Claren Englebreth is a CFP® and Series 66-designated financial advisor with 17 years of industry experience. Currently at Edward Jones since 2017, Englebreth previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Stephen Murray is a financial advisor with Equitable Advisors in Raleigh, NC, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors in 2023, he worked at Oakbridge Financial Group and has a background that includes roles in education and community recreation. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through a variety of third-party asset managers and advisory programs. The firm employs a hybrid referral and implementation model and supports both advisory and brokerage/insurance channels to deliver client recommendations.

Ryan Bachmann is a Financial Advisor at Merrill Lynch Wealth Management, part of the Bank of America and Merrill family since 2018. He provides a comprehensive approach to financial management, focusing on bringing clarity and transparency to each client meeting through a personalized process. Ryan works with high net worth and ultra high net worth individuals and families to simplify complex financial matters and develop strategies tailored to their goals and long-term visions. His expertise includes areas such as college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Ryan holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA), and he earned a Bachelor of Science in Economics from Pennsylvania State University. Outside of his professional responsibilities, Ryan is involved as a Bank of America Community Volunteer. His personal interests include chess, golfing, music, painting, and woodworking.

Christy Josephs is a financial advisor at Wells Fargo Clearing with nine years of industry experience. She holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016. Prior to this, she worked at Wells Fargo Advisors, LLC and Wells Fargo Bank NA. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory 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.

Audrey Averill is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. She has two years of industry experience and has been associated with Mass Mutual Investors Services since 2009. Audrey also has a long tenure with The Pelora Group beginning in 2008. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational services using firm-approved analytical tools and emphasizes collaborative, ongoing client relationships.

Brent Little is a financial advisor with Thrivent Investment Management based in Raleigh, NC. He holds the Series 66 designation and has five years of industry experience. Prior to his current role, Brent worked with 323 Sports for six years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across various financial topics and combines planning with managed-account programs through a consolidated billing option called “WealthPlan.”

Nicholas Vourakis is a financial advisor with Charles Schwab in Cary, NC, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. His prior experience includes roles at TD Ameritrade Investment Management and TD Ameritrade, Inc. Outside of his advisory work, he is involved as a marketing executive with Melaleuca, Inc., a consumer packaged goods manufacturer. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining brokerage, custody, and advisory in an integrated model.

Benjamin Swaney is a CFP®, CFA®, and Series 66-licensed financial advisor with 17 years of industry experience. He has been with Wells Fargo Advisors since 2020 and previously worked within other Wells Fargo entities from 2009 to 2020. He holds a significant ownership stake in Mifflin Capital S Corp and serves as a trustee for several related 401(k) plans. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, employing proprietary research and planning tools to develop tailored recommendations. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning.

John Holder is a financial advisor at Raymond James & Associates with 14 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill, and NetApp Inc. Outside of his advisory role, he serves as Treasurer for Brooks Avenue Church of Christ and is a board member of Wake Monarch Academy, both nonprofit organizations in Raleigh, NC. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, supporting both discretionary and non-discretionary advisory relationships.

Alexander Starnes is a Wealth Management Advisor with Merrill Lynch Wealth Management and holds the designations of Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Wofford College. His practice emphasizes creating personalized wealth management strategies that align with clients' unique goals and situations. Starnes focuses on areas such as college education planning, family wealth management, legacy planning, retirement planning, small business strategies, special needs planning, women and wealth, sports and entertainment, tax minimization, and retirement income. A significant aspect of his work involves assisting special needs families with the transfer of assets to special needs trusts to help beneficiaries qualify for or maintain government benefits. Born and raised in Raleigh, North Carolina, Starnes participates in multiple community organizations including the Autism Society of North Carolina, Autism Speaks Raleigh/Charlotte, Down Syndrome Association of Greater Charlotte, North Raleigh United Methodist Church, Special Blessings, Special Olympics NC, The Arc of Charlotte Mecklenburg County, and Trusted Parents. He also has interests in outdoor activities, sports, and music, and he rappels annually off the Wells Fargo building in downtown Raleigh to support the Special Olympics.

