S Paul Lorusso Sr. is a financial advisor with Osaic and holds a Series 66 designation. He has 15 years of industry experience, including 13 years at FSC Securities Corporation and several years at Osaic since 2023. Outside of his advisory role, he owns a CPA firm and works as a contract pilot and flight instructor. He also serves as a director for a nonprofit that provides transportation for individuals with medical needs. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage, investment advisory services, financial planning, retirement consulting, and access to third-party asset managers. The firm utilizes various asset-allocation tools and supports discretionary and non-discretionary portfolios that may include diverse investment types.

Suzanne Stroud is a Wealth Management Advisor with Merrill Lynch Wealth Management. She has over 27 years of experience in financial services, supporting corporate executives, business owners, and their families in achieving their financial goals through portfolio strategies, professional money management, and wealth outlook projections. Suzanne holds a Bachelor's Degree from Queens University Kingston in Ontario, Canada, and a Master's Degree from Florida State University. She is a CERTIFIED FINANCIAL PLANNER® certificant and a Senior Portfolio Advisor. Additionally, she has earned the Chartered Advisor in Philanthropy® designation. In her community involvement, Suzanne volunteers with organizations such as Girl Scouts North Carolina Coastal Pines, NC Reading Service, and Read and Feed. She also enjoys cooking, reading, and spending time with her family.

John Szwed II is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 66 designations and possessing 37 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2013 to 2016. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions, supported by research from Wells Fargo Investment Institute and third-party providers.

Clayton Maner is a financial advisor at Morgan Stanley in Raleigh, NC, with six years of industry experience and a Series 66 credential. His work history includes roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019, as well as positions at The University of Tennessee, General Dynamics Mission Systems, and Oak Ridge National Lab. Morgan Stanley Wealth Management provides a broad 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 conversations and firm-approved tools but does not provide individual security recommendations within its standalone planning services.

William Alexander Jr. is a financial advisor with Edward Jones in Raleigh, NC, holding Series 63 and Series 66 designations and having nine years of industry experience. He joined Edward Jones in 2018 after working at Wells Fargo Clearing Services and Wells Fargo Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Michael Godwin is a financial advisor at Osaic with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Osaic since 2018, following five years at SII. Godwin is a board member of Building People and Communities, a nonprofit organization serving individuals on the autism spectrum. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through an extensive network of advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and various investment vehicles to construct portfolios managed on both discretionary and non-discretionary bases.

Lawrence Rockwell is a financial advisor with Raymond James Financial, holding a Series 66 designation. He has been with Raymond James and affiliated firms since 2025. His prior work experience includes roles outside of finance, such as at Lowes Companies and Bluewater Waterfront Grill. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, institutions, and charitable organizations. The firm uses analytical tools and tailored strategies to support client goals and offers specialized services such as municipal advisor support and SIMPLE IRA Employer Advisory programs.

Stephanie Sarkisian is a financial advisor at Morgan Stanley in Raleigh, NC, holding Series 63 and Series 65 licenses with two years of industry experience. Her prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and Covr Financial Technologies. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a variety of advisory programs supported by firm-approved tools and methodologies.

Jill Moulson is a financial advisor at UBS Financial Services with 20 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Merrill for eight years. Outside of her advisory role, she is developing a small business called My Pink Parcel, a subscription service delivering care packages to college students. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

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 with Morgan Stanley in Raleigh, NC, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has been with Morgan Stanley and its Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and investment committee guidance.

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 with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He has worked with Wells Fargo Bank NA since 2009 and with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions, managing approximately $671 billion in assets across more than 14,000 advisors.

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.