William Peyton Sr. is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 65 credentials and having 31 years of industry experience. He previously worked at Bank of America, NA for eight years before joining Wells Fargo in 2017. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics from the Wells Fargo Investment Institute and third-party sources.

Evan Weiss is a Vice President, Financial Consultant at Fidelity Investments, a position he has held since 2021. He focuses on helping clients develop comprehensive financial plans through communication, thoughtful planning, and detailed analysis, aiming to serve as a reliable resource for his clients throughout their financial journeys. Prior to his current role, Evan was a Financial Solutions Advisor at Merrill Lynch from 2017 to 2021 and a Financial Analyst at RE1 Advisor from 2015 to 2017. His experience spans various aspects of financial planning and analysis. Outside of his professional work, Evan has interests including camping, cars, hiking, photography, traveling, and volunteering.

Yuvraj Singh is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on providing clients with insights into investment and asset-allocation strategies to support their financial goals. His areas of expertise include family wealth management strategies, personal retirement planning, portfolio management services, sports and entertainment financial planning, and tax minimization. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of North Carolina System. Yuvraj's professional journey includes roles such as a finance intern at the University of North Carolina Physicians Network and a wealth management intern at Morgan Stanley. Outside of his professional work, Yuvraj enjoys playing chess, golfing, and tennis.

Gary Kindler is a financial advisor at Osaic with 37 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Osaic since 2024. Prior to that, he spent over two decades with Triad Advisors and Capital Asset Management and has been involved with Coordinated Financial Planning since 2000. Osaic Wealth serves a diverse client base, including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm uses a model-based investment approach emphasizing asset allocation and portfolio optimization, offering a range of advisory and brokerage services through a multi-advisor platform.

Drew Becker is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has been with Wells Fargo Bank, N.A. 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 supported by research and analytics from Wells Fargo Investment Institute and third-party providers.

Joely Murray is a financial advisor at Merrill with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 2009. She serves as a successor trustee for an irrevocable family trust. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Ryan Dexheimer is a financial advisor at Fidelity with Series 63 and Series 66 designations and one year of industry experience. His career includes roles at Amazon, Northwestern Mutual, and Capitol Financial Solutions, as well as four years at North Carolina State University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers services including discretionary portfolio management, fund advisory, and model portfolio delivery, with distinctive activities such as registration as a commodity pool operator and advisory roles to multiple registered investment companies.

Stephan Hoover is a financial advisor at Fidelity with 35 years of industry experience. He holds Series 63 and Series 66 designations and has been with various Fidelity entities since 1993. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including advisory work for mutual funds and charitable funds. The firm employs a combination of fundamental research and quantitative analysis in constructing model portfolios that incorporate mutual funds, ETFs, and ETPs.

Laura Tayloe is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and two years of industry experience. Her prior roles include positions at Live Oak Private Wealth and Mainstone Capital Management. 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 broader set of financial product offerings than typical for large institutional advisers.

Latrice Brockman is a financial advisor at Fidelity with two years of industry experience. She holds a Series 66 designation. Her prior work includes roles at Target Corp and Logical Position. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios.

Michael Rickerby is a financial advisor with Wells Fargo Clearing in Cary, NC, holding Series 63 and Series 65 licenses and with two years of industry experience. He has been with Wells Fargo Clearing since 2023 and has worked at Wells Fargo Bank, N.A. since 2015. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA 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 broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Christopher Maxwell is a financial advisor with LPL Financial based in Raleigh, NC. He holds Series 63 and Series 65 designations and has 31 years of industry experience. He has worked with Linsco/Private Ledger Corp. since 2003. Outside of advisory services, he is involved in selling fixed annuities and various types of insurance. 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 services, including financial planning, model portfolios, and institutional platforms, supported by advanced research tools and a broad network of over 22,800 advisors.

Kenie Wrenn is a financial advisor with Raymond James & Associates in Raleigh, NC, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. Prior to joining Raymond James in 2019, Wrenn worked at Wells Fargo Clearing from 2016 to 2019. Outside of advisory work, Wrenn serves on the community advisory board for the UNC Chapel Hill Outer Banks Field Site, assisting with student research and mentoring in public speaking and writing. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, charitable organizations, and public entities, offering financial planning and non-discretionary investment consulting through various advisory programs and institutional consulting services.

Cynthia Shedrick is a financial advisor with Ameriprise in Raleigh, NC, holding a Series 66 designation and 20 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, Cynthia works as a contractor for Amazon Flex, delivering packages. 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 recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Brendan Rodden is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds the CFP® and Series 66 designations. His prior roles include positions at Bank of America, Merrill, LPL Financial, and Raymond James & Associates. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s approach 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.

Lisa Workman is a financial advisor with Raymond James & Associates in Cary, NC, holding Series 63 and Series 65 credentials and totaling 35 years of industry experience. She has worked at Raymond James since 2019 and previously spent three years with Wells Fargo Clearing. Outside of her advisory role, she serves as a Finance and Investment Committee Member for Richland Creek Community Church. 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 broad client base, including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional advisory services supported by extensive research and multiple portfolio management strategies.

Nathan Grooms is a financial advisor at LPL Financial with 26 years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 18 years before joining LPL Financial in 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supporting its network of over 22,800 advisors.

Robert Larose is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding a Series 66 designation and three years of industry experience. He previously worked at Bank of America, Merrill, Wal-Mart, and TJMaxx. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Michael Shovlain is a financial advisor at Merrill with two years of industry experience. He holds the Series 63 and Series 65 designations. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank, N.A., where he worked for a total of nine years before joining Merrill. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

George Openshaw is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides a 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, firm-approved tools, and modeling techniques such as Monte Carlo simulations.