Bonnie Fischer is a financial advisor at Edward Jones with 29 years of industry experience. She has been with Edward Jones since 2003 and holds Series 63, Series 65, and Series 66 licenses. Outside of her advisory role, she is involved as a member of J & B Holdings of Apex LLC, a personal investment and rental business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 advisors, offering a range of advisory programs and affiliated investment products.

Duy Nguyen is a financial advisor at Morgan Stanley with 24 years of industry experience and holds a Series 66 designation. He has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and approved tools to support client financial goals, while typically acting in an advisory capacity rather than as a fiduciary for retirement accounts unless separately engaged.

Wednesday Cox is a Series 66-licensed financial advisor with one year of industry experience, currently with Equitable Advisors in Raleigh, NC. Prior to entering the financial industry, she worked in education for over two decades, including roles at Cherry Creek School District and Brunswick County School District. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, brokerage services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, using LPL-sponsored programs and various third-party managers to provide advisory and brokerage solutions.

William Carpenter is a financial advisor with Fidelity who holds a Series 66 designation and has three years of industry experience. His prior roles include positions at Caleb White and Northwestern Mutual Investment Services LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and model strategies.

Leigh Bridges is a financial advisor with Wells Fargo Advisors in Raleigh, NC, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Wells Fargo Advisors since 2013. Outside of his advisory role, he is a notary public. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations, with clients deciding on implementation through various brokerage and advisory programs.

Larry Melton Jr. is a CFP® with 13 years of industry experience currently practicing at Fidelity in Raleigh, NC. His career includes prior roles at Facet Wealth, Charles Schwab, and TIAA, as well as multiple periods with Fidelity Investments. He works within Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs.

James Mckay is a financial advisor at OSAIC with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company since 2016. Outside of advising, he is involved in commercial real estate sales and co-owns an LLC that manages a private aircraft. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party managers. The firm employs firm-provided asset-allocation tools and supports both discretionary and non-discretionary account management.

Christopher Willis is a financial advisor with Raymond James Financial Services, holding a Series 66 designation and 19 years of industry experience. He worked at BB&T from 2007 to 2020 before joining Pinnacle Financial Partners and Raymond James Financial Services in 2020. Outside of advisory work, Willis is a partner and certified flight instructor at Executive Flight Training & Services, LLC, providing flight instruction and aircraft rental services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and consulting to client goals and supports a broad advisor network with specialized offerings in municipal finance and SIMPLE IRA advisory services.

Mikki Kline is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo 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 solutions. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

April Sneed is a financial advisor with Fidelity in Durham, NC, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Cambridge Investment Research and self-employment in financial services. Outside of her advisory work, she serves as an officer for the Town of Rolesville, providing leadership and strategic vision. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction across various fund structures.

Sammy Mustafa Mohsen currently serves as an Investment Solutions Representative III at Fidelity Investments. In this role, he partners with individuals and families to develop strategies aligned with their financial priorities, helping clients explore opportunities and address challenges. Sammy's experience includes a tenure as an Investment Solutions Representative II specializing in fixed income at Fidelity Investments. Through personalized guidance and ongoing conversations, he assists clients in making informed financial decisions and staying focused on their long-term goals. Outside of his professional work, Sammy is interested in family activities, social events with friends, movies, soccer, and traveling.

John Bottega is a financial advisor at LPL Financial with 10 years of industry experience. He holds a Series 66 credential and has previously worked at Thorough Financial Group LLC, Waddell & Reed, Inc., and various insurance carriers. Bottega has also been involved with the Syracuse University Raleigh Alumni Association. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management with support from LPL Research and third-party subadvisors.

Michael Compitello is a Benefits & Planning Consultant within Executive Services at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2022, progressing through roles including Workplace Planning Consultant I, II, and III. As a Certified Financial Planner, Michael collaborates with clients to develop personalized financial plans aimed at achieving their specific goals and aspirations. He emphasizes empathy, attentive listening, and building trust to create a welcoming environment for his clients. His approach involves strategizing and implementing financial solutions that support clients' definitions of success. Outside of his professional role, Michael has personal interests in cooking and baking, fitness, hiking, pets, soccer, and traveling.

Mark Wilkinson is a financial advisor with OSAIC in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Prior to joining OSAIC in 2025, he worked for 17 years at Lincoln Financial Securities Corporation. He is also active as an insurance agent marketing and servicing traditional life insurance and long-term care insurance. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party managers. The firm employs a variety of quantitative tools and third-party platforms to construct and manage portfolios across multiple asset classes.

Dennis Cody is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Wells Fargo, he worked at Charles Schwab Co., Inc. and served in the United States Navy for six years. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Xingyu Liu is a Financial Advisor at Merrill Lynch Wealth Management, serving the Carolina East Market. With over 11 years of experience in the financial industry, his background spans banking, lending, and wealth management sectors. Since joining Merrill Lynch in 2019 as a Client Associate in Florida, Xingyu worked alongside multiple Senior Financial Advisors before relocating to North Carolina and beginning his own advisory career in 2022. Xingyu holds a Master of Science in Economics from NC State University, obtained in 2010. He is a native Mandarin speaker and holds active FINRA Series 7 and 66 registrations, along with the Personal Investment Advisor (PIA) designation. His expertise includes wealth planning, client service, relationship management, and providing ongoing financial planning and advice to help high-net-worth clients preserve and grow their wealth responsibly and efficiently. Residing in Cary, NC, Xingyu enjoys reading, soccer, table tennis, tennis, and traveling. He also values spending time with his family. His professional philosophy emphasizes that financial success requires intentional planning, reflected in his approach to helping clients make informed decisions and stay on track toward their financial goals.

John Petercuskie is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2014. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery conversations and firm-approved tools to model outcomes without providing individual security recommendations as part of standalone plans.

Beatriz Mas is a financial advisor with UBS Financial Services in Miami, FL, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. She has worked at UBS since 2013 and has also been affiliated with Santander Securities and Banco Santander Central Hispano International since 2002. Outside of her advisory role, she is a representative for Amway. UBS Financial Services serves individual, corporate, and institutional clients with a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management.

William Griffin is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 65 and Series 63 designations and 13 years of industry experience. He has been with Wells Fargo Clearing since 2019 and previously worked at WestEnd Advisors, LLC. Griffin serves as an investment committee member for Christ Church Raleigh. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Edward Pavel is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior roles include positions at JP Morgan Chase Bank, N.A., JP Morgan Securities, LLC, and Citizens Securities, Inc. Wells Fargo Advisors serves individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and leverages research from Wells Fargo Investment Institute to support its investment decisions.