Timothy Harrison is a financial advisor at Merrill with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bank of America, N.A. since 2011 and Merrill Lynch, Pierce, Fenner & Smith since 2007. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

William Cox is a financial advisor at Merrill with 15 years of industry experience. He holds a Series 66 designation and has worked at both Merrill and Bank of America since 2010 and 2011, respectively. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based, discretionary, and tax-aware investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm operates as part of Bank of America’s broader platform, providing access to a wide set of products and services.

Jessica Christy is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding CFP® and Series 66 designations and having 11 years of industry experience. She has been with Wells Fargo Clearing since 2016, following four years at WELLS FARGO Advisors, LLC. She holds power of attorney for her parents in West Chester, OH. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Kathleen Welte is a Series 66 licensed financial advisor with Morgan Stanley in Raleigh, NC, bringing 14 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011 and currently works at Morgan Stanley Private Bank, N.A. Ms. Welte's career reflects a long tenure within the Morgan Stanley organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services supported by firm-approved tools and a structured discovery process.

Jessica Couts is a financial advisor with RBC Capital Markets in Raleigh, NC. She holds a Series 66 designation and has recently begun her career in the industry. Prior to joining RBC, she worked at H&R Block and has experience in education and digital photography. RBC Wealth Management serves a diverse client base, including individuals, institutions, corporations, and charitable organizations. The firm offers various advisory programs with tailored portfolio management and financial planning services, leveraging both in-house and third-party investment managers.

Michael Franks is a financial advisor at Cambridge Investment Research Advisors with 21 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Franks has been with Cambridge Investment Research Advisors since 2011. He is also an independent insurance agent through Franks Financial & Insurance Planning. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, using a variety of investment platforms and proprietary model strategies.

Graziella La Rosa is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 65 and Series 63 designations and nine years of industry experience. Her prior work includes roles at Wells Fargo Bank, First Horizon Bank, First Flight Federal Credit Union, Peoples Bank, and SunTrust Bank. Outside of her advisory work, she is involved with Onelife Fitness as a kids' club associate. 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 employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions supported by extensive research and analytics.

David Mccurdy III is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds Series 63 and Series 65 licenses. His career includes roles at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with options for discretionary management and a broader range of financial products including insurance-related vehicles.

Caroline Staples is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2020. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Darin Mock is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. Outside of his advisory role, he owns a specialty cufflink business based in Raleigh, NC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

James Rosensteel Jr. is a financial advisor with Wells Fargo Advisors in Raleigh, NC, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has been associated with various Wells Fargo entities since 2014. Outside of his advisory work, he owns and operates a beekeeping business that sells honeybee products. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, integrating advisory services with banking, lending, and trustee solutions.

Naji Jawabreh is a financial advisor with Thrivent Investment Management based in Raleigh, NC. He holds a Series 66 designation and joined Thrivent in 2026. Prior to his current role, he has experience at several firms including Fullstack Academy, Hendrick Auto Group, Oracle, IBM, and CloudFactory. Outside of finance, he has been involved with Filmology LLC, a business operating under the name Grunt Logic. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing goal-based financial analyses and broad planning recommendations without portfolio management for institutional clients. The firm combines planning with managed-account programs under a consolidated billing approach while maintaining separate services.

Lauren Murphy is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. She previously worked at Avantax Investment Services and Avantax Advisory Services for five years. Outside of her advisory role, she serves as a sales manager for Outdoor Decor Inc, a seasonal outdoor decorating business. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individual investors, retirement plans, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers through a multi-manager platform with various program options and custodial relationships.

Ray Peck Jr. is a financial advisor with Raymond James & Associates in Raleigh, NC, holding a Series 63 designation and 43 years of industry experience. He has been with Raymond James since 2013. Peck serves as Treasurer and Board Member for Higher Ed Works, a nonprofit organization. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, with a notable focus on municipal clients and public finance.

Audrey Kah is a CFP® professional with 10 years of industry experience, currently serving at RBC Capital Markets LLC since 2016. She is based in Raleigh, NC, and holds a Series 66 license. Outside of her advisory role, Audrey serves on the board of Benevolence Farms, a nonprofit supporting individuals affected by the criminal legal system in North Carolina. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies utilizing both in-house and third-party managers.

William Link is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America/Merrill Lynch, Captrust, and Equitable. Outside of his advisory role, he is employed part-time at Liggett Ventures LLC, a restaurant business. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Christopher Bray is a CFP® with 23 years of experience in financial advising. He is currently with Raymond James Financial Services Advisors, Inc. and has prior experience at Bb&T Securities, LLC and Scott & Stringfellow. Bray serves as President of the Southern Order Memorial Foundation, a nonprofit organization. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm provides tailored financial planning and non-discretionary investment consulting, leveraging extensive research and a wide affiliate network to support its advisory services.

William Thompson is a financial advisor with Equitable Advisors in Cary, NC, holding a Series 66 license and five years of industry experience. Prior to joining Equitable Advisors in 2020, he worked for over three decades at Nortel, Genband, and Ribbon Communications. Outside of his advisory role, he serves as the head coach for the varsity boys basketball team at Cary Christian School. 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 a range of third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Timothy Clarey is a financial advisor with Wells Fargo Clearing in Cary, NC, holding Series 63 and Series 65 licenses and 18 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., where he has been employed since 2006. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

James McClary is a financial advisor with Wells Fargo Clearing in Siler City, NC, holding a Series 66 designation and 20 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves on the finance committee of Siler City First Baptist Church. 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 modern portfolio theory, serving as an ERISA fiduciary and including a range of investment options such as insurance-related products and bank deposit sweep programs.