Samuel Sugg is a CFP®-designated financial advisor with 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and has been with Wachovia Bank, N.A. since 1991. Sugg is a 25% owner of RBSM LLC, where he handles Secretary of State filing duties. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, leveraging research and analytics to support diversified portfolio strategies.

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.

Jaden Beulah is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Fidelity, Jaden held roles at The University of North Carolina at Chapel Hill and has been involved in entrepreneurial ventures including Music by Jaden and Leisure N Luxury LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary assets, including model portfolios for intermediary platforms.

Andrew Lynch is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked in real estate and other roles, including positions at Van Horn Realty and Starbucks. He also operates a real estate referral business as a sole proprietor. Fidelity's Strategic Advisers provides investment management and advisory services to a diverse client base, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios for institutional clients.

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.

Doug Wegman is the Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2026. He has been with Fidelity Investments since 2020, progressing through roles including Executive Planning Consultant, Benefits & Planning Consultant, Non-Qualified Plan Services Lead, and Defined Contributions Representative. Doug specializes in executive financial life planning, focusing on complex areas such as equity compensation and deferred pay. He emphasizes a planning-first approach starting with workplace benefits and aims to develop personalized strategies tailored to clients' goals. He holds a California Insurance License. Outside of his professional role, Doug enjoys camping, golf, outdoor adventures, and spending time with his pets.

Thomas Rackley is a financial advisor with Wells Fargo Clearing in Raleigh, NC. He holds Series 63 and Series 65 licenses and has 10 years of industry experience, all with Wells Fargo Clearing since 2016 and Wells Fargo Bank NA 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 through more than 14,000 financial advisors and offers both brokerage and advisory solutions.

Brock Adams is a financial advisor at Merrill in Raleigh, NC, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Bank of America, Wells Fargo, Modern Woodmen of America, and several other companies. 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 a range of clients including individuals, high-net-worth clients, pension plans, and charitable organizations.

Kevin Whalen is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Before joining Fidelity, he operated Whalen Glass Arts for seven years and worked independently for four years. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and manages model portfolios using systematic methodologies.

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 at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016. Warner serves as a finance committee member at Holy Trinity Anglican Church in Raleigh, NC. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, supported by extensive research and a broad range of financial products.

Liam Doyle is a financial advisor with Fidelity in Durham, NC, holding a Series 66 credential and one year of industry experience. His prior work experience includes roles at Best Buy and Wings of Peace Press. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

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.

Richard Robinson is a financial advisor at LPL Financial with 19 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for Ameriprise Financial Services, Inc. for 13 years before joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

Jeffrey Boemermann is a financial advisor with Charles Schwab in Cary, NC, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has worked previously at Scottrade, Inc. and TD Ameritrade Investment Management, LLC. Boemermann is currently with Charles Schwab and Charles Schwab Bank SSB. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering both non-discretionary advice and access to discretionary separately managed accounts.

Craig Wulff is a Market Leader at Fidelity Investments, where he leads a team of financial professionals focused on collaborating with clients to develop financial plans tailored to their priorities. He emphasizes understanding what is most important to clients to build plans they understand and trust. Craig has extensive experience in financial services, having held various leadership roles at Fidelity Investments since 2005, including Vice President and Branch Office Manager positions. Prior to that, he held multiple vice president roles at TD Waterhouse Investor Services from 1995 to 2005, progressing from Registered Representative to regional and national management positions. Details about Craig's education, credentials, personal interests, and community involvement were not provided.

Michael Sterling is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 66 designations and has worked at FSC Securities Corporation and Banyan, Rock and Talent Insurance Agency prior to joining OSAIC. Outside of his advisory role, he is a partner in an insurance agency and serves as president and CEO of a personal financial consulting firm. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools. The firm is notable for its scale, complex affiliate network, and recently expanded platform offerings.

Michael Newton is a CFP® certificant with 22 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. He previously worked at Wachovia Bank, N.A. starting in 2004 and spent one year at UBS Financial Services. Outside of his advisory role, he manages a rental property in Raleigh, NC. 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 uses research from Wells Fargo Investment Institute and third-party sources to inform investment decisions and provides a broad range of brokerage and advisory solutions.

Larry Swaney is a financial advisor with Wells Fargo Advisors in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. His prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He serves as a finance committee member at Mount Moriah Baptist Church in Raleigh. Wells Fargo Advisors provides investment and fee-based financial planning services to individuals, trusts, and institutions, offering a wide range of planning options and integrating advisory services with other financial products through a large network of advisors.