Daniel Corley is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Outside of his advisory role, he serves as the managing member of Prestige Financial Holdings 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 various third-party programs. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Tammy Matthews is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and has previously worked at Ranch Solutions LLC, Harnett Health, and Campbell University Health Center. Tammy also serves as a Membership Coordinator for Women in Networking of Fuquay, where she manages membership applications and communications. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options supported by a broad national network of advisors and branch offices.

Thomas Caycedo is a financial advisor with Charles Schwab in Raleigh, NC, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC and Charles Schwab Bank SSB. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm provides a mix of non-discretionary and discretionary investment guidance, using multi-asset model portfolios, alternative investments, and an integrated operational structure.

Christopher Coman is a CFP® professional with 25 years of experience in the financial industry, currently serving as an advisor at Wells Fargo Advisors since 2020. He previously worked within other Wells Fargo entities from 2009 to 2020. Coman holds ownership interests in two investment-related businesses, including Nocarva Asset Management, LLC and First Flight Financial Advisors, LLC. 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 supported by proprietary research and tools, delivering tailored recommendations across diverse financial planning needs.

John Mcaulay is a CFP®-certified financial advisor with 25 years of industry experience. He has worked at Wells Fargo Advisors since 2025 and previously spent 15 years with LPL Financial, LLC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options and utilizing proprietary research and tools to develop tailored recommendations.

Bryan Crolla is a financial advisor with Equitable Advisors in Garner, NC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with Equitable Advisors since 2012 and previously worked with AXA Advisors. Outside of his advisory role, he is a partner and managing member of Oakbridge Financial Group, LLC, and is involved as a sales associate with Reality Benefits Services and Dergalis Associates 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 various third-party asset managers. The firm uses a hybrid referral and implementation model that combines advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Steffen Perry is a financial advisor with Cetera in Raleigh, NC, holding Series 63 and Series 66 licenses and possessing 13 years of industry experience. He has previously worked at PNC Investments and SunTrust Advisory Services. Perry is also a wealth advisor at First National Trust Company and FNB Investment Advisors, where he does not make investment decisions or recommend specific portfolios. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform featuring both affiliated and third-party investment managers.

Joseph Cretella is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and analyses.

Nancy Winborne is a financial advisor at RBC Capital Markets with 11 years of industry experience. She holds a Series 66 designation and has worked at RBC Capital Markets since 2017, with prior roles at Wells Fargo Clearing and Wells Fargo Advisors, LLC. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ Advisory Risk Profiles.

Aidan Barrett is a financial advisor at Charles Schwab in Raleigh, NC, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Financial Information Technologies and several positions within Charles Schwab and H-E-B. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment options supported by multi-asset model portfolios and centralized operational infrastructure.

Ci Ci Donnelly is a financial advisor at Raymond James Financial with 11 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at Merrill and Wells Fargo in various advisory and banking roles. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients. The firm uses analytical tools for non-discretionary planning and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Renee Cooley is a financial advisor at Osaic with 19 years of industry experience. She holds the CFP® designation and Series 65 and 66 licenses. Her prior work history includes roles at FSC Securities Corporation and Edward Jones. Cooley is also a licensed insurance agent and owner of RDaniCo, LLC, which operates under the name Lily Wealth Partners. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a broad network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing firm-provided tools and third-party solutions to construct diversified portfolios tailored to client needs.

Anthony Delauney Jr. is a financial advisor with Ameriprise in Cary, NC, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he is the owner of Owning the Dash, LLC, through which he has published two adult self-help books on financial planning and retirement, six children’s picture books, and developed related educational products including a card game and a financial literacy kit. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency strategies to create tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Mita Kapila is a financial advisor with Morgan Stanley in Raleigh, NC, holding a Series 66 designation and 11 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutions, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Meghan Woolard is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2012 to 2016. 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 broader range of investment options that include insurance-related vehicles and bank deposit sweep programs.

John Dickinson is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley in various roles since 2009. Outside of his financial career, he is a member of a musical group based in Raleigh, North Carolina. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools supported by its Global Investment Committee.

Rodney Adderley is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2022, as well as Morgan Stanley Smith Barney LLC since 2017. Prior to that, he held positions at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and advisory programs, managing approximately $2.74 trillion in client assets.

Paige Ruland is a financial advisor with Edward Jones in Raleigh, NC, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, she worked in education with various North Carolina school districts and North Carolina State University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branch offices.

Stephanie Selemani is an advisor with Wells Fargo Clearing in Raleigh, NC. She holds Series 63 and Series 65 designations and has been with Wells Fargo Bank and Wells Fargo Clearing since 2023. Prior to her financial services career, she worked in other industries, including a role at the United Nations Development Program and experience in hospitality and retail. 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 manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute alongside diversification principles and modern portfolio theory.

Michael Stone is a CFP® with 12 years of experience and has been with Edward Jones since 2014. He is based in Holly Springs, NC. 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 nationwide network of financial advisors and branch offices.