John Hoile is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at AXA Advisors, LLC for 18 years before joining Wells Fargo Clearing in 2017. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services that include investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Anita Hearn is a financial advisor at Edward Jones with five years of industry experience and holds a Series 66 designation. She has been with Edward Jones for 15 years. Outside of her advisory role, she owns and coaches a competitive cheerleading gym in Sanford, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of investment advisory programs and affiliated services under a fiduciary standard.

Bonnie Fischer is a financial advisor at Edward Jones with 29 years of industry experience. She has been with Edward Jones since 2003 and holds Series 63, Series 65, and Series 66 licenses. Outside of her advisory role, she is involved as a member of J & B Holdings of Apex LLC, a personal investment and rental business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 advisors, offering a range of advisory programs and affiliated investment products.

Duy Nguyen is a financial advisor at Morgan Stanley with 24 years of industry experience and holds a Series 66 designation. He has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and approved tools to support client financial goals, while typically acting in an advisory capacity rather than as a fiduciary for retirement accounts unless separately engaged.

Wednesday Cox is a Series 66-licensed financial advisor with one year of industry experience, currently with Equitable Advisors in Raleigh, NC. Prior to entering the financial industry, she worked in education for over two decades, including roles at Cherry Creek School District and Brunswick County School District. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, brokerage services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, using LPL-sponsored programs and various third-party managers to provide advisory and brokerage solutions.

Leigh Bridges is a financial advisor with Wells Fargo Advisors in Raleigh, NC, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Wells Fargo Advisors since 2013. Outside of his advisory role, he is a notary public. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations, with clients deciding on implementation through various brokerage and advisory programs.

Larry Melton Jr. is a CFP® with 13 years of industry experience currently practicing at Fidelity in Raleigh, NC. His career includes prior roles at Facet Wealth, Charles Schwab, and TIAA, as well as multiple periods with Fidelity Investments. He works within Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs.

Christopher Willis is a financial advisor with Raymond James Financial Services, holding a Series 66 designation and 19 years of industry experience. He worked at BB&T from 2007 to 2020 before joining Pinnacle Financial Partners and Raymond James Financial Services in 2020. Outside of advisory work, Willis is a partner and certified flight instructor at Executive Flight Training & Services, LLC, providing flight instruction and aircraft rental services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and consulting to client goals and supports a broad advisor network with specialized offerings in municipal finance and SIMPLE IRA advisory services.

Mikki Kline is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. 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.

John Bottega is a financial advisor at LPL Financial with 10 years of industry experience. He holds a Series 66 credential and has previously worked at Thorough Financial Group LLC, Waddell & Reed, Inc., and various insurance carriers. Bottega has also been involved with the Syracuse University Raleigh Alumni Association. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management with support from LPL Research and third-party subadvisors.

Michael Compitello is a Benefits & Planning Consultant within Executive Services at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2022, progressing through roles including Workplace Planning Consultant I, II, and III. As a Certified Financial Planner, Michael collaborates with clients to develop personalized financial plans aimed at achieving their specific goals and aspirations. He emphasizes empathy, attentive listening, and building trust to create a welcoming environment for his clients. His approach involves strategizing and implementing financial solutions that support clients' definitions of success. Outside of his professional role, Michael has personal interests in cooking and baking, fitness, hiking, pets, soccer, and traveling.

Dennis Cody is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Wells Fargo, he worked at Charles Schwab Co., Inc. and served in the United States Navy for six years. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Xingyu Liu is a Financial Advisor at Merrill Lynch Wealth Management, serving the Carolina East Market. With over 11 years of experience in the financial industry, his background spans banking, lending, and wealth management sectors. Since joining Merrill Lynch in 2019 as a Client Associate in Florida, Xingyu worked alongside multiple Senior Financial Advisors before relocating to North Carolina and beginning his own advisory career in 2022. Xingyu holds a Master of Science in Economics from NC State University, obtained in 2010. He is a native Mandarin speaker and holds active FINRA Series 7 and 66 registrations, along with the Personal Investment Advisor (PIA) designation. His expertise includes wealth planning, client service, relationship management, and providing ongoing financial planning and advice to help high-net-worth clients preserve and grow their wealth responsibly and efficiently. Residing in Cary, NC, Xingyu enjoys reading, soccer, table tennis, tennis, and traveling. He also values spending time with his family. His professional philosophy emphasizes that financial success requires intentional planning, reflected in his approach to helping clients make informed decisions and stay on track toward their financial goals.

John Petercuskie is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2014. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery conversations and firm-approved tools to model outcomes without providing individual security recommendations as part of standalone plans.

Beatriz Mas is a financial advisor with UBS Financial Services in Miami, FL, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. She has worked at UBS since 2013 and has also been affiliated with Santander Securities and Banco Santander Central Hispano International since 2002. Outside of her advisory role, she is a representative for Amway. UBS Financial Services serves individual, corporate, and institutional clients with a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management.

William Griffin is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 65 and Series 63 designations and 13 years of industry experience. He has been with Wells Fargo Clearing since 2019 and previously worked at WestEnd Advisors, LLC. Griffin serves as an investment committee member for Christ Church Raleigh. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Edward Pavel is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior roles include positions at JP Morgan Chase Bank, N.A., JP Morgan Securities, LLC, and Citizens Securities, Inc. Wells Fargo Advisors serves individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and leverages research from Wells Fargo Investment Institute to support its investment decisions.

Quintin Ellis is a financial advisor at Fidelity with four years of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments since 2021. Prior to joining the financial industry, he spent six years with the Frisco RoughRiders. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves multiple registered investment companies and fund-of-funds.

Frederic Anders is a CFP®-certified financial advisor with 17 years of industry experience, currently serving at Raymond James Financial in Raleigh, NC. His prior experience includes roles at BB&T and its affiliates. Anders also works as a Licensed Bank Advisor with Pinnacle Bank, assisting clients with banking and investment needs and coordinating with Raymond James advisors for investment services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm emphasizes tailored, non-discretionary planning and consulting, supported by analytical tools and a broad advisor network, and has notable municipal and public-finance capabilities.

Nick Harrison is a Financial Consultant based in Raleigh, where he has been serving clients for over a decade. He currently works at Fidelity, a position he has held since 2022. Prior to this, he was Vice President Financial Consultant at Charles Schwab from 2020 to 2022, Senior Financial Consultant at TD Ameritrade from 2011 to 2020, Client Service Specialist at TD Ameritrade from 2009 to 2011, and Financial Advisor at Edward Jones from 2007 to 2008. Throughout his career, Nick has focused on building strong relationships with clients and their families, emphasizing trust and reliability. He partners with clients to understand their short- and long-term financial goals and co-creates customized financial plans tailored to their unique needs. Nick's personal interests include cars, fitness, football, golf, and soccer.