Kristina Shifflett is a financial advisor at Morgan Stanley with 18 years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2013. She holds a Series 63 designation and is based in Raleigh, NC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to both individual and institutional clients. The firm offers tailored financial planning using structured processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Steven Megaloudis is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds Series 65 and Series 63 licenses and has worked with Wells Fargo Bank NA since 2014. 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.

Justin Meservier is a financial advisor with LPL Financial in Raleigh, NC, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2025, he was associated with Coastal Federal Credit Union and CUSO Financial Services, LP. Outside of his advisory role, he has maintained ongoing involvement with Door Dash as a rideshare driver. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL Research and third-party subadvisors.

Katrina James is a financial advisor at Merrill with a Series 63 designation and 32 years of industry experience. She has worked at Merrill since 1997. Outside of her advisory role, she serves as an administrator for a non-investment-related entity named D R E. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Angela Goins is a financial advisor at Edward Jones in Raleigh, NC, holding a Series 66 designation with nine years of industry experience. She previously worked at The Carolinas Financial Network for three years before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.

Charles Brinkman is a Series 66-licensed financial advisor with Merrill based in Raleigh, NC, and has 15 years of industry experience. He has been associated with Merrill since 2010 and concurrently with Bank of America, N.A. since 2013. 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 both model-based and discretionary investment strategies, serving individuals, high-net-worth clients, and institutional investors, with portfolio implementation tailored to investor tax sensitivity and preferences.

Kari Flores is a financial advisor with Ameriprise in Clayton, NC, holding Series 63 and Series 66 licenses and having 20 years of industry experience. She has been with Ameriprise and its affiliated entity since 2011. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Dharma Patel is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked previously at BlackRock and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range 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 financial planning process supported by firm-approved tools and quantitative models.

Robert Willauer is a financial advisor with LPL Financial in Raleigh, NC, holding a Series 66 designation and 24 years of industry experience. He has been with LPL Financial since 2011 and also works with Ohio National Financial Services. Outside of his advisory roles, he serves as Vice President of Operations at Adolos, LLC, where he oversees technology and operational matters related to tax preparation and accounting. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management and access to diversified model portfolios and research.

Katherine Anders is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors. She has held roles at Vesta Wealth Advisors and Principal Life Insurance, among others. Anders is also active as an insurance agent with various independent companies through Vesta Wealth Advisors. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers tailored investment strategies via multiple platform arrangements and maintains proprietary and unaffiliated model strategies.

James Hoke is a Series 66-licensed financial advisor with Thrivent Investment Management, where he has worked since 2015. He has 10 years of industry experience and serves as a board member for several local organizations, including the Kenly Area Chamber of Commerce, the Tobacco Farm Life Museum, and the Johnston County Tourism Authority. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering holistic, goal-based financial planning that covers a wide range of topics without direct portfolio management or discretionary trading authority.

Scott Macdonald is a Senior Financial Advisor at Merrill Lynch Wealth Management and the founder of the Special Needs Team. He has dedicated over thirty years to providing financial advice and guidance tailored to the unique needs of disabled, special-needs, and elder-abuse victims and their families. His team collaborates closely with attorneys, caregivers, trustees, fiduciaries, and benefits counselors to address both the near- and long-term financial requirements of their clients. Scott has extensive expertise in managing Special Needs Trusts, court-supervised trusts, probate investing, and understanding the California Probate Code and the Uniform Prudent Investor Act. He employs sophisticated modeling tools and analytics to support the financial and quality-of-life goals of special-needs populations. His approach is collaborative and firmly centered on client well-being. He holds a Bachelor's Degree from the California State University system and carries the Personal Investment Advisor (PIA) designation. Scott has been recognized by Forbes as one of the Best-in-State Wealth Advisors from 2020 through 2025. He is active in his community through involvement with the Rotary Club of Tahoe Incline, the Society for disAbilities, and the Tahoe Fire Helicopter Project. Outside of work, Scott enjoys boating, fishing, hiking, skiing, and spending time with his family.

Nichola Agins is a financial advisor with Raymond James & Associates in Raleigh, NC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. Her prior roles include positions at Bank of America and Merrill Lynch. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including high-net-worth individuals, institutions, and municipal entities. The firm offers a range of financial planning and investment consulting services, utilizing multiple portfolio management styles supported by in-house research and affiliated sub-advisers.

Mark Scarbrough is a financial advisor with Mass Mutual Investors Services in Cary, NC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with MML Investors Services and Mass Mutual Life Insurance Company since 2013. Outside of his advisory role, he is the president and owner of Mainmast Financial Group, Inc., and an owner/member of Encompass Financial Partners, LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides financial planning, asset management, and educational seminars, focusing on collaborative client engagements and recommending investment strategies without discretionary authority.

Lyben Hizkias is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America, Hizkias worked at Fidelity Investments and held roles in various companies, including Akula Security and Conquer Strategic Marketing. 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 and third-party managers, serving individual, high-net-worth, and institutional clients.

Anastasia Council is a CFP®-designated financial advisor with 11 years of industry experience, currently serving clients at Edward Jones since 2014. She holds a Series 66 license and is based in Raleigh, NC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Joshua Filyaw is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop comprehensive financial plans tailored to their unique goals and preferences. He began his role as a Financial Consultant in 2024, having previously served as a Planning Consultant at Fidelity from 2022 to 2024. Prior to joining Fidelity, Joshua worked as an Investment Resource Consultant at Wells Fargo Advisors from 2021 to 2022 and as a Personal Banker at Wells Fargo Bank from 2019 to 2021. Outside of his professional work, Joshua has interests in baseball, cars, football, running, singing, and traveling.

Matthew Cracchiolo is a financial advisor with LPL Financial, holding a Series 66 credential and two years of industry experience. Prior to joining LPL Financial, he held positions at Protronics Inc. and Chick-fil-a, and has also been involved in non-investment activities such as producing content as a YouTube Google Adsense partner and volunteering as a backstage helper at Louisburg College. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

Cameron Pait is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, Bank of America, and Merrill. Outside of his advisory role, he is a minority owner of a real estate business that manages properties inherited from his late father. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Quinn Angel is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Quinn has worked at Merrill since 2022 and has a diverse background including roles in education and retail. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.