William Hollingsworth is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on providing personalized wealth management strategies that align with clients' unique financial goals. His approach emphasizes a comprehensive understanding of each client's financial picture to create flexible strategies suited to changing market conditions. He also connects clients to Merrill's investment insights and the banking and lending services of Bank of America. William's areas of expertise include college education planning, corporate benefits and executive services, family wealth management, legacy planning, personal retirement planning, special needs planning, and managing new wealth. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of South Carolina. Outside of his professional role, William enjoys adventure sports, boating, fishing, scuba diving, and skiing. He continues his family’s legacy as a financial advisor and is committed to providing a high level of service guided by a philosophy that integrates all aspects of his clients' financial lives to help prioritize and pursue their most important goals.

David Nichols is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, written recommendation reports through a centralized consulting team.

Alan Hughes is a financial advisor at Raymond James & Associates with 38 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Since 2013, he has been with Raymond James & Associates in Raleigh, NC. Outside of his advisory role, he serves as a board member for the Milburnie Fishing Club, providing general oversight of the organization’s governance. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program, serving individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations, including institutional consulting and public finance services.

Taylor Gresham is a financial advisor at Equitable Advisors with two years of industry experience. He holds the Series 66 designation and previously worked at Securities America Advisors and Franklin Templeton. Equitable Advisors serves a broad mix of individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered SEC investment adviser and broker-dealer, delivering advisory and brokerage solutions primarily through program sponsors and third-party managers.

Mark Gooding is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing, Wells Fargo Bank, North Carolina State Employees Credit Union, and the University of North Carolina Wilmington. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored Recommendation Reports. The firm operates as a large institutional provider with a broad range of advisory, brokerage, and insurance solutions.

Scott Lyons is a financial advisor at Fidelity with 15 years of industry experience and holds a Series 66 designation. He has been with various divisions of Fidelity since 2011. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Tanner Elwood is a financial advisor with J.P. Morgan Securities in Raleigh, NC, holding Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at JPMorgan Chase Bank and First Command, as well as military service in the United States Marine Corps from 2020 to 2025. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Nicole Guernsey is a financial advisor with Equitable Advisors in Cary, NC, holding a Series 66 credential and two years of industry experience. Prior to joining Equitable Advisors, she worked in various roles including marketing consulting through her own firm, Teal House Consulting, LLC. She also serves on the marketing committee of the Harmony LGBT+ Allied Chamber of Commerce. 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 third-party asset managers. The firm employs a hybrid referral and implementation model that offers both advisory and brokerage/insurance channels to implement client recommendations.

Charles Green is a Financial Advisor at Merrill Lynch Wealth Management, specializing in customized wealth management and goals-based planning. He partners with individuals, families, and business owners to navigate important financial decisions and align their financial strategies with their personal objectives. His client focus areas include college education planning, family and international wealth management, legacy and liquidity planning, personal retirement planning, portfolio management, small business strategies, tax minimization, and retirement income. Charles holds a Bachelor's Degree from the University of North Carolina at Wilmington and a Master's Degree from Campbell University in Trust and Wealth Management. He maintains professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). His expertise includes investment management, tax-efficient wealth strategies, and trust and legacy planning services, aimed at helping clients preserve and transfer wealth across generations. Outside of his professional work, Charles enjoys boating, camping, fishing, golfing, pickleball, reading, spending time with his family, surfing, and traveling.

Scotty Crouthamel is a Financial Consultant based in Raleigh, North Carolina. He specializes in helping individuals and families make informed financial decisions through tailored planning. His focus areas include long-term wealth building, retirement preparation, and legacy creation. Prior to his current role, Scotty served as a Workplace Planning Consultant III at Fidelity Investments from 2022 to 2024. He holds an AR Insurance License and is a Certified Financial Planner™. Outside of his professional work, Scotty enjoys boating, fishing, football, golf, spending time at the lake, and skiing.

William Miller is a CFP®-credentialed financial advisor with 18 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at South State Bank and FTB Advisors. He is also engaged as a private banker with South State Bank in Raleigh, NC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides various advisory programs, financial planning, and retirement consulting, supported by in-house and third-party research and portfolio management options.

William Thomas Jr. is a financial advisor with Merrill in Raleigh, NC, holding a Series 66 designation and nine years of industry experience. He has been with Bank of America and Merrill since 2017. Outside of his advisory role, he is a co-owner of a family farm and a bakery business, and he serves as a deacon at Sandhills Presbyterian Church. 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, and institutional clients.

Daniel Creswell is a financial advisor with Primerica Advisors in Wake Forest, NC, holding Series 63 and Series 65 credentials and having four years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2021. Outside of his advisory role, Creswell is involved with North Wake Church and has operated Sychar Properties, a real estate business focused on house flipping, since 2008. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

Matthew Purdy is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. 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, supports more than 14,000 advisors, and combines brokerage and advisory solutions with research-driven investment approaches.

Justin Rosenthal is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Coleman Research Group and various non-financial roles before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services such as discretionary portfolio management and fund advisory.

Clayton Charland is a CFP® with eight years of industry experience, currently affiliated with Charles Schwab in Cary, NC. His prior roles include positions at TD Ameritrade, Domani Wealth, LPL Financial, Atlas Private Wealth Advisors, and John Driscoll & Co. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wealth advisory wrap fee programs alongside affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Brant Spesshardt is a CFP® professional with 26 years of industry experience. He has worked at LPL Financial since 2026, following three years at OSAIC and 23 years at FSC Securities. Outside of his advisory role, he is a partner at Banyan Rock and Talent Insurance Agency, where he assists in overseeing the agency. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management approaches supported by research and technology.

Russell Emrath is a financial advisor with Ameriprise in Apex, NC, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliated firms since 2008. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering personalized, algorithm-assisted recommendations through a centralized consulting team.

Brian Shobert is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been affiliated with Wells Fargo in various capacities since 2009. In addition to his advisory role, he serves as a FINRA arbitrator, assisting in dispute resolution. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services utilizing proprietary research and tools, with advisors delivering tailored recommendations on a discrete engagement basis.

Jonathan Foley is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as trustee and holds power of attorney for his mother's trust in Raleigh, NC. 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 advisory process incorporates modern portfolio theory and includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs.