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 at Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Berra holds Series 63 and Series 65 licenses and is based in Raleigh, NC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans 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.

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.

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.

William Schumacher is a Planning Consultant with Fidelity Investments in Cary, NC, where he assists individuals in making confident financial decisions. He has a particular focus on 401(k)-specific retirement planning and has experience guiding clients on retirement savings, investment strategies, and long-term financial readiness. Since joining Fidelity Investments in 2024, William has progressed through several roles including Workplace Planning Associate, Workplace Planning Consultant I and II, before attaining his current position. His career has been dedicated to helping clients plan for their financial futures within the workplace retirement landscape. Outside of his professional work, William enjoys engaging in outdoor activities such as camping, fishing, golfing, kayaking, and exploring various food experiences.

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.

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.”

Stephanie Sheipline is a financial advisor at Morgan Stanley in Raleigh, NC, with eight years of industry experience. She holds a Series 66 designation and has previously worked at Edward Jones, Fidelity Investments, and Showmen Supplies. Since 2022, she has been with Morgan Stanley, including a role at Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Louis Popielarcheck Jr. is a financial advisor with Morgan Stanley in Raleigh, NC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley Smith Barney since 2012 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved in agricultural business development and manages rental properties alongside his wife. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Alexis Blanks is a financial advisor at UBS Financial Services with 16 years of industry experience. He holds a Series 66 designation and has been with UBS since 2011. Outside of his advisory work, he is a partner involved in the operation of Bay Hale Farm LLC, an agricultural business in Raleigh, NC. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services that include financial planning, portfolio management, and access to alternative products, combining institutional trading capabilities with wealth management.

Andrew Peatross Jr. is a financial advisor with RBC Capital Markets in Raleigh, NC, holding a Series 63 designation and 39 years of industry experience. His prior firms include Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves as a co-trustee for his brother and is involved with Wake County Smart Start, consulting on community collaboration efforts. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs and employs tailored portfolio strategies featuring in-house and third-party investment managers.

Zachary Angell is a Wealth Management Planning Consultant at Fidelity Investments, a position he has held since 2018. In this role, he collaborates with clients and their Wealth Management Advisors to understand both short-term and long-term financial goals, creating and maintaining financial plans tailored to the unique needs of clients and their families. Prior to his current role, Zachary worked as a Workplace Planning & Guidance Consultant at Fidelity Investments from 2015 to 2018 and as a Financial Services Representative at State Employee Credit Union from 2014 to 2015. Zachary's professional experience spans multiple roles within financial services, focusing on wealth management and financial planning. He emphasizes building relationships with clients and their families to support their financial objectives. Outside of his professional career, Zachary enjoys activities such as beach outings, boating, cars, golf, outdoor adventures, and traveling.

Kaitlyn Seybuck is a CFP®-certified financial advisor with five years of industry experience, currently affiliated with LPL Financial in Raleigh, NC. She previously worked at OSAIC and FSC and has a background outside finance at Reflections Dental. Kaitlyn also serves as a wealth manager through a personal practice under Steward Wealth Strategies. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a wide range of financial planning and portfolio management solutions, supported by technology and a large network of investment adviser representatives.

Elijah De La Tour Dupavillon is a financial advisor at Equitable Advisors with one year of industry experience and holds a Series 66 designation. Prior to entering the financial industry, his work history includes roles in the food service sector and education. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and a variety of asset management programs. The firm utilizes a combination of proprietary and third-party advisory models to deliver tailored investment solutions.

Parker Smith is a financial advisor with UBS Financial Services in Raleigh, NC. He holds a Series 66 designation and began his advisory career in 2025 after prior roles at United Community Bank and the University of Mississippi. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Jason Hunter is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes over two decades at Waddell & Reed, Inc. and associated insurance agencies, where he worked in insurance sales alongside his advisory duties. He is based in Raleigh, NC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.