Robert Frye is a CFP® professional with 21 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held positions at Wells Fargo Investments, LLC and Morgan Stanley DW Inc. He is based in Raleigh, NC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs a research-driven approach using diversification principles and modern portfolio theory, operating at a large scale with over 14,000 financial advisors and $671 billion in assets under management.

Shelley Bennett is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2014, including a role with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and comprehensive investment resources as part of its services.

Wallace Suggs II is a financial advisor at Merrill with Series 66 and Series 63 credentials and three years of industry experience. His prior work includes roles at Bank of America, New York Life, and Thrivent Financial. He is also involved with Grameen America, a nonprofit that supports businesswomen in poverty through microloans and education, where he serves as a Branch Launch Manager. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jonathan Waterman is a Series 66-licensed financial advisor with Equitable Advisors in Raleigh, NC, where he has worked for 24 years. Prior to the firm's rebranding, he was affiliated with Axa Advisors for 18 years. Outside of advising, he holds various roles including healthcare power of attorney for his spouse and guardianship responsibilities for his daughter. Equitable Advisors serves individuals across a wide range of wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management. The firm’s approach involves matching clients to program models or discretionary managers, utilizing both proprietary and third-party investment programs and offering ERISA fiduciary services to qualified plans.

Daniel Griffith is a financial advisor with LPL Financial, holding a Series 66 designation and based in Raleigh, NC. He has been with LPL Financial since 2026 and previously held roles at Osaic, Samaritan's Purse, and Liberty University, among others. 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 broad range of investment options and utilizes various operational and research tools to support its network of over 22,800 advisors managing more than $819 billion in discretionary assets.

Donald Monroe is a financial advisor with UBS Financial Services in Raleigh, NC, holding Series 63 and Series 65 credentials and having 42 years of industry experience. He has been with UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, leveraging proprietary capital market research and model-based asset allocations to tailor client plans. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.

Kent Thompson is a financial advisor at OSAIC in Raleigh, NC, holding Series 63 and Series 66 licenses with 40 years of industry experience. His prior roles include positions at Jhfn Sii, First Allied Advisory Services, and Osaic FA, Inc. He serves as secretary on the boards of the Wake County Estate Planning Council and the Greystone Manor Townhome Association. OSAIC serves a diverse client base, including retail investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach relies on model-based asset allocation, portfolio optimization, and a combination of discretionary strategies and third-party money manager programs.

Crystal Dempsey is a CFP® and Series 66 licensed financial advisor with 14 years of experience, currently practicing at Edward Jones in Garner, NC since 2012. She has been with Edward Jones throughout her advisory career. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and supports a large national network of advisors and branch offices.

Shawn Ingram is a Planning Consultant who assists clients in achieving their financial goals by collaborating with them to create actionable and accessible financial plans. He currently works at Fidelity Investments, where he has held several roles since 2023. His positions have included Investment Solutions Representative, High Net Worth Associate, and Customer Relationship Advocate, reflecting his experience in various aspects of client relationship management and investment solutions within the firm.

Kristiana Dowling is a financial advisor with Wells Fargo Advisors in Raleigh, NC. She holds a Series 66 designation and has 12 years of industry experience, all with Wells Fargo Advisors since 2010. 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 institutional clients. The firm provides a broad range of planning services supported by proprietary research and tools, serving clients who meet specific net-worth criteria.

Parker Tanner is a financial advisor with Equitable Advisors in Raleigh, NC, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors in 2025, he worked at Lowe's Home Improvement in various roles. Equitable Advisors serves individuals across wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes a network of Investment Adviser Representatives and offers a range of third-party advisory models, focusing on personalized risk assessment and matching clients to suitable investment solutions.

Joshua De Leon is an International Wealth Advisor at Merrill Lynch Wealth Management. He provides wealth management strategies to individuals, families, and businesses, focusing on legacy planning and addressing the complexities of the global financial environment. Joshua works to develop comprehensive strategies aligned with clients’ short- and long-term financial objectives. He holds a bachelor’s degree in Economics from Instituto Tecnologico y de Estudios Superiores de Monterrey. Joshua is fluent in English and Spanish and holds professional designations including Certified Exit Planning Advisor (CEPA), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). Through his role, he leverages the investment resources of Merrill and the banking capabilities of Bank of America to help clients manage various aspects of their financial futures.

Philip Nation is a financial advisor with LPL Financial in Raleigh, NC. He holds CFP® and ChFC® designations and has 39 years of industry experience. Prior to joining LPL Financial in 2024, he worked for Ameriprise Financial Services, Inc. for 19 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered primarily by investment adviser representatives who use a range of discretionary and non-discretionary strategies.

Andrew Rose is a CFP®-certified financial advisor with 18 years of industry experience. He has worked at OSAIC since 2018 and previously held roles at SII and various Northwestern Mutual entities from 2007 to 2017. Outside of financial advising, he serves as Vice President of a homeowner's association and operates an S Corporation for his business activities. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm employs model-based asset allocation and portfolio optimization strategies supported by various tools, and it is notable for its scale, complex affiliate network, and private-equity ownership.

Rushil Patel is a financial advisor with Equitable Advisors in Raleigh, NC. He holds the Series 66 designation and has experience working at firms including Northern Trust, PriceWaterhouseCoopers, and AXA Advisors. Patel is also involved with Peak Shift Holdings, LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party managers to tailor investment solutions based on client risk tolerance and objectives.

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 based in Raleigh, NC, with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Securities America Advisors and Scott & Stringfellow. Additionally, he owns Carl Moore Financial Services, where he provides insurance sales focused on term insurance products. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm utilizes a model-based investment approach featuring asset allocation, portfolio optimization, and multiple managed account strategies.

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.