John Johnson Jr. is a financial advisor with Ameriprise in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Ameriprise since 2010. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency strategies to provide personalized, written Recommendation Reports delivered by a centralized consulting team, supporting clients primarily through Ameriprise-managed accounts.

Robert Eastmann is a financial advisor with Cetera who holds Series 63 and Series 66 designations and has 31 years of industry experience. His career includes roles at New England Securities, LPL Financial, and Cetera Advisors LLC. Outside of his advisory work, he coaches girls' basketball teams, including the North Raleigh Lady Vipers and Neuse Christian Academy. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform that allows advisors to implement diverse investment strategies across various account types.

Joshua Almond is a financial advisor at Edward Jones with 8 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Edward Jones in 2017, he worked at Knowles Intellectual Property Strategies, LLC. Edward Jones is a wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Becca Stockdale is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 18 years of industry experience. Her prior experience includes roles at Principal Securities, Bank of America, and Merrill. In addition to her advisory work, she is an associate at Alger Financial, where she focuses on planning, Social Security analysis, Medicare, and insurance. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, and institutional clients. The firm provides tailored, non-discretionary planning and portfolio management using analytical tools and supports municipal and public finance advisory services uncommon among large institutional advisors.

Kristen Yablonsky is a financial advisor with Morgan Stanley in Raleigh, NC, holding a Series 66 designation and having 22 years of industry experience. She has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, 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 structured planning process that incorporates firm-approved tools and models to assist clients in developing financial plans.

David Bowie is a financial advisor with UBS Financial Services in Raleigh, NC, holding Series 63 and Series 66 licenses and having 24 years of industry experience. He has been with UBS since 2014. Outside of his advisory role, Bowie is involved in financial education through teaching and lecturing with the Financial Education Network and holds a passive ownership interest in a music venue and restaurant. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management through a platform that includes proprietary research, market-making, and affiliated banking services.

Casey Edwards is a Wealth Management Advisor with Littlewood & Associates Wealth Management, having joined the firm in 2023. He began his career in financial services in 2014 in New York City and relocated to Raleigh, North Carolina in 2017. Prior to his current role, he worked at Merrill Lynch Wealth Management starting in 2020 as a Wealth Management Banking Specialist, where he focused on delivering private banking products and services. Casey brings nearly a decade of experience in the financial services industry and holds both Series 7 and Series 66 FINRA registrations. He is also a Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). His expertise includes creating personalized wealth management plans, portfolio construction, asset manager due diligence, and client-focused strategies such as college education planning, family wealth management, retirement income, and investment strategy. He earned a bachelor's degree in Business Administration and Finance from High Point University. Casey is involved in community activities including participation in the Susan G. Komen Race For The Cure. Originally from upstate New York, he now resides in Raleigh where he enjoys golfing, traveling, and spending time with family and friends exploring the North Carolina mountains and coastline.

Ross Whiteley is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds a Series 66 designation and has worked previously at Fidelity Investments, JPMorgan Chase Bank, First Citizens Bank, and Wells Fargo Funds Management. Wells Fargo Advisors is a national securities firm that provides 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 and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Nathan Brown is a financial advisor with Ameriprise in Raleigh, NC, holding Series 65 and Series 66 licenses and 24 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2000. Outside of his advisory role, Brown serves on the Board of Directors for the Kiwanis of Raleigh and engages in independent insurance brokering focused on long-term care. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research and modeling to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Sheridan O’Connor is a CFP® professional with 13 years of experience in the financial services industry. He has worked at Edward Jones for 10 years before joining Raymond James Financial Services Advisors, Inc. He is a founding partner of O’Connor Wealth Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to support client goals.

Alexander Green is Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity for over 17 years, serving in various roles since 2007. His current position as Vice President began in 2021. Throughout his tenure at Fidelity, Alexander has held positions including Financial Consultant, Investment Consultant, and Financial Representative. He has experience in developing, implementing, and maintaining financial plans for clients. Outside of his professional work, Alexander enjoys camping, family activities, golf, outdoor adventures, tennis, and traveling.

Stephanie Bass is a CFP® professional with 27 years of experience in the financial industry, currently serving at Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. Outside of her advisory role, Bass is an investment committee member for the NC Symphony and serves as treasurer and finance committee member for Dress for Success of the Triangle. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Shawna Dunn is a financial advisor at Merrill with a Series 66 designation and 11 years of experience at the firm. She is based in Raleigh, NC. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ryan Copley is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 12 years of industry experience. His career includes multiple roles within Wells Fargo entities since 2011, as well as a position at Oasis International School in Kuala Lumpur from 2018 to 2021. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

S Paul Lorusso Sr. is a financial advisor with Osaic and holds a Series 66 designation. He has 15 years of industry experience, including 13 years at FSC Securities Corporation and several years at Osaic since 2023. Outside of his advisory role, he owns a CPA firm and works as a contract pilot and flight instructor. He also serves as a director for a nonprofit that provides transportation for individuals with medical needs. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage, investment advisory services, financial planning, retirement consulting, and access to third-party asset managers. The firm utilizes various asset-allocation tools and supports discretionary and non-discretionary portfolios that may include diverse investment types.

Jessica Nycz is a Planning Consultant at Fidelity Investments, where she collaborates with advisers and clients to develop and implement comprehensive financial plans aimed at achieving clients' financial goals. She provides clients with the knowledge and resources necessary to make informed financial decisions. Jessica has held various roles within Fidelity Investments since 2022, including Workplace Planning Consultant I, Workplace Planning Consultant II & Help Desk, and currently, Planning Consultant. Through these positions, she has gained experience in financial planning and client support. Outside of her professional responsibilities, Jessica enjoys engaging in family activities, watching movies, visiting museums, solving puzzles, reading, and traveling.

Suzanne Stroud is a Wealth Management Advisor with Merrill Lynch Wealth Management. She has over 27 years of experience in financial services, supporting corporate executives, business owners, and their families in achieving their financial goals through portfolio strategies, professional money management, and wealth outlook projections. Suzanne holds a Bachelor's Degree from Queens University Kingston in Ontario, Canada, and a Master's Degree from Florida State University. She is a CERTIFIED FINANCIAL PLANNER® certificant and a Senior Portfolio Advisor. Additionally, she has earned the Chartered Advisor in Philanthropy® designation. In her community involvement, Suzanne volunteers with organizations such as Girl Scouts North Carolina Coastal Pines, NC Reading Service, and Read and Feed. She also enjoys cooking, reading, and spending time with her family.

John Szwed II is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 66 designations and possessing 37 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2013 to 2016. 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 research from Wells Fargo Investment Institute and third-party providers.

Clayton Maner is a financial advisor at Morgan Stanley in Raleigh, NC, with six years of industry experience and a Series 66 credential. His work history includes roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019, as well as positions at The University of Tennessee, General Dynamics Mission Systems, and Oak Ridge National Lab. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and firm-approved tools but does not provide individual security recommendations within its standalone planning services.

Vimal Bisaria is a financial advisor at Edward Jones in Morrisville, NC, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he is a partner in Mindtree Investment LLC, a real estate venture in Cary, NC. Edward Jones is a wealth management firm serving over four million clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.