Calvin Dunham is a financial advisor at Equitable Advisors with Series 66 registration and one year of industry experience. Prior to joining Equitable Advisors, he held various roles in the food service industry and worked at East Carolina University. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations with financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a range of advisory models and third-party managers to deliver customized investment solutions.

Kimberly Blaes is a financial advisor with Merrill in Raleigh, NC, holding a Series 66 designation and seven years of industry experience. She previously worked at UBS Financial Services for 11 years before joining Merrill in 2026. 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.

Thomas Lappin is a financial advisor with UBS Financial Services in Raleigh, NC, holding Series 63 and Series 66 credentials and eight years of industry experience. His prior roles include positions at Brown, Gibbons, Lang & Company Securities, Inc., Madison Street Capital, and Brown University. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions, model-based asset allocations, and research from its Chief Investment Office and UBS Global Research to tailor financial plans and portfolio management. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.

Carl Moore is a financial advisor at Osaic Wealth, Inc. with 42 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Securities America Advisors from 2013 to 2024. Moore also owns Carl Moore Financial Services, where he provides insurance products, primarily term insurance, tailored to client needs. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and automated rebalancing to manage portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Brian Bosman is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His prior roles include positions at ArchiveSocial, the University of North Carolina Wilmington, Charlotte Mecklenburg Schools, and the Alamance Burlington School System. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios composed of mutual funds, ETFs, and ETPs.

Richard Mills is a financial advisor at Edward Jones in Raleigh, NC, with 13 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Hoile is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at AXA Advisors, LLC for 18 years before joining Wells Fargo Clearing in 2017. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services that include investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Duy Nguyen is a financial advisor at Morgan Stanley with 24 years of industry experience and holds a Series 66 designation. He has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and approved tools to support client financial goals, while typically acting in an advisory capacity rather than as a fiduciary for retirement accounts unless separately engaged.

Wednesday Cox is a Series 66-licensed financial advisor with one year of industry experience, currently practicing at Equitable Advisors in Raleigh, NC. Prior to joining Equitable Advisors, she worked in education for over two decades, including roles at Cherry Creek School District and Brunswick County School District, and was involved with Evolution Labs, Inc. outside of the financial services sector. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs through a broad network of Investment Adviser Representatives. The firm emphasizes matching clients to appropriate program models and discretionary managers, utilizing third-party asset managers and various advisory platforms.

Leigh Bridges is a financial advisor with Wells Fargo Advisors in Raleigh, NC, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Wells Fargo Advisors since 2013. Outside of his advisory role, he is a notary public. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations, with clients deciding on implementation through various brokerage and advisory programs.

Larry Melton Jr. is a CFP® with 13 years of industry experience currently practicing at Fidelity in Raleigh, NC. His career includes prior roles at Facet Wealth, Charles Schwab, and TIAA, as well as multiple periods with Fidelity Investments. He works within Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs.

James Mckay is a financial advisor at OSAIC with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company since 2016. Outside of advising, he is involved in commercial real estate sales and co-owns an LLC that manages a private aircraft. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party managers. The firm employs firm-provided asset-allocation tools and supports both discretionary and non-discretionary account management.

Christopher Willis is a financial advisor with Raymond James Financial Services, holding a Series 66 designation and 19 years of industry experience. He worked at BB&T from 2007 to 2020 before joining Pinnacle Financial Partners and Raymond James Financial Services in 2020. Outside of advisory work, Willis is a partner and certified flight instructor at Executive Flight Training & Services, LLC, providing flight instruction and aircraft rental services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and consulting to client goals and supports a broad advisor network with specialized offerings in municipal finance and SIMPLE IRA advisory services.

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

Michael Compitello is a Benefits & Planning Consultant within Executive Services at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2022, progressing through roles including Workplace Planning Consultant I, II, and III. As a Certified Financial Planner, Michael collaborates with clients to develop personalized financial plans aimed at achieving their specific goals and aspirations. He emphasizes empathy, attentive listening, and building trust to create a welcoming environment for his clients. His approach involves strategizing and implementing financial solutions that support clients' definitions of success. Outside of his professional role, Michael has personal interests in cooking and baking, fitness, hiking, pets, soccer, and traveling.

William Gass III is a financial advisor at Edward Jones in Raleigh, NC, holding a Series 66 designation. He began his career at Edward Jones in 2025 and previously worked at Pella Carolina, INC for 13 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard.

Mark Wilkinson is a financial advisor with OSAIC in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Prior to joining OSAIC in 2025, he worked for 17 years at Lincoln Financial Securities Corporation. He is also active as an insurance agent marketing and servicing traditional life insurance and long-term care insurance. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party managers. The firm employs a variety of quantitative tools and third-party platforms to construct and manage portfolios across multiple asset classes.

Dennis Cody is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Wells Fargo, he worked at Charles Schwab Co., Inc. and served six years in the United States Navy. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party databases to support its investment approach.

Xingyu Liu is a Financial Advisor at Merrill Lynch Wealth Management, serving the Carolina East Market. With over 11 years of experience in the financial industry, his background spans banking, lending, and wealth management sectors. Since joining Merrill Lynch in 2019 as a Client Associate in Florida, Xingyu worked alongside multiple Senior Financial Advisors before relocating to North Carolina and beginning his own advisory career in 2022. Xingyu holds a Master of Science in Economics from NC State University, obtained in 2010. He is a native Mandarin speaker and holds active FINRA Series 7 and 66 registrations, along with the Personal Investment Advisor (PIA) designation. His expertise includes wealth planning, client service, relationship management, and providing ongoing financial planning and advice to help high-net-worth clients preserve and grow their wealth responsibly and efficiently. Residing in Cary, NC, Xingyu enjoys reading, soccer, table tennis, tennis, and traveling. He also values spending time with his family. His professional philosophy emphasizes that financial success requires intentional planning, reflected in his approach to helping clients make informed decisions and stay on track toward their financial goals.

John Petercuskie is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2014. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery conversations and firm-approved tools to model outcomes without providing individual security recommendations as part of standalone plans.