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.

Nicholas Pino is a financial advisor at OSAIC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for John Hancock Financial Services for 13 years before joining OSAIC in 2018. Pino also operates a financial planning LLC and is involved in insurance brokerage through a sole proprietorship. OSAIC serves a diverse client base that includes individual investors, institutions, pension plans, corporations, and charitable organizations. The firm provides a range of advisory and brokerage services, utilizing asset-allocation tools and third-party solutions to construct and manage portfolios across multiple investment types.

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.

William Smith is a financial advisor with OSAIC in Raleigh, NC, holding Series 63 and Series 65 credentials and having 22 years of industry experience. Prior to joining OSAIC in 2018, he worked for SII/John Hancock Financial Services from 2002 to 2018. He serves as Investment Committee Chairman at Wake Technical Community College, providing oversight on the college's investment portfolio. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs asset-allocation tools and risk analysis to construct diversified portfolios, managing accounts on both discretionary and non-discretionary bases.

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.

Brandon Cousanca is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been working in the financial services industry since 2008 and holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification as well as the Personal Investment Advisor (PIA) designation. Brandon earned a Bachelor of Science in Business Administration with a focus on Finance and Banking from Appalachian State University. His professional experience includes personal wealth management, executive compensation, qualified and non-qualified plans, and asset management for non-profits. He works with clients on areas such as college education planning, family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, portfolio management services, socially responsible and ESG investing, tax minimization, and retirement income. Outside of his professional role, Brandon spends time with his wife Elizabeth and their two sons, James and Will. The family enjoys activities near water at the beach or lake, attending sporting events, and traveling together. Brandon's personal interests include baseball, football, golfing, and spending time with his family.

Draven Sneed is a financial advisor at LPL Financial with three years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining LPL Financial, he worked at OSAIC, FSC, and serves as a Wealth Associate at Steward Wealth Strategies. He also has a military background, having served five years in the US Army. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering financial planning, asset management programs, and retirement advice to individuals, institutions, and banks. The firm supports a broad network of investment adviser representatives who implement a range of strategies, including model portfolios and third-party subadvisors.

Natalie Ostendorff is a financial advisor at Merrill with a Series 66 credential and two years of industry experience. Her prior roles include positions at Emerald Holdings LLC and Mofu Shoppe. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.