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 Series 66-credentialed financial advisor at Raymond James Financial with 21 years of industry experience. He previously worked at Commonwealth Financial Network and Ameriprise Financial Services. Outside of his advisory role, he serves as president of Trail Ridge Financial, LLC, managing its financial planning practice. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary investment consulting and supports municipal and public finance work through a unique affiliation with a municipal advisor.

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.

Scott Sorrell is a Certified Financial Planner™ (CFP®) and Chartered Financial Consultant (ChFC®) affiliated with OSAIC. He has 21 years of industry experience, previously working at Royal Alliance Associates, Inc. and John Hancock Financial Network/Signator Investors. Outside of his advisory role, he serves on the stewardship committee of Bay Leaf Baptist Church and is a board member for Amanda Bailey Studios, where he participates in scholarship decisions for music students. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, and charitable organizations, through a wide network of advisers. The firm employs advanced asset-allocation tools and offers a broad range of advisory services, integrating brokerage, financial planning, and managed-account solutions.

Jordan Kornegay is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. He previously worked at First Citizens Investor Services and Equitable Advisors, LLC. Outside of his advisory role, Kornegay serves as a part-time Emergency Medical Technician for Wayne County EMS. 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 employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

Charlene Gladden is a financial advisor at Raymond James Financial with 12 years of industry experience. She holds the Series 66 designation and has worked previously at Stifel, Nicolaus & Company and Morgan Stanley. She is also involved with The Bray-Harris Group and Towne Wealth Management in roles supporting banking operations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, while also maintaining specialized programs such as municipal advisory services and SIMPLE IRA consulting.

Valerie Massengill is a financial advisor at Edward Jones with 14 years of industry experience. She holds the CFP® and Series 66 designations and has been with Edward Jones since 2013. Outside of her advisory role, her family operates a farm in Smithfield, NC, which is managed through an LLC by her husband and his brother. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated financial products, supported by a large network of advisors and branch offices nationwide.

Timothy Huber is a Series 66-registered advisor with Edward Jones in Wake Forest, NC, where he has worked since 2025. He has one year of experience in financial advising and previously served 15 years with the Wake County Public School System. He is also a Master Sergeant in the United States Air National Guard, where he has served for 20 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs and investment solutions through a large network of financial advisors and branch offices.

Brandon Lushene is a financial advisor at OSAIC in Raleigh, NC, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Equitable Advisors LLC and Appalachian State University. Outside of advising, he is involved as an insurance agent with Capital Planning Group, focusing on the sale and service of equity indexed annuities, fixed annuities, and traditional life insurance. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and advisory services including financial planning, retirement consulting, and access to third-party money managers. The firm employs various portfolio construction tools and supports multiple platform transitions and third-party managed-account solutions.

Matthew Striffler is a financial advisor at Charles Schwab with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at TD Ameritrade before joining Charles Schwab in 2023. Charles Schwab & Co., Inc. serves a large client base, 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 offers both non-discretionary and discretionary investment options, combining multi-asset model portfolios with access to alternative investments and centralized operational support.

Constance Thurman is a financial advisor with Morgan Stanley in Raleigh, NC, holding a Series 66 designation and eight years of industry experience. She has worked at Morgan Stanley since 2019 and previously spent four years with Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools.

John Robinson is a CFP® professional with 18 years of experience, currently with Raymond James & Associates since 2015. He holds the Series 66 designation and is based in Raleigh, NC. Outside of his advisory role, he is a partner in BRIG LLC, a business involved in passive real estate investment. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, supported by a nationwide adviser network and a range of portfolio management styles.

Glenn Woodlief is a financial advisor with Equitable Advisors in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm employs a hybrid referral and implementation model, utilizing multiple advisory programs and emphasizes individualized client plans based on goals, risk tolerance, and time horizon.