Adam Morgan is a CFA® charterholder and holds a Series 66 license with five years of industry experience. He is currently affiliated with LPL Financial and First Horizon Advisors, and he also teaches at Skema Business School. His prior experience includes roles at Armor Investment Advisers, Investors Trust Company, and PNC Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by technology tools and a variety of investment strategies.

Michael Witkowski is a financial advisor at Thrivent Investment Management with 19 years of industry experience. He holds a Series 66 designation and has worked at Thrivent and its affiliates since 2006, including a year at LPL Financial. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive, goal-based financial plans without discretionary trading. The firm offers clients the option to combine planning with managed accounts under a consolidated billing arrangement called “WealthPlan,” while keeping planning and asset management separate.

Matthew Striffler is a financial advisor at Charles Schwab with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at TD Ameritrade before joining Charles Schwab in 2023. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, combining multi-asset model portfolios with access to alternative investments and centralized operational support.

Constance Thurman is a financial advisor with Morgan Stanley in Raleigh, NC, holding a Series 66 designation and eight years of industry experience. She has worked at Morgan Stanley since 2019 and previously spent four years with Merrill. 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 discovery conversations and firm-approved tools.

Pei Ng is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 22 years of industry experience. Prior to joining Ameriprise in 2011, Ng worked at Morgan Stanley in various capacities from 2004 to 2011. Outside of advising, Ng is involved in multi-family real estate ownership. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

John Robinson is a CFP® professional with 18 years of experience, currently with Raymond James & Associates since 2015. He holds the Series 66 designation and is based in Raleigh, NC. Outside of his advisory role, he is a partner in BRIG LLC, a business involved in passive real estate investment. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, supported by a nationwide adviser network and a range of portfolio management styles.

Joel Oliver is a CFP® with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. He previously worked at Fidelity Investments and has been involved with Christ Baptist Church in Raleigh, NC, where he provides financial literacy and budget coaching. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, affiliated mutual funds, and trust services. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,000 financial advisors.

Glenn Woodlief is a financial advisor with Equitable Advisors in Raleigh, NC, holding Series 63 and Series 65 credentials and having 49 years of industry experience. He has been with Equitable Advisors since 1999, including the period when the firm operated as Axa Advisors, LLC. 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 utilizes a network of Investment Adviser Representatives and offers a range of investment programs, relying on third-party asset managers and model portfolios rather than sponsoring its own wrap fee program.

Shihong Duan is a financial advisor at Merrill with a Series 66 designation and seven years of industry experience. Duan's prior work includes roles at Bank of America, JPMorgan Chase Bank, J.P. Morgan Securities, and HSBC. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Caroline Harper is a financial advisor at Morgan Stanley in Raleigh, NC, holding a Series 66 designation. She joined Morgan Stanley in 2024 and has prior experience working at Camp Cheerio. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm‑approved tools and investment research.

Christine Goldner is a financial advisor at Edward Jones with 10 years of industry experience. She holds a Series 66 designation and has worked continuously with Edward Jones since 2009. 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 and investment solutions, supported by a large nationwide network of advisors and branch offices, and operates under a fiduciary standard.

Thomas Mense is a CFP®-certified financial advisor with eight years of experience, currently practicing at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Ferguson Enterprises, Inc. from 2015 to 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,000 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

John Healey is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in creating personalized financial strategies that align with clients' lifelong goals. He focuses on areas including college education planning, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, socially responsible and ESG investing, and women and wealth. Born and raised near Albany, New York, John earned both his bachelor's degree and MBA from The College of Saint Rose. He holds the Personal Investment Advisor (PIA) designation. In 2015, he and his family relocated to Raleigh, North Carolina, where they enjoy staying active outdoors year-round. John participates in community service with organizations such as the Food Bank of Central & Eastern North Carolina, the Greater Cleveland Athletic Association, and the U.S. Committee for Refugees and Immigrants. His approach as a financial professional emphasizes understanding clients' priorities to develop strategies that help pursue long-term goals.

William Langdon is a financial advisor at RBC Capital Markets with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Merrill and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, corporations, and charitable organizations. The firm provides various advisory programs and tailors investment strategies using both in-house and third-party managers, along with options for tax management and responsible investing.

Christopher Marr is a financial advisor with Charles Schwab based in Raleigh, NC. He holds Series 63 and Series 66 licenses and has 27 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services, and Edge Portfolio Management, LLC. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management alongside financial planning services. Schwab’s integrated platform includes proprietary multi-asset model portfolios, alternative investment options, and centralized custody and supervisory functions.

Mabel Cheonwi is a financial advisor at Charles Schwab with six years of industry experience. She holds a Series 66 designation and has previously worked at RBC and Parametric as a portfolio associate. Outside of her advisory role, she is an independent business owner with Amway, engaged in online product sales. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Nathan Plott is a Series 66 licensed financial advisor with six years of industry experience, currently affiliated with Raymond James Financial in Cary, NC. He has been associated with Caroline Sinclair Wealth Partners, LLC since 2021 and has held various roles within Raymond James Financial entities since 2020. Outside of his advisory work, he is a partner in a hair salon business operated by his wife. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools such as risk profiling and probability modeling to support client decision-making.

Savannah Holmes is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America, she completed her studies at North Carolina State University. 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 strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Erik Rodriguez Lopez is a financial advisor with Wells Fargo Clearing in Raleigh, NC. He holds Series 63 and Series 65 securities licenses and has two years of industry experience. In addition to his work in financial services, he is a part-owner and co-manager of Rolobyte, LLC, a company focused on creating and maintaining websites, and also works as a delivery driver for Amazon Flex. 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 with over 14,000 financial advisors and offers a range of brokerage and advisory solutions supported by research and analytics.

Ryan Tankelewicz is a financial advisor at Raymond James Financial Services Advisors, Inc. with three years of industry experience. He holds the Series 66 designation and has worked at firms including Edward Jones and Janney Montgomery Scott. He is associated with Buckner Wealth Management LLC as an employee financial advisor and has a minor role as an independent contractor with Four Corners Advisor Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and is noted for its municipal advisor affiliation and specialized advisory programs.