,700 advisors. The firm offers a range of advisory programs and affiliated investment products under a fiduciary standard.

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 the Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets from 1994 to 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and strategies.

Melissa Price is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at Prudential Equity Group, LLC from 2001 to 2003. Price has been with Wells Fargo Clearing since 2016 and is based in Chapel Hill, NC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, supported by research from Wells Fargo Investment Institute and third-party data.

Thomas Fenn is the sole advisor at T. Fenn Financial Planning, LLC in Chapel Hill, NC. He holds the CFP® designation along with Series 63 and Series 65 licenses and has 16 years of industry experience, including over 20 years in his current practice. T. Fenn Financial Planning, LLC is an independent registered investment adviser serving about 60 clients with a focus on financial planning and advisory services rather than discretionary portfolio management. The firm’s approach emphasizes consultative planning and uses fee arrangements that do not include percentage-of-assets-under-management fees.