Alexandra Odorizzi is a financial advisor at Morgan Stanley in Raleigh, NC, with 25 years of industry experience. She holds a Series 63 designation and has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she serves as a board member for the Weldon Ridge Barracudas Swim Team, organizing the summer swim program. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Steven Cooke is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 66, Series 63, and Series 65 credentials and eight years of industry experience. His career includes multiple roles within Wells Fargo entities since 2004, including extensive experience at Wells Fargo Bank, N.A. 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 integrates research from Wells Fargo Investment Institute alongside third-party data to support its investment approach.

James Sargent is a financial advisor with Primerica Advisors in Raleigh, NC, holding Series 65 and Series 63 licenses and bringing 43 years of industry experience. He has worked with Primerica Advisors since 1983 and Primerica Financial Services since 1991. His other business activities include the sale of loan products and home security referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering model-based advisory strategies supported by third-party asset managers and custodians.

Reid Twine is a CFP® professional based in Raleigh, NC, affiliated with Wells Fargo Clearing. He has 18 years of industry experience, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He has been with Wells Fargo Clearing since 2017. 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.

Benjamin Grossfuss is a financial advisor with Ameriprise in Raleigh, NC, holding a Series 66 designation and five years of industry experience. Prior to joining Ameriprise in 2021, he worked at Syneos Health and FIS Global, and attended Lynchburg College. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with 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.

Audrey Dixon is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. She holds the Series 66 designation and previously worked for Edward Jones for six years before joining Wells Fargo in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm combines research from the Wells Fargo Investment Institute with third-party analytics and offers a range of brokerage and advisory solutions.

Carlos Cirkovic Von Hubbenet is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. His prior roles include positions at Bank of America, Merrill, and Counter Culture Coffee. 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 combination of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Thomas Perry Jr. is a financial advisor at Osaic with 49 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Wells Fargo Clearing, and Citigroup Global Markets. Perry is also the owner of Midtown Advisors, an LLC involved in securities and insurance. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm utilizes a model-based investment approach with tools such as efficient frontier analysis and portfolio optimization, offering a broad range of advisory and brokerage services.

Christopher Felts is a financial advisor with Wells Fargo Advisors in Raleigh, NC, holding a Series 66 designation and 11 years of industry experience. He previously worked at UBS Financial Services before joining Wells Fargo Clearing Services in 2018. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including niche areas such as business-owner transition and special-needs analysis, using research and tools to develop tailored client recommendations.

Glenn Henshaw is a CFA® charterholder with 45 years of experience in the financial industry. He is currently with Morgan Stanley in Raleigh, NC, having previously worked at Bank of America and Merrill. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and planning tools, with plans supported by the Global Investment Committee’s return estimates and Monte Carlo simulations.

Benjamin Plyler is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 65 designations and having 12 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked with Wells Fargo Bank NA since 2013. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and provides a range of services including plan-level investment selection, investment research, and participant education.

Reid Bowen is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He has worked at Wells Fargo Advisors since 2018 and previously at Mission Value Partners from 2015 to 2018. Bowen serves on the Board of Trustees for the R. Keith Like Scholarship Endowment Fund. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and delivers tailored recommendations using Wells Fargo research and planning tools.

Giselle Pater is a Series 66 licensed financial advisor with Morgan Stanley in Raleigh, NC, and has three years of industry experience. She previously worked at Merrill from 2006 to 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Monte Carlo simulations, as part of its financial planning process.

James Branan Sr. is a financial advisor at Edward Jones in Garner, NC, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2021, he spent 20 years at Cornwell Quality Tools. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large nationwide network of advisors and branch offices.

Jennifer Hinnant is a financial advisor at Morgan Stanley with the Series 66 designation and nine years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that utilizes firm-approved tools and modeling techniques.

Samuel Hodgson Jr. is a CFP®-designated financial advisor with 10 years of industry experience. He currently works at Wells Fargo Clearing and has previously held roles at Rockefeller Capital Management, First Republic Investment Management, and Eaton Vance. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and offers a range of services including discretionary and non-discretionary retirement plan consulting informed by research and diversification principles.

Andrew Gosselin is a Planning Consultant at Fidelity Investments, a role he has held since 2023. Prior to this, he worked as a Registered Client Service Associate at Ameriprise Financial Services from 2022 to 2023 and served as a Paraplanner at Cornerstone Wealth Management between 2019 and 2022. He holds a California Insurance License. Andrew focuses on assisting clients by providing education on financial planning topics and facilitating robust planning conversations. Utilizing Fidelity's planning tools, he supports clients in making informed financial decisions aligned with their goals. Outside of his professional work, Andrew enjoys engaging in family activities, football, and embraces parenthood.

Scott Werts is a financial advisor at Charles Schwab with 12 years of industry experience. He holds Series 66 and Series 63 licenses and has been with Charles Schwab and Charles Schwab Bank SSB since 2015. Charles Schwab & Co., Inc. serves a large client base, 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 a mix of non-discretionary and discretionary investment management, supported by multi-asset model portfolios and due diligence on alternative investments.

Marti Switzer is a Certified Financial Planner (CFP®) with 25 years of industry experience. She is currently with Wells Fargo Clearing, where she has worked since 2016. Prior to this, she held positions at Morgan Stanley, Citigroup Global Markets, and Legg Mason Wood Walker, Incorporated. 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 combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Karl Mundt is a financial advisor with Raymond James Financial in Raleigh, NC, holding a Series 66 designation and 22 years of industry experience. He previously worked at Commonwealth Financial Network for seven years and Ameriprise Financial Services for thirteen years. In addition to his role at Raymond James, Mundt serves as president of Trail Ridge Financial, LLC, where he manages a financial planning practice. 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 investors. The firm employs analytical tools and tailored planning to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.