Edward Estevez is a financial advisor at Merrill with seven years of industry experience. He holds a Series 66 credential and has been associated with Merrill and Bank of America since 2014. Prior to this, he worked at Ro Ho Ho Inc for one year. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, and institutional investors.

Dennis Bohm is a CFP® professional with 12 years of industry experience, currently affiliated with LPL Financial in Raleigh, NC. He previously worked at FSC Securities Corporation and OSAIC before joining LPL Financial in 2026. Outside of his advisory role, he operates a sole proprietorship related to wealth management and financial planning. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

Stephen Fry is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with over 14,000 financial advisors and provides both brokerage and advisory solutions.

Nathan Porzio is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing Services since 2019, with prior experience at Edward Jones. Outside of his advisory role, Porzio co-owns Porzio's Party Rentals, LLC, a business operating bounce house rentals in Willow Spring, NC. 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 through a large network of advisors and offers both brokerage and advisory solutions.

Evan Dunigan is a financial advisor at Fidelity with four years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Fidelity Investments since 2021. Prior to joining Fidelity, his background includes roles at the University of South Carolina and several other firms. Fidelity's Strategic Advisers LLC serves a broad client base including retail and institutional investors, offering investment management and advisory services that incorporate proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Whitney Keith is a financial advisor with Merrill in Raleigh, NC, holding a Series 66 credential and over 21 years of industry experience. She has worked with Merrill since 2000 and at Bank of America N.A. since 2020. Outside of her advisory role, she has check signing authority for a family-owned hauling business and is involved in skincare direct sales. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Marc Preyer is a financial advisor at Raymond James & Associates in Raleigh, NC, with 11 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2015. Outside of his advisory role, Preyer serves as a board member for Greensboro Day School, participating in fundraising efforts for the alumni board. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations, along with institutional consulting and public finance services.

Charles Brandon is a financial advisor with Merrill in Raleigh, NC, holding a Series 66 designation and nine years of industry experience. He has worked at Merrill and Bank of America in various capacities since 2016. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program. The firm offers a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Corbin Holder is a financial advisor at Osaic Wealth, Inc. based in Raleigh, NC, holding a Series 66 designation with one year of industry experience. His work history includes roles at LPL Enterprise, PRUCO Securities, LLC, and Stifel. Osaic Wealth serves a diverse clientele including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers and platforms. The firm provides integrated brokerage and advisory services with a range of investment options and employs firm-provided tools and third-party solutions to construct and manage portfolios.

Ashton Bowman is a financial advisor at Morgan Stanley in Raleigh, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, Ashton worked at PNC Investments LLC, PNC Bank, Mortgage Network Solutions, Optimal Sante, GoldFish Swim School, and Rosatis Pizza and Pub. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market modeling techniques in its advisory process.

Joseph Friend is a financial advisor with RBC Capital Markets in Raleigh, NC, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has worked at RBC Capital Markets since 2017 and City National Bank since 2019, with prior experience at Wells Fargo Clearing and Wells Fargo Advisors LLC. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients, including pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs tailored to clients’ risk profiles and portfolios managed through a combination of in-house and third-party managers.

Aman Aggarwal is a financial advisor with Morgan Stanley in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

James Staples is a financial advisor at Edward Jones in Youngsville, NC, with 24 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Adam Blain is a Financial Consultant at Fidelity Investments, a position he has held since 2022. In this role, he focuses on helping clients build financial plans tailored to their specific goals, aiming to bring order to their financial lives. Prior to joining Fidelity, Adam served as Vice President at PNC Wealth Management from 2018 to 2022. Adam emphasizes the importance of integrity and empathy in his client relationships. He works closely with clients through the Fidelity platform and with the support of his team to develop financial strategies that allow clients to concentrate on their priorities. Outside of his professional work, Adam's personal interests include fitness, golf, and snowboarding.

Amber Barefoot is a financial advisor at Stifel with 20 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at Wells Fargo Advisors LLC and Wells Fargo Clearing. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Ewelina Caplap is a financial advisor at LPL Financial with 19 years of industry experience. She holds the ChFC® and Series 66 designations. Prior to joining LPL Financial in 2025, she worked at Coastal Federal Credit Union and Cuso Financial Services, LP. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from LPL Research and third-party subadvisors.

Angel Vivas Feo is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 credentials. He has been with Wells Fargo since 2023 and has prior work experience in various retail and grocery positions, including at Whole Foods Market as a part-time Grocery Team Member. 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 offers both brokerage and advisory solutions supported by extensive research and analytics.

Edward King is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 65 registrations and possessing 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wachovia Bank, N.A. He also serves as a power of attorney for his mother. 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 process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Brian Ruiz is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 65 and Series 63 credentials with two years of industry experience. His work history includes positions at Wells Fargo Clearing and Wells Fargo Bank, NA. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with more than 14,000 financial advisors and offers a range of brokerage and advisory solutions.

William Scott is a financial advisor at Edward Jones in Raleigh, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at ServiceTrade and several other companies in diverse roles. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.