Walter Brady is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds a Series 66 designation and has previously worked at J.P. Morgan Securities, UBS Financial Services, and Zero Chaos. 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 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.

Scott Tippins is a financial advisor at Ameriprise with 21 years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2019, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Tippins serves on the Board of Directors for the East Carolina University Foundation and is a past president of the Raleigh Downtown Lions Club. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and adaptive withdrawal advice through a centralized consulting team, with a product emphasis on affiliated funds and a structured approach to asset management.

Christopher Bausback is a financial advisor with LPL Financial in Raleigh, NC, holding Series 65 and Series 63 licenses and three years of industry experience. His prior experience includes roles at Coastal Credit Union, Sprouts Farmers Market, and First Citizens Investor Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide, offering a range of advisory programs and financial planning services.

Brenda Aguilar Banda is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and one year of industry experience. Her prior roles include positions at Wells Fargo Bank, nA, Teleflex, TAPIF, and the University of North Carolina at Chapel Hill. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances, and includes a broader range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Gregory Daniels is a CFP® with eight years of industry experience, currently serving as an independent financial advisor at Raymond James Financial. He previously worked at Edward Jones for seven years and spent fourteen years at ElecTel Cooperative FCU. Daniels is the owner of Daniels Financial Partners, an independent financial advisory business. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored plans developed through detailed client assessments and supported by extensive research and a broad affiliate network.

Bruce Sharpe Jr. is a financial advisor with UBS Financial Services based in Raleigh, NC, holding a Series 66 credential and six years of industry experience. He previously worked at JLT Specialty Insurance Services Inc. for five years before joining UBS in 2019. Sharpe has been active in the Washington & Lee Alumni Association since his 2003 graduation and manages business administration for a small investment LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor strategies based on proprietary research and capital market assumptions.

Daniel Corley is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Outside of his advisory role, he serves as the managing member of Prestige Financial Holdings LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through various third-party programs. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Anthony Muttillo is a CFP® with 32 years of industry experience, affiliated with Osaic. He has worked at New Century Financial Group, LLC since 2015 and has held roles at Agm Financial Services, Inc. and Osaic Wealth, Inc. since 1994. Additionally, he serves as a trustee managing assets for a family trust. Osaic Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers and various advisory platforms. The firm provides integrated brokerage and investment advisory services with access to multiple asset types and third-party money managers, employing tools such as asset-allocation models, risk tolerance questionnaires, and automated rebalancing.

Thomas Caycedo is a financial advisor with Charles Schwab in Raleigh, NC, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC and Charles Schwab Bank SSB. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm provides a mix of non-discretionary and discretionary investment guidance, using multi-asset model portfolios, alternative investments, and an integrated operational structure.

Christopher Coman is a CFP® professional with 25 years of experience in the financial industry, currently serving as an advisor at Wells Fargo Advisors since 2020. He previously worked within other Wells Fargo entities from 2009 to 2020. Coman holds ownership interests in two investment-related businesses, including Nocarva Asset Management, LLC and First Flight Financial Advisors, LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services supported by proprietary research and tools, delivering tailored recommendations across diverse financial planning needs.

Bryan Crolla is a financial advisor with Equitable Advisors in Garner, NC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with Equitable Advisors since 2012 and previously worked with AXA Advisors. Outside of his advisory role, he is a partner and managing member of Oakbridge Financial Group, LLC, and is involved as a sales associate with Reality Benefits Services and Dergalis Associates LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through various third-party asset managers. The firm uses a hybrid referral and implementation model that combines advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Joseph Cretella is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and analyses.

Nancy Winborne is a financial advisor at RBC Capital Markets with 11 years of industry experience. She holds a Series 66 designation and has worked at RBC Capital Markets since 2017, with prior roles at Wells Fargo Clearing and Wells Fargo Advisors, LLC. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ Advisory Risk Profiles.

Aidan Barrett is a financial advisor at Charles Schwab in Raleigh, NC, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Financial Information Technologies and several positions within Charles Schwab and H-E-B. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment options supported by multi-asset model portfolios and centralized operational infrastructure.

Renee Cooley is a financial advisor at Osaic with 19 years of industry experience. She holds the CFP® designation and Series 65 and 66 licenses. Her prior work history includes roles at FSC Securities Corporation and Edward Jones. Cooley is also a licensed insurance agent and owner of RDaniCo, LLC, which operates under the name Lily Wealth Partners. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a broad network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing firm-provided tools and third-party solutions to construct diversified portfolios tailored to client needs.

Anthony Delauney Jr. is a financial advisor with Ameriprise in Cary, NC, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he is the owner of Owning the Dash, LLC, through which he has published two adult self-help books on financial planning and retirement, six children’s picture books, and developed related educational products including a card game and a financial literacy kit. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency strategies to create tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Mita Kapila is a financial advisor with Morgan Stanley in Raleigh, NC, holding a Series 66 designation and 11 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutions, 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.

Meghan Woolard is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2012 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 investment advisory services. The firm’s process is IPS-driven and based on modern portfolio theory, with a broader range of investment options that include insurance-related vehicles and bank deposit sweep programs.

John Dickinson is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley in various roles since 2009. Outside of his financial career, he is a member of a musical group based in Raleigh, North Carolina. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools supported by its Global Investment Committee.

Nicholas Pino is a financial advisor at OSAIC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for John Hancock Financial Services for 13 years before joining OSAIC in 2018. Pino also operates a financial planning LLC and is involved in insurance brokerage through a sole proprietorship. OSAIC serves a diverse client base that includes individual investors, institutions, pension plans, corporations, and charitable organizations. The firm provides a range of advisory and brokerage services, utilizing asset-allocation tools and third-party solutions to construct and manage portfolios across multiple investment types.