Trevor Lawson is a CFP®-designated financial advisor with 13 years of industry experience, currently affiliated with OSAIC since 2018. Prior to joining OSAIC, he worked at Jhfn Sii from 2013 to 2018. He volunteers as an instructor, teaching courses on financial preparation for widowhood to individuals aged 50 and over. OSAIC serves a broad range of retail and institutional clients through a large network of advisors, offering integrated brokerage and advisory services along with various managed account solutions and access to third-party money managers. The firm employs a range of asset-allocation tools and maintains multiple platform relationships to support diverse client needs.

Erik Williams is a financial advisor with Morgan Stanley in Raleigh, NC, holding Series 66 and Series 63 licenses and four years of industry experience. His prior experience includes roles at Fidelity Investments, Kreative Intelligence LLC, UNC Greensboro, and Wells Fargo. Outside of his advisory work, he is an officer at Kreative Intelligence LLC, a company that sells custom goods. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers both direct and employer-sponsored financial planning services.

James McMahon is a financial advisor at Edward Jones with a Series 66 designation and experience in the financial industry dating back to 2017. Prior to joining Edward Jones in 2025, he worked at PhilomathPM, The Emmes Company, Q2 Solutions, and HHMI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including various household types, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Grady Sykes III is a CFP® professional with seven years of experience in the financial services industry. He is currently with LPL Enterprise and is also the owner of Sykes Capital LLC, a securities sales firm based in Jacksonville, FL. His prior experience includes roles at Revision Wealth Management, Trinity Wealth Securities, and Florida Financial Advisors. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and corporations, providing financial planning, advisory services, and access to model portfolios and third-party asset managers through an integrated platform that combines advisory programs with brokerage and insurance products.

Jordan Sellers is a financial advisor with J.P. Morgan Securities in Raleigh, NC, holding a Series 66 credential and having three years of industry experience. His career includes roles at Fidelity Investments and JPMorgan Chase Bank, N.A. He is also the owner of SELLERS Foundation LLC, a non-operating entity currently in the process of dissolution. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation models and centralized due diligence. The firm delivers services on a non-discretionary basis and applies an ESG eligibility framework in its investment recommendations.

Austin Harris is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Raleigh, NC, holding Series 63 and Series 65 designations and 15 years of industry experience. He has worked at Raymond James since 2020 and previously was with Bb&T Securities and Scott & Stringfellow. Harris is also an insurance agent with Towne Insurance, focusing on non-variable insurance products. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary investment consulting and supports a large network of advisors, with specialized services in municipal finance and SIMPLE IRA employer advisory programs.

Samuel Sugg is a CFP® professional with 17 years of experience in the financial services industry. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wachovia Bank, N.A. He holds a 25% ownership interest in RBSM LLC, a small investment-related business in Raleigh, NC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s IPS-driven investment approach incorporates modern portfolio theory and offers both discretionary and non-discretionary services, including an expanded range of financial products such as insurance-related vehicles and bank deposit sweep options.

Kyle Jaquez is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2019. He partners with individuals and families to assist in making informed decisions regarding their financial plans. His work includes helping clients choose appropriate investments aligned with their future goals, building retirement income plans based on lifestyle and living expenses, discussing tax-efficient investing strategies, and assisting with estate planning considerations to ensure alignment with clients' preferences. Kyle has been with Fidelity Investments since 2008, progressing through various roles including Financial Consultant, Investment Consultant, Central Relationship Manager, Guidance Support Specialist, Workplace Planning and Guidance Representative, and 401k Specialist. He holds a California Insurance License. Outside of his professional life, Kyle enjoys boating, family activities, golf, lake-related activities, snowboarding, and traveling.

Cecilia Garcia Leija is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She has worked at Merrill since 2019 and previously held positions at Carolina Country Club and the Wake County District Attorney’s Office. 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 offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jaden Beulah is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Fidelity, Jaden held various roles including work with The University of North Carolina at Chapel Hill and entrepreneurial ventures such as Music by Jaden and Leisure N Luxury LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base and supports its portfolios through oversight controls and the use of affiliated and unaffiliated sub-advisers.

Andrew Lynch is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked in real estate and other roles, including positions at Van Horn Realty and Starbucks. He also operates a real estate referral business as a sole proprietor. Fidelity's Strategic Advisers provides investment management and advisory services to a diverse client base, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios for institutional clients.

Daniel Williams is a financial advisor at Charles Schwab with 13 years of industry experience. He holds the Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank since 2021, following prior roles at Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts and financial planning services. The firm combines non-discretionary client relationships with access to discretionary separately managed accounts, utilizing multi-asset model portfolios and due diligence on alternative investments.

Sarah Forney is a financial advisor with Morgan Stanley in Raleigh, NC, holding Series 63 and Series 65 credentials and 18 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016 and 2017, respectively. In addition to her advisory role, she provides general consulting through Sound Consulting Solutions. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Thomas Rackley is a financial advisor at Wells Fargo Clearing with 9 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Wells Fargo Clearing since 2016. Prior to that, he worked at Wells Fargo Advisors, LLC and Wells Fargo Bank NA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Brock Adams is a financial advisor at Merrill based in Raleigh, NC, holding a Series 66 designation with one year of industry experience. His prior work history includes roles at Bank of America, Wells Fargo, Modern Woodmen Of America, Footlocker, UPS, and Verizon. 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 institutional investors.

Kevin Whalen is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, he operated Whalen Glass Arts for seven years and was self-employed for four years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios. The firm is also registered as a commodity pool operator and serves as an advisor to multiple registered investment companies and fund-of-funds.

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 with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has been with Wells Fargo firms since 2009, including Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory work, he serves on the finance committee of Holy Trinity Anglican Church. 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 combination of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

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.