Christopher Gray is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 12 years of industry experience. He previously worked at PNC Investments from 2015 to 2020 before joining Wells Fargo Clearing in 2020. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among their investment offerings.

Charlotte Galamb is a financial advisor at Wells Fargo Clearing with five years of industry experience. She holds a Series 66 designation and previously worked at Raymond James and Associates, Inc. Outside of her advisory work, she performs as a vocalist with Motely Tones in Cary, NC. 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 investment approach 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.

John Pace Jr. is a financial advisor with Raymond James & Associates in Raleigh, NC, holding a Series 63 designation and bringing 41 years of industry experience. His work history includes six years at Cape Landscaping and four years at the Country Club of North Carolina prior to joining Raymond James in 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services supported by a broad nationwide adviser network.

Janine Higgins is a financial advisor at Edward Jones in Raleigh, NC, holding a Series 66 designation with eight years of industry experience. Prior to joining Edward Jones in 2018, she was a homemaker from 2016 to 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, manages approximately $1.01 trillion in assets under management, and operates under a fiduciary standard.

Samuel Rodgman is a financial advisor at Edelman Financial Engines in Raleigh, NC, holding Series 63 and Series 66 licenses with four years of industry experience. His prior roles include positions at Truist Investment Services, Fidelity Brokerage Services, and other firms. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients, utilizing a committee-driven modeling process combined with planner delivery and online tools. The firm manages approximately $326 billion for around 477,000 clients, providing diversified portfolios and a range of product exposures including direct-indexing SMAs and thematic portfolios.

Andrew O Connell III is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds Series 63 and Series 65 registrations and has been with Wells Fargo in various capacities since 2015. 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 internal and third-party sources to support investment decisions.

Brittany Mann is a financial advisor with LPL Financial in Raleigh, NC, holding a Series 66 designation and five years of industry experience. Her work history includes previous roles at Ameriprise and DENSO Manufacturing Tennessee, Inc. 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 range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by advanced research tools and a large network of over 22,800 advisors.

George Seamen III is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has worked since 2006. He leads a team of five professionals providing strategic wealth management services to a select group of clients, including ultra-high net worth families, businesses, and non-profit organizations. His professional focus encompasses portfolio construction, integrated wealth management planning, security selection, and the implementation of these strategies. Before joining Merrill Lynch, George gained six years of experience as a Senior Financial Analyst and Manager for a Global 500 company. He holds a Bachelor's Degree in Finance from James Madison University. George maintains several professional designations, including Certified Financial Planner™ (CFP®), Chartered Financial Consultant® (ChFC®), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). In addition to his professional work, George has participated in community service through leadership roles such as serving on the Board of the Raleigh Rescue Mission and as President of the Raleigh Rescue Mission Foundation. He also served as Board President for SAFEChild and currently serves on their Foundation Board.

Angela Yates is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Wells Fargo Clearing since 2016. 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 manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Allison Wasle is a financial advisor with Edward Jones in Raleigh, NC, holding a Series 66 designation and 14 years of industry experience. She has been with Edward Jones since 2012. Outside of her advisory role, she manages bookkeeping and financial record-keeping for a local fishing charter business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Todd Mc Clure is a financial advisor at Morgan Stanley in Raleigh, NC, holding a Series 66 designation with 25 years of industry experience. His prior roles include several years at Merrill Lynch and Bank of America. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by structured processes and advanced modeling tools.

Daniel Randall is a financial advisor at Osaic with 35 years of industry experience. He holds Series 63 and Series 65 licenses. Randall’s career includes long tenures at Lincoln Financial Group and its related entities. Outside of his advisory work, he is a partner in a family travel blog called Adventures of Our Clan. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, and corporate clients, providing a range of brokerage and advisory services. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, supported by various tools and discretionary management options.

Elliot Johnson is a financial advisor with Morgan Stanley in Raleigh, NC, holding a Series 66 designation and nine years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017, following brief roles at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, including personalized financial planning supported by firm-approved tools and research from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and offers services that include but are not limited to wrap programs, private funds, and structured products.

Angela Yates is a financial advisor at Morgan Stanley with six years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley since 2016, with a brief period at Fidelity Brokerage Services in 2020-2021. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and models to help guide clients’ financial decisions.

Todd Gronewald is a CFP® professional with 23 years of experience in the financial services industry. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he serves as Treasurer on the Board of Directors for Voice of Christians and is involved with DGM Financial, LLC, a financial planning business. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendation reports within a structured retirement-income framework.

Robert Williams is a Wealth Management Advisor based in the Lexington office of Merrill Lynch Wealth Management. He leads the Williams & Associates team, serving high-net-worth families and businesses by providing comprehensive wealth management guidance and investment management solutions. Utilizing the comprehensive resources available through Bank of America, Merrill, and Bank of America Private Bank, he assists clients throughout all phases of life to achieve clarity, efficiency, and certainty in their financial affairs. With over two decades of experience, Robert’s expertise encompasses areas such as personal retirement planning, legacy planning, managing new wealth, family wealth management strategies, corporate executive services, tax minimization, and more. He holds a Bachelor of Business Administration in Finance and Accounting from the University of Kentucky. His professional designations include CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Plan Fiduciary Advisor® (CPFA®), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He also maintains FINRA Series 7, 31, and 66 registrations, along with Kentucky Life and Health Insurance licenses. Outside of his professional role, Robert enjoys spending time with family and friends and has personal interests in travel, various sports including basketball, football, soccer, running, and swimming, as well as music and fitness. He is also affiliated with the Living Arts & Science Center in his community.

Connor Rosenblum is a financial advisor at Merrill in Raleigh, NC, holding the Series 63 and Series 66 licenses. He joined Merrill in 2026 and has previous experience at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. His varied work history includes roles in both financial services and other industries. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Daniel Mason is a financial advisor with Wells Fargo Advisors in Raleigh, NC, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at UBS Financial Services, Morgan Stanley, Wells Fargo Clearing, Truist Investment Services, and Merrill. Mason also owns 811 Financial Services, an investment-related business based in Raleigh. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning solutions that include cash-flow, retirement, and wealth-transfer strategies, using Wells Fargo research and planning tools to develop tailored recommendations delivered through advisor-client interactions.

Kaleb Wright is a financial advisor at Merrill with five years of industry experience and holds a Series 66 designation. His work history includes roles at Bank of America N.A., Merrill, and Equitable Advisors, as well as non-financial positions with Immigration Centers of America and Liberty University. Outside of finance, he serves as a poll worker for the North Carolina Board of Elections. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services primarily for Bank of America fiduciary clients, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jarrod Keen is a CFP® professional with 29 years of experience in financial advising, currently with Wells Fargo Advisors in Raleigh, NC since 2011. He holds Series 63 and Series 65 licenses and has a 40% ownership interest in RKJ Group, LLC, an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients with a broad range of financial planning and investment services tailored to clients meeting a net-worth threshold. The firm offers specialized planning services in areas such as business-owner transitions, sports and entertainment, and special-needs analysis.