Anthony Crutchfield is a financial advisor with LPL Financial in Raleigh, NC, holding a Series 66 designation and six years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for four years and has experience with North Carolina State University and the Kerr Family YMCA. 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 and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Ryan Warren is a financial advisor at OSAIC with a Series 66 designation and one year of industry experience. He previously held roles at Capitol Financial Solutions and worked at North Carolina State University. OSAIC Wealth Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, and access to third-party money managers, utilizing asset-allocation tools and automated portfolio management across a variety of investment types.

William Hollingsworth is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on providing personalized wealth management strategies that align with clients' unique financial goals. His approach emphasizes a comprehensive understanding of each client's financial picture to create flexible strategies suited to changing market conditions. He also connects clients to Merrill's investment insights and the banking and lending services of Bank of America. William's areas of expertise include college education planning, corporate benefits and executive services, family wealth management, legacy planning, personal retirement planning, special needs planning, and managing new wealth. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of South Carolina. Outside of his professional role, William enjoys adventure sports, boating, fishing, scuba diving, and skiing. He continues his family’s legacy as a financial advisor and is committed to providing a high level of service guided by a philosophy that integrates all aspects of his clients' financial lives to help prioritize and pursue their most important goals.

David Nichols is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, written recommendation reports through a centralized consulting team.

Alan Hughes is a financial advisor with Raymond James & Associates, holding a ChFC® designation and Series 63 and 65 licenses. He has 38 years of industry experience and has been with Raymond James for 13 years. Outside of his advisory role, he serves as a board member of the Milburnie Fishing Club in Raleigh, NC. 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 diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Taylor Gresham is a financial advisor with Equitable Advisors holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, he worked at Securities America Advisors and Franklin Templeton. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by offering financial planning, retirement plan consulting, and various asset-management programs. The firm uses a network of Investment Adviser Representatives and third-party managers to deliver its advisory services across multiple investment vehicles.

Mark Gooding is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing, Wells Fargo Bank, North Carolina State Employees Credit Union, and the University of North Carolina Wilmington. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored Recommendation Reports. The firm operates as a large institutional provider with a broad range of advisory, brokerage, and insurance solutions.

Scott Lyons is a financial advisor at Fidelity with 15 years of industry experience and holds a Series 66 designation. He has been with various divisions of Fidelity since 2011. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Charles Green is a Financial Advisor at Merrill Lynch Wealth Management. He provides financial planning and investment management services to individuals, families, and business owners. His work emphasizes tailored wealth management and goals-based planning. Charles specializes in areas including college education planning, family wealth management, international wealth management, legacy planning, liquidity management, personal retirement planning, portfolio management, small business strategies, tax minimization, and retirement income. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). His educational background includes a Bachelor's Degree from the University of North Carolina at Wilmington and a Master's Degree from Campbell University. In his professional practice, Charles aims to build trusted relationships by offering customized financial strategies aligned with clients' priorities. His approach supports clients in making informed decisions to prepare for retirement, build and preserve wealth, and plan for the future.

Scotty Crouthamel is a Financial Consultant based in Raleigh, North Carolina. He specializes in helping individuals and families make informed financial decisions through tailored planning. His focus areas include long-term wealth building, retirement preparation, and legacy creation. Prior to his current role, Scotty served as a Workplace Planning Consultant III at Fidelity Investments from 2022 to 2024. He holds an AR Insurance License and is a Certified Financial Planner™. Outside of his professional work, Scotty enjoys boating, fishing, football, golf, spending time at the lake, and skiing.

William Miller is a CFP®-certified financial advisor with 19 years of industry experience. He is currently with LPL Financial and South State Bank, where he serves as a private banker. His prior experience includes roles at FTB Advisors, Lake Lure Properties, Truist Investment Services, and BB&T Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions, with a broad range of financial planning and investment management solutions.

William Thomas Jr. is a financial advisor at Merrill in Raleigh, NC, holding a Series 66 designation with nine years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2017. Outside of his advisory role, he is a co-owner of a family farm and a general partner in a restaurant business, as well as serving as a deacon at Sandhills Presbyterian Church. 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 a range of model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.

Daniel Creswell is a financial advisor with Primerica Advisors in Wake Forest, NC, holding Series 63 and Series 65 credentials and having four years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2021. Outside of his advisory role, Creswell is involved with North Wake Church and has operated Sychar Properties, a real estate business focused on house flipping, since 2008. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

Matthew Purdy is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. 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, supports more than 14,000 advisors, and combines brokerage and advisory solutions with research-driven investment approaches.

Justin Rosenthal is a financial advisor with Fidelity Investments in Raleigh, NC, holding Series 66 and Series 63 licenses and three years of industry experience. His prior work includes roles at Coleman Research Group and various other positions outside the financial sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Brant Spesshardt is a financial advisor with LPL Financial in Raleigh, NC, holding the CFP® designation and Series 63 and 65 licenses. He has 26 years of industry experience, previously working at FSC Securities and OSAIC. Outside of his advisory role, he is a partner in an insurance agency where he assists with agency oversight. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides financial planning and investment management through a broad network of advisors utilizing model portfolios, third-party subadvisors, and customized strategies.

Russell Emrath is a financial advisor with Ameriprise in Apex, NC, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliated firms since 2008. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering personalized, algorithm-assisted recommendations through a centralized consulting team.

Brian Shobert is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been affiliated with Wells Fargo in various capacities since 2009. In addition to his advisory role, he serves as a FINRA arbitrator, assisting in dispute resolution. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services utilizing proprietary research and tools, with advisors delivering tailored recommendations on a discrete engagement basis.

Jonathan Foley is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as trustee and holds power of attorney for his mother's trust in Raleigh, NC. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Mark Obrien is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Bank of America and Merrill since 2014. Merrill 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 plans, corporations, and charitable organizations.