Derrick Williams is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Charles Schwab and TD Ameritrade. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and a multi-manager platform.

Sarah Brandl is a financial advisor at Ameriprise in Raleigh, NC, holding a Series 66 designation with 11 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2015. Ameriprise offers a retirement-income planning service aimed at 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 tailored, non-discretionary advice through a centralized consulting team, alongside a broad range of advisory, brokerage, and insurance solutions.

Amy Bennett is a Series 66 licensed financial advisor with LPL Financial, bringing two years of industry experience. She previously worked at OSAIC, FSC, Steward Wealth Strategies, and Cox Automotive. Amy is based in Raleigh, NC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.

Travis Sissler is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at Raymond James Financial Services and Pinnacle Asset Management. 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 follows an IPS-driven process grounded in modern portfolio theory and includes insurance-related products and bank deposit sweep options as part of its broader investment menu.

John Muir is a financial advisor with Wells Fargo Clearing in Chapel Hill, NC, holding Series 63 and Series 65 designations and five years of industry experience. His prior roles include positions at LPL Financial, Woodbury Financial Services, and Northwestern Mutual. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non‑qualified deferred compensation plans, offering both discretionary and non‑discretionary services with an IPS-driven approach grounded in modern portfolio theory. The firm serves plan sponsors with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

Paul Tucker is a financial advisor with Edward Jones in Knightdale, NC, holding Series 63, Series 65, and Series 66 licenses. He has 31 years of industry experience and has been with Edward Jones since 2016. Outside of his advisory role, he owns and manages rental properties near NC State University. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients, offering a range of investment advisory programs and affiliated services with approximately $1.01 trillion in assets under management.

Michael Young is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. Prior to joining LPL Financial in 2024, he spent 10 years with Lincoln Financial Securities Corporation. Outside of his advisory work, he is involved in youth sports as a head coach for the Carolina Junior Hurricanes hockey team. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by in-house and third-party research and a broad suite of investment strategies.

Derek Crooks is a financial advisor at Edward Jones with 8 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2017. Prior to joining Edward Jones, he worked at JC Penney for three years. Edward Jones is a full-service wealth management firm serving more than 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, operating under a fiduciary standard.

Denise Moye is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 14 years of industry experience. Her prior roles include positions at Prudential Insurance Company of America, Raymond James & Associates, and First Citizens Bank. Outside of her advisory work, she occasionally assists family and friends with home purchases as a real estate agent. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

William Pomeroy is a CFP® and Series 66-registered financial advisor with Edward Jones in Raleigh, NC, where he has worked since 2018. He has seven years of industry experience, including three years at Arca Tech Systems LLC prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with a large nationwide network of financial advisors and branch offices.

Susan Taylor is a Series 66 licensed financial advisor with Morgan Stanley in Raleigh, NC, where she has worked since 2015. She has 24 years of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process utilizing firm-approved tools and modeling techniques.

Matthew Lovell is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at Bank of America, Merrill, Fidelity Investments, and Policygenius. Outside of his advisory work, he is a co-owner of a family rental property in Greenville, North Carolina. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering investment policy development, performance reporting, participant education, and discretionary plan management grounded in modern portfolio theory.

Julianne Stockbauer is a financial advisor with Edward Jones in Raleigh, NC, holding the CFA® designation and Series 63 license. She has 10 years of industry experience, including roles at Edward Jones and Dimensional Fund Advisors. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a nationwide network of over 23,700 financial advisors.

Christopher Howard is a financial advisor with Edward Jones in Raleigh, NC, holding Series 63 and Series 66 licenses and having 34 years of industry experience. He has been with Edward Jones since 1992. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Lindsey Seymore is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 designations and eight years of industry experience. She has worked at Wells Fargo Clearing Services, LLC since 2018 and has been with Wells Fargo Bank NA since 2015. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions across a broad range of financial products.

Calvin Jones is a CFP® with 28 years of industry experience and has been with Wells Fargo Advisors since 2011. He is based in Raleigh, NC, and is the sole owner of Family Financial Partners, LLC, an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services utilizing Wells Fargo’s research and tools, with tailored recommendations delivered through advisor meetings and client summaries.

Dawson Bass is a financial advisor with LPL Financial, holding a Series 66 designation and having two years of industry experience. Prior to joining LPL Financial, he worked at Styron & Hughes and has held roles across various sectors including automotive sales and education. 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 advisors. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Logan Palmer is a financial advisor with Equitable Advisors in Raleigh, NC. He holds the Series 66 designation and has been with the firm since 2026. His background includes roles in education with Davidson County Schools, Watauga County Schools, Appalachian State University, and Ledford High School. Equitable Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing both proprietary and third-party solutions through a network of Investment Adviser Representatives.

Stephen Coleman is a financial advisor with Ameriprise in Raleigh, NC, holding CFP® and multiple securities licenses, with 42 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Ameriprise in 2020. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing detailed, research-based Recommendation Reports that address income, Social Security options, and tax-efficient withdrawal strategies. The firm combines algorithmic automation and expert oversight to deliver tailored retirement income advice, primarily for clients with assets managed through Ameriprise.

Andrew Mac Dougall is a CFP® and ChFC® professional with 10 years of industry experience, currently serving at Robert W. Baird & Co. in Raleigh, NC. His prior roles include positions at Northwestern Mutual and Jason Garey. He serves on the board and investment finance committee of Endeavor Charter School in Wake Forest, NC. He is part of the DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm employs a variety of portfolio management strategies and emphasizes manager selection, internal research, and technology to provide comprehensive advisory services.