Matthew Cracchiolo is a financial advisor with LPL Financial in Franklinton, NC, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial, he worked at Protronics Inc. and has experience in various other roles including education and retail. Outside of advising, he is involved as a YouTube Google Adsense partner and volunteers as a backstage helper at Louisburg College. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing both proprietary and third-party investment models, and supports its network of over 22,800 advisors with technology and operational resources.

Cameron Pait is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, Bank of America, and Merrill. Outside of his advisory role, he is a minority owner of a real estate business that manages properties inherited from his late father. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Quinn Angel is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Quinn has worked at Merrill since 2022 and has a diverse background including roles in education and retail. 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.

Luke Hopkins is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Mass Mutual Investors Services and First Command Advisory Services. Outside of his advisory role, he holds a 25% ownership interest in Legacy Vault App LLC, a marketing-related business. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages roughly $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions supported by research and analytics.

Scott Blanchard is a financial advisor with LPL Financial and holds a Series 66 designation. He has worked in the financial services industry since 2024, including roles at Charles Schwab, Osaic, and Steward Wealth Strategies. His background also includes experience outside finance, such as working in the restaurant industry and at an educational institution. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and integrated financial activities.

R. Grove Jr. is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 32 years of experience. He specializes in working with a select number of high-net-worth families and businesses, developing, executing, and tracking sophisticated financial management and portfolio strategies. His approach combines investment management with personalized financial services to help clients achieve financial security by simplifying complex financial landscapes. He holds a Bachelor's Degree from the University of North Carolina and is a Certified Plan Fiduciary Advisor® designee. Grove takes a goals-based approach to wealth management that integrates his team's certifications with detailed knowledge of each client's family priorities and resources to design customized strategies. His areas of client focus include college education planning, divorce transition planning, family wealth management strategies, personal retirement planning, portfolio management services, and socially responsible, values-based, and ESG investing. Outside of his professional duties, Grove lives in Cary, NC with his wife and has three adult children. He enjoys golfing, running, and spending time with his family. He is the co-founder and Vice President of The Continuous Blessings Foundation and has served on the finance committee at his church, as a board member for the Y Guides of the Triangle, and Life Experiences, Inc.

Trevor Lawson is a CFP®-designated financial advisor with 13 years of industry experience, currently affiliated with OSAIC since 2018. Prior to joining OSAIC, he worked at Jhfn Sii from 2013 to 2018. He volunteers as an instructor, teaching courses on financial preparation for widowhood to individuals aged 50 and over. OSAIC serves a broad range of retail and institutional clients through a large network of advisors, offering integrated brokerage and advisory services along with various managed account solutions and access to third-party money managers. The firm employs a range of asset-allocation tools and maintains multiple platform relationships to support diverse client needs.

Grady Sykes III is a CFP®-certified financial advisor with seven years of industry experience, currently associated with LPL Enterprise. He is the owner of Sykes Capital LLC, a securities sales business based in Jacksonville, FL. His prior experience includes roles at Revision Wealth Management, Trinity Wealth Securities, IFS Securities, and Florida Financial Advisors. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated trust and insurance services.

Jordan Sellers is a financial advisor with J.P. Morgan Securities in Raleigh, NC, holding a Series 66 credential and having three years of industry experience. His career includes roles at Fidelity Investments and JPMorgan Chase Bank, N.A. He is also the owner of SELLERS Foundation LLC, a non-operating entity currently in the process of dissolution. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation models and centralized due diligence. The firm delivers services on a non-discretionary basis and applies an ESG eligibility framework in its investment recommendations.

Austin Harris is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Raleigh, NC, holding Series 63 and Series 65 designations and 15 years of industry experience. He has worked at Raymond James since 2020 and previously was with Bb&T Securities and Scott & Stringfellow. Harris is also an insurance agent with Towne Insurance, focusing on non-variable insurance products. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary investment consulting and supports a large network of advisors, with specialized services in municipal finance and SIMPLE IRA employer advisory programs.

Samuel Sugg is a CFP®-designated financial advisor with 18 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Outside of his advisory role, he is a 25% owner of RBSM LLC, a business based in Raleigh, NC. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions, drawing on research from Wells Fargo Investment Institute and third-party sources to guide investment decisions.

Cecilia Garcia Leija is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She previously worked at Carolina Country Club and the Wake County District Attorney’s Office. 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.

Daniel Williams is a financial advisor at Charles Schwab with 13 years of industry experience. He holds the Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank since 2021, following prior roles at Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts and financial planning services. The firm combines non-discretionary client relationships with access to discretionary separately managed accounts, utilizing multi-asset model portfolios and due diligence on alternative investments.

Sarah Forney is a financial advisor with Morgan Stanley in Raleigh, NC, holding Series 63 and Series 65 credentials and 18 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016 and 2017, respectively. In addition to her advisory role, she provides general consulting through Sound Consulting Solutions. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Thomas Rackley is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo in various capacities since 2007. 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, using research and analytics alongside diversification principles and modern portfolio theory.

Brock Adams is a financial advisor at Merrill based in Raleigh, NC, holding a Series 66 designation with one year of industry experience. His prior work history includes roles at Bank of America, Wells Fargo, Modern Woodmen Of America, Footlocker, UPS, and Verizon. 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 investors.

Luke Ritsema is a financial advisor with Morgan Stanley in Raleigh, NC, holding a Series 66 designation and one year of industry experience. He previously spent five years at Hatteras Investment Partners and has served as an assistant coach for the boys varsity soccer team at Cardinal Gibbons High School. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, offering tailored financial planning supported by firm-approved tools and strategies developed by its Global Investment Committee.

Gregory Warner is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has been with Wells Fargo firms since 2009, including Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory work, he serves on the finance committee of Holy Trinity Anglican Church. 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 a combination of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

David Moseley is a Series 66-licensed financial advisor with Ameriprise in Raleigh, NC, where he has worked since 2020. He has five years of industry experience and previously worked for Wake County Public Schools for ten years. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools overseen by a dedicated team to deliver tailored planning reports, primarily for clients holding assets in Ameriprise-managed accounts.

James Carroll is a financial advisor with Wells Fargo Advisors in Raleigh, NC, holding Series 63 and Series 66 licenses with 27 years of industry experience. He has been with Wells Fargo Advisors since 2015. Carroll owns Blue Horseshoe Capital Inc. and Anacott Ventures LLC, both investment-related ventures based in Raleigh. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options and integrated advisory services.