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 licenses and having 37 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Merrill from 2011 to 2013. 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.

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.

Melanie Marlow Scheffler is a financial advisor with Edward Jones in Clayton, NC, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. She has been with Edward Jones since 2000. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

William Alexander Jr. is a financial advisor with Edward Jones in Raleigh, NC, holding Series 63 and Series 66 designations and having nine years of industry experience. He joined Edward Jones in 2018 after working at Wells Fargo Clearing Services and Wells Fargo Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Michael Godwin is a financial advisor with OSAIC in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Sii and Mass Mutual Investors Services. Godwin serves as a board member of Building People and Communities, a nonprofit focused on supporting individuals on the autism spectrum. OSAIC Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various tools and strategies, and is notable for its large scale and complex affiliate network.

Lawrence Rockwell is a financial advisor with Raymond James Financial, holding a Series 66 designation. He has been with Raymond James and affiliated firms since 2025. His prior work experience includes roles outside of finance, such as at Lowes Companies and Bluewater Waterfront Grill. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, institutions, and charitable organizations. The firm uses analytical tools and tailored strategies to support client goals and offers specialized services such as municipal advisor support and SIMPLE IRA Employer Advisory programs.

Kevin Wagner is a financial advisor with Cambridge Investment Research Advisors, holding Series 63, 65, and 66 credentials and 42 years of industry experience. His prior work includes roles at Nationwide Securities, Nationwide Financial Network, and 1717 Capital Management Company. Outside of his advisory work, he serves as President of The Wagner Group Inc., which focuses on insurance and benefits. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual investors, pension plans, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and provides access to third-party advisers and proprietary model strategies.

Stephanie Sarkisian is a financial advisor at Morgan Stanley in Raleigh, NC, holding Series 63 and Series 65 licenses with three years of industry experience. Her prior work includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, and Covr Financial Technologies. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools.

Angelica Villafana-Maria is a Financial Consultant at Fidelity Investments. She has been with Fidelity since 2015, advancing through several roles including Investment Consultant, Relationship Manager, and Workplace Planning Consultant. Prior to joining Fidelity, she worked as a Financial Representative at NCSECU. With over a decade of experience in financial services, Angelica specializes in partnering with individuals and families to develop personalized financial plans that align with their goals. Her approach emphasizes understanding clients' priorities to create strategies that support their financial futures. Outside of her professional work, Angelica enjoys beach activities, spending time with family, and traveling.

Jill Moulson is a financial advisor at UBS Financial Services with 20 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Merrill for eight years. Outside of her advisory role, she is developing a small business called My Pink Parcel, a subscription service delivering care packages to college students. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Kimberly Swaim is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Wells Fargo in various capacities since 2004. Outside of her advisory role, she serves as an administrator and executor for family-related investment matters. Wells Fargo Advisors is a national securities firm providing 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, utilizing research and analytics from Wells Fargo Investment Institute alongside third-party data.

William Herring is a financial advisor at Equitable Advisors with five years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2021. Prior to that, he held positions at Hog Slat Inc, Southeastern Interiors, and was self-employed for a year. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a range of advisory models, including third-party and proprietary offerings, and provides ERISA fiduciary services to qualified plans.

Jacob Mejan is a financial advisor with LPL Financial in Raleigh, NC, holding a Series 66 designation and currently beginning his career in the industry. Prior to joining LPL Financial in 2026, he has held positions at Osaic and Steward Wealth Strategies, and has experience teaching at Liberty University and Grace Christian School. 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, utilizing a network of investment adviser representatives who implement various model portfolios and customized strategies supported by advanced research and operational tools.

Maryanna Johnson is a financial advisor with Morgan Stanley in Raleigh, NC, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has been with Morgan Stanley and its Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and investment committee guidance.

Charles Savidge III is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Ameriprise in Raleigh, NC. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Clifton Thomas Jr. is a CFP® professional with 27 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Prudential Equity Group, LLC from 2001 to 2003. 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 and analytics from Wells Fargo Investment Institute.

Jack Garrison is a financial advisor with Equitable Advisors in Raleigh, NC, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Equitable Advisors, he held roles outside the financial industry, including positions at Hanes Geo Components and Appalachian State University. Outside of his advisory work, he operates as an independent contractor landscaper through ADG Properties LLC. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm’s approach includes matching clients to program models or discretionary managers and utilizes a network of third-party asset managers alongside firm-offered programs.

Adam Cheshire is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 66 credentials and 13 years of industry experience. His prior roles include positions at Morgan Stanley, Cetera, and First National Bank of PA. He is also involved in fixed insurance sales outside of Cetera. 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 combines extensive research and a large advisor network to provide both brokerage and advisory solutions.

Craig Buzak is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been with Wells Fargo Bank NA since 2009 and Wells Fargo Clearing since 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.