Merri Morgan is a financial advisor at Cetera with 31 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at multiple financial services firms, including Avantax and her own accounting and tax service business, Morgan's Accounting & Tax Service, which she has operated since 1982. In addition to her advisory work, she serves as senior tax manager at H B Morgan II Inc. and acts as executrix for a family estate. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diverse portfolio management options, including model portfolios, third-party managers, and bespoke strategies across various program structures and custodians.

Benjamin Glover is a financial advisor at Osaic Wealth, Inc. with 19 years of industry experience. He previously worked at FSC Securities Corporation for 14 years before joining Osaic in 2023. Glover is the owner and operator of Carolina Wealth Stewardship Group, a comprehensive wealth management and financial planning firm based in Raleigh, NC. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing various portfolio construction tools and third-party management solutions.

William Peyton Sr. is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 65 credentials and having 31 years of industry experience. He previously worked at Bank of America, NA for eight years before joining Wells Fargo in 2017. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through 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 and analytics from the Wells Fargo Investment Institute and third-party sources.

Evan Weiss is a Vice President, Financial Consultant at Fidelity Investments, a position he has held since 2021. He focuses on helping clients develop comprehensive financial plans through communication, thoughtful planning, and detailed analysis, aiming to serve as a reliable resource for his clients throughout their financial journeys. Prior to his current role, Evan was a Financial Solutions Advisor at Merrill Lynch from 2017 to 2021 and a Financial Analyst at RE1 Advisor from 2015 to 2017. His experience spans various aspects of financial planning and analysis. Outside of his professional work, Evan has interests including camping, cars, hiking, photography, traveling, and volunteering.

Yuvraj Singh is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on providing clients with insights into investment and asset-allocation strategies to support their financial goals. His areas of expertise include family wealth management strategies, personal retirement planning, portfolio management services, sports and entertainment financial planning, and tax minimization. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of North Carolina System. Yuvraj's professional journey includes roles such as a finance intern at the University of North Carolina Physicians Network and a wealth management intern at Morgan Stanley. Outside of his professional work, Yuvraj enjoys playing chess, golfing, and tennis.

Drew Becker is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors, LLC. He has also been affiliated with Wells Fargo Bank, N.A. since 2009. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a broader range of investment options including insurance-related vehicles and bank deposit sweep programs.

Joely Murray is a financial advisor at Merrill with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 2009. She serves as a successor trustee for an irrevocable family trust. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Laura Tayloe is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and two years of industry experience. Her prior roles include positions at Live Oak Private Wealth and Mainstone Capital Management. 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 advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings than typical for large institutional advisers.

Michael Rickerby is a financial advisor with Wells Fargo Clearing in Cary, NC, holding Series 63 and Series 65 licenses and with two years of industry experience. He has been with Wells Fargo Clearing since 2023 and has worked at Wells Fargo Bank, N.A. since 2015. Wells Fargo Clearing provides retirement plan consulting to 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, serving as an ERISA fiduciary and including a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Christopher Maxwell is a financial advisor with LPL Financial based in Raleigh, NC. He holds the Series 63 and Series 65 designations and has 31 years of industry experience, including over two decades at Linsco/Private Ledger Corp. Maxwell operates a separate business under the name Capital Wealth Management, Inc. and is involved in selling fixed annuities and various types of non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a broad range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

Kenie Wrenn is a financial advisor at Raymond James & Associates with 37 years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Clearing, accumulating a combined 10 years at those firms before joining Raymond James in 2019. Outside of her advisory role, she serves on the community advisory board for the UNC Chapel Hill Outer Banks Field Site, where she consults with faculty and students and assists with teaching and mentoring. 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.

Cynthia Shedrick is a financial advisor with Ameriprise in Apex, NC, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she works as an independent contractor for Amazon Flex, providing package delivery services. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement, generally requiring at least $1 million in investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Michael Baer is a CFP® professional with 32 years of industry experience, currently working at Edward Jones since 1994. He holds a Series 63 license and serves as a board member for the Salvation Army of Wake County. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and affiliated investment products, managing over $1 trillion in assets through a large network of advisors and branch offices nationwide.

Brendan Rodden is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds the CFP® and Series 66 designations. His prior roles include positions at Bank of America, Merrill, LPL Financial, and Raymond James & Associates. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Lisa Workman is a financial advisor at Raymond James & Associates with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has previous experience with Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she serves on the finance and investment committee of Richland Creek Community Church. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Robert Larose is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding a Series 66 designation and three years of industry experience. He previously worked at Bank of America, Merrill, Wal-Mart, and TJMaxx. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Michael Shovlain is a financial advisor at Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 65 credentials with one year of industry experience. His prior work includes roles at Wells Fargo Bank, N.A. since 2017 and Furniture Fair from 2016 to 2017. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory options. The firm’s IPS-driven approach incorporates modern portfolio theory and a broader range of financial products, including insurance-related vehicles and bank deposit sweep options.

George Openshaw is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides a 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, firm-approved tools, and modeling techniques such as Monte Carlo simulations.

Courtney Peters is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. She has worked at Wells Fargo Clearing since 2022 and previously held roles at Ward and Smith, P.A. and Wells Fargo Bank, N.A. 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.

Mary Twiddy is a CFP® with 10 years of industry experience and has been with Edward Jones since 2015. She is based in Fuquay Varina, NC, and holds a Series 66 license. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.