Cheryl Langston is a CFP® with 22 years of experience in financial advisory services. She is currently with Edelman Financial Engines and has previously worked at USAA Financial Planning Services and BB&T in various advisory roles. Langston volunteers with Wings for Widows, providing limited financial coaching to widows and widowers on a pro bono basis. Edelman Financial Engines offers technology-enabled investment advisory services focused on retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and serves a large client base through advisor-led and online platforms.

Nathan Bost is a CFP® and holds a Series 66 license with Edward Jones, where he has worked since 2020. He has five years of industry experience, including prior roles at Advance Auto Parts and Duke Health Technology Solutions. Outside of advising, he assists with the business operations of his wife’s anesthesia practice. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies supported by a nationwide network of financial advisors and branch offices.

Cecilia Echols is a financial advisor with Ameriprise in Knightdale, NC, holding a Series 66 designation and four years of industry experience. She previously worked at Wells Fargo Bank for six years before joining Ameriprise in 2022. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop written Recommendation Reports. The firm provides a wide range of advisory, brokerage, and insurance solutions through affiliated entities.

Daniel Paradise is a financial advisor with Equitable Advisors, holding a Series 66 designation and 17 years of industry experience. He has been with Equitable Advisors since 2008 and previously worked at AXA Advisors, LLC. Paradise is also the managing partner and owner of Oakbridge Financial Group, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm utilizes a hybrid referral and implementation model, offering both advisory and brokerage channels tailored to client goals and risk tolerance.

Lorraine Anderson is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding a Series 63 license and 19 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she serves as a notary public in North Carolina. 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 utilizes research and analytics to guide investment decisions while offering both brokerage and advisory solutions.

Lucas Gooding is a financial advisor at Edward Jones with the Series 66 designation. He has one year of industry experience and has held prior roles at Court One and NC State University. Gooding serves in the North Carolina Army National Guard. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a network of over 23,700 financial advisors nationwide.

Alexander Bartol is a CFP® professional with 35 years of industry experience. He has worked at Wells Fargo Clearing since 2017 and previously spent 14 years with Axa 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 investment advisory services. The firm’s process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Timur Yuldashev is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and having one year of industry experience. His prior roles include positions at Wells Fargo Bank, ALGA LLC, and Uber. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment 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.

Jason Crowder is a financial advisor with Morgan Stanley in Raleigh, NC, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory work, he serves as a Trust Protector in Wilmington, North Carolina. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning and managing approximately $2.74 trillion in client assets. Its planning approach includes structured discovery conversations and firm-approved tools, serving clients through both direct and employer-linked agreements.

Philip Geiger is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Edward Jones since 2005. Based in Raleigh, NC, he also works as a freelance certified flight instructor. Edward Jones is a full-service wealth management firm with over four million clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a large nationwide network of financial advisors and branch offices.

Rebecca Osterkamp is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. She holds the Series 66 designation and previously worked for Capital Investment Group, Inc. for 14 years before joining Wells Fargo in 2020. 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.

Corbin Oliver is a financial advisor at Wells Fargo Advisors with 12 years of industry experience. He holds the Series 66 designation and previously worked at OSAIC and Sii. Outside of his advisory role, Oliver serves as co-executor and co-trustee in family estate matters and is a finance committee member of the WakeMed Foundation. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory solutions with other financial product offerings.

Jami Guarascio is a financial advisor at Wells Fargo Clearing with a Series 63 designation and two years of industry experience. She has been with Wells Fargo Clearing since 2017 and previously worked for Finish Line Laminating for ten years. Outside of her advisory role, she works as a delivery driver for DoorDash. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as 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.

Hanna Dolegowska is a financial advisor at Merrill with Series 63 and Series 65 designations and 20 years of industry experience. She has worked at Merrill since 2008 and is currently affiliated with Bank of America, N.A. Dolegowska is also a limited partner in a for-profit partnership involved in the hotel business. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

James Rowe is a financial advisor at Thrivent Investment Management with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at firms including Edward Jones, JP Morgan Chase, and Wells Fargo Advisors. In addition to his advisory role, he serves as a board member of the Wake Medical Volunteer Board in Raleigh, NC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based financial planning without discretionary trading authority, offering clients a separation between planning and managed-account services.

Ansell Neri is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked with multiple firms, including Royal Alliance Associates and Signator Investors, and served as president of June-Neri Financial. Neri is a board member of the Philippines American Association of North Carolina and the WakeMed Foundation. Cambridge Investment Research Advisors serves a broad range of clients, providing financial planning, investment management, and retirement advisory services through a network of independent professionals with a variety of portfolio management and model-based solutions tailored to client needs.

James Leonard is a financial advisor with Wells Fargo Advisors in Raleigh, NC, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. He previously worked at UBS Financial Services for 10 years before joining Wells Fargo Advisors in 2025. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting a net-worth threshold, utilizing Wells Fargo research and planning tools to develop and deliver recommendations.

Dean Waldron is a financial advisor with LPL Financial in Oakfield, NY, holding a Series 63 designation and 27 years of industry experience. He has been affiliated with LPL Financial and Waldron Financial Group since 1998. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from internal and third-party sources.

William Teague Jr. is a financial advisor with OSAIC based in Raleigh, NC, holding a Series 66 designation and 17 years of industry experience. He has worked at OSAIC since 2019, with prior experience at Lincoln Investment, Capital Analysts Incorporated, and Fidelity Capital Management. Outside of his advisory role, he operates a sole proprietorship focused on life insurance, fixed annuities, and long-term care insurance sales and service. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a range of portfolio management options and utilizes advanced tools such as asset-allocation modeling, risk-tolerance assessments, and automated rebalancing.

Leah Bouchard is a financial advisor at Edward Jones in Raleigh, NC, holding a Series 66 designation with less than one year of industry experience. Prior to joining Edward Jones, she held roles in social services and academia, including serving as an adjunct instructor at Virginia Commonwealth University, where she teaches courses in human behavior and substance use prevention. She also worked as an evaluation contractor for StepUp Ministry, focusing on program quality assessment and staff training. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a wide range of advisory programs and maintaining a large network of financial advisors and branch offices across the country.