Andrew Rose is a CFP® with 18 years of industry experience, currently serving as a financial advisor at OSAIC since 2018. His prior experience includes roles at SII and multiple divisions of Northwestern Mutual from 2007 to 2017. Outside of his advisory work, he serves as Vice President of a homeowners association and is involved with several insurance brokerage activities. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory services and uses various tools and third-party platforms to construct and manage portfolios tailored to clients’ needs.

Jacob Fiore is a financial advisor with OSAIC in Morrisville, NC, holding Series 63 and Series 65 licenses and six years of industry experience. His work history includes roles at Wells Fargo Clearing Services LLC and RHI General Group since 2020, as well as earlier experience at TFIA AmWINS Group, Inc. and URJ Camp Coleman. He also attended the University of Florida from 2016 to 2020. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and investment advisory services supported by asset-allocation tools, risk-tolerance questionnaires, and access to various third-party managed-account solutions.

William Durkin is a financial advisor at Charles Schwab with seven years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab Bank, Charles Schwab & Co., Bank of America, Merrill, and Peapack Gladstone Bank. He also has a background at Cornell University. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary multi-asset investment solutions combined with integrated brokerage, custody, and financial planning services.

Calvin Dunham is a Series 66-licensed financial advisor at Equitable Advisors with one year of industry experience. Prior to joining Equitable Advisors, he held various positions in the hospitality sector and worked at educational institutions. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual registration as an SEC-registered investment adviser and broker-dealer.

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 at UBS Financial Services with seven years of industry experience. He previously worked at Brown, Gibbons, Lang & Company Securities, Inc., Madison Street Capital, and held multiple roles at Brown University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor advice to clients’ goals and risk tolerances.

Carl Moore is a financial advisor at Osaic Wealth, Inc. with 42 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Securities America Advisors from 2013 to 2024. Moore also owns Carl Moore Financial Services, where he provides insurance products, primarily term insurance, tailored to client needs. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and automated rebalancing to manage portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Thomas King is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. Prior to his current role, he worked at Morgan Stanley and Northwestern Mutual. Outside of finance, he is involved in real estate as the owner and partner of Gold Crown Realty LLC. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services that include asset-allocation advice, manager searches, and customized performance reporting. The firm employs a quantitative asset-allocation process combined with centralized due diligence and applies an ESG eligibility framework in its recommendations.

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 with Ameriprise in Durham, NC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Terrey manages general business activities for Triangle Advisory Group LLC, a non-investment business established to handle practice-related expenses. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, delivering detailed, research-based recommendation reports through a centralized consulting team. The firm combines modeling, tax-efficiency analysis, and adaptive withdrawal strategies while emphasizing the use of managed accounts and affiliated investment products.

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 the Series 66 and Series 63 designations and has worked at Fidelity Investments since 2024. His prior roles include a position at Fidelity Charitable and experience at ANZ and Schnitz, as well as a tenure at Griffith University. Strategic Advisers LLC, a Fidelity Investments company, provides a range of investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and manages various fund advisory and consulting services.

Anita Hearn is a financial advisor at Edward Jones with five years of industry experience and holds a Series 66 designation. She has been with Edward Jones for 15 years. Outside of her advisory role, she owns and coaches a competitive cheerleading gym in Sanford, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of investment advisory programs and affiliated services under a fiduciary standard.

Bonnie Fischer is a financial advisor at Edward Jones with 29 years of industry experience. She has been with Edward Jones since 2003 and holds Series 63, Series 65, and Series 66 licenses. Outside of her advisory role, she is involved as a member of J & B Holdings of Apex LLC, a personal investment and rental business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 advisors, offering a range of advisory programs and affiliated investment products.

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 with Equitable Advisors in Raleigh, NC. Prior to entering the financial industry, she worked in education for over two decades, including roles at Cherry Creek School District and Brunswick County School District. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, brokerage services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, using LPL-sponsored programs and various third-party managers to provide advisory and brokerage solutions.

William Carpenter is a financial advisor with Fidelity who holds a Series 66 designation and has three years of industry experience. His prior roles include positions at Caleb White and Northwestern Mutual Investment Services LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and model strategies.

Donna Collins is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and with 29 years of industry experience. She previously worked at Edward Jones for 13 years before joining Raymond James in 2022. Collins is also involved in agricultural land management through an LLC that holds a forestry permit for 53 acres and owns a non-rental beach home. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools and supports municipal and public finance work through a municipal advisor affiliation.

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.