Marissa Giamportone is a financial advisor at Edward Jones with a Series 66 license and two years of industry experience. Prior to joining Edward Jones, she worked at Reynolds & Reynolds and has diverse experience including roles at Club Pilates and Tama Tea Company. She has also participated in Pew Research Center surveys. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Aidan Iddings is a financial advisor with Edward Jones in Raleigh, NC, holding a Series 66 designation and beginning his industry career in 2025. Prior to joining Edward Jones, he held various roles outside finance, including positions at multiple golf courses and landscaping companies. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and maintaining a large network of financial advisors and branch offices nationwide.

Richard Pabis Jr. is a financial advisor at Charles Schwab with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab and Wells Fargo in various roles since 2013. Charles Schwab & Co., Inc. serves primarily 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 discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational resources.

Mary Woodard is a CFP® credentialed financial advisor with 15 years of industry experience, currently with Edward Jones since 2008. She is based in Raleigh, NC and holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a variety of discretionary and non-discretionary investment solutions under a fiduciary standard.

Terry Treiber is a financial advisor with Cambridge Investment Research Advisors in Raleigh, NC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2013. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent financial professionals, utilizing a range of portfolio management approaches and platform arrangements tailored to client objectives.

Edwin Braswell III is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been assisting clients since 2005. He is a member of the Steffens, Lane, and Braswell Team, providing comprehensive wealth management strategies tailored to individual client needs. His focus areas include family wealth management strategies, legacy planning, and personal retirement planning. Edwin holds several professional designations, including the CERTIFIED FINANCIAL PLANNER® certification, Chartered Retirement Planning Counselor™ designation, CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his bachelor's degree from the University of North Carolina at Chapel Hill. He lives in Raleigh, North Carolina, with his wife, Caroline, and their two children. Edwin is an active member of Christ Church (Episcopal) in Raleigh and participates in community activities such as coaching youth soccer through NCFC. He serves on the board of Family Promise of the Triangle and is involved with the organization F3 in Raleigh. In his personal time, Edwin enjoys tennis, spending time outdoors, hunting, reading, and yoga.

Brooke Rudolph is a financial advisor at Morgan Stanley in Raleigh, NC, holding a Series 66 designation with three years of industry experience. Prior to her current role, she worked at ArchiveSocial and Help One Now, and has a background that includes full-time education. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Thomas Piper Jr. is a Series 66 licensed financial advisor with eight years at Edward Jones and two years of prior experience at Danone North America, totaling seven years in the financial industry. He is based in Wake Forest, NC. 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 programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Mary Duffman is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she has worked since 2001. She combines extensive experience in banking and investment with a goals-based wealth management approach to assist high-net-worth individuals, business owners, and families. Mary leverages the resources of Merrill Lynch and the banking services of Bank of America to address the comprehensive financial needs of her clients. She holds a Bachelor of Science degree in Early Childhood Development and Psychology from Campbell University. Mary possesses FINRA Series 6, 7, 65, and 63 registrations, an Insurance license, and holds the Certified Plan Fiduciary Advisor® designation. Additionally, she serves as a Retirement Benefits Consultant. Mary resides in Apex, North Carolina. She is a mother and spends time with her seventeen-year-old daughter, family, and friends. Her personal interests include the outdoors, exercise, travel, and music.

Alexander Purcell serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' financial goals and creating personalized wealth management strategies tailored to their needs. He helps clients navigate various financial areas such as college education planning, retirement planning, legacy planning, and managing new wealth. Alexander emphasizes a one-on-one approach to develop strategies designed to help clients pursue their long-term objectives. Alexander holds a Bachelor's Degree from North Carolina State University and carries the Personal Investment Advisor (PIA) designation. He is a member of the Lambda Chi Alpha Fraternity. Outside of his professional work, Alexander participates in community service activities including volunteering with the Boy Scouts of America, Feeding America, the Food Bank of Eastern North Carolina, and the Raleigh Parks and Recreation Department. In his personal time, Alexander enjoys spending time with his family and engaging in a variety of sports such as baseball, football, golfing, hunting, skiing, and swimming. He is a supporter of North Carolina State University and other North Carolina professional sports teams, and he is involved in coaching and attending sporting events in the Triangle area.

