Troy Huskey is a financial advisor with Equitable Advisors in Raleigh, NC, holding a Series 66 designation and five years of industry experience. His work history includes positions at Equitable Advisors since 2020 and previous roles at companies such as Sunset Slush and Omega Technology. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm’s approach involves assessing client information and risk tolerance to align clients with program models or discretionary managers, utilizing both proprietary and third-party solutions.

Taylor Freeman is a financial advisor with OSAIC in Raleigh, NC, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. He has worked at Freeman Financial Services, Inc. since 1997 and SagePoint Financial Advisors since 2011. Freeman serves as a board member of the CBF Foundation, which manages funds for the Cooperative Baptist Fellowship and its partner organizations. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to managed accounts and third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios managed on discretionary or non-discretionary bases.

Hoss Esmaeili is a financial advisor with Cetera in Raleigh, NC, holding a Series 66 designation and 17 years of industry experience. He has previously held roles at Avantax, Cambridge Investment Research, Lincoln Financial Securities, Wells Fargo Clearing, and PNC Investments. Esmaeili is also president and CEO of Clever Financial Services Inc., a firm through which he provides comprehensive financial planning and conducts regular client reviews. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, supporting diverse program structures and custodial relationships.

Julie Kelly is a CFP® and holds a Series 66 license, with 21 years of experience in the financial industry. She has been with Edward Jones since 2010. Outside of her advisory role, she volunteers as a teacher at the Olli Learning Center at Duke. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, affiliated mutual funds, and other fiduciary services through a large network of advisors and branch offices.

Eric Delaney is a financial advisor with LPL Financial in Raleigh, NC, holding the CFP® designation and Series 63 and 66 licenses. He has 29 years of industry experience, including 14 years at Cambridge Investment Research Advisors prior to joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, and participant-level retirement advice, supported by various advisor-facing tools and a broad platform of advisory and non-advisory financial activities.

Waylon Iddings is a financial advisor with Edward Jones in Raleigh, NC, holding a Series 66 designation and 15 years of industry experience, all of which have been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs, investment strategies, and affiliated financial services supported by a large nationwide network of advisors and branch offices.

Marcus Allen is a financial advisor with Equitable Advisors in Raleigh, NC, holding a Series 66 designation and nine years of industry experience. His career includes roles at Appalachian Ski Mountain and Appalachian State University before joining Equitable Advisors in 2017. He also operates a business under the name Legacy Wealth Strategies. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers a range of advisory programs implemented through a network of Investment Adviser Representatives and third-party asset managers, focusing on customized client solutions without sponsoring its own wrap fee program.

Scott Sorrell is a Certified Financial Planner™ (CFP®) and Chartered Financial Consultant (ChFC®) affiliated with OSAIC. He has 21 years of industry experience, previously working at Royal Alliance Associates, Inc. and John Hancock Financial Network/Signator Investors. Outside of his advisory role, he serves on the stewardship committee of Bay Leaf Baptist Church and is a board member for Amanda Bailey Studios, where he participates in scholarship decisions for music students. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, and charitable organizations, through a wide network of advisers. The firm employs advanced asset-allocation tools and offers a broad range of advisory services, integrating brokerage, financial planning, and managed-account solutions.

Jordan Kornegay is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. He previously worked at First Citizens Investor Services and Equitable Advisors, LLC. Outside of his advisory role, Kornegay serves as a part-time Emergency Medical Technician for Wayne County EMS. 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 employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

Adam Morgan is a CFA® charterholder and holds a Series 66 license with five years of industry experience. He is currently affiliated with LPL Financial and First Horizon Advisors, and he also teaches at Skema Business School. His prior experience includes roles at Armor Investment Advisers, Investors Trust Company, and PNC Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by technology tools and a variety of investment strategies.

Charlene Gladden is a financial advisor at Raymond James Financial with 12 years of industry experience. She holds the Series 66 designation and has worked previously at Stifel, Nicolaus & Company and Morgan Stanley. She is also involved with The Bray-Harris Group and Towne Wealth Management in roles supporting banking operations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, while also maintaining specialized programs such as municipal advisory services and SIMPLE IRA consulting.

Valerie Massengill is a financial advisor at Edward Jones with 14 years of industry experience. She holds the CFP® and Series 66 designations and has been with Edward Jones since 2013. Outside of her advisory role, her family operates a farm in Smithfield, NC, which is managed through an LLC by her husband and his brother. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated financial products, supported by a large network of advisors and branch offices nationwide.

Timothy Huber is a Series 66-registered advisor with Edward Jones in Wake Forest, NC, where he has worked since 2025. He has one year of experience in financial advising and previously served 15 years with the Wake County Public School System. He is also a Master Sergeant in the United States Air National Guard, where he has served for 20 years. 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 and offers a wide range of advisory programs and investment solutions through a large network of financial advisors and branch offices.

Brandon Lushene is a financial advisor at OSAIC in Raleigh, NC, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Equitable Advisors LLC and Appalachian State University. Outside of advising, he is involved as an insurance agent with Capital Planning Group, focusing on the sale and service of equity indexed annuities, fixed annuities, and traditional life insurance. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and advisory services including financial planning, retirement consulting, and access to third-party money managers. The firm employs various portfolio construction tools and supports multiple platform transitions and third-party managed-account solutions.

Constance Thurman is a financial advisor with Morgan Stanley in Raleigh, NC, holding a Series 66 designation and eight years of industry experience. She has worked at Morgan Stanley since 2019 and previously spent four years with Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools.

John Robinson is a CFP® professional with 18 years of experience, currently with Raymond James & Associates since 2015. He holds the Series 66 designation and is based in Raleigh, NC. Outside of his advisory role, he is a partner in BRIG LLC, a business involved in passive real estate investment. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, supported by a nationwide adviser network and a range of portfolio management styles.

Glenn Woodlief is a financial advisor with Equitable Advisors in Raleigh, NC, holding Series 63 and Series 65 credentials and having 49 years of industry experience. He has been with Equitable Advisors since 1999, including the period when the firm operated as Axa Advisors, LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a network of Investment Adviser Representatives and offers a range of investment programs, relying on third-party asset managers and model portfolios rather than sponsoring its own wrap fee program.

Alan Morgan is a financial advisor with Ameriprise in Raleigh, NC, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Morgan serves as President of the Board of Directors for Cardinal Grove HOA. 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 recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Thomas Mense is a CFP®-certified financial advisor with eight years of experience, currently practicing at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Ferguson Enterprises, Inc. from 2015 to 2018. 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 with a nationwide network of over 23,000 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

John Healey is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in creating personalized financial strategies that align with clients' lifelong goals. He focuses on areas including college education planning, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, socially responsible and ESG investing, and women and wealth. Born and raised near Albany, New York, John earned both his bachelor's degree and MBA from The College of Saint Rose. He holds the Personal Investment Advisor (PIA) designation. In 2015, he and his family relocated to Raleigh, North Carolina, where they enjoy staying active outdoors year-round. John participates in community service with organizations such as the Food Bank of Central & Eastern North Carolina, the Greater Cleveland Athletic Association, and the U.S. Committee for Refugees and Immigrants. His approach as a financial professional emphasizes understanding clients' priorities to develop strategies that help pursue long-term goals.