Lawrence Allen is a financial advisor at Edward Jones in Cary, NC, holding the CFP® designation along with Series 63 and Series 65 licenses. He has eight years of industry experience, including seven years at Fidelity Bank/Capital Investment Group and five years at PNC prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Michalene Olson is a financial advisor at Fidelity with 17 years of industry experience. She holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2008. Olson is based in Durham, NC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, including charitable funds and registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs, and it also serves as an adviser to multiple registered investment companies.

Elizabeth Watkins is a financial advisor with OSAIC in Raleigh, NC, holding Series 63 and Series 65 licenses and 14 years of industry experience. She previously worked at Lincoln Financial Securities and Ameriprise Financial Services and has been involved with ESPN / Ming Ling Entertainment for over two decades. In addition to her advisory role, she serves as a notary and acts as a registered agent for several LLCs. OSAIC serves a wide range of clients, including individual, high-net-worth, institutional, and charitable organizations, offering integrated brokerage and advisory services with various portfolio management tools and third-party solutions.

Nicholas Ellingsworth Perez is a financial advisor with Mass Mutual Investors Services in Raleigh, NC, holding a Series 66 designation and 12 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and at Massachusetts Mutual Life Insurance Company since 2016, with prior experience at Metlife Securities from 2013 to 2017. Outside of advisory work, he is an independent insurance agent specializing in dental, group disability income, and life/accident/health insurance, and he owns an LLC managing operational expenses. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes ongoing collaborative planning relationships and offers a range of event-driven planning programs, including recent additions such as divorce planning.

Jolene Miles is a financial advisor at Robert W. Baird & Co. with 32 years of industry experience. She holds Series 63, 65, and 66 licenses and has been with Robert W. Baird since 2010. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies and manager options tailored to client goals and risk tolerances.

Mary Norton is a financial advisor at Cambridge Investment Research Advisors with 14 years of industry experience. She holds the CFP® designation along with Series 63 and 65 licenses. Her prior roles include positions at Vesta Wealth Advisors, Principal Securities Inc., and Waddell & Reed, Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing various portfolio management and model-based solutions tailored to client objectives.

Dante Porter is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, he worked at State Employees Credit Union for six years and has a background in retail through his ongoing role at Best Buy, where he manages inventory and merchandising. Fidelity, through its Strategic Advisers LLC subsidiary, offers investment management and advisory services to a diverse client base including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management, with notable activities including commodity pool operations and advisory roles for registered investment companies.

Robert Villareal is a financial advisor at Charles Schwab based in Raleigh, NC, holding a Series 66 designation with 27 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2005. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, combining comprehensive advisory, brokerage, custody, and cash-sweep services within an integrated operational structure.

Michael Harris is a financial advisor at LPL Enterprise with 14 years of industry experience. He holds the Series 66 designation and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Morgan Stanley. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party asset management, and insurance products through its integrated platform.

Toni Clegg is a financial advisor with LPL Financial in Cary, NC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked with LPL and its predecessor Linsco/Private Ledger Corp. since 2005. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers diverse advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by research and model portfolios.

William Mcgoldrick Sr. is a CFP® with 32 years of industry experience, currently affiliated with OSAIC since 2024. His prior roles include positions at Wealth and Pension Services Group Inc. and Triad Advisors, Inc., spanning over two decades. He is also the owner of Mcgoldrick & Company, CPA, CFP, a public accounting firm where he provides tax preparation and planning services in addition to his advisory work. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory, and financial planning services. The firm utilizes advanced portfolio construction tools and supports multiple advisory platforms, including third-party managed account solutions.

Misty Bussey is a financial advisor with Edward Jones in Cary, NC, holding the ChFC® and Series 66 designations and bringing eight years of industry experience. She has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Erin Price is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds the Series 66 designation and previously worked at Merrill for a combined total of 16 years. 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, non-discretionary investment consulting, and institutional fiduciary solutions.

Walker Grove is a Financial Advisor with Merrill Lynch Wealth Management, based in Raleigh, North Carolina. He began his career at Merrill Lynch in 2023 and is part of the GOLD Group team. Walker holds a Bachelor of Science degree in Finance with a minor in Psychology from North Carolina State University. He has completed the SIE, Series 7, and Series 66 FINRA registrations and holds the Personal Investment Advisor (PIA) designation. Walker’s advisory approach focuses on personalized financial strategies that align with clients’ life goals, risk tolerance, time horizons, and liquidity needs. His expertise includes family wealth management, managing new wealth, personal retirement planning, and individual and corporate investment strategy. He aims to simplify and clarify investing complexities to help clients pursue objectives such as education funding, retirement income sustainability, healthcare cost planning, and wealth transfer management, always prioritizing clients’ unique perspectives and priorities. Outside of his professional role, Walker is involved with the Continuous Blessings Foundation, a community organization founded in honor of his uncle, Chris Bunn, where he volunteers annually to support the foundation’s tournament. In his free time, Walker enjoys basketball, cooking, fishing, football, golfing, ice hockey, spending time with family, and watching movies.

Brendan Farrell is a financial advisor at UBS Financial Services with seven years of industry experience. He holds a Series 66 designation and has worked previously at Capitol Financial Solutions and Avalara. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor advice for clients.

Sean Gyger is a Senior Financial Advisor with The Crane Gyger Group at Merrill Lynch Wealth Management. Since 2011, he has served clients by creating customized wealth management strategies that align with their individual priorities. Sean focuses on providing a concierge-style experience across the full wealth management spectrum, helping clients create, grow, and preserve their wealth. Sean attended Appalachian State University and Methodist University, where he also played baseball as a pitcher for the Monarchs team. He holds the Personal Investment Advisor (PIA) designation. His expertise includes corporate executive services, equity compensation, family wealth management, legacy planning, portfolio management, special needs planning, and tax minimization. Outside of his professional role, Sean resides in Wake Forest with his wife and four children. He is involved in his community through various activities, including serving as a docent at the North Carolina Museum of Art and coaching youth baseball and basketball. He has also served as Chairman of the Autism Speaks Triangle Committee.

Brian McNiff is a Series 66-licensed financial advisor with 19 years of industry experience, currently with Wells Fargo Advisors in Raleigh, NC. His prior experience includes positions at Bank of America, N.A., and Merrill. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, education, and wealth-transfer planning, using proprietary research and tools to develop tailored recommendations.

Benjamin Graff is a financial advisor at Ameriprise in Cary, NC, holding a Series 66 designation with 18 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2007. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial 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 in a structured approach delivered by a centralized consulting team, with a focus on assets held in Ameriprise Managed Accounts.

Samuel Harris is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His career includes roles at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Outside of his advisory work, he serves as power of attorney for family members, managing investment-related matters. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweeps.

Eric Cohen is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career in 2012 and joined The Liberatore Group as a Financial Advisor in 2015. In his role, Eric focuses on practice management, cash flow planning, and portfolio construction to support clients' financial objectives. He holds a Bachelor's degree in Business Administration from the Kenan-Flagler Business School at the University of North Carolina at Chapel Hill. Eric is a CERTIFIED FINANCIAL PLANNER® certificant, awarded by the Certified Financial Planner Board of Standards, Inc., and also holds designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Eric has been named to the Forbes "Best-in-State Wealth Advisors" list for consecutive years from 2022 through 2026. He has served on the board of Urban Ministries of Wake County. Outside of his professional work, Eric enjoys travelling, watching sports, and spending time with his family and friends.