Christian Hill is a financial advisor at LPL Financial with seven years of industry experience. He holds a Series 66 designation and previously worked at Fidelity Brokerage Services and Fidelity Investments. Hill also has experience outside finance, including employment at Bonefish Grill and Campus Towers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management strategies supported by proprietary and third-party research.

Stephen Fordham V is a CFA® charterholder and holds a Series 63 license with 17 years of industry experience. He has been with Edward Jones since 2011. Outside of advisory work, he is involved in managing rental properties through a property management company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Michael Irvin is a financial advisor with Edward Jones in Raleigh, NC, holding a Series 66 credential and having approximately one year of industry experience. Prior to joining Edward Jones in 2026, he worked at Equitable Advisors, LLC, and has held various roles in different sectors including event security consulting through Staff-1 Services Group. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Andrew Mc Ilvain is a financial advisor at Cetera with nine years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Cetera in 2024, he worked at ADP LLC and ADP Broker-Dealer Inc. He is also a senior retirement services consultant at Financial Directions, LLC, providing consultative services on qualified retirement plan design and employee education. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and consulting services through a nationwide network of independent advisors, utilizing a multi-manager platform with various program options and custodial relationships.

Samuel Bogaczyk is a financial advisor with LPL Financial in Raleigh, NC, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Coastal Federal Credit Union, CUSO Financial Services, Bank of America, Merrill, and Yadkin Bank. He serves as a board member for Overflowing Hands, Inc., a nonprofit organization. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm provides various advisory programs, financial planning, retirement plan consulting, and brokerage services, with access to model portfolios, research, and advanced portfolio management technologies.

Sheri Lofton is a financial advisor with Merrill in Raleigh, NC, holding a Series 66 designation and 18 years of industry experience. She has been with Merrill since 2008 and concurrently with Bank of America, N.A. since 2011. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries, and offers a range of model-based and discretionary investment strategies integrated within Bank of America’s corporate platform.

Robert Alger is a CFP® professional with 26 years of industry experience, currently affiliated with Raymond James Financial in Raleigh, NC. He has been with Raymond James Financial Services Advisors, Inc. since 2012 and owns Alger Financial, an investment firm based in Raleigh. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth and non-high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored financial plans developed through risk profiling and asset-allocation analysis.

Susan Ledford is a financial advisor with Merrill in Raleigh, NC, holding Series 63, 65, and 66 licenses and bringing 37 years of industry experience. She has worked at Merrill since 1989 and has also been affiliated with Bank of America, N.A. since 2011. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a variety of model-based, discretionary, and tax-aware investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm is integrated within Bank of America’s broader corporate platform, providing access to a wide range of products and services.

Robert Bodmer is a Wealth Management Advisor and Senior Portfolio Manager with Merrill Lynch Wealth Management. He holds the Certified Investment Management Analyst (CIMA) and Certified Plan Fiduciary Advisor (CPFA) designations, recognizing his expertise in investment management and retirement benefits consulting. Robert brings over two decades of experience, having joined Merrill Lynch in June 2000, and specializes in managing portfolios through personalized and defined strategies that incorporate individual securities, Merrill model portfolios, and third-party investments. As a Senior Portfolio Manager, he has the flexibility to manage client assets on a discretionary basis and collaborates with other Merrill Advisors to extend his strategies to a broader client base. Robert has professional experience in both profit and non-profit sectors and holds a bachelor's degree from the University of Tampa. His practice focuses on working with affluent families, corporate executives, and business owners to address financial goals such as retirement planning, family wealth management, college education funding, and portfolio management services. He integrates financial strategies including tax-efficient investments, discretionary money management, and risk management in coordination with specialists at Bank of America and Merrill. In addition to his professional role, Robert participates in community outreach initiatives with Bank of America. He enjoys outdoor activities such as biking, boating, camping, and fishing. His approach emphasizes developing personalized financial strategies to pursue clients' long-term objectives through one-on-one collaboration.

Kevin Cecil is a financial advisor at LPL Financial with 24 years of industry experience. He has been with LPL Financial since 2007 and holds Series 63 and Series 65 credentials. Outside of his advisory role, he is involved in fixed insurance and annuities sales and maintains direct agent contracts with several insurance companies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of advisory programs, financial planning, and brokerage services, supported by research and technology, including discretionary and non-discretionary management and diverse investment strategies.