Michael Legette is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at TD Ameritrade, Scottrade, and Primerica. Outside of his advisory role, he speaks periodically to religious and community groups about personal financial stewardship and the financial services profession. 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. The firm combines non-discretionary client advisory relationships with access to discretionary separately managed accounts and offers a centralized operational and custody platform.

Thomas Perry Jr. is a financial advisor with Osaic Wealth, Inc. in Raleigh, NC, holding Series 63 and Series 65 credentials and nearly five decades of industry experience. He has worked at Osaic since 2026 and previously served at Independent Advisor Alliance, Cornerstone Financial Partners dba Midtown Advisors, and LPL Financial. Perry is also the owner of Midtown Advisors, an LLC offering securities and insurance services. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services with a focus on using asset allocation tools and third-party solutions to construct and manage portfolios.

Christopher Felts is a financial advisor with Wells Fargo Advisors in Raleigh, NC, holding a Series 66 designation and 11 years of industry experience. He previously worked at UBS Financial Services before joining Wells Fargo Clearing Services in 2018. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including niche areas such as business-owner transition and special-needs analysis, using research and tools to develop tailored client recommendations.

Glenn Henshaw is a CFA® charterholder with 45 years of experience in the financial industry. He is currently with Morgan Stanley in Raleigh, NC, having previously worked at Bank of America and Merrill. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and planning tools, with plans supported by the Global Investment Committee’s return estimates and Monte Carlo simulations.

Benjamin Plyler is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and has prior experience with Wells Fargo Advisors, LLC and Wells Fargo Bank NA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services that include investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with options for both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Reid Bowen is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He has worked at Wells Fargo Advisors since 2018 and previously at Mission Value Partners from 2015 to 2018. Bowen serves on the Board of Trustees for the R. Keith Like Scholarship Endowment Fund. 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 and delivers tailored recommendations using Wells Fargo research and planning tools.

Giselle Pater is a Series 66 licensed financial advisor with Morgan Stanley in Raleigh, NC, and has three years of industry experience. She previously worked at Merrill from 2006 to 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Monte Carlo simulations, as part of its financial planning process.

Jennifer Hinnant is a financial advisor at Morgan Stanley with the Series 66 designation and nine years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that utilizes firm-approved tools and modeling techniques.

Andrew Gosselin is a Planning Consultant at Fidelity Investments, a role he has held since 2023. Prior to this, he worked as a Registered Client Service Associate at Ameriprise Financial Services from 2022 to 2023 and served as a Paraplanner at Cornerstone Wealth Management between 2019 and 2022. He holds a California Insurance License. Andrew focuses on assisting clients by providing education on financial planning topics and facilitating robust planning conversations. Utilizing Fidelity's planning tools, he supports clients in making informed financial decisions aligned with their goals. Outside of his professional work, Andrew enjoys engaging in family activities, football, and embraces parenthood.

Scott Werts is a financial advisor with Charles Schwab in Raleigh, NC, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank SSB since 2015. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a broad range of integrated brokerage, custody, and advisory services.

Marti Switzer is a CFP® professional with 25 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. She previously worked with Wells Fargo Advisors LLC from 2015 to 2016. Based in Raleigh, NC, she holds the Series 66 designation. 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 grounded in modern portfolio theory, with a broader range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Zachary Nelson is a CFP® with three years of industry experience, currently associated with OSAIC in Wake Forest, NC. He previously worked at The Pillar Network for ten years and has been with Armstrong Wealth Management since 2022. Outside of his advisory role, Nelson occasionally provides tennis lessons at the Raleigh Racquet Club. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm integrates brokerage and advisory services using asset-allocation tools and multiple third-party platforms to offer a range of portfolio management options.

Karl Mundt is a financial advisor with Raymond James Financial Services Advisors, Inc. in Raleigh, NC, holding a Series 66 designation and 21 years of industry experience. He previously worked at Commonwealth Financial Network and Ameriprise Financial Services. Mundt is also president of Trail Ridge Financial, LLC, where he manages a financial planning practice. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored recommendations supported by firm research and an extensive affiliate network.

Stephen Hailey is a financial advisor with UBS Financial Services in Raleigh, NC, holding a Series 66 designation and with 25 years of industry experience. He has been with UBS since 2000. Outside of his advisory role, he serves as a head varsity girls basketball coach at Franklin Academy and for Wake County Public Schools. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, employing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and advisory solutions.

Troy Huskey is a financial advisor with Equitable Advisors in Raleigh, NC, holding a Series 66 designation and five years of industry experience. Prior to joining Equitable Advisors in 2020, he worked in various roles including positions at Sunset Slush and Omega Technology. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through multiple third-party programs. The firm operates a hybrid referral and implementation model, utilizing both advisory and brokerage channels to tailor services based on client goals and risk tolerance.

Taylor Freeman is a financial advisor with Osaic Wealth, Inc. in Raleigh, NC, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. He has worked at Osaic since 2023, previously serving at SagePoint Financial Advisors and operating Freeman Financial Services, Inc. since 1997. Freeman serves as a board member of the CBF Foundation, a nonprofit organization supporting the Cooperative Baptist Fellowship. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs asset-allocation tools and risk-tolerance analysis to construct diversified portfolios across multiple asset classes on both discretionary and non-discretionary bases.

Julie Kelly is a CFP® and holds a Series 66 license, with 21 years of experience in the financial industry. She has been with Edward Jones since 2010. Outside of her advisory role, she volunteers as a teacher at the Olli Learning Center at Duke. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, affiliated mutual funds, and other fiduciary services through a large network of advisors and branch offices.

Eric Delaney is a CFP® professional affiliated with LPL Financial in Raleigh, NC, with 28 years of industry experience. Prior to joining LPL Financial in 2024, he spent 14 years with Cambridge Investment Research Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Waylon Iddings is a financial advisor with Edward Jones in Raleigh, NC, holding a Series 66 designation and 15 years of industry experience, all of which have been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs, investment strategies, and affiliated financial services supported by a large nationwide network of advisors and branch offices.

Marcus Allen is a financial advisor with Equitable Advisors in Raleigh, NC, holding a Series 66 designation and nine years of industry experience. Prior to joining Equitable Advisors in 2017, he worked at Appalachian Ski Mountain and Appalachian State University. He also operates a business under the name Legacy Wealth Strategies. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing 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, utilizing a model that includes LPL-sponsored programs and third-party managers to deliver advisory and brokerage solutions.