Aaron Landry is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with Wells Fargo entities since 2009. Outside of his advisory role, he is a managing partner of two real estate holding partnerships. Wells Fargo Advisors is a national securities firm that serves individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research from its investment institute and third-party sources to guide its investment strategies and operates one of the largest networks of financial advisors in the U.S.

Thomas Cody is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2022, he held various roles including positions at the University of South Carolina and JCB Industries. He is based in Raleigh, NC. 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, pension plans, corporations, and charitable organizations.

Ryan Helder is a CFP® professional with five years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at OSAIC and FSC, among others. He also supports financial advisors through a separate business focused on technology and operational assistance. LPL Financial serves a broad client base, including individuals, retirement plans, and institutions, offering various advisory programs, financial planning, and brokerage services through a national network of representatives. The firm provides both discretionary and non-discretionary management with access to model portfolios, research, and technology-driven investment strategies.

Christopher Cracchiolo is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he serves as a high school assistant baseball coach at East Wake Academy in Zebulon, NC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, 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 research support, along with both discretionary and non-discretionary management options.

William Young is a financial advisor at Edward Jones in Raleigh, NC, holding a Series 66 designation with 17 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices.

Melanie Linzel is a financial advisor with UBS Financial Services in Raleigh, NC, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She has been with UBS since 2013. Outside of her advisory role, she creates fresh magnolia wreaths during the holiday season. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

Andrew Murphy is a financial advisor with OSAIC based in Raleigh, NC. He holds a Series 66 designation and has been with OSAIC and Wealth Advisors of Raleigh, Inc. since 2025. Prior to entering the financial industry, he gained diverse experience across several companies in various roles. Outside of advising, he is also a licensed insurance producer offering life, accident, health, Medicare supplement, and long-term care insurance products. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers, leveraging various asset allocation tools and portfolio construction methods.

Susan Joor is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in assisting clients with developing personalized financial strategies. Since beginning her career in financial services in 1993, she has focused on areas including managing new wealth, personal retirement planning, women and wealth, and retirement income. Susan takes a comprehensive approach to wealth management, emphasizing listening to clients and helping them make informed decisions to address their individual needs. Susan holds a Bachelor's Degree from Ithaca College and has earned professional designations such as Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She integrates her credentials to support clients in pursuing their long-term financial goals through tailored strategies. A native of the Syracuse, New York area, Susan has lived in the Raleigh area since 1996. Her personal interests include hiking—having explored numerous mountains in the Adirondacks and Death Valley National Park—as well as music, pickleball, reading, and traveling. She enjoys working one-on-one with clients to develop customized financial plans aligned with their priorities.

Thomas Klein is a Certified Financial Planner (CFP®) with 42 years of industry experience. He has been with RBC Capital Markets LLC since 2011. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client's risk profile.

Ronald Davis is a financial advisor at Mass Mutual Investors Services with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Mass Mutual Investors Services since 2017, following eight years at Metlife Securities Inc. In addition to his advisory role, he is an independent insurance agent specializing in annuities and various insurance products. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning, asset management, and educational services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, annual financial planning engagements that use advanced analytical tools and offers specialized planning programs including divorce and estate-settlement services.

Joan Bentley is a financial advisor at Merrill with 11 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2014. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James Carrington is a financial advisor at Ameriprise with 34 years of industry experience. He has been with Ameriprise and its affiliate since 2005 and holds Series 63 and Series 65 licenses. Outside of his advisory work, he serves on the finance committee of Wake Forest Presbyterian Church. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored written recommendations through a centralized consulting team.

James Nowak is a financial advisor with LPL Financial in Raleigh, NC, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with LPL Financial and its predecessor firm since 2006. Outside of his advisory work, Nowak is the president of a construction business and an adjunct instructor at Wake Technical Community College. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, with access to model portfolios and research from multiple sources.

Nicole Burnette is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and previously worked with the UNC Health Foundation and Make-A-Wish Eastern North Carolina. Edward Jones is a wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment strategies through a large network of advisors and branch offices.

Laura Shelburne is a financial advisor with Wells Fargo Clearing in Durham, NC, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC and Wachovia Bank, N.A. She has been affiliated with Wachovia Bank since 2006. 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 process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Timothy Otto is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2009, including a position at Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he serves as a board member for Edenton Street United Methodist Church in Raleigh, North Carolina. Morgan Stanley Wealth Management provides a broad range of advisory services to both individual and institutional clients, utilizing structured financial planning tools and offering tailored investment programs. The firm manages approximately $2.74 trillion in client assets and supports clients through a combination of advisory and brokerage services.

Benjamin Uysmith is a financial advisor with Equitable Advisors in Cary, NC, holding Series 65 and Series 63 licenses and 13 years of industry experience. He has been with Equitable Advisors since 2014 and previously worked at Axa Advisors. Outside of financial services, Uysmith is involved with the LGBTQ+ Center of Durham as Treasurer and Board Director and serves as Treasurer on the board of the Home Builders Association of Durham, Orange, and Chatham County. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutional investors. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a model that emphasizes LPL-sponsored and endorsed third-party programs.

Caroline Gooding is a CFP® and holds a Series 66 license with four years of industry experience. She has worked at Edward Jones since 2022 and previously held positions at BDO and AR Workshop locations in Cary and Raleigh. 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 discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.

Kimberly Phillips is a financial advisor at Merrill with 13 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Merrill since 2015. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Christopher Gray is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 12 years of industry experience. He previously worked at PNC Investments from 2015 to 2020 before joining Wells Fargo Clearing in 2020. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among their investment offerings.