Erica Damon is a financial advisor with Ameriprise Financial Services, LLC in Raleigh, NC, holding Series 65 and Series 66 licenses and nine years of industry experience. She has worked with Ameriprise in various capacities since 2020 and previously worked at Wayfair Inc. and Walmart. Erica serves as President of the UNC Kenan-Flagler Triangle Alumni Chapter. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Jon Cockerham is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior experience includes roles at SunTrust Advisory Services and several automotive dealerships. 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 grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm’s investment menu includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

William White III is a CFP® with 14 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He spent 13 years at Edward Jones before joining Raymond James in 2024. White operates W.C. White Private Wealth, L.L.C., his independent contractor business affiliated with Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutional investors, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal advisory and SIMPLE IRA employer consulting services.

Gary Boswick is a CFP® with 25 years of industry experience, currently affiliated with Wells Fargo Clearing in Raleigh, NC. His career includes roles at Wells Fargo Bank and BB&T Investment Services. He serves as a power of attorney for his mother. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Tod Cattani is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Bank of America Corporation and Wells Fargo in various capacities. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Amy Friedrich is a financial advisor at Wells Fargo Clearing in Raleigh, NC. She holds Series 63 and Series 65 licenses and has been in the industry since 2024. Her prior experience includes roles at Wells Fargo Bank, McGriff - Truist Bank, and Syneos Health, LLC. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions, relying on research and analytics from Wells Fargo Investment Institute and third-party databases.

Preston Mahan is a financial advisor with Raymond James Financial Services Advisors, Inc. in Raleigh, NC, holding Series 63 and Series 66 credentials and with 17 years of industry experience. His work history includes roles at Capital Investment Group, Inc., TowneBank, and Paragon Bank. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm delivers tailored, non-discretionary consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Danny Brown is a financial advisor at LPL Enterprise with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he owns and operates a cattle breeding farm. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to a range of brokerage and insurance products through an integrated platform combining adviser programs with active sales of financial products.

David Schoening Jr. is a CFP® professional with four years of industry experience, currently working at Mass Mutual Investors Services. His background includes roles at MML Investor Services, LLC and MassMutual Life Insurance Co since 2021. Prior to his advisory career, he was involved with Appalachian State Tutoring Services and played for the Manchester Marlins. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, structuring client engagements as collaborative annual relationships.

A Lee Morris III is a financial advisor with Morgan Stanley in Raleigh, NC, holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morris serves as Green Committee Chair at Old Chatham Golf Club in Durham, North Carolina. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, offering tailored financial planning services alongside investment management and other wealth solutions.

Roger Lingle is a financial advisor at Cambridge Investment Research Advisors with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Guardian Wealth Advisors, Anthem Wealth Management, Quantum Capital, and Wealth Preservation Group. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension 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 variety of portfolio management approaches and custody arrangements.

Brittney Obrien is a financial advisor at Wells Fargo Clearing with seven years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Fidelity Brokerage Services and Vault Ventures, LLC. Outside of advising, she is involved in fitness services and small business consulting through her ownership interests in O'Brien Enterprises and Endeavor Fitness LLC. 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 advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

Sara Fortier is a financial advisor with Edward Jones in Raleigh, NC. She holds a Series 66 designation and has one year of industry experience. Her work history includes seven years at Edward Jones, with a gap spent as a student or unemployed from 2013 to 2019. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

Andrew Burns is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, Burns serves as a power of attorney and co-trustee for family investment-related matters. 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 products and bank deposit sweep options among its financial offerings.

Thomas Taylor is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, following a year at WELLS FARGO Advisors. Outside of his advisory role, he is involved in managing rental property. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary when providing investment advice.

Connor Garcia is a financial professional with Series 66 credentials and one year of industry experience. He is currently affiliated with Cetera and provides financial services through Virginia Asset Management. Outside of finance, he works as a sales coordinator at Talbert Building Supply and coaches baseball with Riptide Baseball. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform allowing advisors to implement model portfolios, select third-party managers, or create bespoke strategies across a range of discretionary and non-discretionary programs.

Kasaunya Powell is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 65 credentials and eight years of industry experience. She has been with Wells Fargo Clearing Services, LLC since 2018 and has a longer tenure with Wells Fargo Bank, N.A. beginning in 2016. Outside of her advisory role, she is also involved as a Mary Kay beauty consultant. 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 offers both brokerage and advisory solutions and utilizes research and analytics to support investment decisions.

Amy Welborn is a CFP® with six years of industry experience, currently affiliated with LPL Financial in Raleigh, NC. She has worked at LPL Financial since 2026 and held prior roles at OSAIC and FSC Securities Corp. In addition to her advisory work, she manages a wealth management practice under the name Steward Wealth Strategies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, and retirement plan consulting with both discretionary and non-discretionary management supported by research and model portfolios.

Joseph Watson is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds the Series 66 designation and has been with Raymond James & Associates since 2014. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, pension plans, and municipal entities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary services.

William Moyer is a financial advisor with Edward Jones in Garner, NC, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he owns a beach rental property in Sunset Beach, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory strategies and affiliated investment products, supported by a large network of advisors and branch offices across the country.