Richard Robinson is a financial advisor with LPL Financial in Raleigh, NC, holding Series 63 and Series 66 designations and 18 years of industry experience. He previously worked for Ameriprise Financial Services, Inc. for 13 years before joining LPL Financial in 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, institutions, and charitable organizations. The firm offers various financial planning and advisory programs, providing both discretionary and non-discretionary management supported by research and model portfolios from multiple sources.

Jeffrey Boemermann is a financial advisor with Charles Schwab in Cary, NC, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has worked previously at Scottrade, Inc. and TD Ameritrade Investment Management, LLC. Boemermann is currently with Charles Schwab and Charles Schwab Bank SSB. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering both non-discretionary advice and access to discretionary separately managed accounts.

Kyle Winder is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 12 years of industry experience. He has worked with multiple entities within the Flight Plan group since 2014 and has held roles at Principal Securities and Edward Spencer Employee Group Benefits. Winder serves as president of The Flight Plan Group LLC. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, employing a range of portfolio management strategies and platform arrangements.

Benjamin Woodard Jr. is a financial advisor with Equitable Advisors in Chapel Hill, NC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 51 years of industry experience, including over two decades at Equitable Advisors and its predecessor, Axa Advisors. He is also approved to conduct insurance business with carriers outside of the Equitable network. 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 third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels tailored through a detailed client intake process.

Michael Sterling is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and possessing 34 years of industry experience. He has previously worked with FSC Securities Corporation for 31 years and has been a partner at Banyan, Rock and Talent Insurance Agency since 1995. Outside of advising, he is involved in managing a partnership and serves as president/CEO of his financial planning firm. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors. The firm provides integrated brokerage and advisory services, using asset-allocation tools and multiple investment platforms to tailor portfolios across various asset classes.

Michael Newton is a CFP® professional with 21 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC and Wachovia Bank, N.A., where he has been employed since 2004. Outside of his advisory role, he is a landlord of a rental property in Raleigh, NC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services grounded in an IPS-driven, modern portfolio theory approach. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related products and bank deposit sweep options.

Zachary Merritt is a financial advisor with Equitable Advisors in Raleigh, NC, holding a Series 66 designation and beginning his advisory career in 2025. He has prior experience with firms including Bank of America, Merrill Lynch, and Lincoln Financial Securities. Outside of his advisory role, he provides consulting services and handyman support for family businesses and related ventures. 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 third-party managers and LPL programs. The firm employs a hybrid referral and implementation model utilizing multiple advisory programs and emphasizes individualized client planning.

Larry Swaney is a financial advisor with Wells Fargo Advisors in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has worked with Wells Fargo in various capacities since 2009. Outside of his advisory work, he serves on the finance committee of Mount Moriah Baptist Church. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses proprietary research and tools to develop tailored recommendations for its clients.

Daniel Mc Entee is a financial advisor with Cetera, holding Series 66 and Series 63 designations and seven years of industry experience. He has worked with several branches of Cetera since 2021 and has a long-standing career in insurance, including roles as president and manager at multiple insurance agencies. Outside of advising, he is involved in property casualty insurance sales and administrative activities within financial planning firms. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management and retirement services through a multi-manager platform that combines affiliated and third-party managers with various program structures and custodial relationships.

Alan Collins is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2004. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios, and it maintains a distinctive role as a commodity pool operator and advisor to multiple registered investment companies.

Alicia Fitzsimmons is a financial advisor at Fidelity with 23 years of industry experience. She holds Series 63 and Series 65 designations and has worked in various roles within Fidelity, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves multiple registered investment companies and employs systematic methodologies and AI tools in its investment processes.

Jennifer Curtis is Vice President and Wealth Planner at Fidelity Investments, a position she has held since 2018. She has been with Fidelity for 17 years, during which she has progressed through several roles including Financial Consultant, Investment Representative, Financial Representative, and Workplace Guidance specialist. Her experience encompasses partnering with clients and their families to navigate financial complexities and develop tailored plans to help achieve their goals. Jennifer emphasizes attentive listening to understand the specific needs and concerns of her clients, working collaboratively to create and execute personalized financial strategies.

Sarah Mc Clain is a Series 66-licensed advisor with Cambridge Investment Research Advisors in Raleigh, NC, with two years of industry experience. She is also the owner of Wise Women Wealth, a budget coaching business. Prior to joining Cambridge, she worked at North Carolina State Employees' Credit Union for seven years. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using a variety of portfolio management strategies and platform options.

Dylan Schaetzel is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2022. Prior to this, he held roles at Elon University and various companies in different sectors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts and model portfolios.

Abigail Emmett is a financial advisor with Fidelity in Durham, NC, holding Series 63 and Series 66 licenses and two years of industry experience. Her background includes roles at Fidelity Investments, Wells Fargo Clearing, and Vacasa, along with earlier positions in hospitality and university settings. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, leveraging a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios using systematic methodologies across mutual funds, ETFs, and ETPs, and provides advisory services including fund management and consultant roles.

Kevin Scharnhorst is a financial advisor with Morgan Stanley in Chapel Hill, NC, holding a Series 66 license and seven years of industry experience. His prior roles include tenures at AXA Advisors, Northwestern Mutual, and Equitable Advisors. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing 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.

Ryder Seiz is a financial advisor at Equitable Advisors in Raleigh, NC, holding a Series 66 credential with three years of industry experience. Prior to joining Equitable Advisors in 2023, Ryder's work history includes various roles outside the financial sector, such as positions at DoorDash and UNC Aquatics. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients, offering 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 program sponsors and third-party managers to deliver advisory and brokerage solutions.

Matthew Conroy is a financial advisor with Charles Schwab in Cary, NC, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior work includes roles at TD Ameritrade Investment Management, LLC and TD Ameritrade, Inc. Charles Schwab & Co., Inc. serves 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 combines a large-scale, integrated structure with a client relationship model that blends non-discretionary advisory recommendations and access to discretionary separately managed accounts.

Cynthia Ward is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 65 licenses and 26 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. 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 advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Nancy Ayers is a financial advisor with Wells Fargo Clearing in Raleigh, NC. She holds Series 65 and Series 63 licenses and has worked at Wells Fargo Bank since 1993. Her experience at Wells Fargo Clearing began in 2026. 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 combines brokerage and advisory solutions, relying on research from Wells Fargo Investment Institute and third-party databases to guide investment selections.