Moira Trott is a financial advisor at UBS Financial Services with seven years of industry experience. She holds a Series 66 designation and has been with UBS since 2017. Prior to her advisory role, she worked at B&B Catering Inc. and Fayetteville Technical Community College. She is also involved as secretary in a plumbing and mechanical services business operated by her partner. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm blends institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor strategies to client goals.

Elizabeth Alexander is a financial advisor at UBS Financial Services with 11 years of industry experience. She has been with UBS since 2016 and holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

Ted Laporte is a CERTIFIED FINANCIAL PLANNER™ professional with 27 years of experience in the financial industry. He is currently with Wells Fargo Clearing and has previously worked at John Hancock, The Smith Company, The Leaders Group, Inc., and Financial Advisory Associates. 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 combines research from the Wells Fargo Investment Institute with third-party data to support its investment recommendations.

Todd Rust is a financial advisor with Wells Fargo Clearing in Durham, NC, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. He serves as treasurer for the Church of the Good Shepherd in Durham. 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 incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Candeece Shannon is a financial advisor at Edward Jones in Raleigh, NC, holding a Series 66 designation with four years of industry experience. Prior to her current role at Edward Jones, she worked at Rent Ready and Neuse Tile Service. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,700 financial advisors.

Jason Deibert is a financial advisor with Ameriprise in Holly Springs, NC, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on the board of the MeFine Foundation, a nonprofit organization. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research and modeling to deliver tailored, tax-efficient recommendations. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Zachary Lawson is a CFP®-certified financial advisor with eight years of industry experience. He is currently affiliated with Cetera and Financial Directions Group, where he serves as a retirement plan advisor. His prior roles include positions at Northwestern Mutual Wealth Management and Wells Fargo. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to affiliated and unaffiliated third-party managers.

Melvin Ellis III is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. He serves as an executor and trustee for estate and trust matters in Raleigh, North Carolina. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and a variety of investment strategies to serve its diverse client base.

Morgan Sardzinski is a financial advisor at Raymond James & Associates in Raleigh, NC, holding Series 65 and Series 63 licenses with one year of industry experience. Prior to joining Raymond James, Sardzinski worked at Cognizant Technology Solutions, Collaborative Solutions, and held various roles in education and business. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, institutions, and government entities, with a notable focus on municipal and public finance services.

John Stone III is a financial advisor with Morgan Stanley in Raleigh, NC, holding Series 63 and Series 65 designations and 28 years of industry experience. He has been with Morgan Stanley and its affiliate Morgan Stanley Private Bank, National Association since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by firm-approved tools and analytical methods, managing approximately $2.74 trillion in client assets.

Kristina Paget is a financial advisor at Edward Jones in Raleigh, NC, holding Series 66 and Series 65 licenses with one year of industry experience. Her prior work includes roles at Wells Fargo Bank, Buckley Wealth Management, and McClarren Financial Advisors. She has also been involved with the Tri Area Ministry Food Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lorinda Spivey is a CFP®-designated financial advisor with 29 years of industry experience, currently with Cetera. Her work history includes long tenures at First Allied Advisory Services and Financial Directions Group, where she also holds ownership and performs insurance-related activities. Spivey serves on the Pureflow Advisory Committee and participates in non-profit and seed investment fund operations in committee and administrative roles. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, institutional, and charitable clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services delivered via a multi-manager platform with access to affiliated and third-party managers across multiple program structures.

Andrew Mckay is a financial advisor with Morgan Stanley in Raleigh, NC, holding a Series 66 designation and 19 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2010 and the Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved in managing commercial and residential real estate properties through several investment entities. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and research, with assets under management totaling approximately $2.74 trillion.

Max Gausch is a financial advisor at Fidelity with 12 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Fidelity Investments in various capacities since 2011. 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 combines fundamental research and quantitative analysis to construct portfolios from mutual funds, ETFs, and ETPs, employing systematic methodologies and long-term asset allocation benchmarks.

John Johnson Jr. is a financial advisor with Ameriprise in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Ameriprise since 2010. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency strategies to provide personalized, written Recommendation Reports delivered by a centralized consulting team, supporting clients primarily through Ameriprise-managed accounts.

Joseph Lushene Jr. is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lincoln Financial Securities Corporation and Securities America Advisors. Outside of his advisory role, he is involved in several insurance-related activities and owns Lushene & Associates, LLC, which manages his financial planning business. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a focus on diversified portfolios constructed using firm-provided asset-allocation tools and supports both discretionary and non-discretionary account management.

Richard Eisenreich is a financial advisor with LPL Financial in Raleigh, NC, holding a Series 66 credential and having six years of industry experience. He has worked with LPL Financial since 2018 and previously held roles at Strata Solar, Channel Partners Capital, and the University of St. Thomas. He also operates under the dba RetirementGeeks. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a variety of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Becca Stockdale is a financial advisor at Raymond James Financial with 18 years of industry experience. She holds the Series 66 designation and has worked previously at Principal Securities, Bank of America, and Merrill. In addition to her advisory role, she is an associate at Alger Financial, where she provides Social Security analysis, Medicare, and insurance planning. Raymond James Financial Services Advisors offers financial planning, investment consulting, and advisory services to individual and high-net-worth clients, as well as pension plans, charitable organizations, and state and municipal entities. The firm provides tailored, mostly non-discretionary services supported by comprehensive risk-based reviews and has notable municipal and public finance affiliations.

Kristen Yablonsky is a financial advisor with Morgan Stanley in Raleigh, NC, holding a Series 66 designation and having 22 years of industry experience. She has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and models to assist clients in developing financial plans.

David Bowie is a financial advisor with UBS Financial Services in Raleigh, NC, holding Series 63 and Series 66 licenses and having 24 years of industry experience. He has been with UBS since 2014. Outside of his advisory role, Bowie is involved in financial education through teaching and lecturing with the Financial Education Network and holds a passive ownership interest in a music venue and restaurant. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management through a platform that includes proprietary research, market-making, and affiliated banking services.