Logan Palmer is a financial advisor with Equitable Advisors in Raleigh, NC. He holds the Series 66 designation and has been with the firm since 2026. His background includes roles in education with Davidson County Schools, Watauga County Schools, Appalachian State University, and Ledford High School. Equitable Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing both proprietary and third-party solutions through a network of Investment Adviser Representatives.

Stephen Coleman is a CFP® professional with 42 years of industry experience, currently advising clients at Ameriprise since 2020. His prior experience includes roles at Wells Fargo Clearing and Scott & Stringfellow, LLC. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendations and ongoing annual retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Caroline Zuendel is a financial advisor at Morgan Stanley with seven years of industry experience. She holds the Series 66 and Series 63 designations and has worked in several roles within Morgan Stanley since 2017. Outside of her advisory work, she is involved in authorship. Morgan Stanley Wealth Management serves individual and institutional clients offering a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and scenario modeling.

Andrew Mac Dougall is a CFP® and ChFC® professional with 10 years of industry experience, currently serving at Robert W. Baird & Co. in Raleigh, NC. His prior roles include positions at Northwestern Mutual and Jason Garey. He serves on the board and investment finance committee of Endeavor Charter School in Wake Forest, NC. He is part of the DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm employs a variety of portfolio management strategies and emphasizes manager selection, internal research, and technology to provide comprehensive advisory services.

Lisa Nelson is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked at Cetera Advisors LLC since 2016 and previously held positions at Morgan Keegan & Company, LLC and Merrill. Nelson serves as a board member of The "I March On" Foundation, Inc., a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.

Trevor Moyer is a financial advisor with Equitable Advisors in Raleigh, NC, holding a Series 66 designation and six years of industry experience. His career includes roles at Fidelity Investments, Jackson National Life, and several other firms. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm relies on third-party program sponsors and TAMPs for many advisory models and offers a range of investment products including mutual funds, ETFs, separately managed accounts, and select alternatives.

Michael Loureiro is a Series 66-licensed financial advisor with Wells Fargo Advisors in Raleigh, NC, and has eight years of industry experience. He previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for ten years before joining Wells Fargo Clearing Services in 2021. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services that include retirement, education, risk, and wealth-transfer planning, using proprietary research and tools to develop tailored recommendations.

Johnny Medlin is a financial advisor with LPL Financial in Raleigh, NC, holding a Series 66 designation and five years of industry experience. His career includes roles at Fidelity Investments, Coastal Federal Credit Union, and Amazon.com Inc. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services with access to model portfolios, third-party asset managers, and institutional platforms.

Harrison Pair is a Series 66-licensed financial advisor at Cambridge Investment Research Advisors with four years of industry experience. He previously worked at Fidelity Investments and the North Carolina Department of Agriculture and has a background that includes education and agricultural business operations. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through various platforms and a multi-billion dollar asset base.

Melissa Poteat is a financial advisor at Morgan Stanley in Raleigh, NC, holding a Series 66 designation with one year of industry experience. Prior to Morgan Stanley, she has significant experience in education and management, having worked with the North Carolina Virtual Public School, the Aquatic Management Group, and the Wake County Public School System. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs. The firm emphasizes tailored financial planning supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Jerry Fernandez is a financial advisor with Charles Schwab in Raleigh, NC, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 1997 and 2005, respectively. 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 and financial planning services. The firm is notable for its scale, integrated operational structure, and access to alternative investments through a formal due diligence process.

Joshua Miller is a CFP® professional with 16 years of experience in the financial services industry. He is currently with Charles Schwab, where he has worked since 2022, and previously held roles at Ameriprise, Edward Jones, Strategic Advisors Inc, and Fidelity Investments. Charles Schwab serves a large client base 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by centralized operational and supervisory structures.

Alan Kennedy is a financial advisor with Edward Jones, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Navy Federal Financial Group, North Star Resource Group, Wake County EMS, and Novartis Oncology. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branch offices.

Michael Sandlin is a CFP® professional with 23 years of industry experience, currently advising at LPL Financial since 2021. His prior roles include positions at Truist Advisory Services, Truist Investment Services, Bb&T Securities, and Scott & Stringfellow. Outside of his advisory work, he is involved in real estate rental property ownership in Raleigh, NC. 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 services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Marquita Hylton is a Financial Consultant at Fidelity Investments, a role she has held since 2022. She has extensive experience advising high net worth individuals and families on navigating complex financial situations and enhancing their long-term financial outcomes. Prior to her current position, she worked as an Investment Consultant at Fidelity Investments from 2020 to 2022 and at SECU from 2011 to 2020. Marquita is a CERTIFIED FINANCIAL PLANNER™ with 14 years of experience as an investment advisor. She focuses on wealth planning and builds strong relationships with clients to identify underutilized opportunities, helping them pursue their financial goals with clarity and confidence. Outside of her professional work, Marquita enjoys kayaking and outdoor adventures.

Cyrus Durham is a financial advisor at Ameriprise in Raleigh, NC, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Millenium Planning Group RIA, Imperial Insurance and Financial Services, and Oldhouse Bookkeeping and Tax. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Karla Valas is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 66 licenses and is based in Raleigh, NC. Valas has been with Fidelity Investments since 1998. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and oversees day-to-day management through affiliated and unaffiliated sub-advisers.

Mark Fortier is a CFP®-designated financial advisor with Edward Jones in Raleigh, NC, where he has worked since 1993. He has 32 years of industry experience and holds a Series 63 license. Outside of his advisory role, he owns a charter fishing boat business in Raleigh. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Arya Gor is a Planning Consultant at Fidelity Investments, a role they have held since 2025. In this position, Arya partners with clients to understand their financial goals and helps build customized financial plans. They prioritize forming strong relationships with clients and maintaining trust and transparency. Prior to their current role, Arya served as a Relationship Manager and Financial Representative at Fidelity Investments between 2023 and 2025. Before joining Fidelity, Arya worked in finance and accounts receivables at Seesaw Learning, Inc. from 2021 to 2023. Arya holds a California Insurance License. Outside of their professional work, Arya enjoys spending time at the beach, cooking and baking, engaging in family activities, fitness, social events with friends, and skiing.

Lonnie Hedrick is a financial advisor with Edward Jones in Garner, NC, holding Series 63 and Series 66 designations and 28 years of industry experience. He has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets with a large network of advisors and branch offices nationwide.