Joseph Spendley is a financial advisor at Edward Jones with 8 years of industry experience. He holds the Series 66 designation and previously worked at Credit Suisse Securities (USA) LLC for 31 years before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a broad network of financial advisors and branch offices nationwide.

Heather Baalke is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. Prior to joining Wells Fargo in 2025, she worked at JP Morgan Chase Bank and JP Morgan Securities LLC from 2016 to 2025. Before her career in finance, she spent nine years at Jewelry Barn. 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 offers both brokerage and advisory solutions, utilizing research from its investment institute and third-party sources to evaluate managers and investment options.

Alexander Fields is a financial advisor with Wells Fargo Clearing in Cary, NC, holding Series 63 and Series 65 licenses and having eight years of industry experience. He has been with Wells Fargo Clearing Services since 2017 and Wells Fargo Bank NA since 2015. Outside of his advisory role, Fields serves as an Aviation Operations Specialist in the NC Army National Guard and provides notary public services. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional funds.

Jennifer Bell is a Senior Financial Advisor at Merrill Lynch Wealth Management. She began her financial services career in retail banking in 2000 and joined Merrill Lynch Wealth Management in 2006. In her role as team relationship manager, she offers service and advice to individuals, families, and business executives. Jennifer focuses on building relationships with clients and helping them pursue their lifelong goals and aspirations by developing personalized, goals-based wealth management strategies. She holds the Chartered Retirement Planning Counselor™ (CRPC™) designation and the Personal Investment Advisor (PIA) designation. Her education includes a high school diploma from Cary High School and attendance at Wake Technical Community College. Jennifer's client focus areas include college education planning, family wealth management strategies, personal retirement planning, philanthropic planning, portfolio management services, and working with women and wealth. Outside of her professional role, Jennifer enjoys listening to music, traveling, and spending time with her husband, Geoff, and their four children, Adrian, Declan, Tyson, and Ava.

Carter Weeks is a Financial Advisor with Merrill Lynch Wealth Management, specializing in developing and implementing financial strategies for individuals, families, and businesses. He collaborates closely with clients to create tailored plans focused on areas such as retirement planning, tax minimization, estate planning, and wealth management. His approach emphasizes aligning strategies with each client’s unique priorities to help pursue their financial goals. With expertise in college education planning, family wealth management, philanthropic planning, portfolio management, and small business strategies, Carter employs a holistic planning method. He holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from North Carolina State University. Outside of his professional work, Carter engages in adventure sports, boating, fishing, football, golfing, ice hockey, pickleball, traveling, and spending time with his family.

David Stamper is a financial advisor with Cetera in Cary, NC, holding Series 63 and Series 65 registrations and bringing 33 years of industry experience. He has worked with firms including Summit Financial Group Inc and Cetera Wealth Services, LLC, and he owns Stamper Wealth Management. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Ryan Carpenter is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC since 2018. Prior to his career in financial services, he was employed by Uber Technologies Inc and Artistic Tile LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various investment platforms.

Kurtis Grant is a financial advisor at Morgan Stanley in Raleigh, NC, holding Series 63 and Series 66 licenses with two years of industry experience. Prior to joining Morgan Stanley, he worked at Pinehurst Resort and Country Club and has academic experience from West Virginia University and South Lakes High School. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a wide range of advisory programs supported by structured planning tools and extensive resources.

James Hulsey is a CFP® and Series 66-credentialed financial advisor with Edward Jones in Raleigh, NC. He has 10 years of industry experience, including over 11 years with Edward Jones. Outside of his advisory role, he owns and operates an agricultural timber tract through James Barrett Farms and serves on the finance committee of Cool Springs Baptist Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, managing approximately $1.01 trillion in assets with a broad range of advisory and investment services.

Ashwin Aggarwal is a financial advisor with Morgan Stanley in Raleigh, NC, holding Series 63 and Series 66 credentials and with 21 years of industry experience. He has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services using structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Victoria Cornett is a financial advisor at Wells Fargo Advisors with four years of industry experience. She previously worked at Morgan Stanley, Fidelity Investments, and Ameriprise Financial Services. Outside of her advisory role, she has an ownership interest in a barrel manufacturing and industrial landfill business in West Virginia. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering investment and fee-based financial planning services that include retirement, education, risk, and wealth-transfer planning, as well as specialized planning services for business owners and other client needs. The firm’s advisors use proprietary research and tools to develop tailored recommendations delivered through meetings and client summary letters.

