Thomas Lappin is a financial advisor at UBS Financial Services with seven years of industry experience. He previously worked at Brown, Gibbons, Lang & Company Securities, Inc., Madison Street Capital, and held multiple roles at Brown University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor advice to clients’ goals and risk tolerances.

Thomas King is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. Prior to his current role, he worked at Morgan Stanley and Northwestern Mutual. Outside of finance, he is involved in real estate as the owner and partner of Gold Crown Realty LLC. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services that include asset-allocation advice, manager searches, and customized performance reporting. The firm employs a quantitative asset-allocation process combined with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Richard Mills is a financial advisor at Edward Jones in Raleigh, NC, with 13 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kane Dixon is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked at Edward Jones and was involved with various business ventures including KGD Enterprises LLC, Blue Alliance IT, Paesanos Pasta House, and Patterson's Cafe. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Paul Terrey is a financial advisor with Ameriprise in Durham, NC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Terrey manages general business activities for Triangle Advisory Group LLC, a non-investment business established to handle practice-related expenses. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, delivering detailed, research-based recommendation reports through a centralized consulting team. The firm combines modeling, tax-efficiency analysis, and adaptive withdrawal strategies while emphasizing the use of managed accounts and affiliated investment products.

John Hoile is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at AXA Advisors, LLC for 18 years before joining Wells Fargo Clearing in 2017. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services that include investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process 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.

Gaurav Yelavarthi is a financial advisor at Fidelity with two years of industry experience. He holds the Series 66 and Series 63 designations and has worked at Fidelity Investments since 2024. His prior roles include a position at Fidelity Charitable and experience at ANZ and Schnitz, as well as a tenure at Griffith University. Strategic Advisers LLC, a Fidelity Investments company, provides a range of investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and manages various fund advisory and consulting services.

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.

Donna Collins is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and with 29 years of industry experience. She previously worked at Edward Jones for 13 years before joining Raymond James in 2022. Collins is also involved in agricultural land management through an LLC that holds a forestry permit for 53 acres and owns a non-rental beach home. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools and supports municipal and public finance work through a municipal advisor affiliation.

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.

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.

Sarah Stilley is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she was with Mercer Advisors and Advanced Services Law Group for three years each, and held roles at PlanWell Legal and Cary Estate Planning. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory strategies, affiliated mutual funds, and operates under a fiduciary standard.

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.

Cynthia Corbett is a financial advisor with Morgan Stanley in Chapel Hill, NC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Morgan Stanley Private Bank since 2015 and has worked at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs. The firm offers tailored financial planning supported by structured planning tools and manages approximately $2.74 trillion in client assets.

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.