Ewelina Caplap is a financial advisor at LPL Financial with 19 years of industry experience. She holds the ChFC® and Series 66 designations. Prior to joining LPL Financial in 2025, she worked at Coastal Federal Credit Union and Cuso Financial Services, LP. 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 broad range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from LPL Research and third-party subadvisors.

William Scott is a financial advisor at Edward Jones in Raleigh, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at ServiceTrade and several other companies in diverse roles. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Timothy Harrison is a financial advisor with Merrill in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith since 2007 and has been with Bank of America, N.A. since 2011. 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 and profit-sharing plans, corporations, and charitable organizations.

William Cox is a financial advisor with Merrill in Raleigh, NC, holding a Series 66 designation and 15 years of industry experience. He has worked at Merrill since 2010 and Bank of America, N.A. since 2011. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

William Forster is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds a Series 66 designation and has worked at Thrivent and related entities since 2023. Prior to this, he held positions at Rocket Mortgage, Caliber Home Loans, Newrez, LLC, State Employees Credit Union, and Ditch Witch of North Carolina. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm provides written recommendations on a wide range of financial topics and integrates planning with its managed-account program under a consolidated billing option called WealthPlan.

Naji Jawabreh is a financial advisor with Thrivent Investment Management based in Raleigh, NC. He holds a Series 66 designation and joined Thrivent in 2026. Prior to his current role, he has experience at several firms including Fullstack Academy, Hendrick Auto Group, Oracle, IBM, and CloudFactory. Outside of finance, he has been involved with Filmology LLC, a business operating under the name Grunt Logic. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing goal-based financial analyses and broad planning recommendations without portfolio management for institutional clients. The firm combines planning with managed-account programs under a consolidated billing approach while maintaining separate services.

Christopher Bray is a CFP® professional with 24 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. since 2020. Prior to this, he worked at Bb&T Securities, LLC and Scott & Stringfellow. He serves as President of the Southern Order Memorial Foundation, a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients, emphasizing tailored, non-discretionary planning supported by analytical tools and a broad advisor network.

Katherine Johnson is a Series 66 licensed financial advisor with Edward Jones in Clayton, NC, where she has worked for 13 years. She has spent her entire advisory career at Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a broad network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated products under a fiduciary standard.

Spencer Teddy is a Series 66 licensed advisor with two years of industry experience, currently working at OSAIC since 2022. He previously worked at Capitol Financial Solutions and has experience in marketing and assisting financial professionals. Outside of finance, he has held positions in the hospitality industry and education. OSAIC Wealth, Inc. serves a diverse client base including retail and institutional investors, offering a range of integrated brokerage and advisory services. The firm employs advanced asset-allocation tools and multiple advisory platforms to provide customizable portfolio management solutions.

Thomas Binkley is a financial advisor with UBS Financial Services in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with UBS since 2000. Outside of his advisory role, he operates a small eBay business trading collectible cards. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining model-based asset allocations and proprietary research to tailor plans to client goals. The firm integrates institutional trading capabilities with wealth management services, offering brokerage, advisory, and capital markets activities.

Joshua Wall is a CFP® and ChFC® with 13 years of industry experience, currently serving as a financial advisor at OSAIC since 2025. He previously worked at Northwestern Mutual and its affiliated entities from 2011 to 2025. Wall is involved in insurance brokerage and operates an independent wealth management LLC in Raleigh, NC. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and nonprofits, offering integrated brokerage and advisory services with a range of investment options and third-party management solutions.

Fernando Jimenez is a financial advisor with Equitable Advisors in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Outside of advisory work, he serves as a trustee without compensation for a family member. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, nonprofits, corporations, and institutional clients. The firm utilizes a range of advisory models and third-party programs to tailor investment solutions, offering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Russell Anwar is a financial advisor with Primerica Advisors in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior experience includes roles at Edward Jones and Circassia Pharmaceutical. Outside of advisory work, he is involved in the sale of home security and automation products through a Primerica affiliate. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients under a wrap-fee structure.

Catherine Foxworth is a Series 66-licensed financial advisor with Merrill in Raleigh, NC, and has 25 years of industry experience. She has been with Merrill since 2008. 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, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Justina Cartner is a financial advisor with J.P. Morgan Securities in Raleigh, NC, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. Her career includes multiple roles within J.P. Morgan Chase Bank and J.P. Morgan Securities since 2014, as well as prior work at Fidelity Investments and involvement with fitness-related businesses. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations. The firm operates within the larger J.P. Morgan organization, offering a range of products including security-based swaps and futures commission merchant services.

Ashley Howell is a financial advisor with Osaic Wealth, Inc. based in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. Prior to joining Osaic, she worked at Royal Alliance Associates, Inc. since 2018 and Signator Investors Inc from 2011 to 2018. Outside of advising, she serves as a Director of Compliance for Capitol Financial Solutions and acts as a non-public FINRA arbitrator. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios, with offerings that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Brock Doran is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has dedicated his entire career to the financial services industry, focusing on helping clients achieve their personal goals through comprehensive wealth management. Brock holds the Chartered Retirement Planning Counselor™ (CRPC) designation from The College for Financial Planning Institutes Corp. He specializes in goals-based wealth management that includes investment management, banking services through Bank of America, life and long-term care insurance solutions, trust planning, and college savings strategies. He collaborates closely with clients' CPAs, estate planning attorneys, and other specialists to develop tailored and holistic wealth management plans centered around a Personal Wealth Analysis®. Brock prioritizes providing best-in-class brokerage and banking services to address clients' financial issues and life events. Outside of his professional work, Brock enjoys spending time with his two children, family, and friends. His personal interests include boating, skiing, golfing, biking, fishing, live music, and traveling. He earned a Bachelor's Degree from Virginia Polytechnic Institute & State University.

Taylor Rayburn is a financial advisor at Edward Jones in Raleigh, NC, holding a Series 66 designation with one year of industry experience. Prior to entering financial services, Rayburn worked for the National Aeronautics & Space Administration from 2018 to 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Bryan Pacuch is a financial advisor with LPL Financial in Raleigh, NC, holding a Series 66 designation and four years of industry experience. His prior work includes positions at Fidelity Investments, Bank of America, and Enterprise Holdings. 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 and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

John Amendola is a financial advisor at OSAIC with 16 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Virginia Asset Management and Minnesota Life. In addition to his advisory role, he operates a sole proprietorship selling fixed insurance products and serves as a financial advisor at Capitol Financial Solutions LLC, providing planning and investment advisory services. OSAIC Wealth, Inc. serves a diverse client base including individual investors, corporations, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms. The firm offers a range of integrated brokerage and advisory services employing sophisticated portfolio construction tools and supports a variety of account types and third-party managed solutions.