Devin Butler is a CFP® certified financial advisor with nine years of industry experience, currently affiliated with Osaic Wealth, Inc. He has worked at Osaic since 2018 and previously held roles at SII and Capitol Financial Solutions, where he has been involved in financial planning and fixed insurance brokerage. Butler also volunteers as an instructor, teaching courses on financial preparation for widowhood for individuals aged 50 and older. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a focus on portfolio construction using various asset classes, supported by multiple advisory platforms and third-party money managers.

Eric Campbell is a financial advisor with Raymond James & Associates in Raleigh, NC. He holds the Series 66 designation and has recently transitioned from a 17-year career in the United States Army to the financial services industry. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pensions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Nathan Huntley is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked with Trinity Wealth Securities, Tristate Financial Advisors, and Florida Financial Advisors. Outside the financial sector, he was involved in the car wash business at Autobell Car Wash from 2021 to 2023. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Elizabeth Sum Slaughter is a financial advisor at Merrill with 38 years of industry experience. She has held her current position since 1998. Her credentials include Series 63 and Series 65 licenses. 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 strategies developed by internal and third-party teams for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christopher Reaume is a financial advisor at LPL Financial with 23 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial in multiple roles since 2018, with prior experience at Citizens Bank & Trust, Infinex Investments, and Bb&T Investment Services. Outside of his advisory work, he owns Cardinal Home and Landscape Services LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

John Spivey is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2012. He has been with Fidelity since 1997, progressing through various roles including Senior Account Executive, Financial Planning Consultant, and Financial Representative. Prior to joining Fidelity, he was a Financial Consultant at D. E. Wine Investments from 1996 to 1997. With 28 years of experience at Fidelity, John specializes in retirement, wealth planning, and income planning. He assists clients in understanding Fidelity's broad platform of resources to build and execute personalized financial plans. Outside of his professional career, John is interested in family activities, fitness, hiking, reading, traveling, and volunteering.

Megan Brassil is a financial advisor with Merrill in Raleigh, NC, holding a Series 66 designation and bringing 24 years of industry experience. She has been with Merrill since 2014. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional accounts.

Sherry Kho is a CFP® professional with 18 years of experience in the financial services industry. She has been with Ameriprise since 2008, initially with Ameriprise Financial Services Inc. and continuing with Ameriprise since 2020. Based in Durham, NC, she holds the Series 66 designation. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm uses a centralized consulting team, algorithmic modeling, and tax-efficiency analysis to deliver written Recommendation Reports, emphasizing managed accounts and offering a range of advisory, brokerage, and insurance solutions.

David Cove is a financial advisor with Mass Mutual Investors Services in Raleigh, NC, holding CFP®, Series 63, and Series 65 designations. He has 29 years of industry experience, including more than two decades at Mass Mutual Investors Services and roles at Massachusetts Mutual Life Insurance Company and MSI Financial Services. MassMutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses collaborative, software-driven planning tools and offers a range of investment and education programs.

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.