Jackson Baum is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. He has been with LPL Financial since 2020 and also operates Capital Insurance & Financial Services, Inc., which provides non-variable insurance services. 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, third-party asset management, and institutional platforms.

Wendy Artis is a financial advisor at Merrill with a Series 66 designation and 18 years of tenure at the firm. She has three years of industry experience. Outside of her advisory role, she serves on the Stone Soup committee for Urban Ministries of Wake County and is involved with the Susan G. Komen Carolinas committee, assisting with fundraising and event planning. Merrill provides managed account services to Bank of America fiduciary clients through model-based and discretionary strategies developed by internal and third-party teams. The firm serves a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Hunter Bostwick is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked at IBM for eight years and currently holds a program management role at Kyndryl, Inc. 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 large network of investment adviser representatives.

Melanie Reeve is a CFP® professional with 23 years of experience in the financial services industry. She has been with OSAIC since 2024 and previously worked for Triad Advisors for 13 years. Outside of her advisory role, she serves as CFO of an insurance agency and assists clients with term life insurance through the Jones Insurance Agency. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and investment advisory services. The firm employs various tools and platforms to construct and manage portfolios tailored to client risk profiles and investment restrictions.

Amy Button is a financial advisor at Merrill with 19 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2010, following prior roles at Morgan Stanley and Citigroup Global Markets. Outside of her advisory work, she co-owns a small handmade costume jewelry business that donates half of its sales to local women's charities in Fayetteville, North Carolina. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Jack Wormington is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Bank of America, Merrill, and entrepreneurial ventures such as IRT Living and Konkr Klothing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services including investment advisory, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Stuart Swanson is a financial advisor with Wells Fargo Advisors in Raleigh, NC, holding Series 63 and Series 65 credentials and totaling 29 years of industry experience. He has been affiliated with various Wells Fargo entities since 2009. Outside of his advisory role, he is a co-owner of Greenbrier Hillview Farms Inc., a corporation owning hunting property. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning, using Wells Fargo research and planning tools to develop tailored recommendations.

Charles Bell III is a financial advisor with Morgan Stanley in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as an executor and co-executor for estate administration matters. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Kyle Smith is a financial advisor with LPL Financial who holds the CFP® designation and has 28 years of industry experience. His prior roles include positions at Truist Advisory Services, Truist Investment Services, Bb&T Securities, and Scott & Stringfellow. He is based in Raleigh, NC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Janice Sanderson is a financial advisor with UBS Financial Services in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocation with institutional trading capabilities and wealth management services.

Thomas Lanigan II is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and based in Raleigh, NC. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a wide range of investment advisory services, financial planning, and retirement plan consulting, operating at large scale with over $671 billion in assets under management and more than 14,000 financial advisors.

Jennifer Walker is a financial advisor at Merrill with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 1993, also working at Bank of America, N.A. since 2010. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage services through a variety of investment strategies and strong integration with Bank of America affiliates.

Thomas Macrone is a financial advisor at Equitable Advisors in Raleigh, NC, with 28 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Equitable Advisors since 2003, including time under its predecessor AXA Advisors. Outside of his advisory role, he operates a health insurance brokerage business focused on under-65 health insurance. Equitable Advisors serves a diverse client base, including individual, institutional, and corporate clients, providing financial planning, retirement consulting, and asset-management programs. The firm utilizes a range of investment models and third-party advisory platforms to tailor solutions aligned with client needs.

Mitchell Valenza is a financial advisor at OSAIC with four years of industry experience. He holds a Series 66 designation and has previously worked at American Portfolios Financial Services, Inc. and First Command Brokerage Services. Valenza is also a Captain and Civil Affairs Officer in the U.S. Army Reserve. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services, utilizing a range of portfolio construction tools and third-party solutions to manage discretionary and non-discretionary accounts.

Andrew Preddy is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has prior experience at Wells Fargo Advisors, LLC and Wells Fargo Bank NA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Mia Houston is a Financial Consultant with experience at Fidelity Investments, where she held several roles including Workplace Planning and Advice Leader from 2023 to 2025, Planning Consultant from 2021 to 2023, Relationship Manager in 2021, and Financial Representative from 2020 to 2021. Her career at Fidelity has provided her with comprehensive experience in financial planning and client relationship management. Mia brings a perspective shaped by living both in and outside the United States, along with an entrepreneurial family background. She focuses on creating financial plans tailored to her clients' individual lifestyles and goals, aiming to support them throughout their retirement journey. Outside of her professional work, Mia enjoys activities such as Pilates, reading, snowboarding, surfing, swimming, and traveling.

Ithianell Goire Delbrey is a financial advisor with Merrill and holds Series 66 and Series 63 licenses. She has three years of industry experience with prior roles at Fidelity Investments and SECU Brokerage Services. She has also been affiliated with the University of North Carolina Pembroke since 2023. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Cameron Barclay is a Financial Advisor at Merrill Lynch Wealth Management, specializing in personalized, goals-based financial strategies for individuals and families. He holds the Chartered Retirement Planning Counselor℠ (CRPC®) designation and combines his analytical skills with a commitment to clear education and disciplined planning to help clients make confident, long-term financial decisions. Before joining Merrill, Cameron served in the United States Navy and worked in consulting with Forvis Mazars. He earned a Bachelor of Business Administration in Finance from the University of Oklahoma and holds Series 7, Series 66, and Securities Industry Essentials (SIE) certifications. Cameron focuses on areas such as education planning, family wealth management, legacy planning, liquidity management, tax minimization, and retirement income. Originally from Stilwell, Kansas, Cameron is passionate about supporting the veteran community and is involved with organizations like the American Legion. Outside of his professional work, he enjoys outdoor activities including scuba diving, sailing, and golfing, and values spending time with his family.

Philip Gorge is a Senior Financial Advisor at Merrill Lynch Wealth Management with 35 years of experience at Merrill. He focuses on helping clients pursue a comfortable retirement and developing wealth strategies aligned with clients’ goals and risk preferences. His approach involves creating personalized financial strategies based on a comprehensive understanding of each client’s financial situation and objectives. Throughout his career, Philip has worked with multiple families to achieve their personal financial goals, managing portfolios through various economic cycles. His expertise includes divorce transition planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, and retirement income. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Philip earned a Bachelor's Degree from the University of Florida and has been actively involved in professional and community organizations. He is a past president of the local chapter of the University of Florida Alumni Association and has served on boards for The Methodist Home for Children, Cary Economic Development Task Force, Cary Community Foundation, and AAU basketball. His personal interests include fishing, reading, running, and writing.

Robert Gipp is a financial advisor with RBC Capital Markets in Raleigh, NC, holding Series 66, Series 63, and Series 65 designations and bringing 24 years of industry experience. He has worked at RBC Capital Markets since 2017 and has prior experience with City National Bank and Wells Fargo. Outside of his advisory work, he coaches youth ice hockey with the Carolina Junior Hurricanes Hockey Association. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles and investment preferences.