Cecilia Echols is a financial advisor with Ameriprise in Knightdale, NC, holding a Series 66 designation and four years of industry experience. She previously worked at Wells Fargo Bank for six years before joining Ameriprise in 2022. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop written Recommendation Reports. The firm provides a wide range of advisory, brokerage, and insurance solutions through affiliated entities.

Daniel Paradise is a financial advisor with Equitable Advisors, holding a Series 66 designation and 17 years of industry experience. He has been with Equitable Advisors since 2008 and previously worked at AXA Advisors, LLC. Paradise is also the managing partner and owner of Oakbridge Financial Group, LLC. 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 LPL programs and various third-party asset managers. The firm utilizes a hybrid referral and implementation model, offering both advisory and brokerage channels tailored to client goals and risk tolerance.

Lorraine Anderson is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding a Series 63 license and 19 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she serves as a notary public in North Carolina. 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 utilizes research and analytics to guide investment decisions while offering both brokerage and advisory solutions.

Lucas Gooding is a financial advisor at Edward Jones with the Series 66 designation. He has one year of industry experience and has held prior roles at Court One and NC State University. Gooding serves in the North Carolina Army National Guard. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a network of over 23,700 financial advisors nationwide.

Alexander Bartol is a CFP® professional with 35 years of industry experience. He has worked at Wells Fargo Clearing since 2017 and previously spent 14 years with Axa Advisors, LLC. 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 based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Timur Yuldashev is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and having one year of industry experience. His prior roles include positions at Wells Fargo Bank, ALGA LLC, and Uber. 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 investment 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.

Jason Crowder is a financial advisor with Morgan Stanley in Raleigh, NC, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory work, he serves as a Trust Protector in Wilmington, North Carolina. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning and managing approximately $2.74 trillion in client assets. Its planning approach includes structured discovery conversations and firm-approved tools, serving clients through both direct and employer-linked agreements.

Rebecca Osterkamp is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. She holds the Series 66 designation and previously worked for Capital Investment Group, Inc. for 14 years before joining Wells Fargo in 2020. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Lesia Mc Kenzie is a CFP® and holds a Series 66 license, with 15 years of industry experience. She has been with Edward Jones since 2010. Outside of her advisory role, she is involved in real estate through McKenzie Holding LLC and co-ownership of a property management venture in St. Thomas, VI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and services, including discretionary and non-discretionary managed solutions, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Corbin Oliver is a financial advisor at Wells Fargo Advisors with 12 years of industry experience. He holds the Series 66 designation and previously worked at OSAIC and Sii. Outside of his advisory role, Oliver serves as co-executor and co-trustee in family estate matters and is a finance committee member of the WakeMed Foundation. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory solutions with other financial product offerings.

Jami Guarascio is a financial advisor at Wells Fargo Clearing with a Series 63 designation and two years of industry experience. She has been with Wells Fargo Clearing since 2017 and previously worked for Finish Line Laminating for ten years. Outside of her advisory role, she works as a delivery driver for DoorDash. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as 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.

Hanna Dolegowska is a financial advisor at Merrill with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 2008, as well as Bank of America since 2025. Outside of her advisory role, she is a limited partner in a for-profit hotel partnership. 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, offering model-based and discretionary investment strategies for a range of individual, corporate, and nonprofit clients.

James Rowe is a financial advisor at Thrivent Investment Management with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at firms including Edward Jones, JP Morgan Chase, and Wells Fargo Advisors. In addition to his advisory role, he serves as a board member of the Wake Medical Volunteer Board in Raleigh, NC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based financial planning without discretionary trading authority, offering clients a separation between planning and managed-account services.

Ansell Neri is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked with multiple firms, including Royal Alliance Associates and Signator Investors, and served as president of June-Neri Financial. Neri is a board member of the Philippines American Association of North Carolina and the WakeMed Foundation. Cambridge Investment Research Advisors serves a broad range of clients, providing financial planning, investment management, and retirement advisory services through a network of independent professionals with a variety of portfolio management and model-based solutions tailored to client needs.

James Leonard is a financial advisor with Wells Fargo Advisors in Raleigh, NC, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. He previously worked at UBS Financial Services for 10 years before joining Wells Fargo Advisors in 2025. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting a net-worth threshold, utilizing Wells Fargo research and planning tools to develop and deliver recommendations.

William Teague Jr. is a financial advisor with OSAIC based in Raleigh, NC, holding a Series 66 designation and 17 years of industry experience. He has worked at OSAIC since 2019, with prior experience at Lincoln Investment, Capital Analysts Incorporated, and Fidelity Capital Management. Outside of his advisory role, he operates a sole proprietorship focused on life insurance, fixed annuities, and long-term care insurance sales and service. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a range of portfolio management options and utilizes advanced tools such as asset-allocation modeling, risk-tolerance assessments, and automated rebalancing.

Leah Bouchard is a financial advisor at Edward Jones in Raleigh, NC, holding a Series 66 designation with less than one year of industry experience. Prior to joining Edward Jones, she held roles in social services and academia, including serving as an adjunct instructor at Virginia Commonwealth University, where she teaches courses in human behavior and substance use prevention. She also worked as an evaluation contractor for StepUp Ministry, focusing on program quality assessment and staff training. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a wide range of advisory programs and maintaining a large network of financial advisors and branch offices across the country.

Marc Baquerizo is a financial advisor at Raymond James Financial with 39 years of industry experience. He holds a Series 63 designation and has been with Raymond James Financial since 2009. In addition to his advisory role, he owns and operates Wealth Management Financial Group, a support company based in Raleigh, NC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning using analytical tools to align with client goals and supports a wide network of advisors through various advisory programs.

Brenda Dobrick is a financial advisor with Ameriprise in Wake Forest, NC, holding a Series 66 designation and 22 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of advising, she serves on the board of directors for Wind Chime Plaza and holds roles managing business activities related to real estate. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

Daniel Haines Jr. is a CFP® professional with 43 years of industry experience, currently serving as a financial advisor at OSAIC since 2020. His prior roles include positions at First National Bank of PA, Cetera Investment Advisers, and Securities America Advisors. He also operates Capitol Financial Solutions, an LLC under which he markets his advisory business, and holds a separate insurance broker license for fixed insurance products. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisors and various advisory platforms. The firm offers comprehensive services including brokerage and investment advisory, financial planning, retirement consulting, and access to third-party money managers, using firm-provided tools for portfolio construction and management.