Steven Siegel is a financial advisor with Equitable Advisors in Cary, NC, holding a Series 66 designation and 23 years of industry experience. He has been with Equitable Advisors since 2002, previously associated with Axa Advisors, LLC. Outside of his advisory role, he serves as the managing member of Prestige Financial Holdings, LLC, and acts as executor of his mother’s estate. 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 LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Timothy Platt is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' priorities to help develop strategies that address their financial goals. He serves as a resource for services ranging from general investing and retirement planning to saving for unforeseen circumstances. Timothy also facilitates access to specialists within Bank of America for additional banking, credit, home financing, and small business solutions. Timothy holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of North Carolina System. He prioritizes building relationships with clients to provide tailored advice and ongoing guidance as their needs evolve.

Shannon Jenke is a financial advisor at LPL Financial with 16 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at BB&T Securities and Robert W. Baird & Co. since joining LPL Financial in 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers various advisory and financial planning services, including model portfolios and retirement plan consulting.

Blake Greiter is a financial advisor at LPL Financial with 21 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2013, following a four-year tenure at Capital Bank in Florida. Outside of his advisory role, Greiter is also a licensed massage therapist. 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 advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and proprietary research to support diversified investment strategies.

Joshua Clark is a financial advisor with Morgan Stanley in Raleigh, NC, holding Series 63 and Series 65 licenses and five years of industry experience. He previously worked at Wells Fargo Clearing and began his career with roles at North Carolina State University and UNC Charlotte. Outside of advising, Clark is involved in property management through ownership of a rental property. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services, utilizing structured planning tools and market-return models to support client strategies.

Theodore Cetola is a financial advisor with Charles Schwab in Raleigh, NC, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. His prior roles include positions at SunTrust Advisory Services and SunTrust Bank. He has been with Charles Schwab and Charles Schwab Bank since 2018. Charles Schwab & Co., Inc. serves 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, utilizing multi-asset model portfolios and a centralized operational structure.

Deborah Ash is a financial advisor with Cambridge Investment Research Advisors in Cary, NC, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. She has been with Cambridge Investment Research Advisors since 2017 and was previously with Cambridge Investment Research, Inc. starting in 2015. In addition to her advisory role, she operates Ashbridge Financial Solutions, LLC, where she works as an independent insurance agent specializing in life insurance products. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent professionals and employs a range of portfolio management strategies tailored to client objectives.

Richard Hill II is a financial advisor with LPL Financial in Raleigh, NC, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has been with LPL Financial since 2010. Outside of his advisory role, he is involved with Compass Financial Group, focusing on fixed insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutions. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and diverse portfolio management options.

Samantha Condon is a financial advisor at Stifel in Raleigh, NC, holding a Series 66 designation with four years of industry experience. She has worked at Stifel since 2021 and previously held roles at KeyBank and the New York State Office of Child and Family Services. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

James Wells is a CFP® and holds a Series 66 license, with 17 years of industry experience. He has worked at Edward Jones since 2020 and previously spent six years at TIAA and five years at TIAA-CREF. Wells serves as a finance council member at Saint Raphael Catholic Church in Raleigh, NC. 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 through a nationwide network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Krista Mcconnell is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and 18 years of industry experience. She has worked at Royal Alliance since 2022 and previously spent 13 years at Scottrade, Inc., followed by four years at TD Ameritrade Investment Management, LLC. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios that may include various asset classes, and supports both discretionary and non-discretionary account management.

Benjamin Micham is a financial advisor with Osaic, holding the CFP® and Series 63 credentials and bringing 33 years of industry experience. He has worked at Royal Alliance Associates since 2005 and has owned an accounting firm, Micham & McSwain CPAs PLLC, since 2006. Micham also has a side involvement in the sale of term insurance. Osaic Wealth, Inc. serves a diverse group of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, advisory services, and access to third-party money managers. The firm employs a range of asset-allocation tools and portfolio management strategies across various investment vehicles.

Brennon Mills is a financial advisor at Merrill with 11 years of industry experience and holds the Series 66 designation. He has been with Merrill since 2016 and also has experience at Bank of America, N.A. since 2026. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Daniel West is a CFA® charterholder with 30 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2013. He holds Series 63 and Series 66 licenses. Outside of his primary role, he has a majority ownership stake in Marslender-West Asset Management LLC and serves as a trustee for its associated 401(k) plan. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu tailored to clients meeting a net-worth threshold, combining proprietary research and planning tools with optional implementation through various brokerage and advisory programs.

Erin Horne is a financial advisor at Edward Jones in Raleigh, NC, holding CFP® and Series 66 designations with six years of industry experience. Prior to joining Edward Jones in 2019, Erin worked at Philips Healthcare from 2014 to 2018. 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, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Marjorie Jurek is a financial advisor at RBC Capital Markets with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2018, following nine years at Merrill. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Jesse Boulerice is a financial advisor at Morgan Stanley in Raleigh, NC, holding a Series 66 designation with 15 years of industry experience. He previously worked at Bank of America and Merrill Lynch from 2011 to 2025 before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and incorporates structured planning tools and broad investment offerings in its approach.

David Simmons is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and two years of industry experience. He previously worked at Merrill for six years and Wells Fargo for seven years. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Caroline Regner is a financial advisor at Morgan Stanley with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2023, including a position at Morgan Stanley Private Bank, N.A. from 2026. Her prior experience includes roles at CapFinancial Partners, LLC (CAPTRUST) and BB&T. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides planning services that incorporate advanced modeling techniques without offering individual security recommendations as part of standalone plans.

Christopher Koppen is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Susan Phares-Aldrich, CPA, and Waddell & Reed, Inc. Outside of advising, he is involved with a tax preparation and accounting business affiliated with Susan Phares-Aldrich CPA, PLLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management alongside model portfolios and research from various sources.