Calvin Dunham is a financial advisor at Equitable Advisors with Series 66 registration and one year of industry experience. Prior to joining Equitable Advisors, he held various roles in the food service industry and worked at East Carolina University. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations with financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a range of advisory models and third-party managers to deliver customized investment solutions.

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 with UBS Financial Services in Raleigh, NC, holding Series 63 and Series 66 credentials and eight years of industry experience. His prior roles include positions at Brown, Gibbons, Lang & Company Securities, Inc., Madison Street Capital, and Brown University. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions, model-based asset allocations, and research from its Chief Investment Office and UBS Global Research to tailor financial plans and portfolio management. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.

Carl Moore is a financial advisor at OSAIC based in Raleigh, NC, with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Securities America Advisors and Scott & Stringfellow. Additionally, he owns Carl Moore Financial Services, where he provides insurance sales focused on term insurance products. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm utilizes a model-based investment approach featuring asset allocation, portfolio optimization, and multiple managed account strategies.

Thomas King is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and Northwestern Mutual prior to joining J.P. Morgan Securities in 2022. Outside of his advisory role, he is a partner and owner of Gold Crown Realty LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG criteria within an institutional investment framework.

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.

Paul Terrey is a financial advisor at Ameriprise with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing, Merrill, and Edward Jones. Outside of his advisory work, he manages general business activities for Triangle Advisory Group LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

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 Series 66 and Series 63 licenses and has previously worked at Fidelity Charitable and ANZ. Strategic Advisers LLC, a Fidelity Investments company, offers 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 build model portfolios from mutual funds, ETFs, and ETPs.

Anita Hearn is a financial advisor with Edward Jones in Apex, NC, holding a Series 66 designation and 6 years of industry experience. She has been with Edward Jones since 2008, totaling 15 years at the firm. Outside of finance, she is the owner and coach of Storm All Star Cheerleading, a competitive cheerleading gym where she coaches a team several hours per week without compensation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Duy Nguyen is a financial advisor at Morgan Stanley with 24 years of industry experience and holds a Series 66 designation. He has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management provides a wide 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 and approved tools to support client financial goals, while typically acting in an advisory capacity rather than as a fiduciary for retirement accounts unless separately engaged.

Wednesday Cox is a Series 66-licensed financial advisor with one year of industry experience, currently practicing at Equitable Advisors in Raleigh, NC. Prior to joining Equitable Advisors, she worked in education for over two decades, including roles at Cherry Creek School District and Brunswick County School District, and was involved with Evolution Labs, Inc. outside of the financial services sector. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs through a broad network of Investment Adviser Representatives. The firm emphasizes matching clients to appropriate program models and discretionary managers, utilizing third-party asset managers and various advisory platforms.

William Carpenter is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior roles include positions at Caleb White and Northwestern Mutual Investment Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory roles with registered investment companies and its use of systematic methodologies and AI-driven research in portfolio management.

Leigh Bridges is a financial advisor with Wells Fargo Advisors in Raleigh, NC, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Wells Fargo Advisors since 2013. Outside of his advisory role, he is a notary public. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations, with clients deciding on implementation through various brokerage and advisory programs.

Larry Melton Jr. is a CFP® with 13 years of industry experience currently practicing at Fidelity in Raleigh, NC. His career includes prior roles at Facet Wealth, Charles Schwab, and TIAA, as well as multiple periods with Fidelity Investments. He works within Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs.

James McKay is a financial advisor at OSAIC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Co, Concourse Financial Group Securities, Inc., and Equitable Advisors. Outside of his advisory role, he is an operating member of an LLC that manages an aircraft under a dry lease agreement. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, providing discretionary and advisor-managed strategies, third-party managers, and alternative investments within a large, integrated financial services network.

Christopher Willis is a financial advisor with Raymond James Financial Services, holding a Series 66 designation and 19 years of industry experience. He worked at BB&T from 2007 to 2020 before joining Pinnacle Financial Partners and Raymond James Financial Services in 2020. Outside of advisory work, Willis is a partner and certified flight instructor at Executive Flight Training & Services, LLC, providing flight instruction and aircraft rental services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and consulting to client goals and supports a broad advisor network with specialized offerings in municipal finance and SIMPLE IRA advisory services.

Sarah Stilley is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she was with Mercer Advisors and Advanced Services Law Group for three years each, and held roles at PlanWell Legal and Cary Estate Planning. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory strategies, affiliated mutual funds, and operates under a fiduciary standard.

Mikki Kline is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding a Series 66 designation and 19 years of industry experience. She previously worked at UBS Financial Services from 2008 to 2014 and has been with Wells Fargo Clearing since 2016. 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 offers both brokerage and advisory solutions.