Trevor Moyer is a financial advisor with Equitable Advisors in Raleigh, NC, holding a Series 66 designation and six years of industry experience. His career includes roles at Fidelity Investments, Jackson National Life, and several other firms. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm relies on third-party program sponsors and TAMPs for many advisory models and offers a range of investment products including mutual funds, ETFs, separately managed accounts, and select alternatives.

Michael Loureiro is a Series 66-licensed financial advisor with Wells Fargo Advisors in Raleigh, NC, and has eight years of industry experience. He previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for ten years before joining Wells Fargo Clearing Services in 2021. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services that include retirement, education, risk, and wealth-transfer planning, using proprietary research and tools to develop tailored recommendations.

Joshua Miller is a CFP® professional with 16 years of experience in the financial services industry. He is currently with Charles Schwab, where he has worked since 2022, and previously held roles at Ameriprise, Edward Jones, Strategic Advisors Inc, and Fidelity Investments. Charles Schwab serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by centralized operational and supervisory structures.

Alan Kennedy is a financial advisor with Edward Jones, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Navy Federal Financial Group, North Star Resource Group, Wake County EMS, and Novartis Oncology. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branch offices.

Cyrus Durham is a financial advisor at Ameriprise in Raleigh, NC, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Millenium Planning Group RIA, Imperial Insurance and Financial Services, and Oldhouse Bookkeeping and Tax. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Mark Fortier is a CFP®-designated financial advisor with Edward Jones in Raleigh, NC, where he has worked since 1993. He has 32 years of industry experience and holds a Series 63 license. Outside of his advisory role, he owns a charter fishing boat business in Raleigh. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Lonnie Hedrick is a financial advisor with Edward Jones in Garner, NC, holding Series 63 and Series 66 designations and 28 years of industry experience. He has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets with a large network of advisors and branch offices nationwide.

Casey Bumgarner is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Edward Jones and Prudential Insurance Company of America. Outside of his advisory role, he is involved with the Angelus Sano Fund, a medical device venture based in Winter Park, FL. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Chadwick Wester is a CFP®-certified financial advisor with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at SunTrust from 2014 to 2017. 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 strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Leslie Merritt III is a financial advisor at OSAIC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at FSC Securities Corporation, Inc. for 18 years before joining OSAIC in 2023. Outside of his advisory role, he owns Neuse Goatscaping, Inc., an agricultural business involved in brush clearing using goats, which is connected to his family’s longstanding farm. He also manages multiple insurance agencies specializing in life and long-term care insurance. OSAIC serves a diverse client base, including individual investors, institutions, and charitable organizations, offering integrated brokerage and advisory services, retirement plan consulting, and access to third-party money managers. The firm employs asset-allocation tools and risk-tolerance assessments to construct tailored portfolios and supports legacy platforms and model-managed account solutions.

Jackson Baum is a financial advisor with LPL Financial in Raleigh, NC, holding a Series 66 designation and four years of industry experience. He has been associated with LPL Financial since 2020 and also operates Capital Insurance & Financial Services, Inc., which focuses on non-variable insurance sales and customer service. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide through a large network of investment adviser representatives. The firm offers a wide range of advisory and brokerage services, including financial planning, retirement plan consulting, model portfolios, and utilizes both discretionary and non-discretionary management strategies supported by extensive research.

Hunter Bostwick is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2024, he worked at IBM from 2013 to 2021 and has been employed at Kyndryl, Inc. since 2021, where he serves as a hardware program manager. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, 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 model portfolios and research from multiple sources.

Melanie Reeve is a CFP® professional with 23 years of experience in the financial services industry. She has been with OSAIC since 2024 and previously worked for Triad Advisors for 13 years. Outside of her advisory role, she serves as CFO of an insurance agency and assists clients with term life insurance through the Jones Insurance Agency. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and investment advisory services. The firm employs various tools and platforms to construct and manage portfolios tailored to client risk profiles and investment restrictions.

Jack Wormington is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Bank of America, Merrill, and entrepreneurial ventures such as IRT Living and Konkr Klothing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services including investment advisory, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Stuart Swanson is a financial advisor with Wells Fargo Advisors in Raleigh, NC, holding Series 63 and Series 65 credentials and totaling 29 years of industry experience. He has been affiliated with various Wells Fargo entities since 2009. Outside of his advisory role, he is a co-owner of Greenbrier Hillview Farms Inc., a corporation owning hunting property. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning, using Wells Fargo research and planning tools to develop tailored recommendations.

Thomas Lanigan II is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and based in Raleigh, NC. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a wide range of investment advisory services, financial planning, and retirement plan consulting, operating at large scale with over $671 billion in assets under management and more than 14,000 financial advisors.

Thomas Macrone is a financial advisor at Equitable Advisors in Raleigh, NC, with 28 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Equitable Advisors since 2003, including time under its predecessor AXA Advisors. Outside of his advisory role, he operates a health insurance brokerage business focused on under-65 health insurance. Equitable Advisors serves a diverse client base, including individual, institutional, and corporate clients, providing financial planning, retirement consulting, and asset-management programs. The firm utilizes a range of investment models and third-party advisory platforms to tailor solutions aligned with client needs.

Andrew Preddy is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has prior experience at Wells Fargo Advisors, LLC and Wells Fargo Bank NA. 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.

Ithianell Goire Delbrey is a financial advisor with Merrill and holds Series 66 and Series 63 licenses. She has three years of industry experience with prior roles at Fidelity Investments and SECU Brokerage Services. She has also been affiliated with the University of North Carolina Pembroke since 2023. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Khanh Dac is a financial advisor with Wells Fargo Clearing in Morrisville, NC, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. Dac also has a background with Wells Fargo Bank NA dating back to 2010. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions focused on investment policy statements, performance reporting, and participant education. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.