Holly Vincitorio is a financial advisor at Edward Jones in Raleigh, NC, holding a Series 66 designation with six years at the firm and a total of three years of industry experience. Prior to joining Edward Jones, she worked in education roles at Guidepost Montessori and was affiliated with Duke University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and offices. The firm offers a range of advisory and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Bonnie Linnemeier is a financial advisor at Morgan Stanley in Raleigh, NC, with 11 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Merrill for 10 years before joining Morgan Stanley in 2024. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools along with market modeling techniques to support client financial planning.

Ryan Wicks is a financial advisor at Charles Schwab with Series 66 registration and five years of industry experience. His work history includes roles at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., Webster Bank, Integrated Financial Group, and the University of Georgia. Charles Schwab & Co., Inc. serves 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 a combination of non-discretionary and discretionary investment solutions, supported by a large client base and integrated operational structure.

Sarah Brandl is a financial advisor at Ameriprise in Raleigh, NC, holding a Series 66 designation with 11 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2015. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary advice through a centralized consulting team, alongside a broad range of advisory, brokerage, and insurance solutions.

Benjamin Kadlec is a financial advisor with Equitable Advisors in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Equitable Advisors since 2013 and previously worked at AXA Advisors, LLC. Outside of his advisory role, he is the sole proprietor of Ashar Group, which provides life settlements, and serves on the Investment Policy Committee board of PST Advisors, LLC. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and a variety of asset management programs delivered through a broad network of Investment Adviser Representatives and third-party program sponsors.

Amy Bennett is a Series 66-licensed financial advisor with LPL Financial, based in Raleigh, NC, and has two years of industry experience. Her prior roles include positions at OSAIC, FSC, Steward Wealth Strategies, and Cox Automotive, 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 financial planning and investment management services, using model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational and research tools.

Chip Marcus is a financial advisor with LPL Financial in Cary, NC, holding a Series 66 designation and 26 years of industry experience. His prior firms include Bank of America, Merrill Lynch, Wells Fargo Clearing, and Morgan Stanley. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.

Travis Sissler is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at Raymond James Financial Services and Pinnacle Asset Management. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm follows an IPS-driven process grounded in modern portfolio theory and includes insurance-related products and bank deposit sweep options as part of its broader investment menu.

John Muir is a financial advisor with Wells Fargo Clearing in Chapel Hill, NC, holding Series 63 and Series 65 designations and five years of industry experience. His prior roles include positions at LPL Financial, Woodbury Financial Services, and Northwestern Mutual. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non‑qualified deferred compensation plans, offering both discretionary and non‑discretionary services with an IPS-driven approach grounded in modern portfolio theory. The firm serves plan sponsors with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

Stanley Harriman is a Financial Advisor at Merrill Lynch Wealth Management. He provides financial advice and solutions tailored to the needs of professionals, executives, and families. His approach involves understanding clients' priorities to develop strategies that address their short-, mid-, and long-term financial goals, including areas such as retirement planning, legacy planning, and education planning. Mr. Harriman's experience is informed by personal and professional insights, including his service in the U.S. Army and his understanding of financial security as a means to achieve well-being and protect loved ones. He focuses on helping clients maintain disciplined financial plans that create freedom, confidence, and clarity, rather than attempting to predict market movements. He holds a Bachelor's Degree from East Carolina University and a Master's of Business Administration from the University of North Carolina Wilmington. His professional designations include Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA).

Joanna Mason is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. She is currently based in Raleigh, NC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs supported by structured discovery conversations and firm‑approved tools. The firm manages approximately $2.74 trillion in client assets and provides a broad range of investment services.

Derek Crooks is a financial advisor at Edward Jones with 8 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2017. Prior to joining Edward Jones, he worked at JC Penney for three years. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

William Pomeroy is a CFP® and Series 66-registered financial advisor with Edward Jones in Raleigh, NC, where he has worked since 2018. He has seven years of industry experience, including three years at Arca Tech Systems LLC prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with a large nationwide network of financial advisors and branch offices.

Catherine Bryant is a financial advisor at LPL Financial with 20 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Coastal Federal Credit Union, CUSO Financial Services, PNC Wealth Management, Truist Investment Services, and Principal Financial Services. Bryant is also involved with Coastal Wealth Management, a registered investment advisor she operates alongside her LPL business. 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 broad range of advisory and brokerage services, including financial planning, wrap and model portfolio programs, and third-party asset management, supported by a large network of investment adviser representatives.

Brian Murphy is a financial advisor with Merrill in Raleigh, NC, holding a Series 66 designation and four years of industry experience. His work history includes roles at Bank of America N.A. and Troy Container Line. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Judy Deakins is a financial advisor at Merrill with 21 years of industry experience and holds a Series 66 designation. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2002. Merrill, along 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 plans, corporations, and charitable organizations.

Susan Taylor is a Series 66 licensed financial advisor with Morgan Stanley in Raleigh, NC, where she has worked since 2015. She has 24 years of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual 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 employs a structured financial planning process utilizing firm-approved tools and modeling techniques.

Margaret Deng is a financial advisor at Morgan Stanley in Raleigh, NC, holding a Series 66 license. She has been with Morgan Stanley since 2025 and has prior experience with Golden Edge Solutions, LLC, as well as academic roles at New York University and involvement with The Skyscraper Museum and Steps Tutoring. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies.

Matthew Gieszl is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He is also vice president of Maricopa Land and Cattle Company, a family-owned business. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a broad range of investment advisory programs and maintains a large national network of financial advisors and branch offices.

Matthew Lovell is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at Bank of America, Merrill, Fidelity Investments, and Policygenius. Outside of his advisory work, he is a co-owner of a family rental property in Greenville, North Carolina. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering investment policy development, performance reporting, participant education, and discretionary plan management grounded in modern portfolio theory.