Christopher Wilsey is a financial advisor with Osaic, holding a Series 66 credential and five years of industry experience. His prior roles include positions at Triad Advisors and self-employment, along with an 18-year career at RSR Marketing. He occasionally works as a consultant on marketing research projects for a former business associate. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a wide network of advisers and platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and multiple investment options to construct tailored portfolios.

Carl Bowe is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with individuals and families to help them navigate their financial lives, providing strategies tailored to their unique goals and circumstances. Carl's approach emphasizes understanding what matters most to his clients and aligning their resources to support those priorities. With experience in areas including education planning, family wealth management strategies, legacy planning, portfolio management services, individual and corporate investment strategies, tax minimization, and retirement income, Carl delivers comprehensive financial guidance. He holds the designation of Personal Investment Advisor (PIA) and has earned a Master's of Business Administration (MBA) as well as a Bachelor's Degree from Pensacola Christian College. Carl's personal interests include chess, golfing, music, and reading. Drawing from his background and experiences, he is committed to facilitating thoughtful financial planning that helps clients build opportunities for their future and that of their families.

Ian Dubee is a financial advisor with Merrill in Raleigh, NC, holding a Series 66 designation and 15 years of industry experience. He has been with Merrill and Bank of America, N.A. since 2015. Outside of his advisory role, he serves as a Power of Attorney for a private entity in Wilson, North Carolina. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Melissa Wesley is a Financial Advisor at Merrill Lynch Wealth Management based in Raleigh, North Carolina. With over 20 years of experience in the financial industry, she assists individuals and families in pursuing their financial goals through strategies tailored to their unique needs. Her areas of focus include personal retirement planning, college and education planning, executive compensation, legacy planning, liquidity management, managing new wealth, portfolio management services, and retirement income. Melissa holds a High School Diploma from Cary High School and a Bachelor's Degree from North Carolina State University. She also holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She works closely with clients of multiple generations to help build wealth, preserve assets, and educate families about financial responsibility. Outside of her professional role, Melissa is involved in community organizations such as the American Legion Auxiliary, Junior Achievement of Eastern North Carolina, and Triangle Beagle Rescue of North Carolina. Her personal interests include antiquing, boating, cooking, fishing, gardening, music, painting, spending time with her family, traveling, and yoga.

James Gidley is a financial advisor at Ameriprise with 25 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he is the treasurer of the Wake Football Club and owns a company that produces spices for fish. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet certain asset thresholds, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Elizabeth Perry is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, she worked at Adama from 2009 to 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors and provides affiliated capabilities including trust services and proprietary mutual funds.

Whitney Walker is a financial advisor with Morgan Stanley in Raleigh, NC, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has been with Morgan Stanley since 2011. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, focusing on structured financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs advanced modeling tools such as Monte Carlo simulations in its planning process.

Jordan Senter is a financial advisor with Charles Schwab, holding a Series 66 designation and 11 years of industry experience. He has been with Charles Schwab since 2016, including roles at Charles Schwab bank, SSB and Charles Schwab Premier Bank, SSB. Charles Schwab & Co., Inc. serves a large client base primarily composed 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 offers a combination of non-discretionary and discretionary investment solutions, supported by centralized custody and operational services.

Harlan Little is a financial advisor at Edward Jones with four years of industry experience. He holds Series 65, Series 66, and Series 63 licenses and has previously worked at Fidelity Investments, Equis Financial, and First Citizens Bank among others. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies and access to separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Robert Allen is a CFP® professional with 13 years of industry experience, serving as a financial advisor at Edward Jones since 2013. He is based in Raleigh, NC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.