Ashley Obryantwood is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 credentials and 14 years of industry experience. She has worked at Wells Fargo Clearing since 2017, with a brief tenure at Choice Equities Capital Management and MGO ONE SEVEN. Outside of finance, she has been involved with BeautyCounter for over a decade. 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, incorporating research and analytics from Wells Fargo Investment Institute and third-party sources in its investment approach.

Zachary Nazario is a financial advisor at Morgan Stanley in Raleigh, NC, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Wells Fargo Advisors and Fidelity National Information Services (FIS), as well as experience at The University of Tampa. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools without providing individual security recommendations as part of standalone planning.

Jabora Belton is a financial advisor at Morgan Stanley with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including Deutsche Bank Securities, Wells Fargo Clearing Services, and Ameriprise Financial Services. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, emphasizing structured financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate-sponsored financial planning services.

Michael Hileman is a financial advisor at Edward Jones in Raleigh, NC, holding the CFP® and Series 66 designations with six years of industry experience. He has worked at Edward Jones since 2019 and previously held positions at Personify Corp. and Tableau Software. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Yun Lieh Chuu is a financial advisor with LPL Financial in Raleigh, NC, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. She has been with LPL Financial since 2006. Outside of advisory services, she is involved in the sale of health and fixed insurance products. LPL Financial serves a broad client base including individuals, retirement plans, banks, and corporations, offering financial planning, advisory programs, and brokerage services through a nationwide network of investment adviser representatives. The firm provides both discretionary and non-discretionary management, utilizing a range of model portfolios and research resources.

Kolin McKelvey is a Planning Consultant at Fidelity Investments, based in Raleigh. Since 2023, Kolin has worked with individuals and families to simplify complex financial decisions and develop clear, actionable plans that support their goals. Kolin's approach emphasizes listening carefully to understand what matters most to clients and providing guidance to help them make informed choices for a secure and fulfilling future. Kolin believes that financial planning goes beyond numbers, focusing on creating practical strategies that allow clients to live life with confidence. Outside of professional responsibilities, Kolin enjoys golf, movies, music, and reading.

Jasper Lee Jr. is a financial advisor at Stifel with 55 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 66 credentials. Outside of his advisory role, he is the sole owner of an LLC established to provide a residence for his daughter and grandchildren. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Jacob Harris is a CFP® professional affiliated with LPL Financial in Raleigh, NC, with nine years of industry experience. Prior to joining LPL Financial in 2017, he worked at Thomas Judy & Tucker P.A. from 2014 to 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and specialized services such as retirement plan consulting and 529 account management.

Nathaniel Forkey is a financial advisor at Thrivent Investment Management with Series 63 and Series 66 credentials. He has been with Thrivent since 2026 and has previous experience at companies including Exact Sciences, Pfizer, and Wells Fargo. Outside of financial services, he has been involved with Square Cow Moovers. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers holistic, goal-based analyses covering a wide range of planning topics and allows clients to combine planning with managed-account services under a unified billing system.

David Tate is a financial advisor with Ameriprise in Raleigh, NC, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has been with Ameriprise and its affiliate since 2013. Tate serves on the board of directors for Resurrection Lutheran Preschool in Cary, NC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies. The firm employs a centralized team for its retirement income recommendations, which complement the work of its financial advisors.

