Michael Godwin is a financial advisor at Osaic with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Osaic since 2018, following five years at SII. Godwin is a board member of Building People and Communities, a nonprofit organization serving individuals on the autism spectrum. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through an extensive network of advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and various investment vehicles to construct portfolios managed on both discretionary and non-discretionary bases.

Kevin Wagner is a financial advisor with Cambridge Investment Research Advisors in Raleigh, NC, holding Series 63, 65, and 66 credentials and 42 years of industry experience. His prior roles include positions at Nationwide Securities, Nationwide Financial Network, and 1717 Capital Management Company. Outside of his advisory work, he serves as president of an insurance and benefits firm, The Wagner Group Inc. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm offers a range of investment implementation options, including proprietary model strategies and access to third-party managers, with both discretionary and non-discretionary approaches tailored to client objectives.

Angelica Villafana-Maria is a Financial Consultant at Fidelity Investments. She has been with Fidelity since 2015, advancing through several roles including Investment Consultant, Relationship Manager, and Workplace Planning Consultant. Prior to joining Fidelity, she worked as a Financial Representative at NCSECU. With over a decade of experience in financial services, Angelica specializes in partnering with individuals and families to develop personalized financial plans that align with their goals. Her approach emphasizes understanding clients' priorities to create strategies that support their financial futures. Outside of her professional work, Angelica enjoys beach activities, spending time with family, and traveling.

William Herring is a financial advisor at Equitable Advisors with five years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2021. Prior to that, he held positions at Hog Slat Inc, Southeastern Interiors, and was self-employed for a year. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a range of advisory models, including third-party and proprietary offerings, and provides ERISA fiduciary services to qualified plans.

Jacob Mejan is a financial advisor with LPL Financial in Raleigh, NC, holding a Series 66 designation. He has been with LPL Financial since 2026 and also works with Steward Wealth Strategies since 2025. His professional background includes multiple roles at Liberty University and Grace Christian School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and consulting services, utilizing model portfolios, research, and technology-supported investment strategies.

Maryanna Johnson is a financial advisor with Morgan Stanley in Raleigh, NC, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has been with Morgan Stanley and its Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and investment committee guidance.

Charles Savidge III is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Ameriprise in Raleigh, NC. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Jack Garrison is a financial advisor with Equitable Advisors in Raleigh, NC, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Equitable Advisors, he held roles outside the financial industry, including positions at Hanes Geo Components and Appalachian State University. Outside of his advisory work, he operates as an independent contractor landscaper through ADG Properties LLC. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm’s approach includes matching clients to program models or discretionary managers and utilizes a network of third-party asset managers alongside firm-offered programs.

Bruce Honeycutt Jr. is a CFP® professional with 32 years of experience in the financial industry. He has been with LPL Financial since 2010 and previously worked at Morgan Stanley, Citigroup Global Markets, and Legg Mason Wood Walker. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, and institutional clients, offering financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives.

Shay Pond is a CFP® professional affiliated with LPL Financial, based in Raleigh, NC, with four years of industry experience. Prior to joining LPL Financial in 2026, Pond held roles at OSAIC, FSC, Equitable Advisors, and several other organizations. Pond also serves as a Wealth Associate at Steward Wealth Strategies, where responsibilities include client meetings, investment performance review, financial planning recommendations, and participation on the internal investment committee. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, retirement plan consulting, and utilizes research from internal and third-party sources to support diverse investment strategies.

Drewry Littlewood serves as a Wealth Management Advisor and leads the Littlewood & Associates Wealth Management team. In this role, he provides customized wealth strategies and integrated advice to individuals and families. His approach includes investment management, retirement planning, trust and estate planning services, cash-flow analysis, education savings, and charitable giving. Drewry focuses on helping clients address their priorities and work towards their financial goals efficiently, anticipating critical points in their personal and professional wealth to support informed decision-making. Drewry holds a Bachelor's degree from the University of Georgia and is a CERTIFIED FINANCIAL PLANNER® certificant. He is also a Personal Investment Advisor (PIA). His client focus areas include college education planning, employee benefits planning, services for endowments, foundations, and non-profits, legacy planning, personal retirement planning, portfolio management services, tax minimization, and retirement income. Raised in Durham, North Carolina, Drewry is active in his community as a member of White Memorial Presbyterian Church and YMCA Camp Thunderbird. He lives in Raleigh, North Carolina, with his wife and two children. They enjoy spending time outdoors, particularly fishing and boating on North Carolina's Outer Banks.

