Quinn Wieber is a financial advisor at LPL Financial with a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2022, Quinn worked at CLW Financial Planning, LLC, and has professional experience outside finance in the hospitality and retail sectors. 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 diverse advisory programs, financial planning, and access to model portfolios and research through a national network of investment adviser representatives.

Garrett Stringer is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Stuart Strickland is a CFP®-certified financial advisor with 17 years of industry experience. He is currently with Wells Fargo Clearing, where he has worked since 2016, following seven years at Wells Fargo Advisors LLC and over two decades at Wachovia Bank, N.A. He is based in Raleigh, NC. Outside of his advisory role, Strickland is involved in managing farmland and rental property holdings. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Maggie Burke is a financial advisor at Wells Fargo Clearing with eight years of industry experience. Her previous roles include positions at Charles Schwab Bank, PIMCO Investments LLC, and Pacific Investment Management Company LLC. She holds Series 63 and Series 66 licenses. 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 databases.

Michael J. Lappin is a financial advisor with UBS Financial Services in Raleigh, NC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with UBS since 2012. Outside of his advisory role, he is involved in several business ventures including partnerships in fishing tournaments, professional ice hockey ownership, and a charter fishing business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing proprietary capital market assumptions and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.

Scott Abee is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with Raymond James since 2015. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses using firm research and planning tools, serving both retail and institutional clients, including those in public finance and municipal sectors.

Bizzy Craft is the Vice President and Financial Consultant at Fidelity Investments, a role held since 2025. She has been with Fidelity Investments since 2021, progressing through various positions including Financial Consultant, Planning Consultant, and Workplace Planning Consultant. Her career reflects a continuous commitment to developing expertise in financial planning and consulting. As a Certified Financial Planner, Bizzy focuses on understanding clients' unique goals to develop personalized financial strategies. She emphasizes empathy and transparency in her approach, aiming to create a welcoming environment for clients to share their financial objectives. Bizzy is dedicated to continuous learning to provide informed insights that support clients in making confident financial decisions. Outside of her professional role, Bizzy engages in outdoor adventures, scuba diving, snowboarding, traveling, volunteering, and yoga.

Ellis Minton is a Series 66-licensed financial advisor with Morgan Stanley, based in Raleigh, NC, and has 12 years of industry experience. He has worked with Morgan Stanley and its affiliate Morgan Stanley Private Bank, National Association since 2014 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Daniel Geiger is a financial advisor at UBS Financial Services in Raleigh, NC, holding a Series 66 designation with six years of industry experience. He has been with UBS since 2019 and previously worked at NWN Corporation and North Carolina State University. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm utilizes proprietary market research and model-based asset allocations to tailor plans to client goals and risk tolerances.

Gabriel Bowman is a financial advisor at Edward Jones in Youngsville, NC, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at East Carolina University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Gregory Sieber is a financial advisor at UBS Financial Services in Raleigh, NC, holding a Series 66 designation with 26 years of industry experience. He has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets services and proprietary research.

Jeffrey Mc Claugherty is a financial advisor with Ameriprise in Apex, NC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he owns and manages Serving To Multiply, Inc., an advisory-related business. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering non-discretionary, research-driven recommendations that incorporate tax-smart strategies and asset management through a centralized consulting team.

Garrett Anderson is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support its advisory services.

Thomas Giroux Jr. is a financial advisor with Ameriprise in Clayton, NC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2006. Outside of his advisory role, he is involved in non-investment-related real estate ownership. Ameriprise is an institutional firm that offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Danny Bostic Jr. is a CFP®-designated financial advisor with 19 years of industry experience. He is currently with Edward Jones, joining the firm in 2023. His prior roles include positions at SeCU Life Insurance Company, Members Trust Company, Credit Union Investment Services, SeCU Brokerage Services, and State Employees' Credit Union. 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 through a nationwide network of over 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

John Parham Jr. is a financial advisor with LPL Financial in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His career includes roles at South State Bank and Lincoln Financial Securities. He serves as a board member of the Triangle YMCA Development Committee. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services, including financial planning, retirement consulting, and various managed portfolio options supported by extensive research and technology tools.

Jonathan Davis is a CFP® professional with 19 years of industry experience. He is currently with Wells Fargo Clearing, where he has worked since 2016, following seven years at Wells Fargo Advisors LLC and over two decades at Wachovia Bank, N.A. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Leslie Merritt Jr. is a financial advisor with OSAIC based in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to joining OSAIC in 2023, he spent 14 years at Fsc Securities Corporation. Outside of his advisory role, he is president of Leslie Merritt, Inc., a consulting firm focused on estate and tax planning, and he manages family real estate and estate planning vehicles through various partnerships. OSAIC serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios that include diverse asset classes, supporting both discretionary and non-discretionary account management.

Thomas Billington is a CFP® professional with 17 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, he worked with Wells Fargo Advisors LLC from 2011 to 2016. He holds Series 63 and Series 66 licenses and is based in Chapel Hill, NC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jeremiah Knox is a financial advisor with LPL Financial in Raleigh, NC, holding a Series 66 designation and 16 years of industry experience. His career includes roles at Thorough Financial Group LLC and Waddell & Reed, INC. Outside of his advisory work, he has operated a DBA related to his LPL business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, providing discretionary and non-discretionary management supported by in-house and third-party research.