Danny Brown is a financial advisor at LPL Enterprise with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he owns and operates a cattle breeding farm. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to a range of brokerage and insurance products through an integrated platform combining adviser programs with active sales of financial products.

A Lee Morris III is a financial advisor with Morgan Stanley in Raleigh, NC, holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morris serves as Green Committee Chair at Old Chatham Golf Club in Durham, North Carolina. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, offering tailored financial planning services alongside investment management and other wealth solutions.

Roger Lingle is a financial advisor at Cambridge Investment Research Advisors with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Guardian Wealth Advisors, Anthem Wealth Management, Quantum Capital, and Wealth Preservation Group. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, utilizing a variety of portfolio management approaches and custody arrangements.

Sara Fortier is a financial advisor with Edward Jones in Raleigh, NC. She holds a Series 66 designation and has one year of industry experience. Her work history includes seven years at Edward Jones, with a gap spent as a student or unemployed from 2013 to 2019. 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, tax-efficient services, and affiliated investment products.

Karen Merritt is a financial advisor at Cambridge Investment Research Advisors with 14 years of industry experience. She holds a Series 66 credential and has a background that includes ten years at Lincoln Financial Securities Corporation and over 30 years as a CPA and enrolled agent through her own practice. In addition to her advisory role, she is an independent insurance agent and serves as treasurer for a business solutions company. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers comprehensive financial planning and investment management through a network of independent financial professionals, utilizing a variety of portfolio management strategies and platform arrangements tailored to client objectives.

Charles Royal III is a financial advisor at Merrill with the CFP® designation and over eight years of industry experience. His prior experience includes roles at Wells Fargo Bank and Wells Fargo Clearing Services. Outside of his advisory work, he is involved in his community as a small group Bible study leader at Trinity Baptist Church and serves on several local boards, including Meredith College, the Raleigh Chamber, and The Green Chair Project. 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 a range of client types including individuals, high-net-worth clients, and institutions.

Nancy Voiland is a financial advisor at Edward Jones with a Series 66 credential and two years of industry experience. She has been with Edward Jones since 2018. Outside of her advisory role, Nancy occasionally delivers informational and motivational workshops to members and volunteers of Sertoma Inc. 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 is known for its extensive network of advisors and branch offices, as well as its range of advisory programs and affiliated investment capabilities.

Maria Carolina Todas is a financial advisor at Merrill with 15 years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2000. Outside of her advisory role, she is involved in part-time work with Intercruises Shoreside & Port Services and Split Second Timing, assisting with guest services and race operations respectively. 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, and institutional investors.

Michael Minotti is a financial advisor with Edward Jones in Raleigh, NC, holding the CFP® and Series 66 designations. He has 16 years of industry experience and has been with Edward Jones since 2009. 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 programs and services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Connor Garcia is a financial professional with Series 66 credentials and one year of industry experience. He is currently affiliated with Cetera and provides financial services through Virginia Asset Management. Outside of finance, he works as a sales coordinator at Talbert Building Supply and coaches baseball with Riptide Baseball. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform allowing advisors to implement model portfolios, select third-party managers, or create bespoke strategies across a range of discretionary and non-discretionary programs.

Amy Welborn is a CFP® with six years of industry experience, currently affiliated with LPL Financial in Raleigh, NC. She has worked at LPL Financial since 2026 and held prior roles at OSAIC and FSC Securities Corp. In addition to her advisory work, she manages a wealth management practice under the name Steward Wealth Strategies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, and retirement plan consulting with both discretionary and non-discretionary management supported by research and model portfolios.

Brendon Flannery is a financial advisor at Ameriprise in Raleigh, NC, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at Invesco and Morgan Stanley. Outside of finance, he works part-time as a cashier and expo team member at Benchwarmer's Bagels and also drives for Uber. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement with substantial investable assets, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

William Moyer is a financial advisor with Edward Jones in Garner, NC, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he owns a beach rental property in Sunset Beach, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory strategies and affiliated investment products, supported by a large network of advisors and branch offices across the country.

Ivan Ellis is a financial advisor at Edward Jones in Clayton, NC, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked at United Parcel Service and attended Western Carolina University. Ivan’s background includes experience in logistics and education. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies. The firm manages approximately $1.01 trillion in assets and maintains a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Gregory Jicha is a financial advisor at Edward Jones in Raleigh, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at NTT Data Federal Services, General Dynamics Information Technology, and CSRA. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Timothy Platt is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' priorities to help develop strategies that address their financial goals. He serves as a resource for services ranging from general investing and retirement planning to saving for unforeseen circumstances. Timothy also facilitates access to specialists within Bank of America for additional banking, credit, home financing, and small business solutions. Timothy holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of North Carolina System. He prioritizes building relationships with clients to provide tailored advice and ongoing guidance as their needs evolve.

Shaunda Moore is a Financial Consultant at Fidelity Investments, a position she has held since 2023. Prior to this role, she served as an Investment Consultant and Financial Representative at Fidelity Investments from 2022 to 2023 and 2021 to 2022, respectively. Her professional experience also includes roles as a Personal Banker II at Wells Fargo from 2018 to 2020, a Personal Banker at Truist in 2020, and a Licensed Personal Banker at Citizens Bank from 2014 to 2018. Throughout her career, Moore has focused on financial planning and investment consulting, helping clients navigate the complexities of investing and make informed financial decisions. Her approach emphasizes building strong client relationships to support their financial goals. Further details on her education, credentials, personal interests, or community involvement have not been provided.

Teigen Fraker is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds a Series 66 designation and has previously worked at firms including Raymond James Financial Services, Oppenheimer & Co., and New York Life Insurance. Outside of finance, he has been involved with Origins Food & Beverage and City Market Social House. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial analyses and written recommendations across various planning areas. The firm allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while keeping these services separate.

Marian Greenfield is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and four years of industry experience. She has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2021 and previously worked at Bank of America from 2017 to 2021. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework when recommending investment strategies.

Richard Hill II is a financial advisor with LPL Financial in Raleigh, NC, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has been with LPL Financial since 2010. Outside of his advisory role, he is involved with Compass Financial Group, focusing on fixed insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutions. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and diverse portfolio management options.