William Alexander Jr. is a financial advisor with Edward Jones in Raleigh, NC, holding Series 63 and Series 66 designations and having nine years of industry experience. He joined Edward Jones in 2018 after working at Wells Fargo Clearing Services and Wells Fargo Bank. 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 network of financial advisors and branch offices nationwide.

Michael Godwin is a financial advisor with OSAIC in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Sii and Mass Mutual Investors Services. Godwin serves as a board member of Building People and Communities, a nonprofit focused on supporting individuals on the autism spectrum. OSAIC Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various tools and strategies, and is notable for its large scale and complex affiliate network.

Lawrence Rockwell is a financial advisor with Raymond James Financial, holding a Series 66 designation. He has been with Raymond James and affiliated firms since 2025. His prior work experience includes roles outside of finance, such as at Lowes Companies and Bluewater Waterfront Grill. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, institutions, and charitable organizations. The firm uses analytical tools and tailored strategies to support client goals and offers specialized services such as municipal advisor support and SIMPLE IRA Employer Advisory programs.

Stacy Bledsoe is a financial advisor at Morgan Stanley with 34 years of industry experience. She has held positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill. She holds Series 63, 65, and 66 licenses. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers planning services that use structured discovery and firm-approved tools.

Curtis Brazile is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021. Prior to that, he was employed by Kelly Services, LLC and Enterprise Rent-a-car. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory role to multiple registered investment companies and its use of systematic methodologies and AI-driven research.

Cynthia Royal is a Series 66-licensed financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones in 2023, she worked at ABH Ventures and held roles as an independent sales consultant and at GSK China. She owns rental properties at ski resorts in Japan, which are fully managed by a local company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated services. The firm operates under a fiduciary standard and is notable for its extensive retail advisor network, affiliated mutual funds, and a trust company.

Justin Davis is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. He previously worked at John Hiester Chevrolet and has background experience in language education. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction using a combination of fundamental research, quantitative analysis, and algorithmic methods. The firm also serves as a commodity pool operator and advisor to multiple registered investment companies.

Daniel Van Hemert is a financial advisor with Fidelity Investments in Durham, NC, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity, he worked in the hospitality industry, including roles as a server and bartender at Bombolo, a restaurant in Chapel Hill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage funds.

Jacob Samuels is a financial advisor at Fidelity with four years of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments since 2022. Prior to joining Fidelity, he held roles at Gerson Lehrman Group, Camden Property Trust, and Appalachian State University, among others. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Stephanie Sarkisian is a financial advisor at Morgan Stanley in Raleigh, NC, holding Series 63 and Series 65 licenses with three years of industry experience. Her prior work includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, and Covr Financial Technologies. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools.

Colin Moor is a Financial Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he progressed through several positions at Fidelity Investments, including Workplace Planning Consultant III, II, and I, as well as Workplace Planning Associate, spanning from 2021 to 2024. Before joining Fidelity, he worked as a Financial Advisor at Northwestern Mutual from 2020 to 2021. His professional experience encompasses financial consulting and workplace planning, focusing on constructing personalized financial plans that address the evolving needs of clients and their families. He holds insurance licenses in Arkansas and California. Outside of his professional work, Colin enjoys baseball, football, spending time at the beach, attending social events with friends, and visiting museums.

Nicholas Cellini is a financial advisor at Edward Jones in Hillsborough, NC, holding a Series 66 designation. He has been with Edward Jones since 2022. Prior to his current role, he held various positions including work in the food service industry and roles linked to Appalachian State University and Cedar Ridge High School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates with a nationwide network of financial advisors and branch offices.

Jill Moulson is a financial advisor at UBS Financial Services with 20 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Merrill for eight years. Outside of her advisory role, she is developing a small business called My Pink Parcel, a subscription service delivering care packages to college students. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Kimberly Swaim is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Wells Fargo in various capacities since 2004. Outside of her advisory role, she serves as an administrator and executor for family-related investment matters. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics from Wells Fargo Investment Institute alongside third-party data.

Jacob Mejan is a financial advisor with LPL Financial in Raleigh, NC, holding a Series 66 designation and currently beginning his career in the industry. Prior to joining LPL Financial in 2026, he has held positions at Osaic and Steward Wealth Strategies, and has experience teaching at Liberty University and Grace Christian School. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing a network of investment adviser representatives who implement various model portfolios and customized strategies supported by advanced research and operational tools.

Clifton Thomas Jr. is a CFP® professional with 27 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Prudential Equity Group, LLC from 2001 to 2003. 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 supported by research and analytics from Wells Fargo Investment Institute.

Andrew Clark is a financial advisor with Cambridge Investment Research Advisors in Hillsborough, NC, holding Series 63 and Series 65 designations and 12 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2014 and previously spent a year at Equitable Advisors. Outside of his advisory role, Clark is involved with AJ2 Capital Ventures, LLC, where he is an owner and actively manages trading activities. Cambridge Investment Research Advisors serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm supports both discretionary and non-discretionary management across multiple platforms and provides proprietary model strategies through Founders Gate Capital.

Adam Cheshire is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 66 credentials and 13 years of industry experience. His prior roles include positions at Morgan Stanley, Cetera, and First National Bank of PA. He is also involved in fixed insurance sales outside of Cetera. 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 combines extensive research and a large advisor network to provide both brokerage and advisory solutions.

Craig Buzak is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been with Wells Fargo Bank NA since 2009 and 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.

Bruce Honeycutt Jr. is a CFP®-certified financial advisor with over 32 years of industry experience. He has worked at LPL Financial since 2010 and previously held positions at Morgan Stanley, Citigroup Global Markets, and Legg Mason Wood Walker, Incorporated. Honeycutt maintains a wealth management practice under 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 and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.