Tonya Headrick is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Morgan Stanley & Co., Incorporated from 2008 to 2009. Wells Fargo Advisors is a national securities firm providing 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third‑party data sources.

Ben White is a Financial Consultant currently working at Fidelity Investments since 2025. He has extensive experience in financial advisory roles, having served as Vice President and National Financial Solutions Advisor Team Lead at Merrill from 2022 to 2025, and previously as Vice President, Financial Solutions Advisor from 2015 to 2022. He began his career at Merrill as an Operations Securities Analyst from 2011 to 2015. Ben guides families through wealth accumulation, retirement transitions, and generational planning by focusing on client-centered strategies, fostering trust, and delivering measurable outcomes. His approach emphasizes integrity, transparency, and disciplined execution to build tailored financial plans that support clients' goals and provide financial peace of mind.

Michael Nunez is a financial advisor with LPL Financial in Garner, NC, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at United Community Bank, Lincoln Financial Securities Corporation, and Edward Jones. He is also involved with United Community Advisors, an investment-related business associated with his LPL work. 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 various financial planning and investment management services, including model portfolios, third-party asset management, and institutional platforms.

Rebecca Tolbert is a financial advisor with Ameriprise in Raleigh, NC, holding Series 63 and Series 65 licenses and with 29 years of industry experience. She has been with Ameriprise and its predecessor firms since 1992. Outside of her advisory work, she serves as Vice Chair of the Guayabo Animal Rescue Foundation and President of the Board at Beth Shalom. Ameriprise provides retirement-income planning services primarily to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Toiriste O'Neal Jr. is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience with Northwestern Mutual and Wells Fargo Bank, NA. Outside of his advisory role, he is a part-owner of a photo booth rental company. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Paul Pratto is a financial advisor with LPL Financial in Raleigh, NC. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. Prior to joining LPL Financial in 2011, he worked at Morgan Stanley and Wells Fargo Clearing, among other firms. Pratto also serves in fiduciary capacities for several family trusts. 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 financial planning and investment solutions, including advisory and brokerage services delivered through a large network of investment adviser representatives.

Matthew Hall is a financial advisor with OSAIC in Raleigh, NC, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at BB&T, UBS Financial Services, and Commonwealth Financial Network. He also operates Capitol Financial Solutions as an LLC and maintains a fixed insurance brokerage as a sole proprietorship. OSAIC Wealth serves a diverse clientele, including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by a multi-advisor platform and emphasizes model-based asset allocation and portfolio optimization.

Christopher Alexander is a financial advisor with Fisher Investments in Raleigh, NC, holding Series 63 and Series 65 credentials and 13 years of industry experience. His prior roles include positions at Personal Capital Advisors Corporation, Spire Investment Partners, Bank of America N.A., and Merrill. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm combines quantitative screening and qualitative research through a centralized investment process and manages risk with tax-aware strategies and defensive tactics.

James Richardson is a financial advisor at Ameriprise with 36 years of industry experience. He has been with Ameriprise and its predecessor firm since 1990. Richardson serves on the boards of Midtown Raleigh Alliance and the Supplemental Retirement Board of Trustees and is involved in business management and home rehabilitation ventures. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research-driven analysis and tax-efficient strategies delivered through a centralized consulting team in partnership with financial advisors.

Brian White is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He holds the Series 66 designation and is based in Raleigh, NC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a large nationwide network of financial advisors.

Philip Romano is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors in Raleigh, NC. His prior roles include positions at OSAIC Wealth, Royal Alliance Associates, Capitol Financial Solutions, Signator Investors, and Allegheny Financial Group. Romano also owns and operates his financial planning firm, ROMANO LLC, and holds partial ownership in Concord Private Wealth, both located in Raleigh. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting net-worth thresholds, utilizing proprietary research and tools, with flexible implementation options through brokerage or advisory programs.

Francisco Itriago Santaella is a financial advisor with Edward Jones in Raleigh, NC, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked at Equitable Advisors and held roles at AES Corporation subsidiaries from 2015 to 2022. He is a screening committee member of the Wolfpack Investor Network, an angel investor network affiliated with North Carolina State University. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and affiliated financial services, managing approximately $1.01 trillion in assets supported by a nationwide network of more than 23,700 advisors.

Julia Bonjour is a financial advisor at Stifel with 15 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Truist Investment Services, Prospera Financial Services, Merrill, and Wells Fargo Clearing. Bonjour is based in Raleigh, NC. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s proprietary investment methodology incorporates forward-looking capital market assumptions and probabilistic modeling to support financial planning and asset allocation.

Carla Sachs is a financial advisor with Ameriprise in Raleigh, NC, holding Series 63 and Series 66 designations and bringing 12 years of industry experience. Her career includes roles at Securities America, Inc. and Ameriprise Financial Services, Inc. prior to her current position. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, with a specialized Premier Retirement Income service that offers retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

David Heffelfinger is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and over 26 years of industry experience. He has held positions at firms including Atlantic Union Financial Consultants, LLC, Atlantic Union Bank, First Citizens Investor Services, and Wells Fargo. He currently serves as a Managing Director at both Atlantic Union Bank and Atlantic Union Financial Consultants, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a varied client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers non-discretionary planning and consulting tailored to client goals, supported by analytical tools and risk profiling, and features specialized services such as municipal and public finance advising.

Alyssa Fields is a financial advisor at Equitable Advisors with one year of industry experience. She holds the Series 63 and Series 65 designations. Prior to joining Equitable Advisors, she spent six years working at Harris Teeter. Equitable Advisors serves a broad 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 both firm-offered and third-party advisory solutions.

Samuel Briggs is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 65 registrations and one year of industry experience. Prior to his current role, he has worked at Wells Fargo Bank, Fidelity Investments, and held positions across various companies in different sectors. 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 provides both brokerage and advisory solutions, utilizing research and analytics grounded in diversification and modern portfolio theory.

David Smith Jr. is a financial advisor with Morgan Stanley, holding a Series 63 designation and over 43 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a planning process that uses firm-approved tools and scenario modeling to support client goals.

Jillian Hood is a financial advisor with Wells Fargo Advisors in Raleigh, NC, holding the Series 66 designation and bringing 20 years of industry experience. Her career includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. She is also a commissioned notary public. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services. The firm provides tailored recommendations supported by in-house research and planning tools, with optional implementation through brokerage or advisory programs.

Haley Plumley is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Edward Jones with five years of industry experience. Prior to joining Edward Jones in 2021, she worked at Fidelity Bank and was involved in the restaurant industry at The Mason Jar Tavern. She also serves as a Planning Board Associate for the town of Angier, assisting with local growth opportunities. 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.