Louis Crafa is a financial advisor at Wells Fargo Advisors with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo in various capacities since 2009. In addition to his advisory work, he owns OWL CREEK CAPITAL LLC, a separate investment-related business based in Wilmington, NC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting net-worth thresholds, utilizing Wells Fargo research and planning tools to develop customized recommendations.

Orvin Johnson is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior work includes positions at Edward Jones, United Parcel Service, and the United States Postal Service. Equitable Advisors serves a broad range of clients including individuals, high-net-worth investors, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm utilizes LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions, managing substantial assets on both discretionary and non-discretionary bases.

Sheridan O’Connor is a CFP® professional with 13 years of experience in the financial services industry. He has worked at Edward Jones for 10 years before joining Raymond James Financial Services Advisors, Inc. He is a founding partner of O’Connor Wealth Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to support client goals.

Alfredo Camargo II is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing five years of industry experience. His background includes roles at Wells Fargo Bank, State Farm Insurance Agency, and Meridian BioLogistics. Outside of finance, he is involved as an owner and partner in Camrez, LLC, a real estate investing and property management business. J.P. Morgan Securities LLC offers 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 in its investment recommendations.

Jessica Nycz is a Planning Consultant at Fidelity Investments, where she collaborates with advisers and clients to develop and implement comprehensive financial plans aimed at achieving clients' financial goals. She provides clients with the knowledge and resources necessary to make informed financial decisions. Jessica has held various roles within Fidelity Investments since 2022, including Workplace Planning Consultant I, Workplace Planning Consultant II & Help Desk, and currently, Planning Consultant. Through these positions, she has gained experience in financial planning and client support. Outside of her professional responsibilities, Jessica enjoys engaging in family activities, watching movies, visiting museums, solving puzzles, reading, and traveling.

Melanie Marlow Scheffler is a financial advisor with Edward Jones in Clayton, NC, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. She has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Steven Mangano is a Series 66 licensed advisor at Fisher Investments with 24 years of industry experience. He has been with Fisher Investments since 2005. Fisher Investments serves a global client base including institutional and private clients such as pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management through a centralized investment process that combines quantitative and qualitative research. The firm manages a range of investment mandates and offers sub-advisory and retirement plan services.

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 with Equitable Advisors in Raleigh, NC, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Hog Slat Inc, Southeastern Interiors, and self-employment. Equitable Advisors serves a diverse client base that includes individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered model as both an SEC-registered investment adviser and a broker-dealer.

Jack Garrison is a financial advisor at Equitable Advisors in Raleigh, NC, holding a Series 66 designation with one year of industry experience. His work history includes roles at Hanes Geo Components and Glass City, as well as academic positions at Appalachian State University and Rockingham Community College. Outside of financial advising, he works as an independent contractor landscaper. Equitable Advisors serves a diverse range of clients, including individuals, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, relying heavily on LPL-sponsored programs and various endorsed TAMPs.

Justin De Prino is a financial advisor with Mass Mutual Investors Services in Raleigh, NC. He holds the Series 63 and Series 65 designations and has 25 years of industry experience, including 15 years at Morgan Stanley. His current role at Mass Mutual Investors Services and MassMutual Life Insurance Co began in 2026. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and provide written recommendations.

Ryan Williams is a Series 66-licensed financial advisor with Edward Jones, based in Fuquay Varina, NC. He has nine years of industry experience, having started his career at Walgreens Pharmacy before joining Edward Jones in 2017. Outside of his advisory work, he is involved in a family entertainment center business in Raleigh, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, managing over $1 trillion in assets and operating through a widespread network of financial advisors and branch offices.

Nicholas Cirillo Jr. is a Series 66–licensed financial advisor at Edward Jones with 15 years of industry experience. He has been with Edward Jones since 2010 and is based in Raleigh, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, with over $1 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services, supported by a large network of financial advisors and branch offices.

Kurtis Nolan is a Financial Consultant at Fidelity Investments, a position he has held since 2026. Prior to this role, he worked as a Planning Consultant at Fidelity Investments from 2024 to 2026. He has held several roles at Principal Financial Group, including Financial Consultant II from 2023 to 2024, Financial Counselor from 2022 to 2023, Client Onboarding Manager from 2019 to 2022, and Client Service Specialist in 2019. Kurtis partners with individuals and families to assist them in making informed decisions about their financial futures. He employs a holistic planning approach to understand clients' goals, values, and financial situations, helping to develop personalized plans tailored to their priorities. His services include strategies related to investing, retirement planning, and managing financial milestones, with adaptability to clients' evolving needs over time. Outside of his professional work, Kurtis engages in activities such as biking, spending time with family, fitness, and golf.

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.

Julio Aguirre is a financial advisor at Merrill in Cary, NC, holding a Series 66 designation with one year of industry experience. He has been with Merrill since 2007 and also has experience at Bank of America, N.A. since 2025. 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.

Sherry Kho is a CFP® professional with 18 years of experience in the financial services industry. She has been with Ameriprise since 2008, initially with Ameriprise Financial Services Inc. and continuing with Ameriprise since 2020. Based in Durham, NC, she holds the Series 66 designation. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm uses a centralized consulting team, algorithmic modeling, and tax-efficiency analysis to deliver written Recommendation Reports, emphasizing managed accounts and offering a range of advisory, brokerage, and insurance solutions.

Shaun Rowell is a Financial Consultant at Fidelity Investments, a position he has held since 2021. Prior to this role, he worked as a Financial Solutions Advisor at Merrill Lynch from 2014 to 2021. In his current capacity, he focuses on providing a comprehensive approach to managing wealth, emphasizing a holistic understanding of clients and their financial goals. Shaun collaborates with clients to build personalized financial plans that remain flexible to accommodate changing needs and market conditions. His work is centered on delivering an excellent client experience and supporting clients in pursuing their financial objectives. Outside of his professional responsibilities, Shaun enjoys activities such as biking, camping, scuba diving, skiing, surfing, and exploring food.

David Cove is a financial advisor with Mass Mutual Investors Services in Raleigh, NC, holding CFP®, Series 63, and Series 65 designations. He has 29 years of industry experience, including more than two decades at Mass Mutual Investors Services and roles at Massachusetts Mutual Life Insurance Company and MSI Financial Services. MassMutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses collaborative, software-driven planning tools and offers a range of investment and education programs.