Andrew Burns is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a power of attorney and co-trustee for family investment-related matters. Wells Fargo Advisors 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, utilizing research from Wells Fargo Investment Institute and third-party sources.

Katherine Matthews is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Her prior roles include positions at Truist Advisory Services and BB&T, where she worked from 1995 to 2021. Matthews also has experience related to educational services at Hilltop Christian School. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a broad range of advisory and brokerage services through a large network of investment adviser representatives using diverse investment strategies and technology tools.

Christopher Mitta is a financial advisor with LPL Financial in Raleigh, NC, holding Series 63 and Series 66 licenses and 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 with a brokerage agency in Charlotte, NC. 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 financial planning, managed portfolio programs, third-party asset management, retirement advice, and institutional platforms, with a focus on a broad range of investment strategies and operational support tools.

Thomas Taylor is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo since 2016. 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 approximately $671 billion in assets and offers a range of brokerage and advisory solutions.

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® and holds a Series 66 license with seven years of industry experience. She is currently affiliated with LPL Financial and previously worked at OSAIC and FSC Securities Corp. Amy also serves as a wealth manager at Steward Wealth Strategies, her own advisory practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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 with Raymond James & Associates, holding a Series 66 designation and 13 years of industry experience. He has been with Raymond James & Associates since 2014. 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, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting through various advisory programs.

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 66 licenses and bringing 34 years of industry experience. His prior roles include positions at South State Bank, Lincoln Financial Securities Corporation, Prospera Financial Services, and Equitable Advisors. 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 wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Edgar Cornejo Chavez is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and having one year of industry experience. His prior work includes roles at Wells Fargo Bank, First Citizens Bank, and Ridge Valley Exteriors, as well as employment at Southern Nash High School. 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 employs over 14,000 financial advisors, providing both brokerage and advisory solutions.

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.

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 and its predecessor, Axa Advisors, since 2002. Outside of his advisory work, he serves as executor of his mother’s estate. Equitable Advisors serves individual and institutional clients, including pension and profit-sharing plans, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a variety of advisory models and third-party managers, focusing on matching clients to appropriate investment programs without sponsoring its own wrap fee program.

Timothy Platt is a Financial Advisor at Merrill Lynch Wealth Management, serving clients by developing personalized strategies to pursue their financial goals. He takes the time to understand each client's priorities to provide tailored advice and guidance on topics ranging from general investing to retirement planning and saving for unexpected events. Timothy also facilitates access to specialists in banking, credit, home financing, and small business solutions through Bank of America. He has expertise in areas including equity compensation services, family wealth management strategies, institutional investment consulting, services for endowments, foundations, and non-profits, international wealth management, legacy planning, managing new wealth, small business strategies, sports and entertainment, and tax minimization. Timothy holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of North Carolina System. Outside of his professional role, Timothy enjoys basketball, boating, boxing, football, golfing, hunting, painting, reading, singing, and traveling.

Abigail Devera is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and nine years of industry experience. She previously worked for First Command in various capacities from 2012 to 2026. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, supported by extensive research and a broad array of financial products.

Shannon Jenke is a financial advisor with LPL Financial in Raleigh, NC, holding Series 63 and Series 66 designations and 16 years of industry experience. Prior to joining LPL Financial in 2019, Jenke worked at BB&T Securities and Robert W. Baird & Co. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a wide range of advisory and brokerage services.