Andrew Beckman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 14 years of industry experience. He previously worked at Cambridge Investment Research Advisors and Hamilton Financial Services. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, using an IPS-driven approach grounded in modern portfolio theory. The firm offers both non-discretionary and discretionary services, including investment policy statement preparation, investment recommendations, performance reporting, and participant education.

Fernando Jimenez is a financial advisor with Equitable Advisors in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Outside of advisory work, he serves as a trustee without compensation for a family member. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, nonprofits, corporations, and institutional clients. The firm utilizes a range of advisory models and third-party programs to tailor investment solutions, offering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Onoufrios Megaloudis is a financial advisor with Wells Fargo Clearing in Durham, NC, holding Series 63 and Series 66 designations and 35 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he has been involved with the Triangle United Soccer Club since 2005. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm follows an IPS-driven approach grounded in modern portfolio theory and acts as an ERISA fiduciary when providing investment advice.

Nolan Ku is a financial advisor with LPL Financial, holding a Series 66 license and 14 years of industry experience. His prior roles include positions at Thrivent Financial, Sgc Financial Group, Securian Financial Services, and Ameriprise. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a wide range of investment strategies and operational tools for its network of over 22,800 advisors.

Elise Wiley is a Series 66 licensed financial advisor with Edward Jones, based in Raleigh, NC, with four years of industry experience. She has been with Edward Jones since 2006 in various capacities. 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 investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Lindsey Hitchcock is a financial advisor at Wells Fargo Clearing in Raleigh, NC, holding a Series 66 designation with three years of industry experience. She has been with Wells Fargo Clearing since 2010. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

Catherine Foxworth is a Series 66-licensed financial advisor with Merrill in Raleigh, NC, and has 25 years of industry experience. She has been with Merrill since 2008. 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 to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Blake Parker is a financial advisor with Edward Jones in Cary, NC, holding the Series 66 designation and four years of industry experience. His prior work includes positions at First Bank and Cypress Landing, as well as a role at Appalachian State University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Justina Cartner is a financial advisor with J.P. Morgan Securities in Raleigh, NC, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. Her career includes multiple roles within J.P. Morgan Chase Bank and J.P. Morgan Securities since 2014, as well as prior work at Fidelity Investments and involvement with fitness-related businesses. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations. The firm operates within the larger J.P. Morgan organization, offering a range of products including security-based swaps and futures commission merchant services.

Donald Getman Jr. is a financial advisor at RBC Capital Markets in Raleigh, NC, holding the CFP®, ChFC®, and Series 66 credentials with 24 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, he serves as an officer for Ducks Unlimited, a nonprofit focused on wetlands conservation, where he is involved in event planning and local chapter leadership. RBC Wealth Management serves a diverse client base, including individual investors, institutions, and charitable organizations, and offers a range of advisory programs with customized portfolio management through both in-house and third-party providers.

Alexander Khan is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He joined Fidelity in 2018 as a Financial Consultant and has been working in this role until his promotion in 2022. In his role, Alexander focuses on helping clients build out their unique vision for success by developing goal-based financial plans. He aims to understand clients' goals, concerns, family needs, and individual investment styles to equip and empower them to make sound financial decisions. He is involved in educating clients on achieving financial freedom. Outside of his professional responsibilities, Alexander enjoys concerts, family activities, golf, hiking, music, and soccer.

Patrick Yanke is a CFP® professional with 26 years of experience, currently affiliated with Raymond James Financial in Raleigh, NC. He has been with Raymond James since 2009 and is also the owner of Yanke Academy, LLC, where he works as a public speaker and author. Yanke serves as a board member and secretary for Divine Mercy Radio, a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Jon Bell is the Vice President and Branch Leader at Fidelity Investments' Raleigh Investor Center. In this role, he focuses on fostering a high-performance work culture by supporting associates to develop their talents and assist clients in planning for their long-term financial well-being. Jon has been with Fidelity Investments since 2006, initially serving as a Regional Consultant before assuming his current leadership position in 2011. His professional experience spans various roles in the financial industry, including positions as a Portfolio Analyst at Stanford Group Company, Financial Advisor at UBS Financial Services, US Equity Product Specialist at Baring Asset Management, and Senior Portfolio Accountant at State Street Bank. Outside of his professional responsibilities, Jon engages in family activities, hiking, reading, and volunteering.

Samuel Mordecai is a financial advisor with RBC Capital Markets in Raleigh, NC. He holds a Series 66 designation and has one year of industry experience. Prior to joining RBC and City National Bank in 2026, he worked at S&P Global for eight years and Capital Bank for one year. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs with customized portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Conall Callen is a Series 66-registered advisor at Wells Fargo Clearing with 32 years of experience at the firm. He is based in Raleigh, NC. 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 both brokerage and advisory solutions.

Krista Biondolillo is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation. Krista has been with Edward Jones since 2000, including a recent role starting in 2025. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Louis Jones is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, Jones serves as the Investment Advisory Board Chairman for the Greater Greenville Community Foundation and owns a limousine transport company. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering IPS-driven investment advice and discretionary services. The firm’s approach includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options, and it acts as an ERISA fiduciary when advising clients.

Brock Doran is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has dedicated his entire career to the financial services industry, focusing on helping clients achieve their personal goals through comprehensive wealth management. Brock holds the Chartered Retirement Planning Counselor™ (CRPC) designation from The College for Financial Planning Institutes Corp. He specializes in goals-based wealth management that includes investment management, banking services through Bank of America, life and long-term care insurance solutions, trust planning, and college savings strategies. He collaborates closely with clients' CPAs, estate planning attorneys, and other specialists to develop tailored and holistic wealth management plans centered around a Personal Wealth Analysis®. Brock prioritizes providing best-in-class brokerage and banking services to address clients' financial issues and life events. Outside of his professional work, Brock enjoys spending time with his two children, family, and friends. His personal interests include boating, skiing, golfing, biking, fishing, live music, and traveling. He earned a Bachelor's Degree from Virginia Polytechnic Institute & State University.

William Teague is a financial advisor with OSAIC based in Raleigh, NC, holding a Series 66 designation and nearly five decades of industry experience. His prior work includes longstanding roles at Capital Analysts, Incorporated and FIDELITY Capital Management, where he serves as Vice President and acts as a life insurance settlement agent and fixed insurance product solicitor. OSAIC Wealth, Inc. serves a diverse client base including individual and institutional investors through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services with access to third-party money managers and a variety of investment products.

Timothy Rutt is a financial advisor at Ameriprise with 21 years of industry experience. He holds Series 63 and Series 65 registrations and has been with Ameriprise Financial Services since 2015. 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 focused on dependable income sources and tax-aware withdrawal strategies.