Todd Rust is a financial advisor with Wells Fargo Clearing in Durham, NC, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. He serves as treasurer for the Church of the Good Shepherd in Durham. 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 approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Candeece Shannon is a financial advisor at Edward Jones in Raleigh, NC, holding a Series 66 designation with four years of industry experience. Prior to her current role at Edward Jones, she worked at Rent Ready and Neuse Tile Service. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,700 financial advisors.

Jason Deibert is a financial advisor with Ameriprise in Holly Springs, NC, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on the board of the MeFine Foundation, a nonprofit organization. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research and modeling to deliver tailored, tax-efficient recommendations. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Melvin Ellis III is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. He serves as an executor and trustee for estate and trust matters in Raleigh, North Carolina. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and a variety of investment strategies to serve its diverse client base.

Morgan Sardzinski is a financial advisor at Raymond James & Associates with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Raymond James, she worked in various roles including at Cognizant Technology Solutions and the University of North Carolina. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Wendy Matheny is a financial advisor at Cetera with 16 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Avantax Investment Services and 1st Global Capital Corp. since 2010. She is based in Raleigh, NC. Cetera Investment Advisers LLC is an SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with various program structures and portfolio options.

John Stone III is a financial advisor with Morgan Stanley in Raleigh, NC, holding Series 63 and Series 65 designations and 28 years of industry experience. He has been with Morgan Stanley and its affiliate Morgan Stanley Private Bank, National Association since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by firm-approved tools and analytical methods, managing approximately $2.74 trillion in client assets.

Kyle Tricarick is a Benefits & Planning Consultant within the Executive Services division at Fidelity Investments, a position he has held since 2026. He began his career at Fidelity in 2021, progressing through roles including Customer Relationship Advocate, High Net Worth Associate, and multiple levels of Investment Solutions Representative before assuming his current consultant role. Prior to Fidelity, he was a Broker Trainee at Aegis Capital Corp from 2020 to 2021. Kyle focuses on leveraging planning tools and disciplined investment principles to assist clients in navigating their benefits and establishing a clear path toward their financial goals. His approach emphasizes structure, thoughtful analysis, and maintaining a long-term perspective. He holds insurance licenses in Arkansas and California. Outside of his professional work, Kyle enjoys board games, family activities, fitness, social events with friends, and playing tennis.

Kristina Paget is a financial advisor at Edward Jones in Raleigh, NC, holding Series 66 and Series 65 licenses with one year of industry experience. Her prior work includes roles at Wells Fargo Bank, Buckley Wealth Management, and McClarren Financial Advisors. She has also been involved with the Tri Area Ministry Food Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Andrew Mckay is a financial advisor with Morgan Stanley in Raleigh, NC, holding a Series 66 designation and 19 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2010 and the Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved in managing commercial and residential real estate properties through several investment entities. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and research, with assets under management totaling approximately $2.74 trillion.

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.

Joseph Lushene Jr. is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lincoln Financial Securities Corporation and Securities America Advisors. Outside of his advisory role, he is involved in several insurance-related activities and owns Lushene & Associates, LLC, which manages his financial planning business. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a focus on diversified portfolios constructed using firm-provided asset-allocation tools and supports both discretionary and non-discretionary account management.

Robert Eastmann is a financial advisor at Cetera with 31 years of industry experience. He holds Series 63 and Series 66 credentials. In addition to his advisory work, Eastmann coaches girls' basketball at Neuse Christian Academy and with the N.R. Lady Vipers AAU team. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services across multiple program platforms and custodial relationships.

Richard Eisenreich is a financial advisor with LPL Financial in Raleigh, NC, holding a Series 66 credential and having six years of industry experience. He has worked with LPL Financial since 2018 and previously held roles at Strata Solar, Channel Partners Capital, and the University of St. Thomas. He also operates under the dba RetirementGeeks. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a variety of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

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.

Loy Adkins is a financial advisor with Edward Jones in Raleigh, NC, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked in various roles at firms including Populus Group, LLC, Trane Technologies, and Iqvia. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 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.

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.