Teigen Fraker is a financial advisor with Thrivent Investment Management in Raleigh, NC. He holds a Series 66 designation and has three years of industry experience. His prior experience includes roles at Raymond James Financial Services, Oppenheimer & Co., and New York Life Insurance, as well as involvement with Origins Food & Beverage and City Market Social House. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning and allows clients to combine planning with managed-account services while maintaining separate engagements.

Blake Greiter is a financial advisor at LPL Financial with 21 years of industry experience and holds a Series 66 designation. His prior roles include positions at Morgan Stanley and UBS Financial Services. Outside of his advisory work, he is also a licensed massage therapist. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,000 advisors and managing more than $819 billion in discretionary assets.

Joshua Clark is a financial advisor at Morgan Stanley with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Wells Fargo Clearing prior to joining Morgan Stanley. Clark also has experience in property management through ownership of a rental property in Raleigh, NC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved planning tools.

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 has operated Ashbridge Financial Solutions, LLC, as an independent insurance agent specializing in life insurance products since 2015. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and custodians.

Richard Hill II is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with LPL Financial since 2010. Outside of his advisory role, he operates Compass Financial Group and is involved in fixed insurance activities. 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 a range of services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and advanced operational tools.

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.

Evan Barnes is a financial advisor with Ameriprise in Raleigh, NC. He holds a Series 66 designation and has been in the industry since 2022. Prior to his current role, he worked at W&S Brokerage Services, Western & Southern Life, and has experience in roles outside finance, including service in the United States Army and work in technical and entrepreneurial ventures. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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, TD Ameritrade Investment Management, TD Ameritrade, and Scottrade. Mcconnell also serves as a registered assistant at Capitol Financial Solutions, assisting financial professionals with their business operations. OSAIC Wealth serves a broad range of clients including individual investors, retirement plan sponsors, charities, and corporate entities. The firm offers both brokerage and advisory services through various programs and utilizes a model-based investment process emphasizing asset allocation and portfolio optimization supported by risk assessment and rebalancing tools.

Benjamin Micham is a CFP® with 33 years of industry experience. He is currently affiliated with OSAIC and has worked at Royal Alliance Associates since 2005. Micham is also the owner of Micham & McSwain CPAs PLLC, where he provides accounting services. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services centered on model-based asset allocation and portfolio optimization within a large multi-advisor platform.

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.

Kalpesh Shah is a financial advisor at Ameriprise with 24 years of industry experience. He holds a Series 66 designation and has worked at prominent firms including PNC Investments, PNC Wealth Management, and MSI Financial Services. Shah serves as president and a board member of the Jain Society of Greater Cleveland, a religious organization. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Christopher Koppen is a financial advisor with LPL Financial in Raleigh, NC, holding Series 63 and Series 65 registrations and 22 years of industry experience. His prior work includes roles at Susan Phares-Aldrich, CPA, and Waddell & Reed, Inc. He is also involved in tax preparation and accounting through his association with Susan Phares-Aldrich CPA, PLLC. 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 portfolio programs, third-party asset management, and institutional platforms, supported by over 22,800 advisors and extensive operational resources.