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, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has worked at LPL Financial since 2015, with a recent return to the firm in 2026 after seven years at Belpointe Insurance, LLC and Belpointe Asset Management, LLC. Outside of his advisory work, he is involved in an online retail family business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, and institutions. The firm offers financial planning, various advisory programs, and retirement plan consulting, utilizing discretionary and non-discretionary management supported by research and model portfolios 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.

Jaime Carmona is a Series 66 licensed financial advisor with LPL Financial, based in Wake Forest, NC. He has 17 years of industry experience and has been with LPL Financial since 2012. Carmona also operates Carmona Financial LLC, a business entity unrelated to investment advisory services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Samuel Briggs is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 65 registrations and one year of industry experience. Prior to his current role, he has worked at Wells Fargo Bank, Fidelity Investments, and held positions across various companies in different sectors. 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 approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research and analytics grounded in diversification and modern portfolio theory.

David Smith Jr. is a financial advisor with Morgan Stanley, holding a Series 63 designation and over 43 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a planning process that uses firm-approved tools and scenario modeling to support client goals.

Jillian Hood is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Advisors and its affiliated entities since 2009. Outside of her advisory role, Jillian is a commissioned notary public in Youngsville, NC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services using Wells Fargo research and tools, with tailored recommendations delivered through meetings and written summaries.

John Allman is a financial advisor at Robert W. Baird & Co. in Raleigh, NC, holding Series 63 and Series 65 licenses with 34 years of industry experience. He has been with Robert W. Baird since 2012. He is part of The DDK Group within Baird’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio management services, utilizing a range of investment strategies and overlay approaches to meet client goals and risk tolerances.

Juan Trujillo is a financial advisor with Equitable Advisors in Raleigh, NC, holding a Series 66 designation and 12 years of industry experience. He has worked at Equitable Advisors since 2014 and was previously with Axa Advisors, LLC for six years. Equitable Advisors serves a wide range of clients including individuals, high-net-worth individuals, retirement plans, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Joshua Slezak is a CFP® and holds a Series 66 license, working with Edward Jones in Chapel Hill, NC. He has six years of industry experience, including roles at Edward Jones since 2019 and prior work at Lindenwood University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Alonso is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and two years of industry experience. He has worked at Wells Fargo Bank, N.A. since 2019 and previously at People's United Bank. Outside of his advisory role, he is a partial owner of a business selling household items. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach includes a range of investment options and acts as an ERISA fiduciary when advising clients.

Thomas Shiel is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at various Fidelity entities since 2001. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including portfolio management, fund advisory, and model portfolio delivery. The firm integrates fundamental research with quantitative and algorithmic methods and serves as an advisor to multiple registered investment companies and fund-of-funds.

Evan Jones is a financial advisor at Merrill with 12 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America for over a decade. Outside of his advisory role, he serves as a committee member for the Lambda Chi Alpha-Gamma Upsilon Foundation, a charitable organization where he is involved in fundraising efforts. 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, pension plans, corporations, and charitable organizations.