Logan Palmer is a financial advisor with Equitable Advisors in Raleigh, NC. He holds the Series 66 designation and has been with the firm since 2026. His background includes roles in education with Davidson County Schools, Watauga County Schools, Appalachian State University, and Ledford High School. Equitable Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing both proprietary and third-party solutions through a network of Investment Adviser Representatives.

Trevor Moyer is a financial advisor with Equitable Advisors in Raleigh, NC, holding a Series 66 designation and six years of industry experience. His career includes roles at Fidelity Investments, Jackson National Life, and several other firms. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm relies on third-party program sponsors and TAMPs for many advisory models and offers a range of investment products including mutual funds, ETFs, separately managed accounts, and select alternatives.

Johnny Medlin is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Fidelity Investments, Coastal Federal Credit Union, and Amazon.com Inc. He is based in Raleigh, NC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios, third-party research, and various institutional client solutions.

Joshua Miller is a CFP® professional with 16 years of experience in the financial services industry. He is currently with Charles Schwab, where he has worked since 2022, and previously held roles at Ameriprise, Edward Jones, Strategic Advisors Inc, and Fidelity Investments. Charles Schwab serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by centralized operational and supervisory structures.

Alan Kennedy is a financial advisor with Edward Jones, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Navy Federal Financial Group, North Star Resource Group, Wake County EMS, and Novartis Oncology. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branch offices.

Mark Fortier is a CFP®-designated financial advisor with Edward Jones in Raleigh, NC, where he has worked since 1993. He has 32 years of industry experience and holds a Series 63 license. Outside of his advisory role, he owns a charter fishing boat business in Raleigh. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Lonnie Hedrick is a financial advisor with Edward Jones in Garner, NC, holding Series 63 and Series 66 designations and 28 years of industry experience. He has been with Edward Jones since 1998. 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 with a large network of advisors and branch offices nationwide.

Chadwick Wester is a CFP®-certified financial advisor with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at SunTrust from 2014 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Leslie Merritt III is a financial advisor at OSAIC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at FSC Securities Corporation, Inc. for 18 years before joining OSAIC in 2023. Outside of his advisory role, he owns Neuse Goatscaping, Inc., an agricultural business involved in brush clearing using goats, which is connected to his family’s longstanding farm. He also manages multiple insurance agencies specializing in life and long-term care insurance. OSAIC serves a diverse client base, including individual investors, institutions, and charitable organizations, offering integrated brokerage and advisory services, retirement plan consulting, and access to third-party money managers. The firm employs asset-allocation tools and risk-tolerance assessments to construct tailored portfolios and supports legacy platforms and model-managed account solutions.

Wendy Artis is a financial advisor at Merrill with a Series 66 designation and 18 years of tenure at the firm. She has three years of industry experience. Outside of her advisory role, she serves on the Stone Soup committee for Urban Ministries of Wake County and is involved with the Susan G. Komen Carolinas committee, assisting with fundraising and event planning. Merrill provides managed account services to Bank of America fiduciary clients through model-based and discretionary strategies developed by internal and third-party teams. The firm serves a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Amy Button is a financial advisor at Merrill with 19 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2010, following prior roles at Morgan Stanley and Citigroup Global Markets. Outside of her advisory work, she co-owns a small handmade costume jewelry business that donates half of its sales to local women's charities in Fayetteville, North Carolina. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for 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 institutional investors.

Jennifer Walker is a financial advisor at Merrill with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 1993, also working at Bank of America, N.A. since 2010. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage services through a variety of investment strategies and strong integration with Bank of America affiliates.

Thomas Macrone is a financial advisor at Equitable Advisors in Raleigh, NC, with 28 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Equitable Advisors since 2003, including time under its predecessor AXA Advisors. Outside of his advisory role, he operates a health insurance brokerage business focused on under-65 health insurance. Equitable Advisors serves a diverse client base, including individual, institutional, and corporate clients, providing financial planning, retirement consulting, and asset-management programs. The firm utilizes a range of investment models and third-party advisory platforms to tailor solutions aligned with client needs.

Ithianell Goire Delbrey is a financial advisor with Merrill and holds Series 66 and Series 63 licenses. She has three years of industry experience with prior roles at Fidelity Investments and SECU Brokerage Services. She has also been affiliated with the University of North Carolina Pembroke since 2023. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Cameron Barclay is a Financial Advisor at Merrill Lynch Wealth Management, specializing in personalized, goals-based financial strategies for individuals and families. He holds the Chartered Retirement Planning Counselor℠ (CRPC®) designation and combines his analytical skills with a commitment to clear education and disciplined planning to help clients make confident, long-term financial decisions. Before joining Merrill, Cameron served in the United States Navy and worked in consulting with Forvis Mazars. He earned a Bachelor of Business Administration in Finance from the University of Oklahoma and holds Series 7, Series 66, and Securities Industry Essentials (SIE) certifications. Cameron focuses on areas such as education planning, family wealth management, legacy planning, liquidity management, tax minimization, and retirement income. Originally from Stilwell, Kansas, Cameron is passionate about supporting the veteran community and is involved with organizations like the American Legion. Outside of his professional work, he enjoys outdoor activities including scuba diving, sailing, and golfing, and values spending time with his family.

Philip Gorge is a Senior Financial Advisor at Merrill Lynch Wealth Management with 35 years of experience at Merrill. He focuses on helping clients pursue a comfortable retirement and developing wealth strategies aligned with clients’ goals and risk preferences. His approach involves creating personalized financial strategies based on a comprehensive understanding of each client’s financial situation and objectives. Throughout his career, Philip has worked with multiple families to achieve their personal financial goals, managing portfolios through various economic cycles. His expertise includes divorce transition planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, and retirement income. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Philip earned a Bachelor's Degree from the University of Florida and has been actively involved in professional and community organizations. He is a past president of the local chapter of the University of Florida Alumni Association and has served on boards for The Methodist Home for Children, Cary Economic Development Task Force, Cary Community Foundation, and AAU basketball. His personal interests include fishing, reading, running, and writing.

William Carawan is a financial advisor at LPL Financial with 25 years of industry experience. He has held his current position since 2006. Carawan operates under the designations Series 63 and Series 65 and is located in Raleigh, NC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Ariele Shelby is a financial advisor with Merrill in Raleigh, NC, holding Series 63 and Series 66 credentials and 12 years of industry experience. She has been with Merrill since 2016. Outside of her advisory role, she works part-time as an independent contractor for DoorDash. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Marissa Giamportone is a financial advisor at Edward Jones with a Series 66 license and two years of industry experience. Prior to joining Edward Jones, she worked at Reynolds & Reynolds and has diverse experience including roles at Club Pilates and Tama Tea Company. She has also participated in Pew Research Center surveys. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Aidan Iddings is a financial advisor with Edward Jones in Raleigh, NC, holding a Series 66 designation and beginning his industry career in 2025. Prior to joining Edward Jones, he held various roles outside finance, including positions at multiple golf courses and landscaping companies. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and maintaining a large network of financial advisors and branch offices nationwide.