Dillon Burdette is a financial advisor with Equitable Advisors in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has been with Equitable Advisors since 2015 and previously worked at Axa Advisors. Burdette is the owner and managing member of Oakbridge Financial Group, LLC, and serves as a guest lecturer at NC State University’s Poole College of Management. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage channels to deliver customized client solutions.

Ericka Archie Conner is a financial advisor at Morgan Stanley with 18 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 66 credentials. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Lindsay Elliott is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She previously worked for ten years at State Employees' Credit Union before joining Merrill in 2022. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party teams.

Gregory Seamster is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Stifel since 2022. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he is a partner and owner of Buckfins and Feathers LLC, a hunting farm in North Carolina. Stifel serves a diverse client base ranging from individuals to institutional investors, offering brokerage and investment advisory services with a focus on fee-based financial planning and proprietary investment analysis developed by its Investment Strategy Group.

Claren Englebreth is a CFP® and Series 66-designated financial advisor with 17 years of industry experience. Currently at Edward Jones since 2017, Englebreth previously worked at Wells Fargo Advisors and Wells Fargo Clearing. 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.

Stephen Murray is a financial advisor with Equitable Advisors in Raleigh, NC, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors in 2023, he worked at Oakbridge Financial Group and has a background that includes roles in education and community recreation. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through a variety of third-party asset managers and advisory programs. The firm employs a hybrid referral and implementation model and supports both advisory and brokerage/insurance channels to deliver client recommendations.

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.”

Nicholas Vourakis is a financial advisor with Charles Schwab in Cary, NC, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. His prior experience includes roles at TD Ameritrade Investment Management and TD Ameritrade, Inc. Outside of his advisory work, he is involved as a marketing executive with Melaleuca, Inc., a consumer packaged goods manufacturer. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining brokerage, custody, and advisory in an integrated model.

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.

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.

Phillip Harris is a financial advisor with Ameriprise in Cary, NC, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service targeting individuals with at least $1,000,000 in net investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored retirement-income advice through a centralized consulting team.