Juan Trujillo is a Series 66-credentialed financial advisor with 12 years of industry experience. He has worked at Equitable Advisors since 2014 and previously worked at Axa Advisors, LLC. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, using both proprietary and third-party investment solutions.

David Alonso is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and two years of industry experience. He has worked at Wells Fargo Bank, N.A. since 2019 and previously at People's United Bank. Outside of his advisory role, he is a partial owner of a business selling household items. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach includes a range of investment options and acts as an ERISA fiduciary when advising clients.

Morgan Stickler is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His work history includes roles at Wells Fargo Bank since 2017 and Bank of America - US Trust from 2014 to 2017. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, relying on research and analytics to evaluate investment options.

Gregory Owen is a CFP® with 21 years of industry experience, currently serving at Wells Fargo Clearing since 2016. His prior roles include positions at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Outside of his advisory work, he owns and manages several commercial real estate entities. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

Nathan Anglin is a Series 66-registered financial advisor with Raymond James & Associates in Raleigh, NC, bringing nine years of industry experience. Prior to joining Raymond James in 2024, he worked at Fidelity in various roles from 2016 to 2024. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves individuals, institutions, pension plans, and municipal entities, offering financial planning and consulting services supported by a broad range of portfolio management styles and affiliated research.

John Szuchan is a CFP®-certified financial advisor with 42 years of industry experience, currently affiliated with LPL Financial in Raleigh, NC. He previously held various roles at Morgan Stanley and its associated entities for over 18 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset managers, supported by a large network of investment adviser representatives.

Victor Nzioka is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing seven years of industry experience. He has worked at Wells Fargo Clearing Services, LLC since 2018 and has been with Wells Fargo Bank NA since 2014. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Pedro Ramirez Reyes is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and four years of industry experience. He has been associated with Wells Fargo Bank, N.A. since 2016. Outside of his advisory role, he is involved as a landlord in a rental property business. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services, managing approximately $671 billion in assets and offering both brokerage and advisory solutions.

Christopher Brooks is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and one year of industry experience. Prior to joining Thrivent, he worked at Resolute International Services for six years and Vetted International, Ltd. for seven years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering holistic, goal-based financial analyses that cover retirement, tax, estate, and other planning areas. The firm offers clients the option to combine planning with managed-account services under a consolidated billing structure, while keeping these services separate.

Laura Myers is a financial advisor with Primerica Advisors in Garner, NC, holding Series 63 and Series 65 credentials and 10 years of industry experience. She has been associated with PFS Investments Inc and Primerica Financial Services since 2015. Outside of her advisory role, Myers is involved in home inspection businesses as a partner and sole owner and serves as a notary public in North Carolina. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure while delegating trading and implementation responsibilities to BNY Mellon Advisors.

Dylan Herrold is a financial advisor at Morgan Stanley in Raleigh, NC, holding Series 63 and Series 66 licenses with nine years of industry experience. His prior work includes roles at E*TRADE Capital Management and E*TRADE Securities. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and modeling techniques to support client financial plans while acting primarily in an advisory capacity.

Edward Muse is a financial advisor with Ameriprise in Raleigh, NC, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he oversees the business operations of his practice through DGM Financial LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning advice focused on retirement income, utilizing proprietary research and third-party data within a non-discretionary implementation framework.

Ransom Stokes is a financial advisor with LPL Financial in Raleigh, NC, holding Series 63 and Series 66 credentials and 26 years of industry experience. His prior roles include positions at First Horizon, Wells Fargo Clearing, Truist Investment Services, and BB&T, among others. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research, operational tools, and diverse investment strategies.

Dawn Walker is a financial advisor with Wells Fargo Clearing Services, LLC, holding Series 63 and Series 65 credentials and 28 years of industry experience. She has been with Wells Fargo since 2017 and previously worked at SunTrust Mortgage. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm employs a large network of advisors and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Dennis Bohm is a CFP® and holds a Series 66 license with 12 years of industry experience. He is currently with LPL Financial and previously worked at OSAIC and FSC Securities Corporation. He also operates a sole proprietorship focusing on insurance and financial planning services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational tools and oversight of substantial discretionary assets.

Stephen Fry is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with over 14,000 financial advisors and provides both brokerage and advisory solutions.

Nathan Porzio is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing Services since 2019, with prior experience at Edward Jones. Outside of his advisory role, Porzio co-owns Porzio's Party Rentals, LLC, a business operating bounce house rentals in Willow Spring, NC. 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 roughly $671 billion in assets through a large network of advisors and offers both brokerage and advisory solutions.

Jeffrey Sideras is a financial advisor at Fisher Investments in Raleigh, NC, holding Series 65 and Series 63 licenses with 10 years of industry experience. He has been with Fisher Investments since 2015. Fisher Investments provides discretionary portfolio management to a global client base that includes institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm combines quantitative and qualitative research through a centralized Investment Policy Committee to manage diversified portfolios, employing tax-aware and risk management strategies.

Jesse Malone is a financial advisor at Edward Jones in Cary, NC, holding a Series 66 designation with one year of industry experience. His background includes previous roles at Edward Jones and tax-related positions at Pikula Tax and H&R Block. Edward Jones is a full-service wealth management firm serving individual and institutional clients with various investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branches nationwide.

Marc Preyer is a financial advisor with Raymond James & Associates in Raleigh, NC, holding a Series 66 designation and 12 years of industry experience. He has been with Raymond James & Associates since 2015. Outside of his advisory role, he serves as a board member for Greensboro Day School, participating in alumni fundraising efforts. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.