Steven Megaloudis is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds Series 65 and Series 63 licenses and has worked with Wells Fargo Bank NA since 2014. 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 from Wells Fargo Investment Institute and third-party sources.

William Bowser is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has been with various Fidelity entities since 2005. Outside of his advisory role, he operates DYBY LLC, a part-time coaching and motivational speaking business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, IRS-qualified Charitable Gift Funds, and registered investment companies. The firm employs a combination of fundamental research and quantitative analysis, including algorithmic portfolio construction, to manage portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

Jessica Lamb is a financial advisor at Cambridge Investment Research Advisors with 21 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Lincoln Financial Securities Corporation for nine years. Outside of her advisory role, she serves as president of a business involved in insurance, benefits, and human resources. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services. The firm employs a range of investment strategies supported by proprietary and third-party models, with flexibility in custody arrangements and discretionary authority.

Zachary Payne is an Investment Solutions Representative III at Fidelity Investments. In this role, he provides clients with guidance on savings and investment strategies tailored to their individual goals, needs, and circumstances. He supports clients through various life stages and financial challenges, regularly reviewing and updating financial plans to align with changing priorities and market conditions. Zachary's professional experience includes roles as an Investment Consultant, Investment Solutions Representative II specializing in Fixed Income, Investment Solutions Representative, and High Net Worth Representative at Fidelity Investments. Prior to joining Fidelity, he worked as a Junior Financial Advisor at Raleigh Wealth Solutions and as a Financial Advisor at Equitable Advisors. Outside of his professional work, Zachary has interests in comedy, fishing, football, golf, spending time at the lake, and music.

Justin Meservier is a financial advisor with LPL Financial in Raleigh, NC, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2025, he was associated with Coastal Federal Credit Union and CUSO Financial Services, LP. Outside of his advisory role, he has maintained ongoing involvement with Door Dash as a rideshare driver. 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 range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL Research and third-party subadvisors.

Thomas Wilson is a CFP® and Series 66-licensed financial advisor with Edward Jones in Raleigh, NC, where he has worked since 2019. He has six years of industry experience and holds leadership roles outside of finance, including CEO of Iceberg Entertainment, an entertainment and speaking business, and CVO/CEO of Mogul Vision, a marketing and business development firm. Wilson is also associated with G & W Trucking, although he currently does not perform active duties there. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory and investment programs. The firm manages over $1 trillion in assets and operates through a large network of advisors and branches across the United States.

Katrina James is a financial advisor at Merrill with a Series 63 designation and 32 years of industry experience. She has worked at Merrill since 1997. Outside of her advisory role, she serves as an administrator for a non-investment-related entity named D R E. 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 individuals, high-net-worth clients, and various institutional investors.

Angela Goins is a financial advisor at Edward Jones in Raleigh, NC, holding a Series 66 designation with nine years of industry experience. She previously worked at The Carolinas Financial Network for three years before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.

Benjamin Baumberger is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and modeling techniques while generally acting in an advisory capacity for its clients.

Charles Brinkman is a Series 66-licensed financial advisor with Merrill based in Raleigh, NC, and has 15 years of industry experience. He has been associated with Merrill since 2010 and concurrently with Bank of America, N.A. since 2013. 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. The firm offers both model-based and discretionary investment strategies, serving individuals, high-net-worth clients, and institutional investors, with portfolio implementation tailored to investor tax sensitivity and preferences.

Parker Szarek is a financial advisor at Cambridge Investment Research Advisors with a Series 66 credential and one year of industry experience. Prior to joining Cambridge, he worked in various roles including positions at SportsMedia Technology and Troxler Electronic Laboratories. Cambridge Investment Research Advisors serves a broad client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals and employs a range of investment approaches including proprietary and third-party model strategies.

Kari Flores is a financial advisor with Ameriprise in Clayton, NC, holding Series 63 and Series 66 licenses and having 20 years of industry experience. She has been with Ameriprise and its affiliated entity since 2011. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Diana Na is a financial advisor at Fidelity with four years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo and Pandora Jewelry. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it serves as an advisor to multiple registered investment companies while employing systematic models and proxy-voting governance procedures.

Dharma Patel is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked previously at BlackRock and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and quantitative models.

Robert Willauer is a financial advisor with LPL Financial in Raleigh, NC, holding a Series 66 designation and 24 years of industry experience. He has been with LPL Financial since 2011 and also works with Ohio National Financial Services. Outside of his advisory roles, he serves as Vice President of Operations at Adolos, LLC, where he oversees technology and operational matters related to tax preparation and accounting. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management and access to diversified model portfolios and research.

Katherine Anders is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors. She has held roles at Vesta Wealth Advisors and Principal Life Insurance, among others. Anders is also active as an insurance agent with various independent companies through Vesta Wealth Advisors. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers tailored investment strategies via multiple platform arrangements and maintains proprietary and unaffiliated model strategies.

Eric Wellford is a Benefits & Planning Consultant in Executive Services. He provides benefits guidance and planning support for executives. Eric has been with Fidelity Investments since 2021, starting as a Workplace Planning Consultant I-3 before becoming a Benefits & Planning Consultant in 2026. In his personal time, Eric enjoys art, camping, hiking, photography, and traveling.

James Hoke is a Series 66-licensed financial advisor with Thrivent Investment Management, where he has worked since 2015. He has 10 years of industry experience and serves as a board member for several local organizations, including the Kenly Area Chamber of Commerce, the Tobacco Farm Life Museum, and the Johnston County Tourism Authority. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering holistic, goal-based financial planning that covers a wide range of topics without direct portfolio management or discretionary trading authority.

Tyler Lindsey is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and eight years of industry experience. Prior to his current role, he worked at Lindsey, Lindsey & Mueller CPA’s, where he provided tax preparation services. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals. The firm provides a range of investment solutions, including proprietary and third-party model strategies, with flexible custody and platform arrangements tailored to client objectives.

Scott Macdonald is a Senior Financial Advisor at Merrill Lynch Wealth Management and the founder of the Special Needs Team. He has dedicated over thirty years to providing financial advice and guidance tailored to the unique needs of disabled, special-needs, and elder-abuse victims and their families. His team collaborates closely with attorneys, caregivers, trustees, fiduciaries, and benefits counselors to address both the near- and long-term financial requirements of their clients. Scott has extensive expertise in managing Special Needs Trusts, court-supervised trusts, probate investing, and understanding the California Probate Code and the Uniform Prudent Investor Act. He employs sophisticated modeling tools and analytics to support the financial and quality-of-life goals of special-needs populations. His approach is collaborative and firmly centered on client well-being. He holds a Bachelor's Degree from the California State University system and carries the Personal Investment Advisor (PIA) designation. Scott has been recognized by Forbes as one of the Best-in-State Wealth Advisors from 2020 through 2025. He is active in his community through involvement with the Rotary Club of Tahoe Incline, the Society for disAbilities, and the Tahoe Fire Helicopter Project. Outside of work, Scott enjoys boating, fishing, hiking, skiing, and spending time with his family.