Jody Mansfield is a Wealth Management Advisor with Merrill Lynch Wealth Management and a member of the Rapp Mansfield & Associates Team. She has over twenty years of experience in the financial industry, having held roles on a trading desk at the Delaware Group in Philadelphia and with an International Finance Group in Richmond, VA. Jody also worked at Wachovia Securities, a predecessor of Wells Fargo Advisors, in Regional Management and later as a Wealth Management Advisor for nearly two decades before joining Merrill Lynch Wealth Management in 2016. Jody’s expertise lies in delivering personalized wealth management and comprehensive planning strategies for individuals and families. She emphasizes building relationships defined by integrity, honesty, and trust, focusing on understanding her clients’ unique life priorities to create tailored financial plans. Her client focus areas include college education planning, family wealth management strategies, personal retirement planning, portfolio management services, women and wealth, and retirement income. Jody holds Bachelor of Arts degrees in Economics and Business Management from North Carolina State University and a Master of Business Administration from Meredith College. She holds the designations of Chartered Financial Consultant® (ChFC), Certified Divorce Financial Analyst® (CDFA), and CERTIFIED FINANCIAL PLANNER™ (CFP). A native of North Carolina, Jody is raising two sons, William and Max, with whom she enjoys outdoor activities such as snow skiing, boating, and scuba diving.

Ryan Lun is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on helping individuals and families develop personalized financial plans that align with their unique goals. Ryan works with clients to address priorities such as retirement savings, education funding, wealth management, and long-term financial security. Ryan holds a Master's Degree from East Carolina University and has earned the Personal Investment Advisor (PIA) designation. His approach emphasizes understanding each client’s financial situation to create tailored strategies that support their objectives. Outside of his professional work, Ryan enjoys spending time with his family and engaging in activities such as baseball, cooking, football, golfing, reading, running, softball, table tennis, and watching movies.

Martin Coward is a financial advisor at Edward Jones in Raleigh, NC, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard across its advisory programs.

Amanda Dworznicki is a financial advisor at Edward Jones in Raleigh, NC, holding a Series 66 designation with seven years of industry experience. She has been with Edward Jones since 2014. 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 strategies, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

William Bostic is a financial advisor with Merrill in Raleigh, NC, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Wells Fargo Advisors and Wells Fargo Clearing, and he has been with Merrill and Bank of America since 2024. 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 institutional accounts.

Robert Turner is a financial advisor with Osaic Wealth, Inc. in Raleigh, NC, holding Series 63 and Series 65 credentials and possessing 33 years of industry experience. He worked at Signator Investors, Inc. for 24 years before joining Osaic in 2018. Turner is also the CEO of Capitol Financial Solutions, LLC, an investment-related entity, and serves as President and CEO of Capitol Financial Solutions, an insurance brokerage general agency. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering brokerage and investment advisory services, financial planning, and access to various managed account platforms. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to construct diversified portfolios, and supports both discretionary and non-discretionary account management.

Devin Butler is a CFP® certified financial advisor with nine years of industry experience, currently affiliated with Osaic Wealth, Inc. He has worked at Osaic since 2018 and previously held roles at SII and Capitol Financial Solutions, where he has been involved in financial planning and fixed insurance brokerage. Butler also volunteers as an instructor, teaching courses on financial preparation for widowhood for individuals aged 50 and older. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a focus on portfolio construction using various asset classes, supported by multiple advisory platforms and third-party money managers.

John Brandon is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation and based in Raleigh, NC. He joined LPL Enterprise in 2026 and has experience working in various educational roles, including positions at Central Wake High School and the Art of Problem Solving Academy. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, providing financial planning, advisory services, and access to model portfolios and third-party asset management through both advisory and brokerage channels.

Elizabeth Sum Slaughter is a financial advisor at Merrill with 38 years of industry experience. She has held her current position since 1998. Her credentials include Series 63 and Series 65 licenses. 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 strategies developed by internal and third-party teams for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.