Harold Russell is a financial advisor at Morgan Stanley with 31 years of industry experience. He has worked at Morgan Stanley since 2009 and has been with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is associated with a hunting property in Merry Hill, North Carolina. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools including Monte Carlo simulations and secular return estimates.

Laura Myers is a financial advisor with Primerica Advisors in Garner, NC, holding Series 63 and Series 65 credentials and 10 years of industry experience. She has been associated with PFS Investments Inc and Primerica Financial Services since 2015. Outside of her advisory role, Myers is involved in home inspection businesses as a partner and sole owner and serves as a notary public in North Carolina. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure while delegating trading and implementation responsibilities to BNY Mellon Advisors.

Dylan Herrold is a financial advisor at Morgan Stanley in Raleigh, NC, holding Series 63 and Series 66 licenses with nine years of industry experience. His prior work includes roles at E*TRADE Capital Management and E*TRADE Securities. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and modeling techniques to support client financial plans while acting primarily in an advisory capacity.

Edward Muse is a financial advisor with Ameriprise in Raleigh, NC, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he oversees the business operations of his practice through DGM Financial LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning advice focused on retirement income, utilizing proprietary research and third-party data within a non-discretionary implementation framework.

Ransom Stokes is a financial advisor with LPL Financial in Raleigh, NC, holding Series 63 and Series 66 credentials and 26 years of industry experience. His prior roles include positions at First Horizon, Wells Fargo Clearing, Truist Investment Services, and BB&T, among others. 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 institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research, operational tools, and diverse investment strategies.

Rebecca Maselli is a financial advisor with Merrill in Raleigh, NC, holding Series 63, 65, and 66 licenses and having 13 years of industry experience. She has worked at Merrill since 2018 and previously was with UBS Financial Services and the University of North Carolina Greensboro. Maselli is also vice president and office manager of The Frank Maselli Company, Inc., which provides sales training and publishes sales and marketing materials for the financial industry. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Dawn Walker is a financial advisor with Wells Fargo Clearing Services, LLC, holding Series 63 and Series 65 credentials and 28 years of industry experience. She has been with Wells Fargo since 2017 and previously worked at SunTrust Mortgage. 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 employs a large network of advisors and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Edward Estevez is a financial advisor at Merrill in Raleigh, NC, holding a Series 66 designation with seven years of industry experience. He has been with Merrill and Bank of America since 2014. Outside of his advisory role, Estevez is involved in managing several rental property businesses in Georgia and North Carolina as an owner and co-owner. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, and various institutions with model-based and discretionary investment strategies developed by internal teams and third-party managers.

Cale Herndon is a financial advisor with Merrill in Cary, NC, holding a Series 66 designation and 14 years of industry experience. He has worked at Merrill since 2012 and Bank of America, N.A. since 2013. Outside of financial advising, Herndon is the president and owner of True Custom Homes, a custom homebuilding company that he founded in 2010 but is not currently active in building. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Dennis Bohm is a CFP® and holds a Series 66 license with 12 years of industry experience. He is currently with LPL Financial and previously worked at OSAIC and FSC Securities Corporation. He also operates a sole proprietorship focusing on insurance and financial planning services. 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 advisory services including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational tools and oversight of substantial discretionary assets.

Stephen Fry is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm offering 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 with over 14,000 financial advisors and provides both brokerage and advisory solutions.

Nathan Porzio is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing Services since 2019, with prior experience at Edward Jones. Outside of his advisory role, Porzio co-owns Porzio's Party Rentals, LLC, a business operating bounce house rentals in Willow Spring, NC. 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 through a large network of advisors and offers both brokerage and advisory solutions.

Jeffrey Sideras is a financial advisor with Fisher Investments in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has been with Fisher Investments since 2015. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a combination of quantitative and qualitative research with centralized portfolio management to construct diversified portfolios and manages risk through tax-aware and defensive strategies.

Evan Dunigan is an advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. He has been with Fidelity Investments since 2021. His prior work includes roles at the University of South Carolina and several companies outside the financial sector. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies and a Charitable Gift Fund. The firm uses a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across a broad investable universe.

Jaime Molina is a financial advisor at Edward Jones with seven years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Edward Jones in 2019, he worked at Cmed Clinical Services and Gamestop, and he has served in the United States Air Force Reserves since 2016. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices.

Jesse Malone is a financial advisor at Edward Jones in Cary, NC, holding a Series 66 designation with one year of industry experience. His background includes previous roles at Edward Jones and tax-related positions at Pikula Tax and H&R Block. Edward Jones is a full-service wealth management firm serving individual and institutional clients with various investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branches nationwide.

Robert Larson is a financial advisor at Edward Jones with 31 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1994 and holds the Series 63 and Series 66 designations. 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 under management and offers a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

Whitney Keith is a financial advisor at Merrill with 22 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2000 and has worked at Bank of America N.A. since 2020. Outside of her advisory role, she has check signing authority for a family-owned grading and hauling business and is involved in a real estate LLC with relatives. 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 individuals, high-net-worth clients, and institutional investors.

Marc Preyer is a financial advisor with Raymond James & Associates in Raleigh, NC, holding a Series 66 designation and 12 years of industry experience. He has been with Raymond James & Associates since 2015. Outside of his advisory role, he serves as a board member for Greensboro Day School, participating in alumni fundraising efforts. 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, investment consulting, and institutional fiduciary services.

Charles Brandon is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill Lynch since 2016. Merrill, along 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.