Benjamin Swaney is a CFP® and CFA® charterholder with 18 years of industry experience. He has been with Wells Fargo Advisors since 2020, following four years at Wells Fargo Clearing. Swaney has a significant ownership interest in Mifflin Capital S Corp and serves as a trustee for multiple Mifflin Capital Inc. 401(k) plans. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and delivers tailored recommendations using proprietary research and tools, with planning engagements that are generally discrete rather than ongoing.

Mary Skinner is a financial advisor at LPL Financial with four years of industry experience. She holds the Series 66 designation and has worked previously at First Horizon and PNC Bank. LPL Financial is a national broker‑dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management options, supported by extensive research tools and a broad platform of associated financial services.

John Holder is a financial advisor with Raymond James & Associates who holds a Series 66 designation and has 15 years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, NetApp Inc., Principal Financial Services, and Osaic FA, Inc. He serves as treasurer of the Brooks Avenue Church of Christ and is a board member of Wake Monarch Academy, both nonprofit organizations in Raleigh, NC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Alexander Starnes is a Wealth Management Advisor with Merrill Lynch Wealth Management and holds the designations of Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Wofford College. His practice emphasizes creating personalized wealth management strategies that align with clients' unique goals and situations. Starnes focuses on areas such as college education planning, family wealth management, legacy planning, retirement planning, small business strategies, special needs planning, women and wealth, sports and entertainment, tax minimization, and retirement income. A significant aspect of his work involves assisting special needs families with the transfer of assets to special needs trusts to help beneficiaries qualify for or maintain government benefits. Born and raised in Raleigh, North Carolina, Starnes participates in multiple community organizations including the Autism Society of North Carolina, Autism Speaks Raleigh/Charlotte, Down Syndrome Association of Greater Charlotte, North Raleigh United Methodist Church, Special Blessings, Special Olympics NC, The Arc of Charlotte Mecklenburg County, and Trusted Parents. He also has interests in outdoor activities, sports, and music, and he rappels annually off the Wells Fargo building in downtown Raleigh to support the Special Olympics.

Joshua Soucy is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with various Fidelity entities since 2008, including Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. He is based in Raleigh, NC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction, with a focus on model portfolios and oversight of sub-advisers.

Christian Hill is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Fidelity Brokerage Services and Fidelity Investments. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Stephen Fordham V is a CFA® charterholder and holds a Series 63 license with 17 years of industry experience. He has been with Edward Jones since 2011. Outside of advisory work, he is involved in managing rental properties through a property management company. 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.

Katherine Wall is a CFP® practitioner with Edward Jones in Garner, North Carolina, where she has worked since 2018 and has eight years of industry experience. Before joining Edward Jones, she spent five years with Johnston County Public Schools. Outside of her advisory work, she writes a personal blog focused on her experience with grief and travel. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a range of advisory programs and affiliated investment options. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Samuel Bogaczyk is a Series 66 licensed financial advisor with eight years of industry experience. He is currently with LPL Financial and has held prior roles at Coastal Federal Credit Union, CUSO Financial Services, Merrill, Bank of America, and Yadkin Bank. Outside of his advisory work, he serves as a board member for the nonprofit Overflowing Hands, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Sheri Lofton is a Series 66-licensed financial advisor with Merrill, based in Raleigh, NC, and has 18 years of industry experience. She has worked at Merrill since 2008 and concurrently at Bank of America, N.A. since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Robert Alger is a CFP® with 26 years of experience in financial advising. He is associated with Raymond James Financial Services Advisors Inc. and has operated his own firm, Alger Financial, since 2012. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports both wrap-fee advisory programs and institutional portfolio management.

Derek Oliphant is a financial advisor at J.P. Morgan Securities in Raleigh, NC, holding Series 63 and Series 65 licenses with eight years of industry experience. His prior roles include positions at Fortright Capital, Equitable Advisors, and Forney Financial Solutions. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a manager solutions team.

Aurea Wangerien is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 39 years of industry experience. She previously worked at Edward Jones and Merrill, accumulating seven years at each firm before joining LPL Financial in 2017. Outside of her advisory work, she is involved in non-variable insurance. 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, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced research and operational tools.

Susan Ledford is a financial advisor at Merrill with 37 years of industry experience. She holds Series 63, 65, and 66 licenses and has been with Merrill since 1989, also working at Bank of America since 2011. 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 model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

Kevin Cecil is a financial advisor with LPL Financial in Raleigh, NC, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked at LPL Financial since 2007 and previously spent five years with PRUCO Securities, LLC. Outside of his advisory role, Cecil is involved in fixed insurance and annuity sales under contracts with multiple insurance companies. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Adam Simpson is a financial advisor at Thrivent Investment Management in Raleigh, NC, holding a Series 66 designation with five years of industry experience. He has been with Thrivent since 2021. Prior to his financial advisory role, he worked at Riverwood Elementary from 2014 to 2021. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive goal-based analyses and written recommendations across various financial planning topics. The firm offers these planning services separately from its managed-account program, with an emphasis on periodic reviews and client engagement.

Michael Austin is a financial advisor with RBC Capital Markets in Raleigh, NC. He holds a Series 66 designation and has two years of industry experience, including prior roles at UBS Financial Services and Northwestern Mutual. Outside of finance, he has experience working with Students and Trucks Inc., an organization unrelated to investment services. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with customizable investment strategies, utilizing both internal and external managers to meet client objectives.

Joseph Megaloudis is a financial advisor at Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Bank NA. Wells Fargo Advisors is a national securities firm that provides 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 to guide investment decisions.

Bradley Sears is a financial advisor with LPL Financial in Raleigh, NC, holding Series 63 and Series 65 licenses and possessing 30 years of industry experience. His prior roles include positions at Pinnacle Financial Partners, Raymond James Financial Services, and Wells Fargo. Sears is also involved as an associate employee with Anchor Wealth Advisors and Pinnacle Asset Management, where he contributes to client relationship building and regional management. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Steven Consiglio is a financial advisor at Osaic Wealth with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Signator Investors Inc and John Hancock Financial Network. Outside of his advisory role, he engages in professional speaking and coaching through Noble Strategies, LLC, and serves as a trainer for Robbins Research International at Tony Robbins events. Osaic Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm delivers brokerage and advisory services through a multi-advisor platform with an investment approach centered on model-based asset allocation, portfolio optimization, and a variety of managed account programs.