Lawrence Rockwell is a financial advisor with Raymond James Financial, holding a Series 66 designation and based in Raleigh, NC. He has prior experience working at Lowes Companies, Bluewater Waterfront Grill, and Ravenscroft School. Lawrence is also affiliated with the University of North Carolina - Wilmington. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers customized solutions including a SIMPLE IRA Employer Advisory & Consulting Services program for small businesses and maintains a notable engagement with municipal and public finance clients.

Stacy Bledsoe is a financial advisor at Morgan Stanley with 34 years of industry experience. She has held positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill. She holds Series 63, 65, and 66 licenses. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers planning services that use structured discovery and firm-approved tools.

Curtis Brazile is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021. Prior to that, he was employed by Kelly Services, LLC and Enterprise Rent-a-car. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory role to multiple registered investment companies and its use of systematic methodologies and AI-driven research.

Cynthia Royal is a financial advisor at Edward Jones in Chapel Hill, NC, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, she worked at ABH Ventures and as an independent sales consultant. Outside of her advisory role, she owns rental properties at ski resorts in Japan. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds.

Justin Davis is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. He previously worked at John Hiester Chevrolet and has background experience in language education. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction using a combination of fundamental research, quantitative analysis, and algorithmic methods. The firm also serves as a commodity pool operator and advisor to multiple registered investment companies.

Daniel Van Hemert is a financial advisor with Fidelity Investments in Durham, NC, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity, he worked in the hospitality industry, including roles as a server and bartender at Bombolo, a restaurant in Chapel Hill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage funds.

Jacob Samuels is a financial advisor at Fidelity with four years of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments since 2022. Prior to joining Fidelity, he held roles at Gerson Lehrman Group, Camden Property Trust, and Appalachian State University, among others. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Stephanie Sarkisian is a financial advisor at Morgan Stanley in Raleigh, NC, holding Series 63 and Series 65 licenses with two years of industry experience. Her prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and Covr Financial Technologies. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a variety of advisory programs supported by firm-approved tools and methodologies.

Colin Moor is a Financial Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he progressed through several positions at Fidelity Investments, including Workplace Planning Consultant III, II, and I, as well as Workplace Planning Associate, spanning from 2021 to 2024. Before joining Fidelity, he worked as a Financial Advisor at Northwestern Mutual from 2020 to 2021. His professional experience encompasses financial consulting and workplace planning, focusing on constructing personalized financial plans that address the evolving needs of clients and their families. He holds insurance licenses in Arkansas and California. Outside of his professional work, Colin enjoys baseball, football, spending time at the beach, attending social events with friends, and visiting museums.

Nicholas Cellini is a financial advisor at Edward Jones in Hillsborough, NC, holding a Series 66 designation. He has been with Edward Jones since 2022. Prior to his current role, he held various positions including work in the food service industry and roles linked to Appalachian State University and Cedar Ridge High School. 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 strategies, and operates with a nationwide network of financial advisors and branch offices.

Jill Moulson is a financial advisor at UBS Financial Services with 20 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Merrill for eight years. Outside of her advisory role, she is developing a small business called My Pink Parcel, a subscription service delivering care packages to college students. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Kimberly Swaim is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has worked across various Wells Fargo entities since 2004. Outside of her advisory role, she serves as an administrator and executor for family-related investment matters. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment offerings.

William Herring is a financial advisor with Equitable Advisors in Raleigh, NC, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Hog Slat Inc, Southeastern Interiors, and self-employment. Equitable Advisors serves a diverse client base that includes individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered model as both an SEC-registered investment adviser and a broker-dealer.

Jacob Mejan is a financial advisor with LPL Financial in Raleigh, NC, holding a Series 66 designation. He has been with LPL Financial since 2026 and also works with Steward Wealth Strategies since 2025. His professional background includes multiple roles at Liberty University and Grace Christian School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and consulting services, utilizing model portfolios, research, and technology-supported investment strategies.

Maryanna Johnson is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds the Series 63 and Series 65 licenses and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management (MSWM) provides a wide array of advisory programs to individuals 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 utilizes structured planning tools and market simulations within its advisory process.

Charles Savidge III is a CFP® professional with 27 years of experience in the financial services industry. He has been with Ameriprise since 2005, currently serving as an advisor in Raleigh, North Carolina. His credentials include Series 63 and Series 65 licenses. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendation reports, supported by a centralized consulting team and algorithmic tools.

Clifton Thomas Jr. is a CFP® professional with 27 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Andrew Clark is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated entity since 2014. Outside of his advisory role, Clark is involved as a member of AJ2 Capital Ventures, LLC and TAY-J Capital LLC, reflecting interests beyond traditional financial advising. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers a range of financial planning and investment management services through independent financial professionals, utilizing proprietary and third-party strategies across multiple platform arrangements.

Jack Garrison is a financial advisor at Equitable Advisors in Raleigh, NC, holding a Series 66 designation with one year of industry experience. His work history includes roles at Hanes Geo Components and Glass City, as well as academic positions at Appalachian State University and Rockingham Community College. Outside of financial advising, he works as an independent contractor landscaper. Equitable Advisors serves a diverse range of clients, including individuals, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, relying heavily on LPL-sponsored programs and various endorsed TAMPs.

Adam Cheshire is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 66 licenses and 13 years of industry experience. His prior roles include positions at Morgan Stanley, Cetera, and First National Bank of PA. Outside of his advisory work, he is involved in fixed insurance sales. 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 employs over 14,000 advisors and manages approximately $671 billion in assets, providing both brokerage and advisory solutions supported by comprehensive research and analytics.