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 bringing 40 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Scott & Stringfellow, LLC. Outside of his advisory work, he serves as co-trustee for his brother and is involved with Wake County Smart Start, contributing to the advancement committee focused on early childhood programs. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored portfolio management and financial planning services through multiple advisory programs, combining in-house and third-party investment managers and providing a range of options including tax management and responsible investing.

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.

Moira Trott is a financial advisor at UBS Financial Services with seven years of industry experience. She holds a Series 66 designation and has been with UBS since 2017. Prior to her advisory role, she worked at B&B Catering Inc. and Fayetteville Technical Community College. She is also involved as secretary in a plumbing and mechanical services business operated by her partner. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm blends institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor strategies to client goals.

Elizabeth Alexander is a financial advisor at UBS Financial Services with 11 years of industry experience. She has been with UBS since 2016 and holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

Ted Laporte is a CFP® certificant with 27 years of experience in the financial services industry. He currently works at Wells Fargo Clearing and Wells Fargo Bank in Raleigh, NC, where he has been since 2022. His prior experience includes roles at John Hancock, The Smith Company, The Leaders Group, Inc., and Financial Advisory Associates. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, leveraging research and analytics to support investment decisions.

Todd Rust is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016. Previously, he spent a year at J.J.B. Hilliard, W.L. Lyons, LLC. Outside of his advisory role, Rust serves as treasurer for the Church of the Good Shepherd in Durham, NC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm uses research and analytics to guide investment decisions and offers a broad range of brokerage and advisory solutions.

Candeece Shannon is a financial advisor at Edward Jones in Raleigh, NC, holding a Series 66 designation with four years of industry experience. Prior to her current role at Edward Jones, she worked at Rent Ready and Neuse Tile Service. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,700 financial advisors.

James Moyes is a financial advisor with Edward Jones in Raleigh, NC. He holds a Series 66 designation and began his advisory career in 2026 following 29 years of service with the United States Army, 1st Army. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and affiliated services, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Jason Deibert is a financial advisor with Ameriprise in Holly Springs, NC, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on the board of the MeFine Foundation, a nonprofit organization. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research and modeling to deliver tailored, tax-efficient recommendations. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Melvin Ellis III is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. He serves as an executor and trustee for estate and trust matters in Raleigh, North Carolina. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and a variety of investment strategies to serve its diverse client base.

Morgan Sardzinski is a financial advisor with Raymond James & Associates in Raleigh, NC. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining Raymond James, he worked at Cognizant Technology Solutions, Collaborative Solutions, and the University of North Carolina. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning and investment consulting through various programs and a diverse set of portfolio management strategies.

Wendy Matheny is a financial advisor at Cetera with 16 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Avantax Investment Services and 1st Global Capital Corp. since 2010. She is based in Raleigh, NC. Cetera Investment Advisers LLC is an SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with various program structures and portfolio options.

John Stone III is a financial advisor with Morgan Stanley in Raleigh, NC, holding Series 63 and Series 65 designations and 28 years of industry experience. He has been with Morgan Stanley and its affiliate Morgan Stanley Private Bank, National Association since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by firm-approved tools and analytical methods, managing approximately $2.74 trillion in client assets.