Nathan Davidson is a CFP® with 18 years of experience in financial advising. He is currently with Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc., having joined in 2023 after eight years at Ameriprise Financial Services, Inc. Davidson is also associated with Davidson & Sons and Davidson & Sons, Inc., where he has worked since 2007, performing client-facing roles and tax consulting. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and corporate clients. The firm utilizes risk profiling and analytical tools to deliver tailored, non-discretionary advice and supports municipal and public finance work through a unique municipal advisor affiliation.

Lauren Tyndall is a financial advisor with Edward Jones in Wake Forest, NC. She holds a Series 66 designation and has 13 years of experience with Edward Jones. Edward Jones is a full-service wealth management firm serving more than 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, supported by a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Amee Earl is a Certified Financial Planner (CFP®) with 24 years of industry experience. She is currently with Wells Fargo Clearing, where she has worked since 2016, with prior service also 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 investment options. The firm’s advisory process is IPS-driven and includes a range of investment products such as insurance-related vehicles and bank deposit sweep options.

Zachary Guntz is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 65 and Series 63 licenses and with two years of industry experience. His work history includes roles at Wells Fargo Bank, Servpro, and Houghton University. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets through over 14,000 advisors and offers both brokerage and advisory solutions.

Roger Paton is a financial advisor with UBS Financial Services in Raleigh, NC, holding a Series 66 designation and 22 years of industry experience. He worked at Merrill from 1984 to 2017 before joining UBS in 2017. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers a range of capital markets activities and proprietary research.

Jillian Walker is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2012, including a role at Morgan Stanley Private Bank, N.A. since 2021. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its financial planning process.

Matthew Cronlund is a Wealth Management Advisor with Merrill Lynch Wealth Management. He is part of The Bell, Bell & Cronlund Group, where he focuses on portfolio analytics and assisting clients with wealth management strategies to help increase the probability of achieving their financial goals. Matthew joined Merrill Lynch Wealth Management in 2010 and Bank of America in 1997. He has spent the majority of his career in banking and investments. Matthew holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Chartered Advisor in Philanthropy (CAP) designation and is a Personal Investment Advisor (PIA). He earned his bachelor's degree in business administration from Wake Forest University, specializing in East Asian languages and cultures. Outside of his professional work, Matthew serves on the Harrington Grove Community Association Board of Directors and manages a youth soccer team for NCFC. He enjoys reading, playing soccer, spending time with his family, and traveling.

Michael Patterson is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has nearly 20 years of experience in the financial services industry, with a background in both brokerage and banking sectors. Michael focuses on research and portfolio construction and analysis. He holds a Personal Investment Advisor (PIA) professional designation and earned his High School Diploma from Broughton High School.

Kevin Lunsford is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Edward Jones in Raleigh, NC since 2012. He holds a Series 66 license and has worked exclusively at Edward Jones during the past 14 years. 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 more than 23,700 advisors. The firm operates under a fiduciary standard and provides various managed strategies, separately managed accounts, and affiliated mutual funds.

Eileen Ohannesian is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her career includes roles at Wells Fargo Bank, J.P. Morgan Securities, and Chase Manhattan Bank. 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 process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Brian Tarrant is a financial advisor with Morgan Stanley, holding a Series 66 designation and 21 years of industry experience. He has been with Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and market models.

Frank Evers is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Edward Jones in Raleigh, NC since 2008. He holds a Series 66 license and has spent his entire advisory career at Edward Jones. 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, tax-efficient services, and affiliated capabilities including a trust company and proprietary mutual funds.

Scott Cook is a financial advisor at Ameriprise with nine years of industry experience. He previously worked at Edward Jones for five years before joining Ameriprise in 2021. Cook holds the Series 66 designation and is based in Raleigh, NC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Ameriprise Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Angela Mackinnon is a financial advisor with Equitable Advisors in Raleigh, NC, holding Series 63 and Series 65 credentials and seven years of industry experience. Her career includes roles at Equitable Advisors, W&S Brokerage Services, Inc., and Omnistar Financial Group, as well as periods of self-employment. She serves as Vice President on the executive board of a Child Development Center in Wilmington, NC. Equitable Advisors serves a diverse client base, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm provides financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating through a range of sponsored programs and endorsed third-party managers.

Colleen Lyons is a financial advisor at Edward Jones with six years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2019. Prior to her current role, she worked at McGraw Hill Education for eleven 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Rachel Betzwieser is a financial advisor with LPL Financial in Raleigh, NC, holding a Series 66 designation and nine years of industry experience. She previously worked at Fidelity Brokerage Services for three years and has been with LPL Financial since 2020. Outside of her advisory role, she is a Notary Public. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, combining discretionary and non-discretionary management with model portfolios and research from multiple sources.

Derek Sox is a CFP® professional with 30 years of industry experience, currently affiliated with Wells Fargo Clearing in Raleigh, NC. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Robert Mccarthy Jr. is a financial advisor at RBC Capital Markets with 31 years of industry experience. He holds the Series 63 and Series 65 designations and has been with RBC Capital Markets since 2008. Outside of his advisory role, he serves on the finance committee of the nonprofit Emily K Center. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Chandrani Ghosh is a financial advisor at Charles Schwab with a Series 66 designation and two years of industry experience. She previously worked at Fifth Third Bank and has been with Charles Schwab since 2023. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated financial planning services. The firm combines non-discretionary advisory models with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by the Schwab Center for Financial Research.

John Gammons is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 2004 and brings over 18 years of experience working with individuals and families to create personalized wealth management strategies. John focuses on client needs in liquidity management, personal retirement planning, portfolio management services, and retirement income, helping clients plan effectively for financial obligations across different stages of life. John holds a Bachelor of Science in Business Administration and a Master of Business Administration from East Carolina University. His professional designations include CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). John’s approach centers on collaborating with clients to define what matters most to them, addressing key life priorities such as family, finances, health, home, leisure, work, and giving, and helping navigate the financial complexities that arise through life’s changes. Outside of his professional role, John enjoys spending time with his wife and two children. His personal interests include traveling, golfing, tennis, camping, scuba diving, skiing, and other outdoor activities.