Morgan Stickler is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His work history includes roles at Wells Fargo Bank since 2017 and Bank of America - US Trust from 2014 to 2017. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, 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, relying on research and analytics to evaluate investment options.

Gregory Owen is a CFP® with 21 years of industry experience, currently serving at Wells Fargo Clearing since 2016. His prior roles include positions at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Outside of his advisory work, he owns and manages several commercial real estate entities. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

Nathan Anglin is a Series 66-registered financial advisor with Raymond James & Associates in Raleigh, NC, bringing nine years of industry experience. Prior to joining Raymond James in 2024, he worked at Fidelity in various roles from 2016 to 2024. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves individuals, institutions, pension plans, and municipal entities, offering financial planning and consulting services supported by a broad range of portfolio management styles and affiliated research.

Victor Nzioka is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing seven years of industry experience. He has worked at Wells Fargo Clearing Services, LLC since 2018 and has been with Wells Fargo Bank NA since 2014. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Mark Vincent Morales is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He worked at Scottrade, Inc. for 17 years before joining Charles Schwab Bank and Charles Schwab in 2018. Outside of financial advising, he is involved in the retail sale of collectibles and collectible sneakers on a part-time basis. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm offers both non-discretionary and discretionary investment services, utilizing multi-asset model portfolios and alternative investment options delivered through an integrated and large-scale operational platform.

Pedro Ramirez Reyes is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and four years of industry experience. He has been associated with Wells Fargo Bank, N.A. since 2016. Outside of his advisory role, he is involved as a landlord in a rental property business. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services, managing approximately $671 billion in assets and offering both brokerage and advisory solutions.

Harold Russell is a financial advisor at Morgan Stanley with 31 years of industry experience. He has worked at Morgan Stanley since 2009 and has been with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is associated with a hunting property in Merry Hill, North Carolina. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools including Monte Carlo simulations and secular return estimates.

Edward Muse is a financial advisor with Ameriprise in Raleigh, NC, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he oversees the business operations of his practice through DGM Financial LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning advice focused on retirement income, utilizing proprietary research and third-party data within a non-discretionary implementation framework.

Rebecca Maselli is a financial advisor with Merrill in Raleigh, NC, holding Series 63, 65, and 66 licenses and having 13 years of industry experience. She has worked at Merrill since 2018 and previously was with UBS Financial Services and the University of North Carolina Greensboro. Maselli is also vice president and office manager of The Frank Maselli Company, Inc., which provides sales training and publishes sales and marketing materials for the financial industry. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Dawn Walker is a financial advisor with Wells Fargo Clearing Services, LLC, holding Series 63 and Series 65 credentials and 28 years of industry experience. She has been with Wells Fargo since 2017 and previously worked at SunTrust Mortgage. 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 employs a large network of advisors and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Edward Estevez is a financial advisor at Merrill in Raleigh, NC, holding a Series 66 designation with seven years of industry experience. He has been with Merrill and Bank of America since 2014. Outside of his advisory role, Estevez is involved in managing several rental property businesses in Georgia and North Carolina as an owner and co-owner. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, and various institutions with model-based and discretionary investment strategies developed by internal teams and third-party managers.

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 Series 66-licensed financial advisor with Merrill, based in Raleigh, NC, with 21 years of industry experience. She has been with Merrill since 2000 and has also worked at Bank of America N.A. since 2020. Outside of her advisory role, she is involved as a managing member of a family real estate LLC and participates in skincare direct sales. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individual, high-net-worth, and institutional clients with model-based and discretionary investment strategies.

Marc Preyer is a financial advisor with Raymond James & Associates in Raleigh, NC, holding a Series 66 designation and 12 years of industry experience. He has been with Raymond James & Associates since 2015. Outside of his advisory role, he serves as a board member for Greensboro Day School, participating in alumni fundraising efforts. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Charles Brandon is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 designation and has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2017, as well as at Bank of America, N.A. since 2016. 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.

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.