Chad Stafford is a financial advisor with LPL Financial based in Raleigh, NC, holding Series 63 and Series 65 licenses and possessing two years of industry experience. He has worked at Wells Fargo and First Horizon Bank prior to joining LPL Financial. 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 financial planning and advisory programs, including discretionary and non-discretionary management supported by proprietary research and third-party resources.

Timothy Platt is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' priorities to help develop strategies that address their financial goals. He serves as a resource for services ranging from general investing and retirement planning to saving for unforeseen circumstances. Timothy also facilitates access to specialists within Bank of America for additional banking, credit, home financing, and small business solutions. Timothy holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of North Carolina System. He prioritizes building relationships with clients to provide tailored advice and ongoing guidance as their needs evolve.

Shaunda Moore is a Financial Consultant at Fidelity Investments, a position she has held since 2023. Prior to this role, she served as an Investment Consultant and Financial Representative at Fidelity Investments from 2022 to 2023 and 2021 to 2022, respectively. Her professional experience also includes roles as a Personal Banker II at Wells Fargo from 2018 to 2020, a Personal Banker at Truist in 2020, and a Licensed Personal Banker at Citizens Bank from 2014 to 2018. Throughout her career, Moore has focused on financial planning and investment consulting, helping clients navigate the complexities of investing and make informed financial decisions. Her approach emphasizes building strong client relationships to support their financial goals. Further details on her education, credentials, personal interests, or community involvement have not been provided.

Teigen Fraker is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds a Series 66 designation and has previously worked at firms including Raymond James Financial Services, Oppenheimer & Co., and New York Life Insurance. Outside of finance, he has been involved with Origins Food & Beverage and City Market Social House. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial analyses and written recommendations across various planning areas. The firm allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while keeping these services separate.

Marian Greenfield is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and four years of industry experience. She has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2021 and previously worked at Bank of America from 2017 to 2021. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework when recommending investment strategies.

Richard Hill II is a financial advisor with LPL Financial in Raleigh, NC, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has been with LPL Financial since 2010. Outside of his advisory role, he is involved with Compass Financial Group, focusing on fixed insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutions. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and diverse portfolio management options.

James Wells is a CFP® and holds a Series 66 license, with 17 years of industry experience. He has worked at Edward Jones since 2020 and previously spent six years at TIAA and five years at TIAA-CREF. Wells serves as a finance council member at Saint Raphael Catholic Church in Raleigh, NC. 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 through a nationwide network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Krista Mcconnell is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and 18 years of industry experience. She has worked at Royal Alliance since 2022 and previously spent 13 years at Scottrade, Inc., followed by four years at TD Ameritrade Investment Management, LLC. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios that may include various asset classes, and supports both discretionary and non-discretionary account management.

Benjamin Micham is a financial advisor with Osaic, holding the CFP® and Series 63 credentials and bringing 33 years of industry experience. He has worked at Royal Alliance Associates since 2005 and has owned an accounting firm, Micham & McSwain CPAs PLLC, since 2006. Micham also has a side involvement in the sale of term insurance. Osaic Wealth, Inc. serves a diverse group of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, advisory services, and access to third-party money managers. The firm employs a range of asset-allocation tools and portfolio management strategies across various investment vehicles.

Brennon Mills is a financial advisor at Merrill with 11 years of industry experience and holds the Series 66 designation. He has been with Merrill since 2016 and also has experience at Bank of America, N.A. since 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.

Erin Horne is a financial advisor at Edward Jones in Raleigh, NC, holding CFP® and Series 66 designations with six years of industry experience. Prior to joining Edward Jones in 2019, Erin worked at Philips Healthcare from 2014 to 2018. 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, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jesse Boulerice is a financial advisor at Morgan Stanley in Raleigh, NC, holding a Series 66 designation with 15 years of industry experience. He previously worked at Bank of America and Merrill Lynch from 2011 to 2025 before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and incorporates structured planning tools and broad investment offerings in its approach.

Brannon Lambert is a CFP®-certified financial advisor with 25 years of industry experience. He is currently with Cambridge Investment Research Advisors and previously worked at Kestra Financial Services. Lambert is also involved in Broker Speak, LLC, an educational venture focused on financial literacy. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a large network of independent professionals, utilizing a range of managed solutions and platform options tailored to client objectives.

Thomas Cody is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2022, he held various roles including positions at the University of South Carolina and JCB Industries. He is based in Raleigh, NC. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ryan Helder is a CFP® professional with five years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at OSAIC and FSC, among others. He also supports financial advisors through a separate business focused on technology and operational assistance. LPL Financial serves a broad client base, including individuals, retirement plans, and institutions, offering various advisory programs, financial planning, and brokerage services through a national network of representatives. The firm provides both discretionary and non-discretionary management with access to model portfolios, research, and technology-driven investment strategies.

William Young is a financial advisor at Edward Jones in Raleigh, NC, holding a Series 66 designation with 17 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices.

Andrew Murphy is a financial advisor with OSAIC based in Raleigh, NC. He holds a Series 66 designation and has been with OSAIC and Wealth Advisors of Raleigh, Inc. since 2025. Prior to entering the financial industry, he gained diverse experience across several companies in various roles. Outside of advising, he is also a licensed insurance producer offering life, accident, health, Medicare supplement, and long-term care insurance products. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers, leveraging various asset allocation tools and portfolio construction methods.

Susan Joor is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in assisting clients with developing personalized financial strategies. Since beginning her career in financial services in 1993, she has focused on areas including managing new wealth, personal retirement planning, women and wealth, and retirement income. Susan takes a comprehensive approach to wealth management, emphasizing listening to clients and helping them make informed decisions to address their individual needs. Susan holds a Bachelor's Degree from Ithaca College and has earned professional designations such as Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She integrates her credentials to support clients in pursuing their long-term financial goals through tailored strategies. A native of the Syracuse, New York area, Susan has lived in the Raleigh area since 1996. Her personal interests include hiking—having explored numerous mountains in the Adirondacks and Death Valley National Park—as well as music, pickleball, reading, and traveling. She enjoys working one-on-one with clients to develop customized financial plans aligned with their priorities.

Joan Bentley is a financial advisor at Merrill with 11 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2014. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services 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.

James Carrington is a financial advisor at Ameriprise with 34 years of industry experience. He has been with Ameriprise and its affiliate since 2005 and holds Series 63 and Series 65 licenses. Outside of his advisory work, he serves on the finance committee of Wake Forest Presbyterian Church. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored written recommendations through a centralized consulting team.