Judith Naegely is a financial advisor at OSAIC with six years of industry experience. She has previously worked at Woodbury Financial Services and Pariox LLC, and also has experience with Certamed Medical Staffing. Outside of her advisory role, she is involved in community fundraising as Co-Sponsorship and Fundraising Chair for Carroll Magnet Middle School PTO and is a managing member of Live Your Archetype, a workshop series focused on personal development. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through a large network of advisors, employing asset allocation tools, risk-tolerance assessments, and multiple investment platforms to construct tailored portfolios.

Taylor Horten is a financial advisor with Equitable Advisors in Raleigh, NC, holding a Series 66 designation and four years of industry experience. Prior to joining Equitable Advisors in 2022, Taylor held roles at Financial Data Systems, Papa John's, and UNC Wilmington. Equitable Advisors serves individuals ranging from non‑high-net-worth to high-net-worth clients, as well as pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Scott Stephens is a financial advisor with Ameriprise in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement with significant investable assets, providing detailed written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized, non-discretionary advice, primarily for assets held within Ameriprise-managed accounts.

Robert Eargle Jr. is a financial advisor with Edward Jones in Garner, NC, holding a Series 66 license and four years of industry experience. Prior to his current role at Edward Jones, he worked at DICKS SPORTING GOODS for six years. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Christopher Corini is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, tailoring services to plan objectives, demographics, and risk tolerances while acting as an ERISA fiduciary.

Brenleigh Rigsbee is a Series 66-licensed financial advisor at Fidelity with two years of industry experience. Prior to joining Fidelity, Rigsbee held various roles in the hospitality sector and currently works as a bartender at The Underground in Raleigh, NC. Fidelity’s Strategic Advisers LLC serves retail and institutional clients with investment management and advisory services, utilizing proprietary fundamental research and quantitative analysis to create model portfolios composed of mutual funds, ETFs, and ETPs.

Chase Hill is an Investment Consultant at Fidelity Investments, a position he has held since 2024. In this role, he assists clients in navigating a seamless planning process by understanding their current financial situation and future goals to co-create tailored financial plans. Prior to this, he served in various positions at Fidelity Investments, including Relationship Manager, Workplace Planning Consultant II, Workplace Planning Consultant I, and Workplace Planning Associate from 2021 to 2024. Before joining Fidelity, Chase was a Financial Representative at Northwestern Mutual from 2018 to 2019. Chase holds an Arkansas Insurance License, which supports his expertise in financial planning and investment consulting. His professional experience spans across different facets of financial services, focusing on collaborative planning and aligning strategies with clients' life events and objectives.

Kevin Anderson is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, Anderson serves as Chair of the Finance Committee at Hayes Barton United Methodist Church. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through Financial Advisors and its Estate Planning Strategies Group.

Hylton Early is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in Raleigh, North Carolina. He works with clients across various stages of life, focusing on personalized financial strategies and investment management. Hylton’s approach involves understanding clients’ visions for their futures and developing tailored wealth management plans that address goals such as tax minimization, retirement income planning, and liquidity management. He also works directly with corporate executives and business owners anticipating liquidity events, providing a detail-oriented strategy aligned with their values and expectations. With experience spanning over several years, Hylton draws on the resources of Merrill to assist clients in areas including corporate benefits, education planning, LGBT wealth planning, socially responsible and ESG investing, and portfolio management. Prior to joining Merrill in 2015, he worked in politics as a consultant, campaign manager, and finance director in Washington, DC, and Utah. He holds a Bachelor’s degree in political science from Kenyon College, where he also lettered in varsity lacrosse. Hylton is a Certified Exit Planning Advisor (CEPA) and a Personal Investment Advisor (PIA). Outside of his professional role, Hylton enjoys skiing, hiking, boating, and spending time with his wife and twin daughters in Raleigh. He maintains an active interest in outdoor activities, including his part-time role as a ski patroller at Deer Valley Resort. He is also a member of the Boy Scouts of America and holds the rank of Eagle Scout.

Darion Elder is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 65 credentials and two years of industry experience. He has been with Wells Fargo Bank, N.A. since 2016 and Wells Fargo Clearing since 2023. Outside of his advisory role, he works as an independent DJ. 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 solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Noelle Olson is a financial advisor at Morgan Stanley in Raleigh, NC, holding Series 63 and Series 66 credentials with four years of industry experience. She previously worked at Fidelity Investments and First National Bank Minnesota. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning that uses firm-approved tools and models to assist clients in planning outcomes.

Seth Henriksen is a financial advisor with Merrill in Raleigh, NC, holding a Series 66 designation and six years of industry experience. He has been with Bank of America and Merrill since 2014. Merrill, along 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.

Henry Kuo is a financial advisor based in Cary, NC, with 32 years of industry experience. He has been with Equitable Advisors since 1999 and holds Series 63 and Series 65 designations. Outside of his advisory work, he is a managing member of Prestige Financial Holdings, LLC and serves on the board of the North Carolina School of Science and Mathematics Foundation. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients with financial planning, retirement plan consulting, and asset-management programs. The firm’s approach involves assessing client risk tolerance to match them with program models or discretionary managers, utilizing primarily third-party investment platforms and a range of investment options including mutual funds, ETFs, and alternative investments.

Janet Russell is a Financial Consultant at Fidelity Investments, a position she has held since 2021. Prior to this role, she served as an Investment Consultant at Fidelity Investments from 2020 to 2021. From 2017 to 2020, she worked as a Financial Advisor at First Command Financial Services. In her current role, Janet works alongside clients to assist them through their financial planning and decision-making processes. She leverages the resources of Fidelity to guide families and individuals pursuing their version of financial success. Janet and her team aim to create an excellent client experience worthy of their clients' business.

Jeffrey Church is a CFP® professional with 18 years of experience in financial advising. He has worked at LPL Financial since 2018 and previously spent three years at Invest Financial Corp. He operates a business under the name Church Financial as part of his activities at LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies.

Charles Stewart is a financial advisor with Equitable Advisors in Raleigh, NC, holding a Series 66 designation and nine years of industry experience. He has been with Equitable Advisors since 2016, including its prior affiliation as AXA Advisors. Stewart also operates a DBA called Legacy Wealth Strategies. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach involves assessing client risk tolerance and matching them to advisory models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Dixi Jin is an Investment Consultant currently working at Fidelity Investments since 2022. In this role, Dixi collaborates with clients to build financial plans tailored to their unique needs, focusing on understanding their short- and long-term goals, identifying ways to improve those plans, and helping track progress as circumstances evolve. Building strong relationships based on trust, reliability, and competency is a central aspect of Dixi's professional approach. Prior to joining Fidelity Investments, Dixi held several positions in the financial services industry, including Registered Wealth Management Client Associate and Merrill Financial Solutions Advisor at Merrill Lynch between 2019 and 2022, Financial Advisor at Merrill Lynch from 2015 to 2019, and Relationship Manager at Bank of America from 2010 to 2015. This experience spans client relationship management and wealth management services. Outside of professional responsibilities, Dixi enjoys activities such as going to the beach, comedy, exploring food, reading, running, and traveling.

Michael Langley is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation. Prior to joining Equitable Advisors, he worked in the hospitality sector and briefly at Defender Capital. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

Sonya Kilian is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. She has worked with Wells Fargo Advisors, LLC from 2013 to 2016 before joining Wells Fargo Clearing in 2016. 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 offers both brokerage and advisory solutions.

Prescott Padgett is a CFP® credentialed financial advisor with 10 years of industry experience. He is currently with J.P. Morgan Securities and has prior experience at First Citizens Investor Services and Scottrade. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.