Kimberly Swaim is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has worked across various Wells Fargo entities since 2004. Outside of her advisory role, she serves as an administrator and executor for family-related investment matters. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment offerings.

William Herring is a financial advisor with Equitable Advisors in Raleigh, NC, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Hog Slat Inc, Southeastern Interiors, and self-employment. Equitable Advisors serves a diverse client base that includes individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered model as both an SEC-registered investment adviser and a broker-dealer.

Jacob Mejan is a financial advisor with LPL Financial in Raleigh, NC, holding a Series 66 designation. He has been with LPL Financial since 2026 and also works with Steward Wealth Strategies since 2025. His professional background includes multiple roles at Liberty University and Grace Christian School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and consulting services, utilizing model portfolios, research, and technology-supported investment strategies.

Maryanna Johnson is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds the Series 63 and Series 65 licenses and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management (MSWM) provides a wide array of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations within its advisory process.

Charles Savidge III is a CFP® professional with 27 years of experience in the financial services industry. He has been with Ameriprise since 2005, currently serving as an advisor in Raleigh, North Carolina. His credentials include Series 63 and Series 65 licenses. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendation reports, supported by a centralized consulting team and algorithmic tools.

Clifton Thomas Jr. is a CFP® professional with 27 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jack Garrison is a financial advisor at Equitable Advisors in Raleigh, NC, holding a Series 66 designation with one year of industry experience. His work history includes roles at Hanes Geo Components and Glass City, as well as academic positions at Appalachian State University and Rockingham Community College. Outside of financial advising, he works as an independent contractor landscaper. Equitable Advisors serves a diverse range of clients, including individuals, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, relying heavily on LPL-sponsored programs and various endorsed TAMPs.

Adam Cheshire is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 66 licenses and 13 years of industry experience. His prior roles include positions at Morgan Stanley, Cetera, and First National Bank of PA. Outside of his advisory work, he is involved in fixed insurance sales. 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 employs over 14,000 advisors and manages approximately $671 billion in assets, providing both brokerage and advisory solutions supported by comprehensive research and analytics.

Craig Buzak is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo in various capacities since 2009, including Wells Fargo Bank NA and Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. 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.

Bruce Honeycutt Jr. is a CFP®-certified financial advisor with 31 years of industry experience. He has been with LPL Financial since 2010. 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, offering a range of advisory programs and financial planning services.

Jamie Claytor is a Series 66-licensed financial advisor with Morgan Stanley in Raleigh, NC, where he has worked since 2014. He has three years of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs for individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes supported by its Global Investment Committee’s return estimates and modeling tools.

Nathaniel Sale is a financial advisor with Wells Fargo Clearing in Durham, NC, holding a Series 66 designation and four years of industry experience. He has previously worked at Wells Fargo Bank, NA and Pitboss LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Elaine Jolley is a Series 66-credentialed financial advisor with 11 years of industry experience. She is currently affiliated with Cambridge Investment Research Advisors and has previously worked at Vesta Wealth Advisors, Principal Securities Inc., Principal Life Insurance Company, and Edward Jones. Outside of her advisory work, she is a founder of Vesta Divorce Solutions, a service focused on divorce planning, and serves as a volunteer board member for Sherry Braswell Ministries. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, employing both proprietary model strategies and third-party solutions across multiple platform arrangements.

Joel Hudson is a financial advisor at Morgan Stanley in Raleigh, NC, with 33 years of industry experience. He has been with Morgan Stanley since 2009 and also works with Morgan Stanley Private Bank, National Association. Outside of his advisory role, he is involved with American Defense Systems Inc., which provides bulletproof armor and contracts with the U.S. Army. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to support client financial plans.

Shay Pond is a CFP® professional affiliated with LPL Financial, based in Raleigh, NC, with four years of industry experience. Prior to joining LPL Financial in 2026, Pond held roles at OSAIC, FSC, Equitable Advisors, and several other organizations. Pond also serves as a Wealth Associate at Steward Wealth Strategies, where responsibilities include client meetings, investment performance review, financial planning recommendations, and participation on the internal investment committee. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, retirement plan consulting, and utilizes research from internal and third-party sources to support diverse investment strategies.

Michelle Cejudo is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and three years of industry experience. Her prior work includes roles at Truist and Wells Fargo Bank N.A., along with several years of experience at The Cheesecake Factory. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Drewry Littlewood serves as a Wealth Management Advisor and leads the Littlewood & Associates Wealth Management team. In this role, he provides customized wealth strategies and integrated advice to individuals and families. His approach includes investment management, retirement planning, trust and estate planning services, cash-flow analysis, education savings, and charitable giving. Drewry focuses on helping clients address their priorities and work towards their financial goals efficiently, anticipating critical points in their personal and professional wealth to support informed decision-making. Drewry holds a Bachelor's degree from the University of Georgia and is a CERTIFIED FINANCIAL PLANNER® certificant. He is also a Personal Investment Advisor (PIA). His client focus areas include college education planning, employee benefits planning, services for endowments, foundations, and non-profits, legacy planning, personal retirement planning, portfolio management services, tax minimization, and retirement income. Raised in Durham, North Carolina, Drewry is active in his community as a member of White Memorial Presbyterian Church and YMCA Camp Thunderbird. He lives in Raleigh, North Carolina, with his wife and two children. They enjoy spending time outdoors, particularly fishing and boating on North Carolina's Outer Banks.

Justin De Prino is a financial advisor with Mass Mutual Investors Services in Raleigh, NC. He holds the Series 63 and Series 65 designations and has 25 years of industry experience, including 15 years at Morgan Stanley. His current role at Mass Mutual Investors Services and MassMutual Life Insurance Co began in 2026. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and provide written recommendations.

Jody Mansfield is a Wealth Management Advisor with Merrill Lynch Wealth Management and a member of the Rapp Mansfield & Associates Team. She has over twenty years of experience in the financial industry, having held roles on a trading desk at the Delaware Group in Philadelphia and with an International Finance Group in Richmond, VA. Jody also worked at Wachovia Securities, a predecessor of Wells Fargo Advisors, in Regional Management and later as a Wealth Management Advisor for nearly two decades before joining Merrill Lynch Wealth Management in 2016. Jody’s expertise lies in delivering personalized wealth management and comprehensive planning strategies for individuals and families. She emphasizes building relationships defined by integrity, honesty, and trust, focusing on understanding her clients’ unique life priorities to create tailored financial plans. Her client focus areas include college education planning, family wealth management strategies, personal retirement planning, portfolio management services, women and wealth, and retirement income. Jody holds Bachelor of Arts degrees in Economics and Business Management from North Carolina State University and a Master of Business Administration from Meredith College. She holds the designations of Chartered Financial Consultant® (ChFC), Certified Divorce Financial Analyst® (CDFA), and CERTIFIED FINANCIAL PLANNER™ (CFP). A native of North Carolina, Jody is raising two sons, William and Max, with whom she enjoys outdoor activities such as snow skiing, boating, and scuba diving.

Ryan Lun is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on helping individuals and families develop personalized financial plans that align with their unique goals. Ryan works with clients to address priorities such as retirement savings, education funding, wealth management, and long-term financial security. Ryan holds a Master's Degree from East Carolina University and has earned the Personal Investment Advisor (PIA) designation. His approach emphasizes understanding each client’s financial situation to create tailored strategies that support their objectives. Outside of his professional work, Ryan enjoys spending time with his family and engaging in activities such as baseball, cooking, football, golfing, reading, running, softball, table tennis, and watching movies.