Ivan Ellis is a financial advisor at Edward Jones in Clayton, NC, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked at United Parcel Service and attended Western Carolina University. Ivan’s background includes experience in logistics and education. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies. The firm manages approximately $1.01 trillion in assets and maintains a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Edgar Cornejo Chavez is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and one year of industry experience. His prior roles include positions at Wells Fargo Bank, First Citizens Bank, and Southern Nash High School. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party sources to support its investment approach.

Kevin Sensbach is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments, Larson Financial Group, and Equitable Advisors. Outside of his advisory role, he is a partner in a vacation rental business in Vermont where he manages maintenance and revenue solutions. 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 solutions. The firm’s approach is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

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.

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.

Ipcit Shah is a financial advisor with Ameriprise in Cary, NC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he is involved in business ownership through Sohan Properties, LLC, which manages an office condominium. Ameriprise is a large institutional firm offering a retirement-income planning service designed for clients with significant investable assets, combining research, modeling, and tax-efficiency strategies to provide written, non-discretionary recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Samantha Condon is a financial advisor at Stifel in Raleigh, NC, holding a Series 66 designation with four years of industry experience. She has worked at Stifel since 2021 and previously held roles at KeyBank and the New York State Office of Child and Family Services. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Daniel West is a CFA® charterholder with 30 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2013. He holds Series 63 and Series 66 licenses. Outside of his primary role, he has a majority ownership stake in Marslender-West Asset Management LLC and serves as a trustee for its associated 401(k) plan. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu tailored to clients meeting a net-worth threshold, combining proprietary research and planning tools with optional implementation through various brokerage and advisory programs.

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.

David Simmons is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and two years of industry experience. He previously worked at Merrill for six years and Wells Fargo for seven years. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Christopher Koppen is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Susan Phares-Aldrich, CPA, and Waddell & Reed, Inc. Outside of advising, he is involved with a tax preparation and accounting business affiliated with Susan Phares-Aldrich CPA, PLLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management alongside model portfolios and research from various sources.

Aaron Landry is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with Wells Fargo entities since 2009. Outside of his advisory role, he is a managing partner of two real estate holding partnerships. Wells Fargo Advisors is a national securities firm that serves individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research from its investment institute and third-party sources to guide its investment strategies and operates one of the largest networks of financial advisors in the U.S.

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.

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.

Ronald Davis is a financial advisor at Mass Mutual Investors Services with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Mass Mutual Investors Services since 2017, following eight years at Metlife Securities Inc. In addition to his advisory role, he is an independent insurance agent specializing in annuities and various insurance products. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning, asset management, and educational services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, annual financial planning engagements that use advanced analytical tools and offers specialized planning programs including divorce and estate-settlement services.

James Nowak is a financial advisor with LPL Financial in Raleigh, NC, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with LPL Financial and its predecessor firm since 2006. Outside of his advisory work, Nowak is the president of a construction business and an adjunct instructor at Wake Technical Community College. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, with access to model portfolios and research from multiple sources.

Nicole Burnette is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and previously worked with the UNC Health Foundation and Make-A-Wish Eastern North Carolina. Edward Jones is a wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment strategies through a large network of advisors and branch offices.

Laura Shelburne is a financial advisor with Wells Fargo Clearing in Durham, NC, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC and Wachovia Bank, N.A. She has been affiliated with Wachovia Bank since 2006. 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 solutions. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.