Aaron Landry is a financial advisor with Wells Fargo Clearing who holds Series 63 and Series 65 registrations and has 32 years of industry experience. He previously worked at Prudential Equity Group, LLC from 2000 to 2003. Outside of his advisory role, he is a managing partner of Southern Family Investments LLC, a real estate holding partnership. 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 employs a large team of advisors and utilizes research and portfolio theory to guide its investment and retirement solutions.

Noah Zaiser is a financial advisor with Wells Fargo Clearing based in Raleigh, NC, holding Series 63 and Series 66 licenses and having three years of industry experience. His prior roles include positions at Fidelity Investments and Southern National LLC. He is also involved with the Crossroads Sexual Assault Response & Resource Center. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

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®-designated financial advisor with five years of industry experience, currently associated with LPL Financial in Raleigh, NC. His prior experience includes roles at OSAIC and FSC, among others. Helder is involved in supporting financial advisors through his work with Steward Wealth Strategies, focusing on technology and operations. 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 broad range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies alongside various operational and research tools.

Christopher Cracchiolo is a financial advisor with LPL Financial in Franklinton, NC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at LPL Financial since 2009 and previously was with Edward Jones from 2007 to 2009. Outside of his advisory role, he serves as a high school assistant baseball coach at East Wake Academy. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions supported by proprietary research and technology, serving a large network of advisors and overseeing significant discretionary assets.

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 RBC Capital Markets in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has previously worked at UBS Financial Services and Merrill. Outside of her advisory work, she makes fresh magnolia wreaths during the holiday season. RBC Wealth Management serves a diverse client base that includes individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies based on clients’ risk profiles and utilizing both in-house and third-party investment managers.

Andrew Murphy is a financial advisor at OSAIC with one year of industry experience. He holds a Series 66 designation and previously worked at Globant and Elevated Independent Energy, among other roles. Outside of advising, he is a licensed insurance agent offering life, accident, health, Medicare supplement, and long-term care insurance products. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, retirement plan consulting, and access to third-party investment managers. The firm’s investment approach emphasizes model-based asset allocation, portfolio optimization, and a variety of discretionary and third-party management strategies.

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 bringing 25 years of industry experience. He has been with LPL Financial since 2006. Nowak is also an adjunct instructor at Wake Technical Community College and is involved in a construction business where he serves as a member, manager, and president. 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, and supports its advisors with research and operational tools while overseeing extensive discretionary assets.

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 Raleigh, NC, holding Series 63 and Series 65 credentials and 19 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously with Wachovia Bank, N.A. since 2006. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients, managing approximately $671 billion in assets with a team of more than 14,000 advisors. The firm offers both brokerage and advisory solutions and supports retirement plans with a combination of consulting and discretionary investment services.

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 at Equitable Advisors with 13 years of industry experience. He holds the Series 65 and Series 63 licenses and has been with Equitable Advisors since 2014, previously working at Axa Advisors. Outside of his advisory role, he serves as Treasurer and Board Director for the LGBTQ+ Center of Durham and is a Board Treasurer for the Home Builders Association of Durham, Orange and Chatham County. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, institutions, and charitable organizations. The firm utilizes a variety of advisory models and third-party asset managers to tailor investment solutions for its clients.

Caroline Gooding is a CFP® with four years of industry experience and currently serves as a financial advisor at Edward Jones in Raleigh, NC. Her prior work includes roles at BDO and entrepreneurial experience with AR Workshop locations in Cary and Raleigh. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with a nationwide network of more than 23,000 financial advisors and $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.

Kimberly Phillips is a financial advisor at Merrill with 14 years of industry experience. She holds Series 63 and Series 65 designations and has been with Merrill since 2015. Merrill, along 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 both model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.