Sara Fortier is a financial advisor with Edward Jones in Raleigh, NC. She holds a Series 66 designation and has one year of industry experience. Her work history includes seven years at Edward Jones, with a gap spent as a student or unemployed from 2013 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

Karen Merritt is a financial advisor at Cambridge Investment Research Advisors with 14 years of industry experience. She holds a Series 66 credential and has a background that includes ten years at Lincoln Financial Securities Corporation and over 30 years as a CPA and enrolled agent through her own practice. In addition to her advisory role, she is an independent insurance agent and serves as treasurer for a business solutions company. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers comprehensive financial planning and investment management through a network of independent financial professionals, utilizing a variety of portfolio management strategies and platform arrangements tailored to client objectives.

Charles Royal III is a financial advisor at Merrill with the CFP® designation and over eight years of industry experience. His prior experience includes roles at Wells Fargo Bank and Wells Fargo Clearing Services. Outside of his advisory work, he is involved in his community as a small group Bible study leader at Trinity Baptist Church and serves on several local boards, including Meredith College, the Raleigh Chamber, and The Green Chair Project. 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 a range of client types including individuals, high-net-worth clients, and institutions.

Nancy Voiland is a financial advisor at Edward Jones with a Series 66 credential and two years of industry experience. She has been with Edward Jones since 2018. Outside of her advisory role, Nancy occasionally delivers informational and motivational workshops to members and volunteers of Sertoma Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and is known for its extensive network of advisors and branch offices, as well as its range of advisory programs and affiliated investment capabilities.

Andrew Burns is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, Burns serves as a power of attorney and co-trustee for family investment-related matters. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its financial offerings.

Katherine Matthews is a financial advisor with LPL Financial in Raleigh, NC, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. Her prior roles include positions at Truist Advisory Services and BB&T, where she spent over two decades in various capacities. She also has experience working with Hilltop Christian School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and advanced technologies in portfolio management.

Christopher Mitta is a financial advisor with LPL Financial in Raleigh, NC, holding Series 63 and Series 66 credentials and with 36 years of industry experience. He has been with LPL Financial since 2005. Outside of his advisory role, he is involved in disability income insurance sales through a brokerage agency in Charlotte, NC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, and provides both discretionary and non-discretionary management options.

Thomas Taylor is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, following a year at WELLS FARGO Advisors. Outside of his advisory role, he is involved in managing rental property. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary when providing investment advice.

Maria Carolina Todas is a financial advisor at Merrill with 15 years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2000. Outside of her advisory role, she is involved in part-time work with Intercruises Shoreside & Port Services and Split Second Timing, assisting with guest services and race operations respectively. 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.

Michael Minotti is a financial advisor with Edward Jones in Raleigh, NC, holding the CFP® and Series 66 designations. He has 16 years of industry experience and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Connor Garcia is a financial professional with Series 66 credentials and one year of industry experience. He is currently affiliated with Cetera and provides financial services through Virginia Asset Management. Outside of finance, he works as a sales coordinator at Talbert Building Supply and coaches baseball with Riptide Baseball. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform allowing advisors to implement model portfolios, select third-party managers, or create bespoke strategies across a range of discretionary and non-discretionary programs.

Kasaunya Powell is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 65 credentials and eight years of industry experience. She has been with Wells Fargo Clearing Services, LLC since 2018 and has a longer tenure with Wells Fargo Bank, N.A. beginning in 2016. Outside of her advisory role, she is also involved as a Mary Kay beauty consultant. 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 offers both brokerage and advisory solutions and utilizes research and analytics to support investment decisions.

Amy Welborn is a CFP® with six years of industry experience, currently affiliated with LPL Financial in Raleigh, NC. She has worked at LPL Financial since 2026 and held prior roles at OSAIC and FSC Securities Corp. In addition to her advisory work, she manages a wealth management practice under the name Steward Wealth Strategies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, and retirement plan consulting with both discretionary and non-discretionary management supported by research and model portfolios.

Brendon Flannery is a financial advisor at Ameriprise in Raleigh, NC, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at Invesco and Morgan Stanley. Outside of finance, he works part-time as a cashier and expo team member at Benchwarmer's Bagels and also drives for Uber. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement with substantial investable assets, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Joseph Watson is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds the Series 66 designation and has been with Raymond James & Associates since 2014. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, pension plans, and municipal entities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Brian Carr is a financial advisor with Wells Fargo Advisors based in Raleigh, NC, holding the CFP® and Series 66 credentials and having 14 years of industry experience. He previously worked at Royal Alliance Associates, INC. for seven years and Sii for four years. Outside of advising, he owns a sole proprietorship related to a rental home, which was formerly his primary residence. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services. The firm offers tailored recommendations using proprietary research and tools, addressing diverse planning needs including retirement, education, and specialized areas such as business-owner transition and special-needs planning.

Gregory Jicha is a financial advisor at Edward Jones in Raleigh, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at NTT Data Federal Services, General Dynamics Information Technology, and CSRA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Harry O'conner is a financial advisor with LPL Financial in Raleigh, NC, holding Series 63 and Series 66 credentials and 33 years of industry experience. His prior work includes roles at South State Bank, Lincoln Financial Securities Corporation, and Prospera Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Edgar Cornejo Chavez is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and one year of industry experience. His prior roles include positions at Wells Fargo Bank, First Citizens Bank, and Southern Nash High School. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party sources to support its investment approach.

Kevin Sensbach is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments, Larson Financial Group, and Equitable Advisors. Outside of his advisory role, he is a partner in a vacation rental business in Vermont where he manages maintenance and revenue solutions. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.