Adam Simpson is a financial advisor at Thrivent Investment Management in Raleigh, NC, holding a Series 66 designation with five years of industry experience. He has been with Thrivent since 2021. Prior to his financial advisory role, he worked at Riverwood Elementary from 2014 to 2021. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive goal-based analyses and written recommendations across various financial planning topics. The firm offers these planning services separately from its managed-account program, with an emphasis on periodic reviews and client engagement.

Michael Austin is a financial advisor at RBC Capital Markets with one year of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services, Northwestern Mutual, and Senior Financial Services. Outside of finance, he has experience with Students and Trucks Inc. and has been affiliated with Hampden-Sydney College and T.C. Williams High School. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and nonprofits. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles and investment preferences.

Joseph Megaloudis is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at various Wells Fargo entities since 2013. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Bradley Sears is a financial advisor with LPL Financial in Raleigh, NC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at Fidelity Bank, Pinnacle Financial Partners, Raymond James Financial Services, and Wells Fargo. He is also involved as an associate and managing director at related firms focused on relationship building and leadership in the Carolinas and Virginia. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing multiple management approaches and proprietary research.

Steven Consiglio is a financial advisor with OSAIC in Raleigh, NC, holding Series 63 and Series 65 credentials and 20 years of industry experience. He previously worked at Signator Investors Inc and John Hancock Financial Network. Outside of his advisory work, he is a professional speaker and coach through Noble Strategies, LLC, and serves as a trainer at Tony Robbins events. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage diversified portfolios across various asset classes.

Tonya Headrick is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 66 credentials and 20 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Morgan Stanley & Co., Incorporated. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, delivering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, offering a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Ben White is a Financial Consultant currently working at Fidelity Investments since 2025. He has extensive experience in financial advisory roles, having served as Vice President and National Financial Solutions Advisor Team Lead at Merrill from 2022 to 2025, and previously as Vice President, Financial Solutions Advisor from 2015 to 2022. He began his career at Merrill as an Operations Securities Analyst from 2011 to 2015. Ben guides families through wealth accumulation, retirement transitions, and generational planning by focusing on client-centered strategies, fostering trust, and delivering measurable outcomes. His approach emphasizes integrity, transparency, and disciplined execution to build tailored financial plans that support clients' goals and provide financial peace of mind.

Rebecca Tolbert is a financial advisor with Ameriprise in Raleigh, NC, holding Series 63 and Series 65 licenses and with 29 years of industry experience. She has been with Ameriprise and its predecessor firms since 1992. Outside of her advisory work, she serves as Vice Chair of the Guayabo Animal Rescue Foundation and President of the Board at Beth Shalom. Ameriprise provides retirement-income planning services primarily to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Toiriste O'Neal Jr. is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience with Northwestern Mutual and Wells Fargo Bank, NA. Outside of his advisory role, he is a part-owner of a photo booth rental company. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Paul Pratto is a financial advisor with LPL Financial in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with LPL Financial since 2011. He also acts in a fiduciary capacity as a trustee for family members. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Matthew Hall is a financial advisor at Osaic with 10 years of industry experience. He holds the Series 66 designation and has held roles at several firms including UBS Financial Services and BB&T before joining Osaic in 2020. Outside of his work at Osaic, he operates Capitol Financial Solutions and a fixed insurance brokerage as a sole proprietor. 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 and multiple platforms. The firm offers integrated brokerage and advisory services, employing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across various asset classes.

Sandra Stowe is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. She has seven years of industry experience, including prior roles at IHS Markit and Ipreo. Outside of her advisory work, she is the owner of White Owl Financial Advisors, where she conducts educational webinars and serves as an author, educator, podcast host, and speaker. She is also a board member of the Greater Raleigh Chamber of Commerce. Cambridge Investment Research Advisors serves a diverse client base with financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm offers a range of portfolio management strategies, including proprietary and third-party models, under various custody and platform arrangements.

James Richardson is a financial advisor at Ameriprise with 36 years of industry experience. He has been with Ameriprise and its predecessor firm since 1990. Richardson serves on the boards of Midtown Raleigh Alliance and the Supplemental Retirement Board of Trustees and is involved in business management and home rehabilitation ventures. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research-driven analysis and tax-efficient strategies delivered through a centralized consulting team in partnership with financial advisors.

Brian White is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He holds the Series 66 designation and is based in Raleigh, NC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a large nationwide network of financial advisors.

Philip Romano is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors in Raleigh, NC. His prior roles include positions at OSAIC Wealth, Royal Alliance Associates, Capitol Financial Solutions, Signator Investors, and Allegheny Financial Group. Romano also owns and operates his financial planning firm, ROMANO LLC, and holds partial ownership in Concord Private Wealth, both located in Raleigh. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting net-worth thresholds, utilizing proprietary research and tools, with flexible implementation options through brokerage or advisory programs.

Francisco Itriago Santaella is a financial advisor with Edward Jones in Raleigh, NC, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked at Equitable Advisors and held roles at AES Corporation subsidiaries from 2015 to 2022. He is a screening committee member of the Wolfpack Investor Network, an angel investor network affiliated with North Carolina State University. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and affiliated financial services, managing approximately $1.01 trillion in assets supported by a nationwide network of more than 23,700 advisors.

Julia Lovejoy is a financial advisor with Stifel, holding Series 63 and Series 66 licenses and 15 years of industry experience. She has worked at several firms including Merrill, Wells Fargo Advisors, Prospera Financial Services, and Truist Investment Services before joining Stifel in 2024. Stifel serves a broad range of clients including individuals, institutional investors, and municipal entities, providing brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm offers episodic, fee-based financial planning and emphasizes diverse activities such as municipal market involvement and services to private funds.

Carla Sachs is a financial advisor with Ameriprise in Raleigh, NC, holding Series 63 and Series 66 designations and bringing 12 years of industry experience. Her career includes roles at Securities America, Inc. and Ameriprise Financial Services, Inc. prior to her current position. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, with a specialized Premier Retirement Income service that offers retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Matthew Waldron is a financial advisor with LPL Financial in Wake Forest, NC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He previously worked at Belpointe Insurance, LLC and Belpointe Asset Management, LLC for seven years before rejoining LPL Financial in 2026. Outside of his advisory role, he participates in an online retail family business. LPL Financial is an SEC-registered adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Alyssa Fields is a financial advisor with Equitable Advisors in Raleigh, NC. She holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Equitable Advisors, she worked at Harris Teeter for six years. 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 third-party programs. The firm utilizes a hybrid referral and implementation model, offering both advisory and brokerage channels to meet client needs.