Zachary Guntz is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 65 and Series 63 licenses and with two years of industry experience. His work history includes roles at Wells Fargo Bank, Servpro, and Houghton University. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets through over 14,000 advisors and offers both brokerage and advisory solutions.

Roger Paton is a financial advisor with UBS Financial Services in Raleigh, NC, holding a Series 66 designation and 22 years of industry experience. He worked at Merrill from 1984 to 2017 before joining UBS in 2017. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers a range of capital markets activities and proprietary research.

Jillian Walker is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2012, including a role at Morgan Stanley Private Bank, N.A. since 2021. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its financial planning process.

Matthew Cronlund is a Wealth Management Advisor with Merrill Lynch Wealth Management. He is part of The Bell, Bell & Cronlund Group, where he focuses on portfolio analytics and assisting clients with wealth management strategies to help increase the probability of achieving their financial goals. Matthew joined Merrill Lynch Wealth Management in 2010 and Bank of America in 1997. He has spent the majority of his career in banking and investments. Matthew holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Chartered Advisor in Philanthropy (CAP) designation and is a Personal Investment Advisor (PIA). He earned his bachelor's degree in business administration from Wake Forest University, specializing in East Asian languages and cultures. Outside of his professional work, Matthew serves on the Harrington Grove Community Association Board of Directors and manages a youth soccer team for NCFC. He enjoys reading, playing soccer, spending time with his family, and traveling.

Michael Patterson is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has nearly 20 years of experience in the financial services industry, with a background in both brokerage and banking sectors. Michael focuses on research and portfolio construction and analysis. He holds a Personal Investment Advisor (PIA) professional designation and earned his High School Diploma from Broughton High School.

Earl Snyder is a Benefits & Planning Consultant within Executive Services at Fidelity Investments. He has held various roles at Fidelity, beginning as a Workplace Planning Consultant I in 2022 and progressing through Workplace Planning Consultant II and III positions before assuming his current role in 2026. Throughout his career, Earl focuses on building genuine relationships to co-create personalized financial strategies that align with his clients' goals and values. He emphasizes consistent support and clear communication in his client interactions. Outside of his professional responsibilities, Earl engages in activities such as football, hiking, traveling, and volunteering.

Lyndsay Larkin is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. Prior to joining Fidelity, she worked at Whole Foods and in healthcare organizations including UnityPoint Health and CarePartners. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to a broad range of clients, including retail and institutional investors, utilizing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, advisory roles for multiple registered investment companies, and incorporation of AI in its research.

Kevin Lunsford is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Edward Jones in Raleigh, NC since 2012. He holds a Series 66 license and has worked exclusively at Edward Jones during the past 14 years. 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 nationwide network of more than 23,700 advisors. The firm operates under a fiduciary standard and provides various managed strategies, separately managed accounts, and affiliated mutual funds.

Eileen Ohannesian is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 25 years of industry experience. She has been with Wells Fargo Clearing Services since 2017 and Wells Fargo Bank NA since 2016. Wells Fargo Advisors is a national securities firm that provides 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.

Brian Tarrant is a financial advisor with Morgan Stanley, holding a Series 66 designation and 21 years of industry experience. He has been with Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and market models.

Frank Evers is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Edward Jones in Raleigh, NC since 2008. He holds a Series 66 license and has spent his entire advisory career at Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated capabilities including a trust company and proprietary mutual funds.

Scott Cook is a financial advisor at Ameriprise with 10 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise Financial Services LLC since 2021, following five years with Edward Jones. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Angela Mackinnon is a financial advisor with Equitable Advisors in Raleigh, NC, holding Series 63 and Series 65 licenses and having seven years of industry experience. Her work history includes roles at Equitable Advisors, W&S Brokerage Services, Omnistar Financial Group, and periods of self-employment. She serves as Vice President on the executive board of a Child Development Center in Wilmington, NC. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a variety of advisory models implemented through third-party managers and programs, offering a broad range of investment products and ERISA fiduciary services.

Colleen Lyons is a financial advisor at Edward Jones with six years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2019. Prior to her current role, she worked at McGraw Hill Education for eleven years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Rachel Betzwieser is a financial advisor with LPL Financial in Raleigh, NC, holding a Series 66 designation and 10 years of industry experience. She previously worked at Fidelity Brokerage Services, LLC from 2016 to 2019 before joining LPL Financial in 2020. Betzwieser is also a commissioned Notary Public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of services including financial planning, model portfolio programs, and access to third-party asset management, supported by a large network of investment adviser representatives.

Derek Sox is a CFP® professional with 30 years of industry experience, currently affiliated with Wells Fargo Clearing in Raleigh, NC. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm that provides 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Robert Mccarthy Jr. is a financial advisor at RBC Capital Markets with 31 years of industry experience. He holds the Series 63 and Series 65 designations and has been with RBC Capital Markets since 2008. Outside of his advisory role, he serves on the finance committee of the nonprofit Emily K Center. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

John Gammons is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 2004 and brings over 18 years of experience working with individuals and families to create personalized wealth management strategies. John focuses on client needs in liquidity management, personal retirement planning, portfolio management services, and retirement income, helping clients plan effectively for financial obligations across different stages of life. John holds a Bachelor of Science in Business Administration and a Master of Business Administration from East Carolina University. His professional designations include CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). John’s approach centers on collaborating with clients to define what matters most to them, addressing key life priorities such as family, finances, health, home, leisure, work, and giving, and helping navigate the financial complexities that arise through life’s changes. Outside of his professional role, John enjoys spending time with his wife and two children. His personal interests include traveling, golfing, tennis, camping, scuba diving, skiing, and other outdoor activities.

Franklin Dunn III is a financial advisor with Morgan Stanley in Raleigh, NC, holding a Series 66 designation and 19 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2010 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as a volunteer firefighter with the Bayleaf Volunteer Fire Department and is a board member of Western Wake Fire and Rescue. Morgan Stanley Wealth Management offers a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through tailored strategies and firm‑approved planning tools.

Philip Johnson is a Senior Financial Advisor with the Bono & Kline Group at Merrill Lynch Wealth Management. In this role, he collaborates with team members to pursue optimal asset allocations tailored to clients’ objectives, cash-flow needs, and timeframes. He applies his quantitative skills to evaluate external investment managers and research market themes. His client focus areas include Family Wealth Management Strategies, Services for Endowments, Foundations, and Non-profits, Liquidity Management, Sports & Entertainment, and Tax Minimization. Philip holds a B.S. in Accounting and Finance from Mercyhurst University and an M.S. in Finance from The Vanderbilt Owen Graduate School of Management. He is a Chartered Financial Analyst (CFA®) charterholder and a Certified Financial Planner (CFP®) certificant. He is an active member of the CFA Society of Washington, DC, and participates in the Northern Virginia Estate Planning Council. Philip resides in Raleigh, NC. Outside of work, he enjoys hiking, camping, football, reading, and spending time outdoors with his dog.