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 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 2008, as well as Bank of America since 2025. Outside of her advisory role, she is a limited partner in a for-profit hotel partnership. 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 a range of individual, corporate, and nonprofit clients.

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.

Marc Baquerizo is a financial advisor at Raymond James Financial with 39 years of industry experience. He holds a Series 63 designation and has been with Raymond James Financial since 2009. In addition to his advisory role, he owns and operates Wealth Management Financial Group, a support company based in Raleigh, NC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning using analytical tools to align with client goals and supports a wide network of advisors through various advisory programs.

Brenda Dobrick is a financial advisor with Ameriprise in Wake Forest, NC, holding a Series 66 designation and 22 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of advising, she serves on the board of directors for Wind Chime Plaza and holds roles managing business activities related to real estate. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

Daniel Haines Jr. is a CFP® professional with 43 years of industry experience, currently serving as a financial advisor at OSAIC since 2020. His prior roles include positions at First National Bank of PA, Cetera Investment Advisers, and Securities America Advisors. He also operates Capitol Financial Solutions, an LLC under which he markets his advisory business, and holds a separate insurance broker license for fixed insurance products. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisors and various advisory platforms. The firm offers comprehensive services including brokerage and investment advisory, financial planning, retirement consulting, and access to third-party money managers, using firm-provided tools for portfolio construction and management.

William Allen is a financial advisor at Wells Fargo Clearing in New York, NY, holding a Series 66 designation with 23 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 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 IPS-driven investment approach is grounded in modern portfolio theory and includes a broader range of financial product options than many large institutional advisers.

Nicholas Gesell is a financial advisor at Morgan Stanley with 27 years of industry experience. He has held positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill. He holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools as part of its advisory process.

Jacob Matthews is a Series 66-credentialed financial advisor with Raymond James & Associates in Raleigh, NC, and has 10 years of industry experience. He is also the proprietor of Hammered Pig Ironworks, a metal sculpting business, and is involved with McGinnis Outfitters, assisting with hunting and fishing outings on a rare basis. Additionally, Matthews leases farming rights to land he owns through Whiskey Run Farm. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

John Petretich is a CFP® professional with over 24 years of experience in the financial industry, currently serving at Edward Jones since 2001. He is based in Raleigh, NC, and holds Series 63 and Series 66 licenses. Outside of his advisory role, he owns a home renovation business and is a member of the advisory board for the Sigma Alpha Epsilon Fraternity at North Carolina State University. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

David Altman is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding a Series 66 designation and bringing 13 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC and Wells Fargo Bank NA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. 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.

Timothy Ellis is a financial advisor with Morgan Stanley in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and scenario modeling in its financial planning process.

Sapna Mahalingham is a financial advisor at Wells Fargo Clearing with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo and Merrill, as well as Bank of America. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Louis Crawford is a financial advisor with Charles Schwab in Raleigh, NC, holding CFP® and CFA® designations along with Series 63 and Series 65 licenses. He has 21 years of industry experience, including roles at Triangle Securities Wealth Management and CSenge Advisory Group. Crawford serves as a director of the Raleigh Kiwanis Foundation, a nonprofit organization involved in charitable grant approvals. Charles Schwab & Co., Inc. provides wealth advisory, brokerage, custody, and financial planning services primarily to high- and ultra-high-net-worth individuals through its integrated Schwab Wealth Advisory program, which offers a combination of non-discretionary advice and access to discretionary separately managed accounts.