Kevin Whalen is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Before joining Fidelity, he operated Whalen Glass Arts for seven years and worked independently for four years. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and manages model portfolios using systematic methodologies.

Luke Ritsema is a financial advisor with Morgan Stanley in Raleigh, NC, holding a Series 66 designation and one year of industry experience. He previously spent five years at Hatteras Investment Partners and has served as an assistant coach for the boys varsity soccer team at Cardinal Gibbons High School. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, offering tailored financial planning supported by firm-approved tools and strategies developed by its Global Investment Committee.

Gregory Warner is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016. Warner serves as a finance committee member at Holy Trinity Anglican Church in Raleigh, NC. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, supported by extensive research and a broad range of financial products.

Liam Doyle is a financial advisor with Fidelity in Durham, NC, holding a Series 66 credential and one year of industry experience. His prior work experience includes roles at Best Buy and Wings of Peace Press. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

David Moseley is a Series 66-licensed financial advisor with Ameriprise in Raleigh, NC, where he has worked since 2020. He has five years of industry experience and previously worked for Wake County Public Schools for ten years. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools overseen by a dedicated team to deliver tailored planning reports, primarily for clients holding assets in Ameriprise-managed accounts.

Jacquelyn Tran is a financial advisor with Merrill, holding a Series 66 designation and having one year of industry experience. Her prior work includes roles at Bank of America and BP, as well as managing real estate investment and property management ventures. Merrill, along 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 strategies for a range of individual and institutional investors.

James Carroll is a financial advisor with Wells Fargo Advisors in Raleigh, NC, holding Series 63 and Series 66 licenses with 27 years of industry experience. He has been with Wells Fargo Advisors since 2015. Carroll owns Blue Horseshoe Capital Inc. and Anacott Ventures LLC, both investment-related ventures based in Raleigh. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options and integrated advisory services.

Richard Robinson is a financial advisor at LPL Financial with 19 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for Ameriprise Financial Services, Inc. for 13 years before joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

Jeffrey Boemermann is a financial advisor with Charles Schwab in Cary, NC, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has worked previously at Scottrade, Inc. and TD Ameritrade Investment Management, LLC. Boemermann is currently with Charles Schwab and Charles Schwab Bank SSB. Charles Schwab 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 both non-discretionary advice and access to discretionary separately managed accounts.

Craig Wulff is a Market Leader at Fidelity Investments, where he leads a team of financial professionals focused on collaborating with clients to develop financial plans tailored to their priorities. He emphasizes understanding what is most important to clients to build plans they understand and trust. Craig has extensive experience in financial services, having held various leadership roles at Fidelity Investments since 2005, including Vice President and Branch Office Manager positions. Prior to that, he held multiple vice president roles at TD Waterhouse Investor Services from 1995 to 2005, progressing from Registered Representative to regional and national management positions. Details about Craig's education, credentials, personal interests, and community involvement were not provided.

Benjamin Woodard Jr. is a financial advisor with Equitable Advisors in Raleigh, NC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 52 years of industry experience, including 27 years at Equitable Advisors and 21 years at Axa Advisors, LLC. He is also approved to conduct insurance business with carriers outside of the Equitable network. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and a range of asset-management programs through a network of Investment Adviser Representatives, utilizing both in-house and third-party investment solutions.

Michael Sterling is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 66 designations and has worked at FSC Securities Corporation and Banyan, Rock and Talent Insurance Agency prior to joining OSAIC. Outside of his advisory role, he is a partner in an insurance agency and serves as president and CEO of a personal financial consulting firm. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools. The firm is notable for its scale, complex affiliate network, and recently expanded platform offerings.

Michael Newton is a CFP® certificant with 22 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. He previously worked at Wachovia Bank, N.A. starting in 2004 and spent one year at UBS Financial Services. Outside of his advisory role, he manages a rental property in Raleigh, NC. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research from Wells Fargo Investment Institute and third-party sources to inform investment decisions and provides a broad range of brokerage and advisory solutions.

Zachary Merritt is a financial advisor with Equitable Advisors in Raleigh, NC, holding a Series 66 credential and one year of industry experience. He has previously worked at several financial firms including Lincoln Financial Securities, Bank of America, and Merrill Lynch. Outside of his advisory role, Merritt assists with family business consulting and serves as a Notary Public. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory models and third-party asset managers to deliver tailored investment solutions.

Larry Swaney is a financial advisor with Wells Fargo Advisors in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. His prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He serves as a finance committee member at Mount Moriah Baptist Church in Raleigh. Wells Fargo Advisors provides investment and fee-based financial planning services to individuals, trusts, and institutions, offering a wide range of planning options and integrating advisory services with other financial products through a large network of advisors.

Michelle Beanland is a financial advisor with Merrill in Chapel Hill, NC, holding Series 63 and Series 65 licenses and accumulating 40 years of industry experience. She has worked at Merrill Lynch, Pierce, Fenner & Smith, Inc. since 2001 and with Bank of America, N.A. since 2011. Outside of her advisory role, she is involved in managing a family-owned beach house rental. Merrill, along 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 a diverse client base including individuals, high-net-worth clients, pension plans, and charitable organizations.

Daniel Mc Entee is a financial advisor at Cetera with seven years of industry experience. He holds Series 66 and Series 63 licenses and has worked in various capacities within Cetera and related entities since 2021. Outside of advisory work, he serves as president of Investment Works Insurance Services, Inc., a property casualty insurance sales business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of over 10,000 advisors and features a multi-manager platform with access to affiliated and third-party investment managers.

Alicia Fitzsimmons is a financial advisor at Fidelity with 24 years of industry experience. She holds Series 63 and Series 65 designations and has worked across several Fidelity entities since 2005. Her previous roles include positions at Fidelity Personal and Workplace Advisors and Bb&T Asset Management. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Jennifer Curtis is Vice President and Wealth Planner at Fidelity Investments, a position she has held since 2018. She has been with Fidelity for 17 years, during which she has progressed through several roles including Financial Consultant, Investment Representative, Financial Representative, and Workplace Guidance specialist. Her experience encompasses partnering with clients and their families to navigate financial complexities and develop tailored plans to help achieve their goals. Jennifer emphasizes attentive listening to understand the specific needs and concerns of her clients, working collaboratively to create and execute personalized financial strategies.

Sarah Mc Clain is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors in Raleigh, NC, bringing two years of industry experience. She is also the owner of Wise Women Wealth, a budget coaching business she has operated since 2021. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a network of thousands of financial professionals.