Emily Johnson is a financial advisor at Robert W. Baird & Co. in Raleigh, NC, holding a Series 66 designation with 10 years of industry experience. She has been with Robert W. Baird & Co. since 2015. Outside of her advisory role, she is a member of Wellington Westwood LLC. Emily works within The DDK Group at Robert W. Baird & Co., which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning, portfolio management, and brokerage services using a combination of in-house and third-party managers, including both traditional and non-traditional investment strategies.

Jon Stephenson is a financial advisor with UBS Financial Services in Raleigh, NC, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor strategies to client goals.

George Moseley is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Bank of America, Merrill, and Raymond James. 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 roughly $671 billion in assets and provides both brokerage and advisory solutions.

Jessica Rudin is a financial advisor at Merrill with four years of industry experience. She holds the Series 66 designation and previously worked at Equitable Advisors and The Preiss Company. 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 strategies for a range of client types including individuals, high-net-worth clients, and institutions.

Carolyn Leith is a financial advisor with Robert W. Baird & Co. in Raleigh, NC, holding Series 63 and Series 65 credentials and 41 years of industry experience. She has been with Robert W. Baird & Co. since 2010. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individual, corporate, pension, and charitable clients with services including financial planning, portfolio management, and custody and brokerage solutions. Baird employs a combination of manager-traded and model-traded strategies, tax management, and internal research tools, managing approximately $394 billion in regulatory assets as of December 31, 2025.

Bradley Eisenberg is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been advising clients within the financial industry for over a decade, focusing on guiding individuals through their financial journeys with clarity and purpose. Prior to his current position, Bradley served as a Financial Consultant at Fidelity Investments from 2020 to 2023, and held roles as a Wealth Management Advisor at TIAA from 2017 to 2020, and as a Guidance Support Specialist at Fidelity Investments from 2014 to 2017. Bradley's approach emphasizes a holistic and collaborative strategy, aligning financial planning with clients' most important goals and long-term retirement needs. He aims to simplify financial complexities and empower clients to make informed decisions throughout different stages of life. He holds a California Insurance License. Outside of his professional work, Bradley engages in family activities and personal interests including fitness, golf, movies, pets, and tennis.

Ellie Campion is a financial advisor at Equitable Advisors in Raleigh, NC, holding a Series 66 designation and beginning her advisory career in 2026. Prior to joining Equitable Advisors, she gained diverse experience across various roles, including work in education and management. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, offering financial planning, retirement plan consulting, and asset management programs. The firm delivers services through a network of Investment Adviser Representatives and utilizes a range of third-party asset managers and advisory programs.

Joel Rundle is a financial advisor at Morgan Stanley in Raleigh, NC, holding a Series 66 designation with four years of industry experience. He previously worked at Ameriprise from 2020 to 2023 and has a background that includes full-time education and a role at Southern Water Gardens. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, combining tailored financial planning with broad investment and institutional services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools designed to model financial outcomes.

Laura Berra is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. She holds Series 63 and Series 65 licenses and is based in Raleigh, NC. Wells Fargo Advisors is a national securities firm that provides 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.

Samuel Curtis is a financial advisor with Mass Mutual Investors Services in Raleigh, NC, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at UBS Financial Services, Ally Invest, and Amazon. MML Investors Services, LLC operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers annual, collaborative financial planning engagements using firm-approved analytical tools and presents event-driven planning options such as divorce and estate settlement services.

Michelle Britt is a financial advisor at Morgan Stanley with 33 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and previously at Citigroup Global Markets from 2006 to 2009. She holds Series 63 and Series 66 licenses. Outside of her advisory work, she is a member of the James M Hurst Family LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory services supported by firm‑approved planning tools and research from its Global Investment Committee.

Alfred Darakjian is a financial advisor with Equitable Advisors based in Raleigh, NC, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Company, Duke University Health System, and Credit Suisse Securities LLC. Outside of his advisory work, he serves as president and CPA/tax preparer of Alfred Darakjian Consulting, Inc., providing tax and accounting services. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Virginia Whitley is a financial advisor with Morgan Stanley in Raleigh, NC, holding a Series 66 designation and 18 years of industry experience. She has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, N.A. since 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide array of advisory programs to individuals and institutional clients. The firm’s financial planning includes tailored services using approved planning tools and modeling techniques, serving approximately $2.74 trillion in client assets.

Russell Hadley is a CFP®-certified financial advisor with 34 years of industry experience, currently with Osaic. He has worked previously at Lincoln Financial Securities Corp and Woodbury Financial Services Inc. Hadley is also involved in selling fixed life insurance and annuities through his ownership of Alpha Omega Wealth Partners. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services. The firm utilizes a model-based investment approach featuring asset allocation optimization and various managed portfolio options across its expansive multi-advisor platform.

Stephanie Davis is a financial advisor at Merrill with 24 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Merrill since 2017, following eight years at First Citizens Investor Services. Outside of her advisory role, she also sells Avon beauty products by catalog. 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.

Patrick O'Neill is a financial advisor with Mass Mutual Investors Services in Raleigh, NC, holding a Series 66 designation and two years of industry experience. Prior to his current role, he worked at Johnny's Pizza and Marco's Pizza, and has experience in education at the University of the South and Green Hope High School. He also has a background in the food service industry. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software to analyze client goals and deliver written recommendations as part of annual, collaborative financial planning engagements.

Tyler Faggart is a CFP® professional with 11 years of industry experience, currently serving at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Pruco Securities LLC for three years. Outside of his advisory role, he has participated in competitive bass fishing tournaments. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Geoffrey Raynor is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Raleigh, NC. His prior experience includes roles at Edward Jones and Ohio National Equities, Inc. He also serves on the advisory board for the Kennan Flagler Business School Alumni Chapter. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, employing structured financial planning tools and advisory strategies that integrate global investment insights.

Darryl Banks is a financial advisor with Edward Jones in Raleigh, NC, holding CFP® and Series 66 designations and having 10 years of industry experience. He has worked at Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial products. The firm is notable for its extensive advisor and branch network and its integrated capabilities, including trust services and securities-based lending.

Travis Johanson is a financial advisor with Thrivent Investment Management in Raleigh, NC, holding Series 63 and Series 66 credentials and having 22 years of industry experience. His prior roles include positions at Principal Life Insurance Company, Principal Securities Incorporated, and Waddell & Reed, Inc. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides holistic, goal-based financial planning covering a broad range of topics and offers clients the option to combine planning with managed-account services under a consolidated billing program called “WealthPlan.”