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 credentials and 12 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. and Wells Fargo Bank NA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

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.

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® professional with nine years of industry experience, currently affiliated with Wells Fargo Clearing in Raleigh, NC. His prior roles include positions at Rockefeller Financial LLC, Rockefeller Capital Management, First Republic Investment Management, and Natixis Global Asset Management. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and employs a research-based investment approach utilizing diversification principles and modern portfolio theory.

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 63 and Series 66 licenses and has been with Charles Schwab and Charles Schwab Bank SSB since 2015. Based in Raleigh, NC, his career has been focused within the Schwab organization. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory program and affiliated managed accounts and financial planning services. The firm operates a distinctive model combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a comprehensive suite of bundled advisory, brokerage, custody, and cash-sweep services.

Will Tibbals is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments, a role he has held since 2025. Prior to this position, he gained experience at Fidelity Investments in various capacities including Investment Solutions Representative roles from 2022 through 2025. His professional background also includes client development management at Arbor Wealth and an internship as a Financial Representative at Northwestern Mutual. Will holds insurance licenses in Arkansas and California, supporting his work in financial planning and benefits consulting. His career reflects a focus on understanding clients' financial situations comprehensively to improve their financial outcomes. Outside of his professional responsibilities, Will has interests in fitness, food, football, golf, and traveling.

Marti Switzer is a CFP® professional with 25 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. She previously worked with Wells Fargo Advisors LLC from 2015 to 2016. Based in Raleigh, NC, she holds the Series 66 designation. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA 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 broader range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Emily Lowery is a financial advisor with Merrill in Cary, NC, holding a Series 66 designation and four years of industry experience. Her prior work includes positions at Bank of America, BB&T, Victoria’s Secret, and service in the U.S. Navy. She serves as a successor trustee and holds power of attorney for family fiduciary responsibilities. Merrill, together 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, and institutional investors.

Karl Mundt is a Series 66-credentialed financial advisor at Raymond James Financial with 21 years of industry experience. He previously worked at Commonwealth Financial Network and Ameriprise Financial Services. Outside of his advisory role, he serves as president of Trail Ridge Financial, LLC, managing its financial planning practice. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary investment consulting and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Stephen Hailey is a financial advisor with UBS Financial Services in Raleigh, NC, holding a Series 66 designation and with 25 years of industry experience. He has been with UBS since 2000. Outside of his advisory role, he serves as a head varsity girls basketball coach at Franklin Academy and for Wake County Public Schools. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, employing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and advisory solutions.

Troy Huskey is a financial advisor with Equitable Advisors in Raleigh, NC, holding a Series 66 designation and five years of industry experience. His work history includes positions at Equitable Advisors since 2020 and previous roles at companies such as Sunset Slush and Omega Technology. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm’s approach involves assessing client information and risk tolerance to align clients with program models or discretionary managers, utilizing both proprietary and third-party solutions.

Hoss Esmaeili is a financial advisor with Cetera in Raleigh, NC, holding a Series 66 designation and 17 years of industry experience. He has previously held roles at Avantax, Cambridge Investment Research, Lincoln Financial Securities, Wells Fargo Clearing, and PNC Investments. Esmaeili is also president and CEO of Clever Financial Services Inc., a firm through which he provides comprehensive financial planning and conducts regular client reviews. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, supporting diverse program structures and custodial relationships.

Julie Kelly is a CFP® and holds a Series 66 license, with 21 years of experience in the financial industry. She has been with Edward Jones since 2010. Outside of her advisory role, she volunteers as a teacher at the Olli Learning Center at Duke. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, affiliated mutual funds, and other fiduciary services through a large network of advisors and branch offices.

Waylon Iddings is a financial advisor with Edward Jones in Raleigh, NC, holding a Series 66 designation and 15 years of industry experience, all of which have been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs, investment strategies, and affiliated financial services supported by a large nationwide network of advisors and branch offices.

Marcus Allen is a financial advisor with Equitable Advisors in Raleigh, NC, holding a Series 66 designation and nine years of industry experience. His career includes roles at Appalachian Ski Mountain and Appalachian State University before joining Equitable Advisors in 2017. He also operates a business under the name Legacy Wealth Strategies. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers a range of advisory programs implemented through a network of Investment Adviser Representatives and third-party asset managers, focusing on customized client solutions without sponsoring its own wrap fee program.

Jordan Kornegay is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. He previously worked at First Citizens Investor Services and Equitable Advisors, LLC. Outside of his advisory role, Kornegay serves as a part-time Emergency Medical Technician for Wayne County EMS. 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 over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.