Daniel Geiger is a financial advisor with UBS Financial Services in Raleigh, NC, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at NWN Corporation and North Carolina State University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Gregory Sieber is a financial advisor at UBS Financial Services in Raleigh, NC, holding a Series 66 designation with 26 years of industry experience. He has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets services and proprietary research.

Jeffrey Mc Claugherty is a financial advisor with Ameriprise in Apex, NC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he owns and manages Serving To Multiply, Inc., an advisory-related business. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering non-discretionary, research-driven recommendations that incorporate tax-smart strategies and asset management through a centralized consulting team.

Garrett Anderson is a financial advisor with Morgan Stanley in Raleigh, NC, holding a Series 66 designation and 19 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets from 2006 to 2009. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and investment committee estimates.

Jacob Oconner is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. His background includes diverse roles in education and property management prior to joining Fidelity. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Thomas Giroux Jr. is a financial advisor with Ameriprise in Clayton, NC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2006. Outside of his advisory role, he is involved in non-investment-related real estate ownership. Ameriprise is an institutional firm that offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Noah Hines is a financial advisor with Fidelity in Durham, NC, holding Series 63 and Series 66 credentials and seven years of industry experience. Prior to joining Fidelity Investments and Fidelity Brokerage Services, he worked at Baileys Health and Fitness and has been affiliated with Florida State College of Jacksonville for over a decade. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients, including IRS-qualified charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and provides oversight through affiliated and unaffiliated sub-advisers.

Danny Bostic Jr. is a CFP®-designated financial advisor with 19 years of industry experience. He is currently with Edward Jones, joining the firm in 2023. His prior roles include positions at SeCU Life Insurance Company, Members Trust Company, Credit Union Investment Services, SeCU Brokerage Services, and State Employees' Credit Union. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jacob Haas is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds the Series 66 designation and has worked at Merrill and Bank of America prior to joining Raymond James. He is based in Cary, NC. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, pension and profit-sharing plans, charitable organizations, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles and affiliated research to support its advisory services.

John Parham Jr. is a financial advisor with LPL Financial based in Raleigh, NC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His prior roles include positions at South State Bank, Lincoln Financial Securities, and Equitable Advisors. He is also a member of the Triangle YMCA Development Committee, serving on its nonprofit board. 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 investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Jonathan Davis is a CFP® professional with 20 years of experience in the financial services industry. He has worked at Wells Fargo Clearing since 2016 and has a longer history with Wachovia Bank, N.A. dating back to 2005. He holds Series 63 and Series 65 licenses and is based in Raleigh, NC. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Leslie Merritt Jr. is a financial advisor at OSAIC with 32 years of industry experience. He holds the Series 63 and Series 65 licenses and was previously with Fsc Securities Corporation for 14 years. Outside of his advisory role, he serves as a certified public accountant and is involved in estate and tax planning consulting through his own corporation. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services. The firm employs a model-based investment process with access to multiple program types, third-party managers, and alternative investments.

Jamilahre Mcdowell is a financial advisor with Fidelity in Durham, NC, holding a Series 66 designation and four years of industry experience. Prior to joining Fidelity, Mcdowell worked as a hairstylist and barber at Lady Jane's, a hair salon in Raleigh, NC, for five years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios including mutual funds, ETFs, and fund-of-funds.

Thomas Billington is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. He holds Series 63 and Series 66 licenses and is based in Raleigh, NC. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research and analytics from its investment institute.

Justin Clayton is a financial advisor with Edward Jones in Cary, NC, holding a Series 66 designation and three years of industry experience. Before joining Edward Jones, he worked at Ferguson Enterprises for 17 years and operated his own insurance agency. He is a founder of the Exit Planning Institute's Raleigh/Durham Chapter and co-founded a regional business referral networking group. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment products. The firm manages over $1 trillion in assets and supports its clients through a nationwide network of more than 23,700 financial advisors.

Jeremiah Knox is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 16 years of industry experience. His prior roles include positions at Thorough Financial Group LLC and Waddell & Reed, Inc., as well as work with various insurance carriers. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Thomas Park is a Series 66 licensed financial advisor with Fidelity in Durham, NC, and has four years of industry experience. His prior roles include positions at TNT Construction, the Skagit County Drainage District 19, and Washington State University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, managing model portfolios composed of mutual funds, ETFs, and ETPs.

Michael Ackerman is a financial advisor at Cetera with 22 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at several firms including New York Life Insurance Company, MML Investors Services LLC, and Eagle Strategies. Based in Raleigh, NC, he has been with Cetera since 2022. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, supporting both discretionary and non-discretionary account structures.

David Trca is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. His prior work includes roles in various sectors, such as hospitality and catering, as well as nonprofit mission work. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research and quantitative analysis to construct algorithm-driven model portfolios across mutual funds, ETFs, and ETPs.

Meredith Keever is a CFP® professional with three years of industry experience, currently serving as a financial advisor at LPL Financial in Raleigh, NC. She has previously worked at OSAIC and FSC Securities and is involved in financial paraplanning through Steward Wealth Strategies. 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 investment strategies and platforms, combining advisory services with a broad spectrum of financial activities.