Kevin Swan is a financial advisor with Osaic Wealth, Inc. based in Cary, NC. He holds the ChFC® designation and Series 63 and 65 licenses, bringing 30 years of industry experience. His prior roles include long tenures at Mutual of Omaha Investor Services and Securities America Advisors. He also serves as an Investment Adviser Representative and insurance agent with ECN Legacy Advisors. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, advisory, and financial planning services. The firm employs various investment tools and third-party platforms to construct diversified portfolios tailored to client risk tolerance and preferences.

Obyda Abushaib is a financial advisor at Fidelity with eight years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Bank of America N.A. His career also includes roles outside finance, such as work with Uber (Xchange Leasing) and several healthcare-related organizations. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management services.

Jennifer Pettengill is a financial advisor with Wells Fargo Advisors in Raleigh, NC, holding a Series 66 designation and bringing 24 years of industry experience. Her career has been primarily with Wells Fargo Clearing Services and Wells Fargo Advisors since 2009. Outside of her advisory role, she is an independent consultant for skincare product sales and crafting sales, and she works part-time as a server. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers a broad range of investment and financial planning services to individuals, trusts, and institutional clients, with specialized planning options for clients meeting certain net-worth thresholds.

Ryan Monteleone is a financial advisor with Edward Jones in Holly Springs, NC, holding the ChFC® designation and Series 63 and 66 licenses. He has 21 years of industry experience, all with Edward Jones since 2004. Outside of his advisory role, Monteleone serves as president of Pace Yourself Run Company, a specialty running store, umpires NCAA and minor league baseball games, and is involved in local education and property management organizations. 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 over $1 trillion in assets and operates through a nationwide network of financial advisors and branch offices.

Michael Van De Venter is the Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2023. In this role, he collaborates with clients and their families to develop financial plans tailored to their unique needs and goals. His approach is grounded in treating others with respect, compassion, and empathy, aiming to build lasting relationships based on trust. Michael has been with Fidelity Investments since 2014, advancing through various roles including Financial Consultant, Portfolio Specialist, Client Management Representative, Fixed Income Specialist, and Financial Representative. This progression reflects his comprehensive experience across multiple aspects of financial services. Outside of his professional responsibilities, Michael enjoys camping, fishing, golf, hiking, parenthood, and traveling.

Thomas Warren IV is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Bank of America, N.A., and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides advisory services alongside other institutional financial offerings.

Daniel Stewart is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been assisting clients since 2016. He specializes in areas including executive compensation, family wealth management strategies, institutional investment consulting, services for endowments, foundations, and non-profits, managing new wealth, portfolio management services, socially responsible and values-based investing, tax minimization, and retirement income. Daniel focuses on helping clients articulate long-term goals, establish priorities, and develop tailored wealth strategies utilizing Merrill's comprehensive financial resources. Daniel holds a Bachelor's Degree from the University of North Carolina System and earned his CERTIFIED FINANCIAL PLANNER™ certification in 2018. He also holds the Personal Investment Advisor (PIA) designation. During his time at UNC Asheville, he served as president of the economics club and was active in the sports performance program as both an athlete and trainer. Outside of his professional role, Daniel enjoys various adventure sports including whitewater kayaking, biking, camping, fishing, hiking, skiing, surfing, and woodworking. He actively volunteers with organizations such as Habitat for Humanity, Homeward Bound, Serve to Lead, and the Special Olympics, reflecting his commitment to community involvement.

Diana Menjivar is a financial advisor at Wells Fargo Clearing with four years of industry experience. She holds a Series 66 designation and has previously worked at Gardner-Webb University and Wells Fargo Bank, NA. 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 backed by research from Wells Fargo Investment Institute and third-party databases.

Tyler Newton is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments, where he has worked since 2021. In his current role, he partners with executives to help them understand their employer benefits and develop plans aligned with their financial goals. He employs a consultative approach to support clients in building confidence in their financial strategies and fostering strong relationships with Fidelity. Tyler's experience at Fidelity spans several positions, including Investment Solutions Representative at multiple levels from 2022 to 2025, and High Net Worth Service Associate from 2021 to 2022. He holds insurance licenses in Arkansas and California. Outside of his professional work, Tyler enjoys activities such as beach outings, boating, fishing, golf, traveling, and spending time with family.