Andrew Reynolds is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC. He holds Series 63 and Series 66 licenses and has four years of industry experience. Prior to joining First Citizens in 2023, he worked at PNC Investments and PNC Bank. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses. The firm offers a range of investment solutions including portfolio management, wrap programs, and automated guided investing, focusing on assessments led by investment advisor representatives to tailor strategies across multiple asset classes.

Craig Shively is a financial advisor with First Citizens Investor Services, Inc., holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. His work history includes multiple roles at First Citizens Investor Services and First Citizens Bank, as well as positions at Wells Fargo and Allstate. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and corporate entities. The firm emphasizes IAR-led financial assessments and utilizes fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

David Rakestraw is a CFP® professional with 21 years of industry experience, currently serving at Truist Advisory Services since 2021. His prior experience includes roles at Bb&T Securities and Scott & Stringfellow, spanning over a decade. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and inter-affiliate integration.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016 and previously at AXA Advisors, LLC. Outside of his advisory work, he serves as co-chairman of a fundraising campaign for the nonprofit Alpha Light Fund Inc., focused on renovating the House of Alpha. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, leveraging LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Arjun Aggarwal is a financial advisor with Morgan Stanley in Raleigh, NC, holding a Series 66 designation and 18 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and economic modeling techniques.

Landon Cross is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has previously worked at firms including Parson's General Construction, Brewer Insurance Group, Equis Financial Group, and Commodity Specialists Company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including both discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Terence Wiles is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Raymond James and its affiliated entities since 2013. Wiles is also an author working on a retirement planning book intended for client distribution and commercial sale. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm employs a non-discretionary approach tailored to client goals using analytical tools and supports municipal and public finance work through its affiliation with a municipal advisor.

Sachin Menon is a financial advisor at LPL Financial with 25 years of industry experience. He has been with LPL Financial since 2007 and holds Series 63 and Series 66 credentials. In addition to his work in finance, Menon practices physical therapy on a pro bono and consultancy basis to maintain his skills and license. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by various model portfolios and research.

Christopher Jenkins is a financial advisor with Mass Mutual Investors Services in Cary, NC, holding a Series 66 credential and five years of industry experience. Prior to joining MassMutual and its affiliate MML Investors Services in 2021, he worked at Chesapeake Energy and Independent Energy Standards. Outside of his advisory role, Jenkins is involved in several business ventures including serving as president of Ascolano Ventures, LLC, co-founding Silver Diamond Technologies, LLC, and preparing to launch a fencing franchise through Alpe Adria Services, Inc. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that serves individuals, business owners, trusts, estates, charitable organizations, and employers with comprehensive financial planning and asset management services. The firm emphasizes collaborative, goal-oriented planning using advanced software tools and offers various specialized planning programs alongside educational seminars.

Prashant Pandya serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. In this role, he works with individuals, families, trusts, and small to mid-size business owners to develop customized financial strategies that align with their unique goals and risk tolerances. His approach involves gaining a comprehensive understanding of clients' financial pictures and providing access to investment insights from Merrill Lynch, as well as banking and lending solutions through Bank of America. Prashant's expertise spans college education planning, family wealth management, retirement planning, legacy planning, international wealth management, and retirement income strategies among others. He holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR® (CPFA), Chartered Retirement Planning Counselor™ (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He adopts a comprehensive planning approach covering investments, tax minimization strategies, retirement, insurance, and estate planning services. He obtained a Master's Degree in Engineering from the University of Iowa and a Bachelor's Degree in Engineering from the University of Bombay. Prashant is involved with professional organizations and community activities such as the American Cancer Society and the Pay it Forward Fertility Foundation. In his personal time, he enjoys cooking, ice hockey, music, spending time with his family, and watching movies.

Daniel Odeh is a Series 66-credentialed financial advisor at Fidelity with two years of industry experience. He has worked at Fidelity Investments since 2024 and has prior experience in retail and banking roles. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Aminata Magassouba Miller is a financial advisor at Wells Fargo Clearing in Raleigh, NC, holding Series 65 and Series 63 licenses. She has been with Wells Fargo Bank and its affiliates since 2022 and has prior work experience at Walmart Stores and the Orange Group Franchise. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Daniel Bayait is a financial advisor with Edward Jones in Durham, NC, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of managed strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard. The firm is notable for its large nationwide network of advisors and branches, as well as its additional capabilities including a trust company and securities-based lending options.

Wyatt Thompson III is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. His prior work includes roles at Midtown Events LLC, DICK's Sporting Goods, and Armstrong Relocation. Fidelity’s Strategic Advisers LLC, where Thompson works, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Ryan Chapman is a financial advisor at Merrill with a Series 66 designation and six years of industry experience. His prior roles include positions at Bank of America, Spectrum, and Edward Jones. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions (SPS) Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Benjamen Parker is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has worked with Fidelity Brokerage Services LLC since 2008 and has been part of Fidelity Personal and Workplace Advisors since 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Mallik Lewis is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at Fidelity Investments and Redfin. Outside of financial services, he works as a shopper and delivery provider for Shipt. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management with centralized custody and operational support.

Michael Santos is a financial advisor with Charles Schwab in Raleigh, NC, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. His prior roles include positions at TD Ameritrade Investment Management, LLC, Td Ameritrade, Inc., and Scottrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts with a multi-asset investment approach.

Andrew Snider is a financial advisor with LPL Financial in Durham, NC, holding a Series 66 designation and 26 years of industry experience. He previously worked at CUSO Financial Services, LP for 14 years and has been affiliated with Coastal Federal Credit Union for over 20 years. Outside of his advisory role, he serves as a board member for the Triangle Adult Soccer League, a nonprofit organization in North Carolina. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs and financial planning services, including model portfolios and advanced technology solutions, supporting both discretionary and non-discretionary management.

Cyrus Smith Jr. is a financial advisor at Fidelity with 46 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Fidelity Investments since 2021, with prior experience at CUSO Financial Services and Scottrade. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop systematic model portfolios.