Stanley Harriman is a Financial Advisor at Merrill Lynch Wealth Management. He provides financial advice and solutions tailored to the needs of professionals, executives, and families. His approach involves understanding clients' priorities to develop strategies that address their short-, mid-, and long-term financial goals, including areas such as retirement planning, legacy planning, and education planning. Mr. Harriman's experience is informed by personal and professional insights, including his service in the U.S. Army and his understanding of financial security as a means to achieve well-being and protect loved ones. He focuses on helping clients maintain disciplined financial plans that create freedom, confidence, and clarity, rather than attempting to predict market movements. He holds a Bachelor's Degree from East Carolina University and a Master's of Business Administration from the University of North Carolina Wilmington. His professional designations include Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA).

Joanna Mason is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. She is currently based in Raleigh, NC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs supported by structured discovery conversations and firm‑approved tools. The firm manages approximately $2.74 trillion in client assets and provides a broad range of investment services.

William Pomeroy is a CFP® and Series 66-registered financial advisor with Edward Jones in Raleigh, NC, where he has worked since 2018. He has seven years of industry experience, including three years at Arca Tech Systems LLC prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with a large nationwide network of financial advisors and branch offices.

Brian Murphy is a financial advisor with Merrill in Raleigh, NC, holding a Series 66 designation and four years of industry experience. His work history includes roles at Bank of America N.A. and Troy Container Line. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Judy Deakins is a financial advisor at Merrill with 21 years of industry experience and holds a Series 66 designation. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2002. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Susan Taylor is a Series 66 licensed financial advisor with Morgan Stanley in Raleigh, NC, where she has worked since 2015. She has 24 years of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process utilizing firm-approved tools and modeling techniques.

Margaret Deng is a financial advisor at Morgan Stanley in Raleigh, NC, holding a Series 66 license. She has been with Morgan Stanley since 2025 and has prior experience with Golden Edge Solutions, LLC, as well as academic roles at New York University and involvement with The Skyscraper Museum and Steps Tutoring. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies.

Matthew Lovell is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at Bank of America, Merrill, Fidelity Investments, and Policygenius. Outside of his advisory work, he is a co-owner of a family rental property in Greenville, North Carolina. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering investment policy development, performance reporting, participant education, and discretionary plan management grounded in modern portfolio theory.

Christopher Howard is a financial advisor with Edward Jones in Raleigh, NC, holding Series 63 and Series 66 licenses and having 34 years of industry experience. He has been with Edward Jones since 1992. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Lindsey Seymore is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 designations and eight years of industry experience. She has worked at Wells Fargo Clearing Services, LLC since 2018 and has been with Wells Fargo Bank NA since 2015. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions across a broad range of financial products.

Brad Tavano is a financial advisor with RBC Capital Markets in Raleigh, NC. He holds a Series 66 designation and has been with RBC Capital Markets since 2025. Prior to this, he held positions at Congo Brands, Blue and Co., LLC, and has experience in various roles including education and retail. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and portfolio management services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Mary De Cola is a financial advisor with Merrill in Raleigh, NC, holding a Series 66 designation and three years of industry experience. She has worked at Merrill since 2018 and previously spent 16 years with Bank of America. 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, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth investors, and institutions.

Calvin Jones is a CFP® with 28 years of industry experience and has been with Wells Fargo Advisors since 2011. He is based in Raleigh, NC, and is the sole owner of Family Financial Partners, LLC, an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services utilizing Wells Fargo’s research and tools, with tailored recommendations delivered through advisor meetings and client summaries.

Dawson Bass is a financial advisor with LPL Financial, holding a Series 66 designation and having two years of industry experience. Prior to joining LPL Financial, he worked at Styron & Hughes and has held roles across various sectors including automotive sales and education. 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 advisors. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Christopher Elmore is a Series 66-licensed financial advisor at Charles Schwab with 22 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank, SSB since 2005. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

George Littlewood is a financial advisor with Merrill in Raleigh, NC, holding Series 63 and Series 65 licenses and possessing 43 years of industry experience. He has been with Merrill and Bank of America since 2010. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Janet Fox is a financial advisor with LPL Financial in Raleigh, NC, holding Series 63 and Series 65 credentials and having 40 years of industry experience. She has been with LPL Financial, formerly LINSCO Private Ledger, since 2007. Janet also teaches business and retirement-related classes at Wake Tech Community College and NC State University Encore Center. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement plan consulting, offering both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Logan Palmer is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked in various educational roles, including positions at Davidson County Schools, Watauga County Schools, Appalachian State University, and Ledford High School. Equitable Advisors serves a broad range of clients, including individuals, high-net-worth individuals, retirement plans, corporations, charities, and institutions, 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 a broker-dealer, delivering advisory and brokerage solutions through program sponsors and endorsed third-party managers.

Stephen Coleman is a financial advisor with Ameriprise in Raleigh, NC, holding CFP® and multiple securities licenses, with 42 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Ameriprise in 2020. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing detailed, research-based Recommendation Reports that address income, Social Security options, and tax-efficient withdrawal strategies. The firm combines algorithmic automation and expert oversight to deliver tailored retirement income advice, primarily for clients with assets managed through Ameriprise.

Caroline Zuendel is a financial advisor with Morgan Stanley in Raleigh, NC, holding Series 63 and Series 66 licenses and seven years of industry experience. Her background includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and Triangle Wealth Management. She is also involved in authorship outside of her advisory work. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning based on structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.