Hylton Early is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in Raleigh, North Carolina. He works with clients across various stages of life, focusing on personalized financial strategies and investment management. Hylton’s approach involves understanding clients’ visions for their futures and developing tailored wealth management plans that address goals such as tax minimization, retirement income planning, and liquidity management. He also works directly with corporate executives and business owners anticipating liquidity events, providing a detail-oriented strategy aligned with their values and expectations. With experience spanning over several years, Hylton draws on the resources of Merrill to assist clients in areas including corporate benefits, education planning, LGBT wealth planning, socially responsible and ESG investing, and portfolio management. Prior to joining Merrill in 2015, he worked in politics as a consultant, campaign manager, and finance director in Washington, DC, and Utah. He holds a Bachelor’s degree in political science from Kenyon College, where he also lettered in varsity lacrosse. Hylton is a Certified Exit Planning Advisor (CEPA) and a Personal Investment Advisor (PIA). Outside of his professional role, Hylton enjoys skiing, hiking, boating, and spending time with his wife and twin daughters in Raleigh. He maintains an active interest in outdoor activities, including his part-time role as a ski patroller at Deer Valley Resort. He is also a member of the Boy Scouts of America and holds the rank of Eagle Scout.

Darion Elder is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 65 credentials and two years of industry experience. He has been with Wells Fargo Bank, N.A. since 2016 and Wells Fargo Clearing since 2023. Outside of his advisory role, he works as an independent DJ. 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 solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Noelle Olson is a financial advisor at Morgan Stanley in Raleigh, NC, with four years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments and First National Bank Minnesota. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Seth Henriksen is a financial advisor with Merrill in Raleigh, NC, holding a Series 66 designation and six years of industry experience. He has been with Bank of America and Merrill since 2014. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Janet Russell is a Financial Consultant at Fidelity Investments, a position she has held since 2021. Prior to this role, she served as an Investment Consultant at Fidelity Investments from 2020 to 2021. From 2017 to 2020, she worked as a Financial Advisor at First Command Financial Services. In her current role, Janet works alongside clients to assist them through their financial planning and decision-making processes. She leverages the resources of Fidelity to guide families and individuals pursuing their version of financial success. Janet and her team aim to create an excellent client experience worthy of their clients' business.

Mandi Miglino is a financial advisor with OSAIC in Raleigh, NC, holding Series 66 and Series 63 licenses and possessing 13 years of industry experience. Her prior roles include positions at World Financial Group, Inc., Transamerica Financial Advisors, Inc., and Signator Investors, Inc. She is also involved as a Compliance Operations Associate at Capitol Financial Solutions, assisting registered representatives. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through multiple advisory platforms. The firm combines brokerage and investment advisory services with tools such as asset-allocation models and automated rebalancing to construct portfolios encompassing a range of securities, managed on discretionary or non-discretionary bases.

Charles Stewart is a financial advisor with Equitable Advisors in Raleigh, NC, holding a Series 66 designation and nine years of industry experience. He has been with Equitable Advisors since 2016, including its prior affiliation as AXA Advisors. Stewart also operates a DBA called Legacy Wealth Strategies. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach involves assessing client risk tolerance and matching them to advisory models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Dixi Jin is an Investment Consultant currently working at Fidelity Investments since 2022. In this role, Dixi collaborates with clients to build financial plans tailored to their unique needs, focusing on understanding their short- and long-term goals, identifying ways to improve those plans, and helping track progress as circumstances evolve. Building strong relationships based on trust, reliability, and competency is a central aspect of Dixi's professional approach. Prior to joining Fidelity Investments, Dixi held several positions in the financial services industry, including Registered Wealth Management Client Associate and Merrill Financial Solutions Advisor at Merrill Lynch between 2019 and 2022, Financial Advisor at Merrill Lynch from 2015 to 2019, and Relationship Manager at Bank of America from 2010 to 2015. This experience spans client relationship management and wealth management services. Outside of professional responsibilities, Dixi enjoys activities such as going to the beach, comedy, exploring food, reading, running, and traveling.

