Rupert Sizemore III is a financial advisor at Morgan Stanley with 27 years of industry experience. He has held roles at Morgan Stanley & Co., Incorporated since 2007 and at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association since 2009 and 2015, respectively. Sizemore holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Nicholas Cirillo Jr. is a Series 66–licensed financial advisor at Edward Jones with 15 years of industry experience. He has been with Edward Jones since 2010 and is based in Raleigh, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, with over $1 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services, supported by a large network of financial advisors and branch offices.

Ryan Fenniman is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 65 credentials and three years of industry experience. His career includes roles at Wells Fargo Bank, Wells Fargo Securities, Robinhood, and UBS Financial Services. 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 approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party sources.

Dominique McQueen is Vice President and Financial Consultant at Fidelity Investments, a position held since 2025. She has been with Fidelity Investments since 2022, advancing from Financial Consultant I to her current role. Prior to joining Fidelity, Dominique served as Head of Wealth Management and Head of Financial Planning at Finwell, Inc. between 2017 and 2022. Her earlier experience includes various roles at the Bank of The Bahamas, KPMG (Bahamas) Ltd., and JP Morgan Trust (Bahamas) Ltd. Throughout her career, Dominique has focused on building customized financial plans tailored to meet the unique needs of her clients. She emphasizes professionalism and compassion in her partnerships and values strong, trust-based relationships with clients and their families. Dominique holds a California Insurance License. In her personal time, Dominique enjoys cooking and baking, spending time with family, golf, hiking, reading, and traveling.

James Mosrie is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding a Series 66 designation and four years of industry experience. He has been with Wells Fargo Clearing since 2021 and has worked with Wells Fargo bank since 2009. Mosrie serves as president of the Durham Orange Estate Planning Council, providing education and networking for estate planning professionals. Wells Fargo Clearing offers retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, providing both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs.

Amanda Dworznicki is a financial advisor at Edward Jones in Raleigh, NC, holding a Series 66 designation with seven years of industry experience. She has been with Edward Jones since 2014. 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, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

John Lowther is a financial advisor at Morgan Stanley in Raleigh, NC, holding a Series 66 designation with six years of industry experience. Prior to joining Morgan Stanley in 2018, he worked at Hanwha Azdel, System One, Areva, and Central Virginia Federal Credit Union. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment committee models to support its services.

Adrienne Sullivan is a financial advisor with RBC Capital Markets in Raleigh, NC, holding Series 63 and Series 66 credentials and 13 years of industry experience. She worked at Morgan Stanley for seven years before joining RBC Capital Markets in 2020. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailored to clients’ risk profiles and implemented through a combination of in-house and third-party investment managers.

William Bostic is a financial advisor with Merrill in Raleigh, NC, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Wells Fargo Advisors and Wells Fargo Clearing, and he has been with Merrill and Bank of America since 2024. Merrill, along 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 investment strategies for individuals, high-net-worth clients, and institutional accounts.

Catherine Easop is a financial advisor with Edward Jones in Wake Forest, NC, holding the ChFC® designation and Series 63, 65, and 66 licenses. She has 12 years of industry experience, including roles at Edward Jones since 2017 and Allstate - Walters Insurance Agency, Inc. since 2013. 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 fiduciary services supported by a nationwide network of more than 23,700 financial advisors and over $1 trillion in assets under management.

Robert Turner is a financial advisor with Osaic Wealth, Inc. in Raleigh, NC, holding Series 63 and Series 65 credentials and possessing 33 years of industry experience. He worked at Signator Investors, Inc. for 24 years before joining Osaic in 2018. Turner is also the CEO of Capitol Financial Solutions, LLC, an investment-related entity, and serves as President and CEO of Capitol Financial Solutions, an insurance brokerage general agency. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering brokerage and investment advisory services, financial planning, and access to various managed account platforms. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to construct diversified portfolios, and supports both discretionary and non-discretionary account management.

Devin Butler is a CFP® certified financial advisor with nine years of industry experience, currently affiliated with Osaic Wealth, Inc. He has worked at Osaic since 2018 and previously held roles at SII and Capitol Financial Solutions, where he has been involved in financial planning and fixed insurance brokerage. Butler also volunteers as an instructor, teaching courses on financial preparation for widowhood for individuals aged 50 and older. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a focus on portfolio construction using various asset classes, supported by multiple advisory platforms and third-party money managers.

John Brandon is a Series 66-licensed advisor with LPL Enterprise in Raleigh, NC. He has been with LPL Enterprise since 2026 and has prior experience working in educational roles at various institutions including Art of Problem Solving Academy and Central Wake High School. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm emphasizes model-driven investment implementation using portfolios developed by LPL’s Research Department and third-party strategists, while also offering access to financial planning, third-party asset managers, and affiliated insurance and trust services.

Nathan Huntley is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked with Trinity Wealth Securities, Tristate Financial Advisors, and Florida Financial Advisors. Outside the financial sector, he was involved in the car wash business at Autobell Car Wash from 2021 to 2023. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Elizabeth Sum Slaughter is a financial advisor at Merrill with 38 years of industry experience. She has held her current position since 1998. Her credentials include Series 63 and Series 65 licenses. 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 strategies developed by internal and third-party teams for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christopher Reaume is a Series 66-licensed financial advisor with 24 years of industry experience. He is currently affiliated with LPL Financial, having worked there since 2018, with prior experience at Citizens Bank & Trust, Infinex Investments, and Bb&T Investment Services. Outside of his advisory role, he owns and operates Cardinal Home and Landscape Services LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management, supporting advisors with various tools and platforms.

John Spivey is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2012. He has been with Fidelity since 1997, progressing through various roles including Senior Account Executive, Financial Planning Consultant, and Financial Representative. Prior to joining Fidelity, he was a Financial Consultant at D. E. Wine Investments from 1996 to 1997. With 28 years of experience at Fidelity, John specializes in retirement, wealth planning, and income planning. He assists clients in understanding Fidelity's broad platform of resources to build and execute personalized financial plans. Outside of his professional career, John is interested in family activities, fitness, hiking, reading, traveling, and volunteering.

Megan Brassil is a financial advisor with Merrill in Raleigh, NC, holding a Series 66 designation and bringing 24 years of industry experience. She has been with Merrill since 2014. 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 investment strategies for individuals, high-net-worth clients, and various institutional accounts.

Sherry Kho is a CFP® professional with 18 years of experience in the financial services industry. She has been with Ameriprise since 2008, initially with Ameriprise Financial Services Inc. and continuing with Ameriprise since 2020. Based in Durham, NC, she holds the Series 66 designation. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm uses a centralized consulting team, algorithmic modeling, and tax-efficiency analysis to deliver written Recommendation Reports, emphasizing managed accounts and offering a range of advisory, brokerage, and insurance solutions.

Shaun Rowell is a Financial Consultant at Fidelity Investments, a position he has held since 2021. Prior to this role, he worked as a Financial Solutions Advisor at Merrill Lynch from 2014 to 2021. In his current capacity, he focuses on providing a comprehensive approach to managing wealth, emphasizing a holistic understanding of clients and their financial goals. Shaun collaborates with clients to build personalized financial plans that remain flexible to accommodate changing needs and market conditions. His work is centered on delivering an excellent client experience and supporting clients in pursuing their financial objectives. Outside of his professional responsibilities, Shaun enjoys activities such as biking, camping, scuba diving, skiing, surfing, and exploring food.