Yuvraj Singh is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on providing clients with insights into investment and asset-allocation strategies to support their financial goals. His areas of expertise include family wealth management strategies, personal retirement planning, portfolio management services, sports and entertainment financial planning, and tax minimization. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of North Carolina System. Yuvraj's professional journey includes roles such as a finance intern at the University of North Carolina Physicians Network and a wealth management intern at Morgan Stanley. Outside of his professional work, Yuvraj enjoys playing chess, golfing, and tennis.

Gary Kindler is a financial advisor with OSAIC based in Raleigh, NC, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. He previously worked at Triad Advisors, Inc. for 24 years and has been affiliated with Coordinated Financial Planning and Capital Asset Management for over two decades. He is also involved in insurance sales, including life insurance and long-term care. OSAIC serves a diverse clientele, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services with a range of investment products and portfolio management options. The firm utilizes various asset-allocation tools and supports transitions and third-party money management solutions.

Drew Becker is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors, LLC. He has also been affiliated with Wells Fargo Bank, N.A. since 2009. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a broader range of investment options including insurance-related vehicles and bank deposit sweep programs.

Joely Murray is a financial advisor at Merrill with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 2009. She serves as a successor trustee for an irrevocable family trust. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ryan Dexheimer is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. His prior roles include positions at Amazon, Northwestern Mutual, Capitol Financial Solutions, and involvement with North Carolina State University and the Taylor Family YMCA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and discretionary management using a systematic, long-term approach.

Stephan Hoover is a financial advisor at Fidelity with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has been with various Fidelity subsidiaries since 1993, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction, and it serves a broad client base through discretionary and non-discretionary advisory services.

Laura Tayloe is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and two years of industry experience. Her prior roles include positions at Live Oak Private Wealth and Mainstone Capital Management. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans 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 set of financial product offerings than typical for large institutional advisers.

Latrice Brockman is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. Her background includes roles at Target Corp, Logical Position, and Adwerx, alongside earlier work at Brooks Brothers. Outside of advising, she is currently employed at Target in a customer service and order fulfillment capacity. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a proprietary investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Michael Rickerby is a financial advisor with Wells Fargo Clearing in Cary, NC, holding Series 63 and Series 65 licenses and with two years of industry experience. He has been with Wells Fargo Clearing since 2023 and has worked at Wells Fargo Bank, N.A. since 2015. 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 incorporates modern portfolio theory, serving as an ERISA fiduciary and including a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Christopher Maxwell is a financial advisor with LPL Financial based in Raleigh, NC. He holds the Series 63 and Series 65 designations and has 31 years of industry experience, including over two decades at Linsco/Private Ledger Corp. Maxwell operates a separate business under the name Capital Wealth Management, Inc. and is involved in selling fixed annuities and various types of non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a broad range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

Kenie Wrenn is a financial advisor at Raymond James & Associates with 37 years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Clearing, accumulating a combined 10 years at those firms before joining Raymond James in 2019. Outside of her advisory role, she serves on the community advisory board for the UNC Chapel Hill Outer Banks Field Site, where she consults with faculty and students and assists with teaching and mentoring. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Cynthia Shedrick is a financial advisor with Ameriprise in Apex, NC, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she works as an independent contractor for Amazon Flex, providing package delivery services. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement, generally requiring at least $1 million in investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Michael Baer is a CFP® professional with 32 years of industry experience, currently working at Edward Jones since 1994. He holds a Series 63 license and serves as a board member for the Salvation Army of Wake County. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and affiliated investment products, managing over $1 trillion in assets through a large network of advisors and branch offices nationwide.

Brendan Rodden is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds the CFP® and Series 66 designations. His prior roles include positions at Bank of America, Merrill, LPL Financial, and Raymond James & Associates. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s approach 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.

Nathan Grooms is a financial advisor at LPL Financial with 26 years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 18 years before joining LPL Financial in 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by model portfolios, research, and technology-driven solutions.

Robert Larose is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding a Series 66 designation and three years of industry experience. He previously worked at Bank of America, Merrill, Wal-Mart, and TJMaxx. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Michael Shovlain is a financial advisor at Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 65 credentials with one year of industry experience. His prior work includes roles at Wells Fargo Bank, N.A. since 2017 and Furniture Fair from 2016 to 2017. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory options. The firm’s IPS-driven approach incorporates modern portfolio theory and a broader range of financial products, including insurance-related vehicles and bank deposit sweep options.

George Openshaw is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery, firm-approved tools, and modeling techniques such as Monte Carlo simulations.

Courtney Peters is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. She has worked at Wells Fargo Clearing since 2022 and previously held roles at Ward and Smith, P.A. and Wells Fargo Bank, N.A. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Jack Bolen Jr. is a financial advisor with Fidelity, holding a Series 66 designation and three years of industry experience. Before joining Fidelity, he worked for Flow Automotive Companies for 11 years. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios using mutual funds, ETFs, and ETPs.