Emily Johnson is a financial advisor at Robert W. Baird & Co. in Raleigh, NC, holding a Series 66 designation with 10 years of industry experience. She has been with Robert W. Baird & Co. since 2015. Outside of her advisory role, she is a member of Wellington Westwood LLC. Emily works within The DDK Group at Robert W. Baird & Co., which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning, portfolio management, and brokerage services using a combination of in-house and third-party managers, including both traditional and non-traditional investment strategies.

Jon Stephenson is a financial advisor with UBS Financial Services in Raleigh, NC, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor strategies to client goals.

George Moseley is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Bank of America, Merrill, and Raymond James. 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 roughly $671 billion in assets and provides both brokerage and advisory solutions.

Constance Mix is a financial advisor at OSAIC with Series 63 and Series 65 credentials and three years of industry experience. Her prior work includes roles at Wells Fargo Clearing and Oklahoma Central Credit Union. OSAIC serves a diverse clientele, including retail and institutional investors, with a multi-advisor platform offering brokerage and advisory services such as financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach relies on model-based asset allocation and portfolio optimization supported by various analytical tools and options for discretionary and third-party managed strategies.

Jessica Rudin is a financial advisor at Merrill with four years of industry experience. She holds the Series 66 designation and previously worked at Equitable Advisors and The Preiss Company. 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 for a range of client types including individuals, high-net-worth clients, and institutions.

Carolyn Leith is a financial advisor with Robert W. Baird & Co. in Raleigh, NC, holding Series 63 and Series 65 credentials and 41 years of industry experience. She has been with Robert W. Baird & Co. since 2010. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individual, corporate, pension, and charitable clients with services including financial planning, portfolio management, and custody and brokerage solutions. Baird employs a combination of manager-traded and model-traded strategies, tax management, and internal research tools, managing approximately $394 billion in regulatory assets as of December 31, 2025.

Eric Svenson is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has been with various Fidelity entities since 2007. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad universe of mutual funds, ETFs, and ETPs.

Bradley Eisenberg is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been advising clients within the financial industry for over a decade, focusing on guiding individuals through their financial journeys with clarity and purpose. Prior to his current position, Bradley served as a Financial Consultant at Fidelity Investments from 2020 to 2023, and held roles as a Wealth Management Advisor at TIAA from 2017 to 2020, and as a Guidance Support Specialist at Fidelity Investments from 2014 to 2017. Bradley's approach emphasizes a holistic and collaborative strategy, aligning financial planning with clients' most important goals and long-term retirement needs. He aims to simplify financial complexities and empower clients to make informed decisions throughout different stages of life. He holds a California Insurance License. Outside of his professional work, Bradley engages in family activities and personal interests including fitness, golf, movies, pets, and tennis.

Caroline Sinclair is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. She has worked at various divisions within Raymond James since 2014. In addition to her role at Raymond James, she owns Caroline Sinclair Wealth Partners, LLC, where she also serves as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary advice using advanced analytical tools and supports municipal finance work uncommon among large institutional advisors.

Ellie Campion is a financial advisor at Equitable Advisors in Raleigh, NC, holding a Series 66 designation and beginning her advisory career in 2026. Prior to joining Equitable Advisors, she gained diverse experience across various roles, including work in education and management. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, offering financial planning, retirement plan consulting, and asset management programs. The firm delivers services through a network of Investment Adviser Representatives and utilizes a range of third-party asset managers and advisory programs.

Joel Rundle is a financial advisor at Morgan Stanley in Raleigh, NC, holding a Series 66 designation with four years of industry experience. He previously worked at Ameriprise from 2020 to 2023 and has a background that includes full-time education and a role at Southern Water Gardens. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, combining tailored financial planning with broad investment and institutional services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools designed to model financial outcomes.

Timothy Legare is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has previously worked at Imperial Brewing Company and Bronx Pizza. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm also serves multiple registered investment companies and utilizes algorithmic methods and AI in its investment process.

Laura Berra is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. She holds Series 63 and Series 65 licenses and is based in Raleigh, NC. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Samuel Curtis is a financial advisor with Mass Mutual Investors Services in Raleigh, NC, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at UBS Financial Services, Ally Invest, and Amazon. MML Investors Services, LLC operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers annual, collaborative financial planning engagements using firm-approved analytical tools and presents event-driven planning options such as divorce and estate settlement services.

Michelle Britt is a financial advisor at Morgan Stanley with 33 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and previously at Citigroup Global Markets from 2006 to 2009. She holds Series 63 and Series 66 licenses. Outside of her advisory work, she is a member of the James M Hurst Family LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory services supported by firm‑approved planning tools and research from its Global Investment Committee.

Alfred Darakjian is a financial advisor with Equitable Advisors based in Raleigh, NC, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Company, Duke University Health System, and Credit Suisse Securities LLC. Outside of his advisory work, he serves as president and CPA/tax preparer of Alfred Darakjian Consulting, Inc., providing tax and accounting services. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Richard Mills is a financial advisor with Fidelity Investments based in Durham, NC. He holds Series 63 and Series 66 credentials and has three years of industry experience. His prior roles include positions at First Citizens Investor Services, RGA Investments, and FedEx. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

Virginia Whitley is a financial advisor with Morgan Stanley in Raleigh, NC, holding a Series 66 designation and 18 years of industry experience. She has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, N.A. since 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide array of advisory programs to individuals and institutional clients. The firm’s financial planning includes tailored services using approved planning tools and modeling techniques, serving approximately $2.74 trillion in client assets.

Russell Hadley is a CFP®-certified financial advisor with 34 years of industry experience, currently with Osaic. He has worked previously at Lincoln Financial Securities Corp and Woodbury Financial Services Inc. Hadley is also involved in selling fixed life insurance and annuities through his ownership of Alpha Omega Wealth Partners. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services. The firm utilizes a model-based investment approach featuring asset allocation optimization and various managed portfolio options across its expansive multi-advisor platform.

Andrea Paton is a financial advisor with Fidelity Investments in Durham, NC, holding a Series 66 designation and having two years of industry experience. Her previous roles include positions at the North Carolina Department of Health & Human Services and various private companies. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, fund advisory, and model portfolios.