Louis Popielarcheck Jr. is a financial advisor with Morgan Stanley in Raleigh, NC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley Smith Barney since 2012 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved in agricultural business development and manages rental properties alongside his wife. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Alexis Blanks is a financial advisor at UBS Financial Services with 16 years of industry experience. He holds a Series 66 designation and has been with UBS since 2011. Outside of his advisory work, he is a partner involved in the operation of Bay Hale Farm LLC, an agricultural business in Raleigh, NC. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services that include financial planning, portfolio management, and access to alternative products, combining institutional trading capabilities with wealth management.

Andrew Peatross Jr. is a financial advisor with RBC Capital Markets in Raleigh, NC, holding a Series 63 designation and 39 years of industry experience. His prior firms include Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves as a co-trustee for his brother and is involved with Wake County Smart Start, consulting on community collaboration efforts. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs and employs tailored portfolio strategies featuring in-house and third-party investment managers.

Zachary Angell is a Wealth Management Planning Consultant at Fidelity Investments, a position he has held since 2018. In this role, he collaborates with clients and their Wealth Management Advisors to understand both short-term and long-term financial goals, creating and maintaining financial plans tailored to the unique needs of clients and their families. Prior to his current role, Zachary worked as a Workplace Planning & Guidance Consultant at Fidelity Investments from 2015 to 2018 and as a Financial Services Representative at State Employee Credit Union from 2014 to 2015. Zachary's professional experience spans multiple roles within financial services, focusing on wealth management and financial planning. He emphasizes building relationships with clients and their families to support their financial objectives. Outside of his professional career, Zachary enjoys activities such as beach outings, boating, cars, golf, outdoor adventures, and traveling.

Kaitlyn Seybuck is a CFP® professional with five years of industry experience, currently serving as an advisor at LPL Financial. Her prior experience includes roles at OSAIC, FSC, and Reflections Dental. She also operates under the DBA Steward Wealth Strategies as a wealth manager. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by model portfolios, research, and various management strategies.

Elijah De La Tour Dupavillon is a financial advisor at Equitable Advisors in Raleigh, NC, holding a Series 66 designation. He began his advisory career in 2025 after prior experience in various roles outside the financial industry, including positions at Cookout and Perry's Steakhouse & Grille. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Parker Smith is a financial advisor with UBS Financial Services in Raleigh, NC. He holds a Series 66 designation and began his advisory career in 2025 after prior roles at United Community Bank and the University of Mississippi. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

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 with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Raymond James, she worked in various roles including at Cognizant Technology Solutions and the University of North Carolina. 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, non-discretionary investment consulting, and institutional fiduciary solutions.

Jason York is a Series 66-licensed financial advisor at Edward Jones with 11 years of industry experience. Prior to joining Edward Jones in 2026, he worked at several firms including LPL Financial and BB&T. He also serves as a Senior Vice President and Wealth Consultant at the Trust Company of North Carolina, assisting clients with financial planning, investments, and trust and estate planning. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies. The firm manages over $1 trillion in assets and maintains a large network of advisors and branch offices nationwide.

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.