James Hoke is a Series 66-licensed financial advisor with Thrivent Investment Management, where he has worked since 2015. He has 10 years of industry experience and serves as a board member for several local organizations, including the Kenly Area Chamber of Commerce, the Tobacco Farm Life Museum, and the Johnston County Tourism Authority. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering holistic, goal-based financial planning that covers a wide range of topics without direct portfolio management or discretionary trading authority.

Scott Macdonald is a Senior Financial Advisor at Merrill Lynch Wealth Management and the founder of the Special Needs Team. He has dedicated over thirty years to providing financial advice and guidance tailored to the unique needs of disabled, special-needs, and elder-abuse victims and their families. His team collaborates closely with attorneys, caregivers, trustees, fiduciaries, and benefits counselors to address both the near- and long-term financial requirements of their clients. Scott has extensive expertise in managing Special Needs Trusts, court-supervised trusts, probate investing, and understanding the California Probate Code and the Uniform Prudent Investor Act. He employs sophisticated modeling tools and analytics to support the financial and quality-of-life goals of special-needs populations. His approach is collaborative and firmly centered on client well-being. He holds a Bachelor's Degree from the California State University system and carries the Personal Investment Advisor (PIA) designation. Scott has been recognized by Forbes as one of the Best-in-State Wealth Advisors from 2020 through 2025. He is active in his community through involvement with the Rotary Club of Tahoe Incline, the Society for disAbilities, and the Tahoe Fire Helicopter Project. Outside of work, Scott enjoys boating, fishing, hiking, skiing, and spending time with his family.

Nichola Agins is a financial advisor at Raymond James & Associates with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America. She is based in Raleigh, NC. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, with both non-discretionary and discretionary portfolio management options, and has notable capabilities in public finance and municipal advisory services.

Timothy Healy is a financial advisor with Fidelity Investments in Durham, NC, holding Series 63 and Series 66 designations and two years of industry experience. His prior work includes roles at Fidelity and Next Level Academy, as well as a 15-year tenure at Cardinal Gibbons High School. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Carroll Webb is a financial advisor with Fidelity in Durham, NC, holding a Series 66 designation and 11 years of industry experience. His background includes roles at Fidelity Investments, Regions Bank, H&R Block, LPL Financial, and Woodland Community College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Gary Elefante is a CFP®-designated financial advisor with LPL Financial in Durham, NC, where he has worked since 2007. He has 24 years of industry experience and holds the Series 66 license. Outside of his advisory role, he is also involved in placing fixed insurance products through Crump Insurance Services as a producer. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services with discretionary and non-discretionary management supported by research from internal and third-party sources.

Anastasia Council is a CFP®-designated financial advisor with 11 years of industry experience, currently serving clients at Edward Jones since 2014. She holds a Series 66 license and is based in Raleigh, NC. 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 and operates through a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Joshua Filyaw is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop comprehensive financial plans tailored to their unique goals and preferences. He began his role as a Financial Consultant in 2024, having previously served as a Planning Consultant at Fidelity from 2022 to 2024. Prior to joining Fidelity, Joshua worked as an Investment Resource Consultant at Wells Fargo Advisors from 2021 to 2022 and as a Personal Banker at Wells Fargo Bank from 2019 to 2021. Outside of his professional work, Joshua has interests in baseball, cars, football, running, singing, and traveling.

Cameron Pait is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, Bank of America, and Merrill. Outside of his advisory role, he is a minority owner of a real estate business that manages properties inherited from his late father. J.P. Morgan Securities LLC 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 large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Quinn Angel is a financial advisor at Merrill with a Series 66 credential and two years of industry experience. Prior to joining Merrill, Quinn held various roles including positions at Chickfila and educational institutions. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Adriana Turner is a financial advisor with Fidelity in Durham, NC, holding a Series 66 designation and three years of industry experience. Prior to joining Fidelity, she worked as a retail associate at lululemon athletica. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm’s investment approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios across mutual funds, ETFs, and ETPs.

Luke Hopkins is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance, Intervest International Equities Corp, and First Command Advisory Services. He has a 25% ownership interest in Legacy Vault App LLC, where he is involved in marketing. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Elizabeth Bass is a financial advisor with Morgan Stanley in Chapel Hill, NC, holding a Series 66 designation and bringing 11 years of industry experience. She has been with Morgan Stanley and its Private Bank since 2014. Bass serves as a board member of the Croasdaile Country Club in Durham, North Carolina. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to both individual and institutional clients, emphasizing tailored financial planning and a structured discovery process using firm-approved tools.

Scott Blanchard is a financial advisor with LPL Financial in Raleigh, NC. He holds the Series 66 designation and has been active in the industry since 2024. Prior to joining LPL Financial, he was associated with Charles Schwab and Steward Wealth Strategies. Outside of finance, his background includes roles in education and the restaurant industry. 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 a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by internal and third-party research.

Michael Rowlands is a Planning Consultant specializing in financial planning. He collaborates with Financial Consultants to co-create financial plans tailored to clients' needs. His work centers on helping clients understand retirement planning and appropriate investment strategies. He holds insurance licenses in Arkansas and California, supporting his role in advising clients on suitable financial solutions.

R. Grove Jr. is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 32 years of experience. He specializes in working with a select number of high-net-worth families and businesses, developing, executing, and tracking sophisticated financial management and portfolio strategies. His approach combines investment management with personalized financial services to help clients achieve financial security by simplifying complex financial landscapes. He holds a Bachelor's Degree from the University of North Carolina and is a Certified Plan Fiduciary Advisor® designee. Grove takes a goals-based approach to wealth management that integrates his team's certifications with detailed knowledge of each client's family priorities and resources to design customized strategies. His areas of client focus include college education planning, divorce transition planning, family wealth management strategies, personal retirement planning, portfolio management services, and socially responsible, values-based, and ESG investing. Outside of his professional duties, Grove lives in Cary, NC with his wife and has three adult children. He enjoys golfing, running, and spending time with his family. He is the co-founder and Vice President of The Continuous Blessings Foundation and has served on the finance committee at his church, as a board member for the Y Guides of the Triangle, and Life Experiences, Inc.

Michelle Redman is a financial advisor at Fidelity with four years of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments since 2021, previously gaining experience at BB&T and Carter Bank and Trust. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver discretionary and non-discretionary advisory solutions, including fund advisory and model portfolios.

Thomas Karry is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Merrill and Bank of America. Fidelity’s Strategic Advisers LLC, where Karry is based, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it is notable for its use of AI and systematic methodologies in investment processes.

Trevor Lawson is a CFP®-designated financial advisor with 13 years of industry experience, currently affiliated with OSAIC since 2018. Prior to joining OSAIC, he worked at Jhfn Sii from 2013 to 2018. He volunteers as an instructor, teaching courses on financial preparation for widowhood to individuals aged 50 and over. OSAIC serves a broad range of retail and institutional clients through a large network of advisors, offering integrated brokerage and advisory services along with various managed account solutions and access to third-party money managers. The firm employs a range of asset-allocation tools and maintains multiple platform relationships to support diverse client needs.

Erik Williams is a financial advisor at Morgan Stanley in Raleigh, NC, holding Series 66 and Series 63 licenses with four years of industry experience. His prior roles include positions at Fidelity Investments, Kreative Intelligence LLC—where he also served as an officer consulting and packaging custom goods—and Wells Fargo. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools.