Christian Kubista is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Wells Fargo entities since 2009, including seven years at Wells Fargo Advisors LLC and ten years at Wells Fargo Clearing. Kubista serves as treasurer for the North Carolina Veterans Business Association. 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, relying on research and analytics to guide investment decisions.

Yahir Perez Lora is a financial advisor with LPL Enterprise holding a Series 66 designation and no prior industry experience. His work background includes roles outside the financial sector such as positions at Bartaco and Besi Machining. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs model-driven investment implementation, offers financial planning and consulting, and facilitates access to third-party asset managers and insurance products through affiliated entities.

Alyssa Potts is a financial advisor at Equitable Advisors in Raleigh, NC, holding a Series 66 designation with less than one year of industry experience. Her prior work experience includes roles in the United States Navy, retail, and the hospitality sectors. Equitable Advisors serves a broad range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset management programs. The firm utilizes a network of Investment Adviser Representatives to deliver customized investment solutions, often implementing models through third-party managers and providing fiduciary services to qualified plans.

Jason Peck is a CFP® and Series 66 license holder with six years of industry experience, currently advising at Raymond James & Associates in Raleigh, NC since 2020. Prior to his current role, he worked seven years at Canvas Solutions, Inc. (d/b/a GoCanvas). Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning, advisory programs, and institutional consulting with a variety of portfolio management styles and affiliated research.

Joe Peterson is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2024. He focuses on helping clients achieve financial peace of mind through personalized planning tailored to the unique needs of individuals and families. Prior to his current role, he worked as an Investment Consultant at Fidelity Investments from 2022 to 2024 and as an Investment Advisor at PNC Private Bank from 2016 to 2022. Throughout his career, Joe has accumulated experience in investment consulting and advisory roles, collaborating with clients to co-create and maintain financial plans aligned with their goals. He emphasizes maintaining open lines of communication to support ongoing financial planning and adjustments. Outside of his professional work, Joe enjoys board games, football, golf, movies, music, and reading.

Nathan Goulet is a CFP® professional with 24 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 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 approach is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Caleb Hudson serves as a Client Experience Advisor at Merrill Lynch Wealth Management, where he works directly with clients to assess their financial situations and introduce them to solutions offered through Merrill and Bank of America. In this role, he focuses on supporting clients as their financial needs evolve. He holds a Personal Investment Advisor (PIA) designation and earned a bachelor's degree from Georgia Southern University. Caleb's approach involves helping clients identify their financial goals and developing strategies tailored to their individual circumstances.

Lawrence Allen is a financial advisor at Edward Jones in Cary, NC, holding the CFP® designation along with Series 63 and Series 65 licenses. He has eight years of industry experience, including seven years at Fidelity Bank/Capital Investment Group and five years at PNC prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Cynthia Celeste is a financial advisor at Merrill with 27 years of industry experience. She has been with Merrill since 1992 and holds a Series 66 designation. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Nicholas Ellingsworth Perez is a financial advisor with Mass Mutual Investors Services in Raleigh, NC, holding a Series 66 designation and 12 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and at Massachusetts Mutual Life Insurance Company since 2016, with prior experience at Metlife Securities from 2013 to 2017. Outside of advisory work, he is an independent insurance agent specializing in dental, group disability income, and life/accident/health insurance, and he owns an LLC managing operational expenses. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes ongoing collaborative planning relationships and offers a range of event-driven planning programs, including recent additions such as divorce planning.

Jolene Miles is a financial advisor at Robert W. Baird & Co. with 32 years of industry experience. She holds Series 63, 65, and 66 licenses and has been with Robert W. Baird since 2010. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies and manager options tailored to client goals and risk tolerances.

Mary Norton is a financial advisor at Cambridge Investment Research Advisors with 14 years of industry experience. She holds the CFP® designation along with Series 63 and 65 licenses. Her prior roles include positions at Vesta Wealth Advisors, Principal Securities Inc., and Waddell & Reed, Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing various portfolio management and model-based solutions tailored to client objectives.

Robert Villareal is a financial advisor at Charles Schwab based in Raleigh, NC, holding a Series 66 designation with 27 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2005. 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 offers both non-discretionary and discretionary investment options, combining comprehensive advisory, brokerage, custody, and cash-sweep services within an integrated operational structure.

Michael Harris is a financial advisor with LPL Enterprise, holding a Series 66 designation and 15 years of industry experience. His prior work includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, Morgan Stanley, and Merrill. LPL Enterprise, LLC offers investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and provides access to third-party asset managers, financial planning, and insurance product sales through affiliated entities.

Toni Clegg is a financial advisor with LPL Financial in Cary, NC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Linsco/Private Ledger Corp., affiliated with LPL Financial, since 2005. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its advisors with various investment strategies and technology tools while managing over $819 billion in discretionary assets through a network of more than 22,800 advisors.

William Mcgoldrick Sr. is a CFP® with 32 years of industry experience, currently affiliated with OSAIC since 2024. His prior roles include positions at Wealth and Pension Services Group Inc. and Triad Advisors, Inc., spanning over two decades. He is also the owner of Mcgoldrick & Company, CPA, CFP, a public accounting firm where he provides tax preparation and planning services in addition to his advisory work. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory, and financial planning services. The firm utilizes advanced portfolio construction tools and supports multiple advisory platforms, including third-party managed account solutions.

Misty Bussey is a financial advisor with Edward Jones in Cary, NC, holding the ChFC® and Series 66 designations and bringing eight years of industry experience. She has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Erin Price is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds the Series 66 designation and previously worked at Merrill for a combined total of 16 years. Raymond James & Associates is a large, dually registered 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 institutional fiduciary solutions.

Walker Grove is a Financial Advisor with Merrill Lynch Wealth Management, based in Raleigh, North Carolina. He began his career at Merrill Lynch in 2023 and is part of the GOLD Group team. Walker holds a Bachelor of Science degree in Finance with a minor in Psychology from North Carolina State University. He has completed the SIE, Series 7, and Series 66 FINRA registrations and holds the Personal Investment Advisor (PIA) designation. Walker’s advisory approach focuses on personalized financial strategies that align with clients’ life goals, risk tolerance, time horizons, and liquidity needs. His expertise includes family wealth management, managing new wealth, personal retirement planning, and individual and corporate investment strategy. He aims to simplify and clarify investing complexities to help clients pursue objectives such as education funding, retirement income sustainability, healthcare cost planning, and wealth transfer management, always prioritizing clients’ unique perspectives and priorities. Outside of his professional role, Walker is involved with the Continuous Blessings Foundation, a community organization founded in honor of his uncle, Chris Bunn, where he volunteers annually to support the foundation’s tournament. In his free time, Walker enjoys basketball, cooking, fishing, football, golfing, ice hockey, spending time with family, and watching movies.

Brendan Farrell is a financial advisor at UBS Financial Services with seven years of industry experience. He holds a Series 66 designation and has worked previously at Capitol Financial Solutions and Avalara. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor advice for clients.