Robert Frye is a CFP® professional with 21 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held positions at Wells Fargo Investments, LLC and Morgan Stanley DW Inc. He is based in Raleigh, NC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs a research-driven approach using diversification principles and modern portfolio theory, operating at a large scale with over 14,000 financial advisors and $671 billion in assets under management.

Liliana Barela is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, she was self-employed and worked at DoorDash. She also operates an online sales business as a sole proprietor. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Shelley Bennett is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2014, including a role with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and comprehensive investment resources as part of its services.

Wallace Suggs II is a financial advisor at Merrill with Series 66 and Series 63 credentials and three years of industry experience. His prior work includes roles at Bank of America, New York Life, and Thrivent Financial. He is also involved with Grameen America, a nonprofit that supports businesswomen in poverty through microloans and education, where he serves as a Branch Launch Manager. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jonathan Waterman is a Series 66-licensed financial advisor with Equitable Advisors in Raleigh, NC, where he has worked for 24 years. Prior to the firm's rebranding, he was affiliated with Axa Advisors for 18 years. Outside of advising, he holds various roles including healthcare power of attorney for his spouse and guardianship responsibilities for his daughter. Equitable Advisors serves individuals across a wide range of wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management. The firm’s approach involves matching clients to program models or discretionary managers, utilizing both proprietary and third-party investment programs and offering ERISA fiduciary services to qualified plans.

Donald Monroe is a financial advisor with UBS Financial Services in Raleigh, NC, holding Series 63 and Series 65 credentials and having 42 years of industry experience. He has been with UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, leveraging proprietary capital market research and model-based asset allocations to tailor client plans. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.

Shawn Ingram is a Planning Consultant who assists clients in achieving their financial goals by collaborating with them to create actionable and accessible financial plans. He currently works at Fidelity Investments, where he has held several roles since 2023. His positions have included Investment Solutions Representative, High Net Worth Associate, and Customer Relationship Advocate, reflecting his experience in various aspects of client relationship management and investment solutions within the firm.

Jahan Powell is a financial advisor at Fidelity with 4 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to his current role, he worked at Wells Fargo and Outback Steakhouse. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction using quantitative analysis and algorithmic methods. The firm serves a variety of clients, including registered investment companies, and offers discretionary and non-discretionary portfolio management.

Kristiana Dowling is a financial advisor with Wells Fargo Advisors in Raleigh, NC. She holds a Series 66 designation and has 12 years of industry experience, all with Wells Fargo Advisors since 2010. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services supported by proprietary research and tools, serving clients who meet specific net-worth criteria.

Joshua De Leon is an International Wealth Advisor at Merrill Lynch Wealth Management. He provides wealth management strategies to individuals, families, and businesses, focusing on legacy planning and addressing the complexities of the global financial environment. Joshua works to develop comprehensive strategies aligned with clients’ short- and long-term financial objectives. He holds a bachelor’s degree in Economics from Instituto Tecnologico y de Estudios Superiores de Monterrey. Joshua is fluent in English and Spanish and holds professional designations including Certified Exit Planning Advisor (CEPA), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). Through his role, he leverages the investment resources of Merrill and the banking capabilities of Bank of America to help clients manage various aspects of their financial futures.

John Piersall is a CFP® certificant with 33 years of experience in the financial industry. He has worked at OSAIC since 2025 and previously spent 32 years at Lincoln Financial Advisors Corporation. In addition to his advisory role, he operates a sole proprietorship focused on the sale of fixed annuities and term insurance. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a wide range of brokerage and advisory services with an investment process centered on model-based asset allocation and portfolio optimization.

Jacob Fiore is a financial advisor at Osaic based in Morrisville, NC, with six years of industry experience. He holds the Series 63 and Series 65 credentials. His prior work history includes roles at RHI General Group, Wells Fargo Clearing Services LLC, and TFIA AmWINS Group, Inc. OSAIC serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools, and is noted for its scale, affiliate network, and private-equity ownership.

William Durkin is a financial advisor at Charles Schwab with seven years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab Bank, Charles Schwab & Co., Bank of America, Merrill, and Peapack Gladstone Bank. He also has a background at Cornell University. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary multi-asset investment solutions combined with integrated brokerage, custody, and financial planning services.

Kimberly Blaes is a financial advisor with Merrill in Raleigh, NC, holding a Series 66 designation and seven years of industry experience. She previously worked at UBS Financial Services for 11 years before joining Merrill in 2026. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Thomas Lappin is a financial advisor with UBS Financial Services in Raleigh, NC, holding Series 63 and Series 66 credentials and eight years of industry experience. His prior roles include positions at Brown, Gibbons, Lang & Company Securities, Inc., Madison Street Capital, and Brown University. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions, model-based asset allocations, and research from its Chief Investment Office and UBS Global Research to tailor financial plans and portfolio management. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.

Carl Moore is a financial advisor at OSAIC based in Raleigh, NC, with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Securities America Advisors and Scott & Stringfellow. Additionally, he owns Carl Moore Financial Services, where he provides insurance sales focused on term insurance products. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm utilizes a model-based investment approach featuring asset allocation, portfolio optimization, and multiple managed account strategies.

Thomas King is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and Northwestern Mutual prior to joining J.P. Morgan Securities in 2022. Outside of his advisory role, he is a partner and owner of Gold Crown Realty LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG criteria within an institutional investment framework.

Richard Mills is a financial advisor at Edward Jones in Raleigh, NC, with 13 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kane Dixon is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked at Edward Jones and was involved with various business ventures including KGD Enterprises LLC, Blue Alliance IT, Paesanos Pasta House, and Patterson's Cafe. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

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.