Joseph Cretella is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and analyses.

Nancy Winborne is a financial advisor with RBC Capital Markets in Raleigh, NC, holding a Series 66 designation and 11 years of industry experience. She has worked at RBC Capital Markets since 2017 and was previously with Wells Fargo Clearing. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ Advisory Risk Profiles, utilizing both in-house and third-party investment managers.

Aidan Barrett is a financial advisor at Charles Schwab in Raleigh, NC, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Financial Information Technologies and several positions within Charles Schwab and H-E-B. Charles Schwab & Co., Inc. 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 and discretionary investment options supported by multi-asset model portfolios and centralized operational infrastructure.

Ci Ci Donnelly is a financial advisor with Raymond James Financial in Raleigh, NC, holding Series 63 and Series 66 credentials and 11 years of industry experience. Her prior work includes roles at Merrill and Wells Fargo. Raymond James Financial Services Advisors, Inc. provides tailored financial planning and investment consulting to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm employs analytical tools and risk profiling to support non-discretionary advisory services and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Timothy Holt is a Series 66-licensed financial advisor at Fidelity with 19 years of industry experience. He has worked at Fidelity Investments since 2008, including seven years with Fidelity Personal and Workplace Advisors. Prior to Fidelity, he was with Ameriprise for one year. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios, and it holds distinctive roles such as registration with the CFTC as a commodity pool operator and advisory responsibilities for multiple registered investment companies.

Ashesh Chatterjee is a financial advisor with Fidelity Investments in Durham, NC, holding Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Fidelity, he worked at Wegmans and has been involved professionally in music, including teaching at Rich Music School and performing with Ashesh Chatterjee Music. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Michael Mumford is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has worked since 1992 after graduating from The University of North Carolina at Chapel Hill. He holds a Bachelor's Degree from the university and several FINRA registrations, including Series 7, 9, 10, 31, 63, 65, and 66. He also holds professional designations such as the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). With more than 30 years of experience, Michael specializes in family wealth management strategies, personal retirement planning, portfolio management services, and retirement income. His approach is consultative and objective, focusing on understanding each client's financial situation, preferences, and goals to develop personalized asset allocation recommendations and financial strategies. Michael serves his community through board and committee roles at various organizations, including Epworth United Methodist Church and The University of North Carolina at Chapel Hill. He lives in Durham with his wife, Courtney, and their two children. Outside of work, he enjoys gardening, golfing, and spending time with his family.

Renee Cooley is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at OSAIC since 2023. Her previous roles include positions at FSC Securities Corporation, Edward Jones, and Bb&T Asset Management, Inc. She is a licensed insurance agent and owns RDaniCo, LLC, which operates as her corporate structure for financial and insurance services. Renee also holds a Notary Public commission for the state of North Carolina. OSAIC Wealth serves a diverse clientele, including retail and institutional investors, retirement plan sponsors, and charities, offering a range of brokerage and advisory services. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, supported by risk-tolerance assessments and multiple program options tailored to client needs.

Damian Foreman is a financial advisor at Fidelity with two years of industry experience and holds the Series 66 designation. His prior work includes four years at Truist Financial Corporation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds structures, and employs systematic methodologies supported by oversight controls and advanced research techniques such as AI.

Jackson Phillips is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Prior to joining UBS in 2026, he worked at Wells Fargo for two years. His background includes diverse roles outside finance, such as positions with Jordan Lake State Park and various consulting and media-related engagements. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Anthony Delauney Jr. is a financial advisor with Ameriprise in Cary, NC, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he is the owner of Owning the Dash, LLC, through which he has published two adult self-help books on financial planning and retirement, six children’s picture books, and developed related educational products including a card game and a financial literacy kit. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency strategies to create tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Mita Kapila is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2014. 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 firm-approved tools and strategies.

Meghan Woolard is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 21 years of industry experience. She has been with Wells Fargo Clearing since 2016. 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 through a large network of advisors and employs research-driven investment strategies based on diversification and modern portfolio theory.

John Dickinson is a financial advisor with Morgan Stanley Wealth Management in Raleigh, NC, holding a Series 66 designation and 26 years of industry experience. His career includes roles at Morgan Stanley Private Bank, MORGAN STANLEY SMITH BARNEY llc, Citigroup Global Markets, and UBS Financial Services. Outside of his advisory work, he is involved in a musical group as a recreational hobby. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and a comprehensive investment approach supported by committees and proprietary modeling.

Christopher Combs is a Wealth Management Advisor at Merrill Lynch Wealth Management. He brings extensive experience serving active and retired business owners, senior executives in biotech and technology, and university faculty and administrators. Christopher focuses on developing goals-based financial strategies that address clients’ unique situations and motivations, emphasizing education planning, family wealth management, legacy planning, retirement income, and socially responsible investing. Christopher is a CERTIFIED FINANCIAL PLANNER® certificant and holds the Chartered Retirement Planning Counselor™ designation, as well as the Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA) credentials. He earned his bachelor's degree from Duke University, where he also played football before his professional career in the NFL. He is a member of the Durham-Orange Estate Planning Council and actively participates in his community through involvement with The Summit Church, where he serves as a small group leader, and has held board positions with various local organizations. Christopher resides in Durham with his wife and three children, enjoys coaching his children in sports, and participates with them in the YMCA Y Guides program.

Brandon Swindell is a financial advisor with Fidelity in Durham, NC, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He previously worked at J.P. Morgan Securities and J.P. Morgan Chase NA for over a decade before joining Fidelity. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm integrates proprietary fundamental research with quantitative and algorithmic methods to construct portfolios and oversees its sub-advisers and share allocations to manage conflicts of interest.

Nicholas Pino is a financial advisor with OSAIC based in Raleigh, NC, holding Series 63 and Series 65 designations and 22 years of industry experience. He previously worked at John Hancock Financial Services for 13 years before joining OSAIC in 2018. Outside of his role at OSAIC, he is involved as a financial planner with Capitol Financial Solutions and also operates as an insurance broker through a sole proprietorship. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment process focused on model-based asset allocation, portfolio optimization, and multiple program options delivered through a complex network of affiliated broker-dealer and advisory entities.

Rodney Adderley is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Wells Fargo Clearing, and Merrill. He is based in Raleigh, NC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process with firm-approved tools and modeling techniques.

John Soles is a CFP® and Series 66-registered financial advisor with Edward Jones in Raleigh, NC. He has 10 years of industry experience, all of which have been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Leonardo Cardenas is a financial advisor at Edward Jones in Raleigh, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked with organizations including the New Jersey Devils and Philadelphia 76ers. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.