Malvea Jones is a financial advisor at Merrill with a Series 66 credential and seven years of industry experience. She previously worked at Wells Fargo Bank for 13 years before joining Merrill in 2018. Outside of advising, she works part-time as a hotel front desk associate and is also a Mary Kay sales consultant. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Willard Varnum II is a CFP® professional currently with Wells Fargo Clearing and has 32 years of industry experience. He previously worked at Morgan Stanley Private Bank and its National Association from 1995 to 2024. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jennifer Riley is a financial advisor with Thrivent Investment Management in Raleigh, NC. She holds a Series 66 designation and has prior work experience at Coca Cola Consolidated, Inc. and EspriGas. She began her advisory role at Thrivent in 2025. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm delivers holistic, goal-based financial planning covering a broad range of topics and offers an option to combine planning with managed-account services under a consolidated billing arrangement.

Gaurav Judge is a financial advisor at Morgan Stanley with eight years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2017. Prior to his career in finance, he was involved with Amorino Gelato and Coffee for five years. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that offers advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations.

Dustin Hatcher is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2016, progressing through various positions including Financial Consultant, Investment Consultant, and Workplace Planning Consultant. Prior to joining Fidelity, Dustin gained experience as an Associate Financial Consultant at Charles Schwab and as an intern at Captrust Financial Advisors. Throughout his career, Dustin has focused on helping clients navigate financial, retirement, and investment planning. He works collaboratively with clients to create and implement customized strategies tailored to their individual goals. A native of Raleigh, Dustin brings over a decade of experience in the financial services industry. Outside of his professional work, Dustin enjoys family activities, fitness, football, social events with friends, golf, and traveling.

Jonathan Perry is a CFP®-designated financial advisor with 15 years of industry experience, currently with OSAIC since 2025. He previously worked at Lincoln Financial Securities Corporation for 13 years and began his career at BB&T Investment Services, Inc. He has taught at Campbell University for over 20 years. Outside of his advisory role, Perry serves as a board member and assistant scoutmaster for the Boy Scouts of America Occoneechee Council. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services such as comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization with tools like risk-tolerance assessments and efficient frontier analysis.

Adam Whitesell is a financial advisor at Ameriprise with 20 years of industry experience. He holds a Series 66 credential and has been with Ameriprise and its affiliated firms since 2006. 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 retirement income, tax-aware withdrawals, and Social Security claiming strategies.

Joshua Brooks is a financial advisor at Wells Fargo Clearing with two years of industry experience. He holds the Series 63 and Series 66 credentials and has worked previously at Northwestern Mutual and Bank of New York. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Collin Butler is a Planning Consultant focused on helping clients develop meaningful financial plans aligned with their personal goals and priorities. He works to understand what matters most to each client in order to create thoughtful, practical plans designed to support their vision for the future. Collin emphasizes building strong, trust-based relationships and providing a planning experience that is transparent, collaborative, and tailored to individual circumstances. His approach centers on gaining a deep understanding of clients' objectives and concerns to guide the financial planning process. Collin is committed to offering personalized service throughout the journey, ensuring that each plan reflects the unique situations of those he works with. Outside of his professional role, Collin has interests in fitness and golf.

Garrett Stringer is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Stuart Strickland is a CFP® with 18 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, he worked at Wachovia Bank, N.A. starting in 2000. He is based in Raleigh, NC. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, providing both brokerage and advisory solutions.

Maggie Burke is a financial advisor at Wells Fargo Clearing with eight years of industry experience. Her previous roles include positions at Charles Schwab Bank, PIMCO Investments LLC, and Pacific Investment Management Company LLC. She holds Series 63 and Series 66 licenses. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Michael J. Lappin is a financial advisor with UBS Financial Services in Raleigh, NC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with UBS since 2012. Outside of his advisory role, he is involved in several business ventures including partnerships in fishing tournaments, professional ice hockey ownership, and a charter fishing business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing proprietary capital market assumptions and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.

Scott Abee is a financial advisor at Raymond James & Associates with 39 years of industry experience. He holds Series 63 and Series 66 designations and has been with Raymond James & Associates since 2015. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research.

Bizzy Craft is the Vice President and Financial Consultant at Fidelity Investments, a role held since 2025. She has been with Fidelity Investments since 2021, progressing through various positions including Financial Consultant, Planning Consultant, and Workplace Planning Consultant. Her career reflects a continuous commitment to developing expertise in financial planning and consulting. As a Certified Financial Planner, Bizzy focuses on understanding clients' unique goals to develop personalized financial strategies. She emphasizes empathy and transparency in her approach, aiming to create a welcoming environment for clients to share their financial objectives. Bizzy is dedicated to continuous learning to provide informed insights that support clients in making confident financial decisions. Outside of her professional role, Bizzy engages in outdoor adventures, scuba diving, snowboarding, traveling, volunteering, and yoga.

Ellis Minton is a Series 66-licensed financial advisor with Morgan Stanley, based in Raleigh, NC, and has 12 years of industry experience. He has worked with Morgan Stanley and its affiliate Morgan Stanley Private Bank, National Association since 2014 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Brian Singsank is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked at Wachovia Bank, N.A. since 2002. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Daniel Geiger is a financial advisor with UBS Financial Services in Raleigh, NC, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at NWN Corporation and North Carolina State University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Gregory Sieber is a financial advisor at UBS Financial Services in Raleigh, NC, holding a Series 66 designation with 26 years of industry experience. He has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets services and proprietary research.

Jeffrey Mc Claugherty is a financial advisor with Ameriprise in Apex, NC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he owns and manages Serving To Multiply, Inc., an advisory-related business. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering non-discretionary, research-driven recommendations that incorporate tax-smart strategies and asset management through a centralized consulting team.