James McClary is a financial advisor with Wells Fargo Clearing in Siler City, NC, holding a Series 66 designation and 20 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves on the finance committee of Siler City First Baptist Church. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and including a range of investment options such as insurance-related products and bank deposit sweep programs.

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.

Christina Creech is a financial advisor at Robert W. Baird & Co. with 18 years of industry experience. She holds a Series 66 designation and has worked at Baird since 2018, following prior roles at Prospera Financial Services and AXA Advisors. Outside of her advisory work, she is an independent stylist selling nail polish strips through a direct sales organization. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and utilizes a combination of manager-traded and model-traded strategies supported by internal research and technology.

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.

Andrew Beckman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 14 years of industry experience. He previously worked at Cambridge Investment Research Advisors and Hamilton Financial Services. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, using an IPS-driven approach grounded in modern portfolio theory. The firm offers both non-discretionary and discretionary services, including investment policy statement preparation, investment recommendations, performance reporting, and participant education.

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.

Onoufrios Megaloudis is a financial advisor with Wells Fargo Clearing in Durham, NC, holding Series 63 and Series 66 designations and 35 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he has been involved with the Triangle United Soccer Club since 2005. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm follows an IPS-driven approach grounded in modern portfolio theory and acts as an ERISA fiduciary when providing investment advice.

Lindsey Hitchcock is a financial advisor at Wells Fargo Clearing in Raleigh, NC, holding a Series 66 designation with three years of industry experience. She has been with Wells Fargo Clearing since 2010. 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 approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

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.

Conall Callen is a Series 66-registered advisor at Wells Fargo Clearing with 32 years of experience at the firm. He is based in Raleigh, 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 approximately $671 billion in assets and offers both brokerage and advisory solutions.

Louis Jones is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, Jones serves as the Investment Advisory Board Chairman for the Greater Greenville Community Foundation and owns a limousine transport company. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering IPS-driven investment advice and discretionary services. The firm’s approach includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options, and it acts as an ERISA fiduciary when advising clients.

William Teague is a financial advisor with OSAIC based in Raleigh, NC, holding a Series 66 designation and nearly five decades of industry experience. His prior work includes longstanding roles at Capital Analysts, Incorporated and FIDELITY Capital Management, where he serves as Vice President and acts as a life insurance settlement agent and fixed insurance product solicitor. OSAIC Wealth, Inc. serves a diverse client base including individual and institutional investors through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services with access to third-party money managers and a variety of investment products.

Timothy Rutt is a financial advisor at Ameriprise with 21 years of industry experience. He holds Series 63 and Series 65 registrations and has been with Ameriprise Financial Services since 2015. 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 recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Louis Weitz is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 2 years of industry experience. He has been with Wells Fargo Clearing since 2012. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

James Rushton is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds the Series 66 designation and has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including financial planning and estate strategies, managing approximately $2.74 trillion in client assets.

David Ansbro is a financial advisor at LPL Financial with 24 years of industry experience and holds the CFP® and Series 66 designations. His prior experience includes roles at Waddell & Reed, Liberty National Life Insurance Company, and Thorough Financial Group. He is also involved with Thorough Financial Group, LLC in a non-investment-related capacity. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting with both discretionary and non-discretionary management supported by research and multiple portfolio strategies.

Steven Cooke is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 66, Series 63, and Series 65 designations and having eight years of industry experience. He has worked at Wells Fargo Clearing Services since 2026 and was previously with Wells Fargo Bank, NA for 15 years. 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, utilizing research from its Investment Institute and third-party data to guide investment selections.

Reid Twine is a CFP® professional based in Raleigh, NC, affiliated with Wells Fargo Clearing. He has 18 years of industry experience, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He has been with Wells Fargo Clearing since 2017. 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.

Benjamin Grossfuss is a financial advisor with Ameriprise in Raleigh, NC, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2021, he worked at Syneos Health and FIS Global. Grossfuss also has a background in academia from Lynchburg College. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver customized, non-discretionary recommendations through a centralized consulting team.

Audrey Dixon is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following three years at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.