Andrew Cappello is a Senior Financial Advisor and Managing Director with Merrill Lynch Wealth Management. He leads The Cappello Group and specializes in developing portfolio, wealth planning, and wealth transfer strategies tailored to high net worth individuals, families, business owners, and non-profit organizations. As a qualified Portfolio Manager within Merrill’s Investment Advisory Program, Andrew manages discretionary Personalized or Defined Strategies using a mix of individual securities, Merrill model portfolios, and third-party investment options. Andrew began his career in 1981 at Paine Webber and joined Smith Barney Harris Upham in 1983, where he worked for 30 years before transitioning to Merrill in 2012. He holds multiple FINRA registrations (Series 3, 7, 8, 63, and 65) and licenses in Variable and Life insurance. Over his career, Andrew has received industry recognition, including Barron’s "America’s Top 1,000 Financial Advisors" in 2012 and inclusion on the Forbes "Best-in-State Wealth Advisors" list for 2024, as well as recognition for The Cappello Group on Forbes’ "Best-in-State Wealth Management Teams" lists for 2023 and 2024. Born and raised in Tampa, Florida, Andrew earned his Bachelor’s degree in Business Administration from the University of South Florida in 1979. He is a Senior Member of Palma Ceia Golf & Country Club, the University Club of Tampa, and Ye Mystic Krewe of Gasparilla.

Michael Hock Jr. is a financial advisor with Thrivent Investment Management in Raleigh, NC, holding a Series 66 designation and three years of industry experience. Prior to his current role, he worked at GE Healthcare for seven years and was involved with Ohana Homes. Outside of his advisory work, he is a member and manager of holding companies that administer LLCs owning real estate. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers planning as either a one-time or ongoing engagement, addressing a wide range of financial topics while keeping implementation and managed-account services separate.

Joel Reynolds is a Planning Consultant at Fidelity Investments, a position he has held since 2025. In this role, he works closely with clients to develop tailored financial plans and strategies aimed at achieving better outcomes for individuals, families, businesses, and future generations. Prior to his current role, Joel gained experience as a Central Relationship Manager and Workplace Planning Consultant at Fidelity Investments between 2022 and 2025. He began his financial services career as a Financial Representative with Northwestern Mutual from 2021 to 2022. Joel emphasizes providing a world-class experience by adapting his approach to meet the unique needs and situations of each client.

Eric Stafford is a CFP®-certified financial advisor with 19 years of industry experience, currently with Raymond James Financial Services Advisors Inc. since 2012. He serves on the board of Garner Baseball Inc., a nonprofit organization, where he participates in operational and financial decisions for the league. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, corporations, and institutional clients, delivering tailored, non-discretionary advice supported by analytical tools and risk profiling.

Jayme Dimitroff is a Series 66-registered financial advisor at Edward Jones with 14 years of industry experience. He has been with Edward Jones since 2011. Outside of advising, he assists with managing a family business. Edward Jones is a full-service wealth management firm serving a broad client base including individual, institutional, and charitable organizations. The firm offers a range of advisory programs and investment solutions, supported by a large network of advisors and branch offices across the country.

Donald Steichen is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Wells Fargo Clearing in 2022, he worked at Edward Jones from 2015 to 2022. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a broad range of investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and applying diversification principles and modern portfolio theory in its investment approach.

Scott Blankenship is a Senior Financial Advisor at Merrill Lynch Wealth Management with 30 years of experience in the financial services industry. He focuses on creating personalized wealth management strategies that align with his clients’ life priorities and goals, offering expertise in areas such as family wealth management strategies, legacy planning, liquidity management, retirement planning, portfolio management, and both individual and corporate investment strategies. Scott holds a Bachelor of Science degree in Business Administration with a concentration in Finance from the University of North Carolina at Chapel Hill, where he also served as the Investment Club President. He maintains the Personal Investment Advisor (PIA) designation. Outside of his professional role, Scott is active in his community, volunteering as a coach for recreational youth sports. He enjoys spending time with his family, golfing, and woodworking.

Travis Harris is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding a Series 66 designation and 17 years of industry experience. He has worked at Wells Fargo Clearing since 2020 and previously spent five years at Fifth Third Securities. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options, serving institutional clients with tailored investment solutions.

Amy Oh is a financial advisor at Merrill with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 1998, following a recent association with 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 supported by internal and third-party managers for a range of clients including individuals, high-net-worth clients, and institutional entities.

Gary Harris is a financial advisor with LPL Financial in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with LPL Financial since 2006. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.