Michael Langley is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation. Prior to joining Equitable Advisors, he worked in the hospitality sector and briefly at Defender Capital. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

Sonya Kilian is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. She has worked with Wells Fargo Advisors, LLC from 2013 to 2016 before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Ward Marslender is a financial advisor with Wells Fargo Advisors in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 44 years of industry experience. He has been with Wells Fargo Advisors since 2013 and is also the owner of Marslender-West Asset Management. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions by offering investment and fee-based financial planning services across a broad range of areas, including retirement, education, risk, and wealth-transfer planning. The firm uses proprietary research and planning tools to develop tailored recommendations delivered through meetings and client summaries.

David Difilippo is a CFP® professional with 45 years of industry experience. He is currently with Wells Fargo Clearing, where he has worked since 2019. His prior experience includes six years at Raymond James & Associates and 24 years at Morgan Keegan & Company, Inc. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Jason Curfman is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 licenses and with eight years of industry experience. He has been with Ameriprise since 2016 and was briefly involved with Triangle Futbol Club in 2016. Curfman is also a co-owner of Serving to Multiply, Inc., a business created to support an Ameriprise franchise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice. The firm’s approach includes asset allocation, withdrawal strategies, and Social Security planning within an investment universe influenced by affiliated product relationships.

Jenna Diehl is a Wealth Management Advisor with Merrill Lynch Wealth Management. She specializes in customized wealth planning and implementation, employing a goals-based wealth management approach. Jenna is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional, a designation awarded by the Certified Financial Planner Board of Standards, Inc., and also holds the Personal Investment Advisor (PIA) designation. Jenna joined Merrill in 2015, bringing over a decade of experience in financial services. She focuses on connecting clients' lives with their finances, serving client needs in areas such as college education planning, family wealth management strategies, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, socially responsible investing, women and wealth, tax minimization, and retirement income. Along with her team, the GOLDS Group, Jenna helps families and businesses develop customized financial strategies designed to last for generations. She graduated from North Carolina State University with a Bachelor's degree in Business Management/Finance. In her personal time, Jenna enjoys football, golfing, reading, soccer, and spending time with her family. She also participates in community volunteer activities aligned with the Merrill tradition of community involvement.

William Cunningham is a Planning Consultant at Fidelity Investments, a role he has held since 2026. He has been with Fidelity Investments since 2023, progressing through positions including Workplace Planning Associate, Workplace Planning Consultant, and Workplace Planning Consultant II. In his current position, William focuses on understanding clients' priorities and helping translate them into clear, workable financial plans. He emphasizes building strong, trusting relationships to provide a planning experience that is supportive, transparent, and tailored to each client's unique situation. William's approach centers on empathy and recognizing the individuality of every client. Outside of his professional work, he has interests in baseball, football, and pets.

John Short is a financial advisor at OSAIC with 39 years of industry experience. He holds the CFP® designation and Series 63 license. Prior to joining OSAIC in 2024, he worked at Securities America Advisors, Inc. and SSN Advisory, Inc. Among his other business activities, he owns a tax preparation service and is involved in life insurance and long-term care product sales. OSAIC serves a diverse range of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to multiple investment platforms. The firm employs firm-provided asset-allocation tools and supports both discretionary and non-discretionary account management across various investment types.

Michael Moore is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 19 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Outside of his advisory role, Moore is involved in managing a rental property jointly owned with his spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, using an IPS-driven approach grounded in modern portfolio theory and offering both discretionary and non-discretionary options.

Dillon Burdette is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with Equitable Advisors since 2015 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he is a guest lecturer at NC State University’s Poole College of Management and is the owner and managing member of Oakbridge Financial Group, LLC. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and third-party asset managers.

Ericka Archie Conner is a financial advisor at Morgan Stanley with 18 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 66 credentials. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Lindsay Elliott is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She previously worked for ten years at State Employees' Credit Union before joining Merrill in 2022. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party teams.