Ward Marslender is a financial advisor with Wells Fargo Advisors in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 44 years of industry experience. He has been with Wells Fargo Advisors since 2013 and is also the owner of Marslender-West Asset Management. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions by offering investment and fee-based financial planning services across a broad range of areas, including retirement, education, risk, and wealth-transfer planning. The firm uses proprietary research and planning tools to develop tailored recommendations delivered through meetings and client summaries.

David Difilippo is a CFP® professional with 45 years of industry experience. He is currently with Wells Fargo Clearing, where he has worked since 2019. His prior experience includes six years at Raymond James & Associates and 24 years at Morgan Keegan & Company, Inc. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Candace Stepp is a financial advisor at Fidelity with 14 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Fidelity Investments in various roles since 2008. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Jason Curfman is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 licenses and with eight years of industry experience. He has been with Ameriprise since 2016 and was briefly involved with Triangle Futbol Club in 2016. Curfman is also a co-owner of Serving to Multiply, Inc., a business created to support an Ameriprise franchise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice. The firm’s approach includes asset allocation, withdrawal strategies, and Social Security planning within an investment universe influenced by affiliated product relationships.

Jenna Diehl is a Wealth Management Advisor with Merrill Lynch Wealth Management. She specializes in customized wealth planning and implementation, employing a goals-based wealth management approach. Jenna is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional, a designation awarded by the Certified Financial Planner Board of Standards, Inc., and also holds the Personal Investment Advisor (PIA) designation. Jenna joined Merrill in 2015, bringing over a decade of experience in financial services. She focuses on connecting clients' lives with their finances, serving client needs in areas such as college education planning, family wealth management strategies, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, socially responsible investing, women and wealth, tax minimization, and retirement income. Along with her team, the GOLDS Group, Jenna helps families and businesses develop customized financial strategies designed to last for generations. She graduated from North Carolina State University with a Bachelor's degree in Business Management/Finance. In her personal time, Jenna enjoys football, golfing, reading, soccer, and spending time with her family. She also participates in community volunteer activities aligned with the Merrill tradition of community involvement.

William Cunningham is a Planning Consultant at Fidelity Investments, a role he has held since 2026. He has been with Fidelity Investments since 2023, progressing through positions including Workplace Planning Associate, Workplace Planning Consultant, and Workplace Planning Consultant II. In his current position, William focuses on understanding clients' priorities and helping translate them into clear, workable financial plans. He emphasizes building strong, trusting relationships to provide a planning experience that is supportive, transparent, and tailored to each client's unique situation. William's approach centers on empathy and recognizing the individuality of every client. Outside of his professional work, he has interests in baseball, football, and pets.

Michael Moore is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 19 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Outside of his advisory role, Moore is involved in managing a rental property jointly owned with his spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, using an IPS-driven approach grounded in modern portfolio theory and offering both discretionary and non-discretionary options.

Shawn Wilson is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Cary, NC. He has six years of industry experience, including six years with Greater Kinston Credit Union before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Dillon Burdette is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with Equitable Advisors since 2015 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he is a guest lecturer at NC State University’s Poole College of Management and is the owner and managing member of Oakbridge Financial Group, LLC. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and third-party asset managers.

Ericka Archie Conner is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Smith Barney since 2009, following a one-year tenure at Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process involving firm-approved tools and scenario modeling.

Lindsay Elliott is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She previously worked for ten years at State Employees' Credit Union before joining Merrill in 2022. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party teams.

Gregory Seamster is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Stifel since 2022. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he is a partner and owner of Buckfins and Feathers LLC, a hunting farm in North Carolina. Stifel serves a diverse client base ranging from individuals to institutional investors, offering brokerage and investment advisory services with a focus on fee-based financial planning and proprietary investment analysis developed by its Investment Strategy Group.

Claren Englebreth is a CFP® and Series 66-designated financial advisor with 17 years of industry experience. Currently at Edward Jones since 2017, Englebreth previously worked at Wells Fargo Advisors and Wells Fargo Clearing. 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 nationwide network of financial advisors and branch offices.

Stephen Murray is a financial advisor at Equitable Advisors in Raleigh, NC, holding a Series 66 designation with two years of industry experience. Before joining Equitable Advisors, he worked at Oakbridge Financial Group and has a background that includes roles in education and community services in the Raleigh area. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing a range of firm-offered and third-party advisory solutions.

William Whichard III is a financial advisor with Wells Fargo Advisors in Raleigh, NC. He holds a Series 66 designation and has one year of industry experience, including prior roles at Transamerica and four years at the University of North Carolina at Wilmington. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Ryan Bachmann is a Financial Advisor at Merrill Lynch Wealth Management, part of the Bank of America and Merrill family since 2018. He provides a comprehensive approach to financial management, focusing on bringing clarity and transparency to each client meeting through a personalized process. Ryan works with high net worth and ultra high net worth individuals and families to simplify complex financial matters and develop strategies tailored to their goals and long-term visions. His expertise includes areas such as college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Ryan holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA), and he earned a Bachelor of Science in Economics from Pennsylvania State University. Outside of his professional responsibilities, Ryan is involved as a Bank of America Community Volunteer. His personal interests include chess, golfing, music, painting, and woodworking.

Audrey Averill is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. She has two years of industry experience and has been associated with Mass Mutual Investors Services since 2009. Audrey also has a long tenure with The Pelora Group beginning in 2008. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational services using firm-approved analytical tools and emphasizes collaborative, ongoing client relationships.

Brent Little is a financial advisor with Thrivent Investment Management based in Raleigh, NC. He holds the Series 66 designation and has five years of industry experience. Prior to his current role, Brent worked with 323 Sports for six years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across various financial topics and combines planning with managed-account programs through a consolidated billing option called “WealthPlan.”

Nicholas Vourakis is a financial advisor with Charles Schwab in Cary, NC, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. His prior experience includes roles at TD Ameritrade Investment Management and TD Ameritrade, Inc. Outside of his advisory work, he is involved as a marketing executive with Melaleuca, Inc., a consumer packaged goods manufacturer. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining brokerage, custody, and advisory in an integrated model.

Benjamin Swaney is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. His career at Wells Fargo and affiliated entities spans from 2009 to the present. Swaney has a significant ownership interest in Mifflin Capital S Corp and serves as a trustee for several Mifflin Capital 401(k) plans. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, using proprietary research and planning tools to tailor recommendations. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning.