Shawn Ingram is a Planning Consultant who assists clients in achieving their financial goals by collaborating with them to create actionable and accessible financial plans. He currently works at Fidelity Investments, where he has held several roles since 2023. His positions have included Investment Solutions Representative, High Net Worth Associate, and Customer Relationship Advocate, reflecting his experience in various aspects of client relationship management and investment solutions within the firm.

Jahan Powell is a financial advisor at Fidelity with 4 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to his current role, he worked at Wells Fargo and Outback Steakhouse. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction using quantitative analysis and algorithmic methods. The firm serves a variety of clients, including registered investment companies, and offers discretionary and non-discretionary portfolio management.

Kristiana Dowling is a financial advisor with Wells Fargo Advisors in Raleigh, NC. She holds a Series 66 designation and has 12 years of industry experience, all with Wells Fargo Advisors since 2010. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services supported by proprietary research and tools, serving clients who meet specific net-worth criteria.

Parker Tanner is a financial advisor with Equitable Advisors in Raleigh, NC, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors in 2025, he worked at Lowe's Home Improvement in various roles. Equitable Advisors serves individuals across wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes a network of Investment Adviser Representatives and offers a range of third-party advisory models, focusing on personalized risk assessment and matching clients to suitable investment solutions.

Timothy Rauwald is a financial advisor with UBS Financial Services and holds Series 63 and Series 65 designations. He has 34 years of industry experience, including 17 years at UBS. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, incorporating fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets functions.

Joshua De Leon is an International Wealth Advisor at Merrill Lynch Wealth Management. He provides wealth management strategies to individuals, families, and businesses, focusing on legacy planning and addressing the complexities of the global financial environment. Joshua works to develop comprehensive strategies aligned with clients’ short- and long-term financial objectives. He holds a bachelor’s degree in Economics from Instituto Tecnologico y de Estudios Superiores de Monterrey. Joshua is fluent in English and Spanish and holds professional designations including Certified Exit Planning Advisor (CEPA), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). Through his role, he leverages the investment resources of Merrill and the banking capabilities of Bank of America to help clients manage various aspects of their financial futures.

Philip Nation is a financial advisor with LPL Financial in Raleigh, NC. He holds CFP® and ChFC® designations and has 39 years of industry experience. Prior to joining LPL Financial in 2024, he worked for Ameriprise Financial Services, Inc. for 19 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered primarily by investment adviser representatives who use a range of discretionary and non-discretionary strategies.

Andrew Rose is a CFP®-certified financial advisor with 18 years of industry experience. He has worked at OSAIC since 2018 and previously held roles at SII and various Northwestern Mutual entities from 2007 to 2017. Outside of financial advising, he serves as Vice President of a homeowner's association and operates an S Corporation for his business activities. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm employs model-based asset allocation and portfolio optimization strategies supported by various tools, and it is notable for its scale, complex affiliate network, and private-equity ownership.

Rushil Patel is a financial advisor with Equitable Advisors in Raleigh, NC. He holds the Series 66 designation and has experience working at firms including Northern Trust, PriceWaterhouseCoopers, and AXA Advisors. Patel is also involved with Peak Shift Holdings, LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party managers to tailor investment solutions based on client risk tolerance and objectives.

Jacob Fiore is a financial advisor at Osaic based in Morrisville, NC, with six years of industry experience. He holds the Series 63 and Series 65 credentials. His prior work history includes roles at RHI General Group, Wells Fargo Clearing Services LLC, and TFIA AmWINS Group, Inc. OSAIC serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools, and is noted for its scale, affiliate network, and private-equity ownership.

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 financial advisor at Equitable Advisors with Series 66 registration and one year of industry experience. Prior to joining Equitable Advisors, he held various roles in the food service industry and worked at East Carolina University. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations with financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a range of advisory models and third-party managers to deliver customized investment solutions.

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 with UBS Financial Services in Raleigh, NC, holding Series 63 and Series 66 credentials and eight years of industry experience. His prior roles include positions at Brown, Gibbons, Lang & Company Securities, Inc., Madison Street Capital, and Brown University. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions, model-based asset allocations, and research from its Chief Investment Office and UBS Global Research to tailor financial plans and portfolio management. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.

Carl Moore is a financial advisor at OSAIC based in Raleigh, NC, with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Securities America Advisors and Scott & Stringfellow. Additionally, he owns Carl Moore Financial Services, where he provides insurance sales focused on term insurance products. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm utilizes a model-based investment approach featuring asset allocation, portfolio optimization, and multiple managed account strategies.

Thomas King is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and Northwestern Mutual prior to joining J.P. Morgan Securities in 2022. Outside of his advisory role, he is a partner and owner of Gold Crown Realty LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG criteria within an institutional investment framework.

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 at Ameriprise with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing, Merrill, and Edward Jones. Outside of his advisory work, he manages general business activities for Triangle Advisory Group LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

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.