Ellis Minton is a Series 66-licensed financial advisor with Morgan Stanley, based in Raleigh, NC, and has 12 years of industry experience. He has worked with Morgan Stanley and its affiliate Morgan Stanley Private Bank, National Association since 2014 and 2015, respectively. 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 tailored financial planning, and manages approximately $2.74 trillion in client assets.

Daniel Geiger is a financial advisor with UBS Financial Services in Raleigh, NC, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at NWN Corporation and North Carolina State University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Gabriel Bowman is a financial advisor at Edward Jones in Youngsville, NC, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at East Carolina University. 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 nationwide network of financial advisors and branch offices.

Gregory Sieber is a financial advisor at UBS Financial Services in Raleigh, NC, holding a Series 66 designation with 26 years of industry experience. He has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets services and proprietary research.

Jeffrey Mc Claugherty is a financial advisor with Ameriprise in Apex, NC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he owns and manages Serving To Multiply, Inc., an advisory-related business. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering non-discretionary, research-driven recommendations that incorporate tax-smart strategies and asset management through a centralized consulting team.

Garrett Anderson is a Series 66-licensed financial advisor with Morgan Stanley, based in Raleigh, NC, and has 19 years of industry experience. He has held roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets, with tenure spanning from 2006 to the present. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutions. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing structured planning tools and modeling techniques in its financial planning process.

Thomas Giroux Jr. is a financial advisor with Ameriprise in Clayton, NC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2006. Outside of his advisory role, he is involved in non-investment-related real estate ownership. Ameriprise is an institutional firm that offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Danny Bostic Jr. is a CFP®-designated financial advisor with 19 years of industry experience. He is currently with Edward Jones, joining the firm in 2023. His prior roles include positions at SeCU Life Insurance Company, Members Trust Company, Credit Union Investment Services, SeCU Brokerage Services, and State Employees' Credit Union. 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 through a nationwide network of over 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

John Parham Jr. is a financial advisor with LPL Financial based in Raleigh, NC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His prior roles include positions at South State Bank, Lincoln Financial Securities, and Equitable Advisors. He is also a member of the Triangle YMCA Development Committee, serving on its nonprofit board. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Jonathan Davis is a CFP® professional with 19 years of industry experience. He is currently with Wells Fargo Clearing, where he has worked since 2016, following seven years at Wells Fargo Advisors LLC and over two decades at Wachovia Bank, N.A. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Leslie Merritt Jr. is a financial advisor with OSAIC based in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to joining OSAIC in 2023, he spent 14 years at Fsc Securities Corporation. Outside of his advisory role, he is president of Leslie Merritt, Inc., a consulting firm focused on estate and tax planning, and he manages family real estate and estate planning vehicles through various partnerships. OSAIC serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios that include diverse asset classes, supporting both discretionary and non-discretionary account management.

Thomas Billington is a CFP® professional with 17 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, he worked with Wells Fargo Advisors LLC from 2011 to 2016. He holds Series 63 and Series 66 licenses and is based in Chapel Hill, NC. 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, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jeremiah Knox is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 16 years of industry experience. His prior roles include positions at Thorough Financial Group LLC and Waddell & Reed, Inc., as well as work with various insurance carriers. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Michael Ackerman is a financial advisor at Cetera with 22 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at several firms including New York Life Insurance Company, MML Investors Services LLC, and Eagle Strategies. Based in Raleigh, NC, he has been with Cetera since 2022. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, supporting both discretionary and non-discretionary account structures.

Meredith Keever is a CFP® professional with three years of industry experience, currently serving as a financial advisor at LPL Financial in Raleigh, NC. She has previously worked at OSAIC and FSC Securities and is involved in financial paraplanning through Steward Wealth Strategies. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment strategies and platforms, combining advisory services with a broad spectrum of financial activities.

Eric Hilliard is a financial advisor with Raymond James Financial in Raleigh, NC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1996 and founded Hilliard Financial Group in 2002. He serves as a director on the United Methodist Church of North Carolina Board of Institutions, where he participates in overseeing financial affairs and maintaining institutional relationships. 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 offers tailored, non-discretionary planning and supports municipal and public finance work through affiliated advisory programs and specialized consulting services.

Lionel Perkins III is a financial advisor with Wells Fargo Advisors in Raleigh, NC, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has been with Wells Fargo Advisors since 2015. Outside of advisory work, he serves as President of the Alumni Leadership Counsel and is a member of the Board of Trustees at Blue Ridge Boarding School. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, and business-owner transition planning, supported by Wells Fargo’s research and tools.

James Bowdish is a financial advisor with Edward Jones in Raleigh, NC, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. 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 through a large nationwide network of advisors and branch offices, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Wendy Busby is a financial advisor at Merrill with Series 63 and Series 66 credentials and 32 years of industry experience. She has been with Merrill since 1990 and also worked at Bank of America, N.A. since 2026. Busby is the sole owner of a rental property business in Cary, North Carolina. 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, pension plans, corporations, and charitable organizations.

Harold Russell III is a financial advisor at Morgan Stanley with two years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2023, including a role at Morgan Stanley Private Bank, N.A. since 2025. Prior to his financial career, he worked at West Marine and studied at North Carolina State University. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through Financial Advisors and its Estate Planning Strategies Group.