David Heffelfinger is a financial advisor at Raymond James Financial with 26 years of industry experience. He holds Series 63 and Series 66 licenses and currently serves as Managing Director at Atlantic Union Bank and Atlantic Union Financial Consultants, LLC. His career includes positions at Wells Fargo and First Citizens Investor Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains unique offerings such as municipal advisory services and a SIMPLE IRA Employer Advisory & Consulting Services program.

Alyssa Fields is a financial advisor with Equitable Advisors in Raleigh, NC. She holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Equitable Advisors, she worked at Harris Teeter for six years. 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 third-party programs. The firm utilizes a hybrid referral and implementation model, offering both advisory and brokerage channels to meet client needs.

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 at Wells Fargo Advisors with 20 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Advisors and its affiliated entities since 2009. Outside of her advisory role, Jillian is a commissioned notary public in Youngsville, NC. 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 using Wells Fargo research and tools, with tailored recommendations delivered through meetings and written summaries.

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.

John Allman is a financial advisor at Robert W. Baird & Co. in Raleigh, NC, holding Series 63 and Series 65 licenses with 34 years of industry experience. He has been with Robert W. Baird since 2012. He is part of The DDK Group within Baird’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio management services, utilizing a range of investment strategies and overlay approaches to meet client goals and risk tolerances.

Juan Trujillo is a financial advisor with Equitable Advisors in Raleigh, NC, holding a Series 66 designation and 12 years of industry experience. He has worked at Equitable Advisors since 2014 and was previously with Axa Advisors, LLC for six years. Equitable Advisors serves a wide range of clients including individuals, high-net-worth individuals, retirement plans, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Joshua Slezak is a CFP® and holds a Series 66 license, working with Edward Jones in Chapel Hill, NC. He has six years of industry experience, including roles at Edward Jones since 2019 and prior work at Lindenwood University. 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 services, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Alonso is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and two years of industry experience. He has worked at Wells Fargo Bank, N.A. since 2019 and previously at People's United Bank. Outside of his advisory role, he is a partial owner of a business selling household items. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach includes a range of investment options and acts as an ERISA fiduciary when advising clients.

Thomas Shiel is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at various Fidelity entities since 2001. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including portfolio management, fund advisory, and model portfolio delivery. The firm integrates fundamental research with quantitative and algorithmic methods and serves as an advisor to multiple registered investment companies and fund-of-funds.

Evan Jones is a financial advisor at Merrill with 12 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America for over a decade. Outside of his advisory role, he serves as a committee member for the Lambda Chi Alpha-Gamma Upsilon Foundation, a charitable organization where he is involved in fundraising efforts. 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 plans, corporations, and charitable organizations.

Morgan Stickler is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His work history includes roles at Wells Fargo Bank since 2017 and Bank of America - US Trust from 2014 to 2017. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, 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, relying on research and analytics to evaluate investment options.

Gregory Owen is a CFP® with 21 years of industry experience, currently serving at Wells Fargo Clearing since 2016. His prior roles include positions at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Outside of his advisory work, he owns and manages several commercial real estate entities. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

Nathan Anglin is a Series 66-registered financial advisor with Raymond James & Associates in Raleigh, NC, bringing nine years of industry experience. Prior to joining Raymond James in 2024, he worked at Fidelity in various roles from 2016 to 2024. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves individuals, institutions, pension plans, and municipal entities, offering financial planning and consulting services supported by a broad range of portfolio management styles and affiliated research.

John Szuchan is a CFP® professional with 42 years of industry experience. He is currently with LPL Financial since 2025 and previously worked at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, National Association from 2015 to 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by in-house and third-party research.

Victor Nzioka is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing seven years of industry experience. He has worked at Wells Fargo Clearing Services, LLC since 2018 and has been with Wells Fargo Bank NA since 2014. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Pedro Ramirez Reyes is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and four years of industry experience. He has been associated with Wells Fargo Bank, N.A. since 2016. Outside of his advisory role, he is involved as a landlord in a rental property business. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services, managing approximately $671 billion in assets and offering both brokerage and advisory solutions.

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.

Christopher Brooks is a Series 66–licensed financial advisor with Thrivent Investment Management in Raleigh, NC. He has prior experience at Resolute International Services and Vetted International, Ltd., totaling over a decade in the industry. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and a broad range of planning topics without discretionary portfolio management.