William Whichard III is a financial advisor with Wells Fargo Advisors in Raleigh, NC. He holds a Series 66 designation and has one year of industry experience, including prior roles at Transamerica and four years at the University of North Carolina at Wilmington. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Ryan Bachmann is a Financial Advisor at Merrill Lynch Wealth Management, part of the Bank of America and Merrill family since 2018. He provides a comprehensive approach to financial management, focusing on bringing clarity and transparency to each client meeting through a personalized process. Ryan works with high net worth and ultra high net worth individuals and families to simplify complex financial matters and develop strategies tailored to their goals and long-term visions. His expertise includes areas such as college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Ryan holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA), and he earned a Bachelor of Science in Economics from Pennsylvania State University. Outside of his professional responsibilities, Ryan is involved as a Bank of America Community Volunteer. His personal interests include chess, golfing, music, painting, and woodworking.

Christy Josephs is a financial advisor at Wells Fargo Clearing with nine years of industry experience. She holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016. Prior to this, she worked at Wells Fargo Advisors, LLC and Wells Fargo Bank NA. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach 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.

Audrey Averill is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. She has two years of industry experience and has been associated with Mass Mutual Investors Services since 2009. Audrey also has a long tenure with The Pelora Group beginning in 2008. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational services using firm-approved analytical tools and emphasizes collaborative, ongoing client relationships.

Brent Little is a financial advisor with Thrivent Investment Management based in Raleigh, NC. He holds the Series 66 designation and has five years of industry experience. Prior to his current role, Brent worked with 323 Sports for six years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across various financial topics and combines planning with managed-account programs through a consolidated billing option called “WealthPlan.”

Benjamin Swaney is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. His career at Wells Fargo and affiliated entities spans from 2009 to the present. Swaney has a significant ownership interest in Mifflin Capital S Corp and serves as a trustee for several Mifflin Capital 401(k) plans. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, using proprietary research and planning tools to tailor recommendations. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning.

Mary Skinner is a financial advisor at LPL Financial in Raleigh, NC, holding a Series 66 designation with four years of industry experience. Prior to joining LPL Financial in 2025, she worked at First Horizon from 2021 and PNC Bank from 2012 to 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing strategic and tactical models supported by in-house and third-party research.

John Holder is a financial advisor with Raymond James & Associates in Raleigh, NC, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Bank of America, Merrill, and NetApp Inc. Outside of his advisory work, he serves as Treasurer for the Brooks Avenue Church of Christ and is a board member of Wake Monarch Academy. 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 municipal entities, offering financial planning, advisory programs, and institutional consulting with a range of portfolio management styles and affiliated research resources.

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 the Series 63 and Series 66 designations and has been affiliated with various Fidelity entities since 2008. Strategic Advisers LLC, part of Fidelity Investments, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a hybrid approach combining fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios through systematic methodologies and maintaining oversight of delegated sub-advisers.

Christian Hill is a financial advisor at LPL Financial with seven years of industry experience. He holds a Series 66 designation and previously worked at Fidelity Brokerage Services and Fidelity Investments. Hill also has experience outside finance, including employment at Bonefish Grill and Campus Towers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management strategies supported by proprietary and third-party research.

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® certificant and Series 66 licensee with seven years of industry experience. She has been with Edward Jones since 2018 and previously worked at Johnston County Public Schools from 2013 to 2018. Outside of her advisory role, she writes a personal blog focused on her experiences with grief and travel. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options, supported by a large nationwide network of financial advisors and branch offices.

Samuel Bogaczyk is a financial advisor with LPL Financial in Raleigh, NC, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Coastal Federal Credit Union, CUSO Financial Services, Bank of America, Merrill, and Yadkin Bank. He serves as a board member for Overflowing Hands, Inc., a nonprofit organization. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm provides various advisory programs, financial planning, retirement plan consulting, and brokerage services, with access to model portfolios, research, and advanced portfolio management technologies.

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 with J.P. Morgan Securities in Raleigh, NC, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior roles include positions at Fortright Capital and Equitable Advisors. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Aurea Wangerien is a financial advisor at LPL Financial with 39 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Edward Jones for seven years before joining LPL Financial in 2017. Wangerien is also involved in non-variable insurance as a side business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

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.

Robert Bodmer is a Wealth Management Advisor and Senior Portfolio Manager with Merrill Lynch Wealth Management. He holds the Certified Investment Management Analyst (CIMA) and Certified Plan Fiduciary Advisor (CPFA) designations, recognizing his expertise in investment management and retirement benefits consulting. Robert brings over two decades of experience, having joined Merrill Lynch in June 2000, and specializes in managing portfolios through personalized and defined strategies that incorporate individual securities, Merrill model portfolios, and third-party investments. As a Senior Portfolio Manager, he has the flexibility to manage client assets on a discretionary basis and collaborates with other Merrill Advisors to extend his strategies to a broader client base. Robert has professional experience in both profit and non-profit sectors and holds a bachelor's degree from the University of Tampa. His practice focuses on working with affluent families, corporate executives, and business owners to address financial goals such as retirement planning, family wealth management, college education funding, and portfolio management services. He integrates financial strategies including tax-efficient investments, discretionary money management, and risk management in coordination with specialists at Bank of America and Merrill. In addition to his professional role, Robert participates in community outreach initiatives with Bank of America. He enjoys outdoor activities such as biking, boating, camping, and fishing. His approach emphasizes developing personalized financial strategies to pursue clients' long-term objectives through one-on-one collaboration.