William Dyson is a financial advisor at Ameriprise with 14 years of industry experience. He holds a Series 66 designation and has been with Ameriprise Financial Services LLC since 2011. Outside of his advisory role, he serves on the Board of Directors of the City of Raleigh Museum as Treasurer. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide annual, non-discretionary retirement recommendations in partnership with clients’ financial advisors.

Meredith Barbour is a financial advisor with LPL Financial in Apex, NC, holding Series 65 and Series 63 licenses and bringing 18 years of industry experience. Prior to joining LPL Financial in 2020, she worked at BB&T for 13 years. LPL Financial serves individual clients, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management strategies supported by in-house and third-party research.

Anthony Ruggiero is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. His previous roles include positions at Wells Fargo and service in the North Carolina and Pennsylvania Army National Guard. Outside of his advisory work, he is an officer of LittleFoot Enterprises LLC, a real estate rental business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of model portfolios, advisory roles to registered investment companies, and application of systematic methodologies.

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.

William Link is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America/Merrill Lynch, Captrust, and Equitable. Outside of his advisory role, he is employed part-time at Liggett Ventures LLC, a restaurant business. J.P. Morgan Securities provides investment consulting and advisory services primarily 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.

Justin Groce is a CFP® with 24 years of industry experience, currently affiliated with Cetera. He has been with Cetera and Cetera Wealth Services, LLC since 2013. Outside of his primary advisory role, he operates Adams Financial, a financial services DBA, and also works as an insurance agent selling annuities. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to various third-party managers and investment strategies.

Phillip Sielatycki is a financial advisor with Ameriprise in Cary, NC, holding Series 65 and Series 66 licenses and bringing 27 years of industry experience. He has been with Ameriprise and its related entities since 2009. Outside of his advisory role, he serves on the Board of Directors for The Heart of Cary Association and volunteers with Band Together, a local philanthropy that raises funds for the United Way through rock concerts. Ameriprise offers a retirement-income planning service targeting 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 with a centralized consulting team to deliver tailored, algorithm-supported recommendations.

Katherine Johnson is a financial advisor at Edward Jones in Clayton, NC, holding a Series 66 designation with 12 years of industry experience. She has been with Edward Jones since 2013. 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, offering a range of advisory programs and investment strategies through a nationwide network of more than 23,700 financial advisors.

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.

Eric Carrillo is a financial advisor with Merrill in Cary, NC, holding Series 63 and Series 65 registrations and bringing 19 years of industry experience. He has worked at Merrill since 2010 and Bank of America since 2011. Outside of his advisory role, he works part-time delivering food for Postmates. 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, and institutional investors.

Fernando Jimenez is a financial advisor with Equitable Advisors in Raleigh, NC, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at AXA Advisors, LLC from 1999 to 2020. Outside of his advisory role, he serves as a trustee for a family member without compensation. Equitable Advisors provides financial planning, retirement-plan support, and access to asset management for individuals, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model, utilizing third-party asset managers and LPL programs to tailor advisory services based on clients’ goals, risk tolerance, and time horizons.

Nolan Ku is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Thrivent Financial and Sgc Financial Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Elise Wiley is a Series 66 licensed financial advisor with Edward Jones, based in Raleigh, NC. She has four years of industry experience and has been with Edward Jones since 2023, continuing a previous tenure at the firm from 2006 to 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Blake Parker is a financial advisor with Edward Jones in Cary, NC, holding the Series 66 designation and four years of industry experience. His prior work includes positions at First Bank and Cypress Landing, as well as a role at Appalachian State University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

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.

Patrick Yanke is a CFP® professional with 26 years of experience, currently affiliated with Raymond James Financial in Raleigh, NC. He has been with Raymond James since 2009 and is also the owner of Yanke Academy, LLC, where he works as a public speaker and author. Yanke serves as a board member and secretary for Divine Mercy Radio, a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Krista Biondolillo is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation. Krista has been with Edward Jones since 2000, including a recent role starting in 2025. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Nicole Santos is a financial advisor with Mass Mutual Investors Services in Cary, NC, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has worked at MML Investors Services LLC and Massachusetts Mutual Life Insurance Company since 2017, following a year at Merrill. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with an emphasis on collaborative, goal-based planning using firm-approved analytical tools.

Wendy Garrett is a financial advisor with Ameriprise, holding a Series 66 designation and 11 years of industry experience. She previously worked at Edward Jones for nine years before joining Ameriprise in 2024. Garrett serves as the secretary on the board of directors for the nonprofit Wonderfully ME. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and ongoing annual advice focused on income sources and tax-aware withdrawal strategies.

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.