Gregory Wesley Shanks is a financial advisor at Morgan Stanley based in Raleigh, NC, with 17 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at First Citizens Investor Services, TIAA-CREF, Captrust, and Fidelity Investment. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers services that combine retail and institutional solutions.

Jahan Powell is a financial advisor at Fidelity with 4 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to his current role, he worked at Wells Fargo and Outback Steakhouse. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction using quantitative analysis and algorithmic methods. The firm serves a variety of clients, including registered investment companies, and offers discretionary and non-discretionary portfolio management.

Kristiana Dowling is a financial advisor with Wells Fargo Advisors in Raleigh, NC. She holds a Series 66 designation and has 12 years of industry experience, all with Wells Fargo Advisors since 2010. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services supported by proprietary research and tools, serving clients who meet specific net-worth criteria.

Parker Tanner is a financial advisor at Equitable Advisors in Raleigh, NC, holding a Series 66 designation. He has one year of industry experience and joined Equitable Advisors in 2025. Prior to his advisory role, Tanner worked in various positions including at Lowe's Home Improvement and other service roles. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model combining advisory and brokerage services tailored to client goals and risk tolerance.

Joshua De Leon is an International Wealth Advisor at Merrill Lynch Wealth Management. He provides wealth management strategies to individuals, families, and businesses, focusing on legacy planning and addressing the complexities of the global financial environment. Joshua works to develop comprehensive strategies aligned with clients’ short- and long-term financial objectives. He holds a bachelor’s degree in Economics from Instituto Tecnologico y de Estudios Superiores de Monterrey. Joshua is fluent in English and Spanish and holds professional designations including Certified Exit Planning Advisor (CEPA), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). Through his role, he leverages the investment resources of Merrill and the banking capabilities of Bank of America to help clients manage various aspects of their financial futures.

Philip Nation is a financial advisor at LPL Financial with 39 years of industry experience. He holds the CFP® and ChFC® designations and has worked at LPL Financial since 2024, previously spending 19 years at Ameriprise Financial Services, Inc. He is involved with Phil Nation Wealth Management LLC, a business related to his LPL activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing discretionary and non-discretionary management and model portfolios supported by proprietary and third-party research.

Andrew Rose is a CFP® with 18 years of industry experience, currently serving as a financial advisor at OSAIC since 2018. His prior experience includes roles at SII and multiple divisions of Northwestern Mutual from 2007 to 2017. Outside of his advisory work, he serves as Vice President of a homeowners association and is involved with several insurance brokerage activities. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory services and uses various tools and third-party platforms to construct and manage portfolios tailored to clients’ needs.

Jacob Fiore is a financial advisor with OSAIC in Morrisville, NC, holding Series 63 and Series 65 licenses and six years of industry experience. His work history includes roles at Wells Fargo Clearing Services LLC and RHI General Group since 2020, as well as earlier experience at TFIA AmWINS Group, Inc. and URJ Camp Coleman. He also attended the University of Florida from 2016 to 2020. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and investment advisory services supported by asset-allocation tools, risk-tolerance questionnaires, and access to various third-party managed-account solutions.

William Durkin is a financial advisor at Charles Schwab with seven years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab Bank, Charles Schwab & Co., Bank of America, Merrill, and Peapack Gladstone Bank. He also has a background at Cornell University. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary multi-asset investment solutions combined with integrated brokerage, custody, and financial planning services.

Calvin Dunham is a Series 66-licensed financial advisor at Equitable Advisors with one year of industry experience. Prior to joining Equitable Advisors, he held various positions in the hospitality sector and worked at educational institutions. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual registration as an SEC-registered investment adviser and broker-dealer.

Kimberly Blaes is a financial advisor with Merrill in Raleigh, NC, holding a Series 66 designation and seven years of industry experience. She previously worked at UBS Financial Services for 11 years before joining Merrill in 2026. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Thomas Lappin is a financial advisor at UBS Financial Services with seven years of industry experience. He previously worked at Brown, Gibbons, Lang & Company Securities, Inc., Madison Street Capital, and held multiple roles at Brown University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor advice to clients’ goals and risk tolerances.

Carl Moore is a financial advisor at Osaic Wealth, Inc. with 42 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Securities America Advisors from 2013 to 2024. Moore also owns Carl Moore Financial Services, where he provides insurance products, primarily term insurance, tailored to client needs. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and automated rebalancing to manage portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Brian Bosman is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior work history includes roles at ArchiveSocial and in education with the University of North Carolina Wilmington, Charlotte Mecklenburg Schools, and Alamance Burlington School System. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs, and it holds distinctive roles such as commodity pool operator registration and advisory responsibilities to multiple registered investment companies.

Thomas King is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. Prior to his current role, he worked at Morgan Stanley and Northwestern Mutual. Outside of finance, he is involved in real estate as the owner and partner of Gold Crown Realty LLC. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services that include asset-allocation advice, manager searches, and customized performance reporting. The firm employs a quantitative asset-allocation process combined with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Richard Mills is a financial advisor at Edward Jones in Raleigh, NC, with 13 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2012. 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, operating under a fiduciary standard.

Kane Dixon is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked at Edward Jones and was involved with various business ventures including KGD Enterprises LLC, Blue Alliance IT, Paesanos Pasta House, and Patterson's Cafe. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

John Hoile is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at AXA Advisors, LLC for 18 years before joining Wells Fargo Clearing in 2017. 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, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Gaurav Yelavarthi is a financial advisor at Fidelity with two years of industry experience. He holds the Series 66 and Series 63 designations and has worked at Fidelity Investments since 2024. His prior roles include a position at Fidelity Charitable and experience at ANZ and Schnitz, as well as a tenure at Griffith University. Strategic Advisers LLC, a Fidelity Investments company, provides a range of investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and manages various fund advisory and consulting services.

Anita Hearn is a financial advisor at Edward Jones with five years of industry experience and holds a Series 66 designation. She has been with Edward Jones for 15 years. Outside of her advisory role, she owns and coaches a competitive cheerleading gym in Sanford, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of investment advisory programs and affiliated services under a fiduciary standard.