Robert Mitchell Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 41 years of industry experience. His prior roles include positions at Stifel Nicolaus & Co Inc, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Outside of his advisory work, he is also a published book author and a motivational speaker. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive resources and technology.

James McMahon is a financial advisor at Edward Jones with a Series 66 designation and experience in the financial industry dating back to 2017. Prior to joining Edward Jones in 2025, he worked at PhilomathPM, The Emmes Company, Q2 Solutions, and HHMI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including various household types, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Grady Sykes III is a CFP®-certified financial advisor with seven years of industry experience, currently associated with LPL Enterprise. He is the owner of Sykes Capital LLC, a securities sales business based in Jacksonville, FL. His prior experience includes roles at Revision Wealth Management, Trinity Wealth Securities, IFS Securities, and Florida Financial Advisors. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated trust and insurance services.

Jordan Sellers is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and previously worked at Fidelity Investments and Jpmorgan Chase Bank. He is also the owner of SELLERS Foundation LLC, a non-operational entity. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The program combines quantitative and qualitative research to develop model asset allocations and incorporates an ESG eligibility framework.

Austin Harris is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Raleigh, NC, holding Series 63 and Series 65 designations and 15 years of industry experience. He has worked at Raymond James since 2020 and previously was with Bb&T Securities and Scott & Stringfellow. Harris is also an insurance agent with Towne Insurance, focusing on non-variable insurance products. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary investment consulting and supports a large network of advisors, with specialized services in municipal finance and SIMPLE IRA employer advisory programs.

Samuel Sugg is a CFP®-designated financial advisor with 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and has been with Wachovia Bank, N.A. since 1991. Sugg is a 25% owner of RBSM LLC, where he handles Secretary of State filing duties. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, leveraging research and analytics to support diversified portfolio strategies.

Kyle Jaquez is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2019. He partners with individuals and families to assist in making informed decisions regarding their financial plans. His work includes helping clients choose appropriate investments aligned with their future goals, building retirement income plans based on lifestyle and living expenses, discussing tax-efficient investing strategies, and assisting with estate planning considerations to ensure alignment with clients' preferences. Kyle has been with Fidelity Investments since 2008, progressing through various roles including Financial Consultant, Investment Consultant, Central Relationship Manager, Guidance Support Specialist, Workplace Planning and Guidance Representative, and 401k Specialist. He holds a California Insurance License. Outside of his professional life, Kyle enjoys boating, family activities, golf, lake-related activities, snowboarding, and traveling.

Cecilia Garcia Leija is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She previously worked at Carolina Country Club and the Wake County District Attorney’s Office. 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 plans, corporations, and charitable organizations.

Jaden Beulah is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Fidelity, Jaden held roles at The University of North Carolina at Chapel Hill and has been involved in entrepreneurial ventures including Music by Jaden and Leisure N Luxury LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary assets, including model portfolios for intermediary platforms.

Andrew Lynch is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked in real estate and other roles, including positions at Van Horn Realty and Starbucks. He also operates a real estate referral business as a sole proprietor. Fidelity's Strategic Advisers provides investment management and advisory services to a diverse client base, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios for institutional clients.

Daniel Williams is a financial advisor at Charles Schwab with 13 years of industry experience. He holds the Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank since 2021, following prior roles at Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts and financial planning services. The firm combines non-discretionary client relationships with access to discretionary separately managed accounts, utilizing multi-asset model portfolios and due diligence on alternative investments.

Sarah Forney is a financial advisor with Morgan Stanley in Raleigh, NC, holding Series 63 and Series 65 credentials and 18 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016 and 2017, respectively. In addition to her advisory role, she provides general consulting through Sound Consulting Solutions. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Thomas Rackley is a financial advisor with Wells Fargo Clearing in Raleigh, NC. He holds Series 63 and Series 65 licenses and has 10 years of industry experience, all with Wells Fargo Clearing since 2016 and Wells Fargo Bank NA since 2007. 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 through more than 14,000 financial advisors and offers both brokerage and advisory solutions.

Brock Adams is a financial advisor at Merrill in Raleigh, NC, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Bank of America, Wells Fargo, Modern Woodmen of America, and several other companies. 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 a range of clients including individuals, high-net-worth clients, pension plans, and charitable organizations.

Kevin Whalen is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Before joining Fidelity, he operated Whalen Glass Arts for seven years and worked independently for four years. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and manages model portfolios using systematic methodologies.

Luke Ritsema is a financial advisor with Morgan Stanley in Raleigh, NC, holding a Series 66 designation and one year of industry experience. He previously spent five years at Hatteras Investment Partners and has served as an assistant coach for the boys varsity soccer team at Cardinal Gibbons High School. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, offering tailored financial planning supported by firm-approved tools and strategies developed by its Global Investment Committee.

Gregory Warner is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016. Warner serves as a finance committee member at Holy Trinity Anglican Church in Raleigh, NC. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, supported by extensive research and a broad range of financial products.

Liam Doyle is a financial advisor with Fidelity in Durham, NC, holding a Series 66 credential and one year of industry experience. His prior work experience includes roles at Best Buy and Wings of Peace Press. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

David Moseley is a Series 66-licensed financial advisor with Ameriprise in Raleigh, NC, where he has worked since 2020. He has five years of industry experience and previously worked for Wake County Public Schools for ten years. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools overseen by a dedicated team to deliver tailored planning reports, primarily for clients holding assets in Ameriprise-managed accounts.

Jacquelyn Tran is a financial advisor with Merrill, holding a Series 66 designation and having one year of industry experience. Her prior work includes roles at Bank of America and BP, as well as managing real estate investment and property management ventures. Merrill, along 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 strategies for a range of individual and institutional investors.