Michael Jordan is a financial advisor with Morgan Stanley in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Morgan Stanley since 2012 and has worked at Morgan Stanley Private Bank, National Association since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad 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 integrates firm-approved tools and modeling techniques.

George Holden III is a financial advisor with Morgan Stanley in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Bank of America and Merrill, and he has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2021. Outside of his advisory work, he is involved with NSH Properties LLC, a real estate business based in Cary, North Carolina, in which he holds a passive role. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides services that include investment advisory, estate planning, and access to various financial products and strategies.

James Rushton is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds the Series 66 designation and has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including financial planning and estate strategies, managing approximately $2.74 trillion in client assets.

Wendy Garrett is a financial advisor with Ameriprise, holding a Series 66 designation and 11 years of industry experience. She previously worked at Edward Jones for nine years before joining Ameriprise in 2024. Garrett serves as the secretary on the board of directors for the nonprofit Wonderfully ME. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and ongoing annual advice focused on income sources and tax-aware withdrawal strategies.

David Ansbro is a financial advisor at LPL Financial with 24 years of industry experience and holds the CFP® and Series 66 designations. His prior experience includes roles at Waddell & Reed, Liberty National Life Insurance Company, and Thorough Financial Group. He is also involved with Thorough Financial Group, LLC in a non-investment-related capacity. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting with both discretionary and non-discretionary management supported by research and multiple portfolio strategies.

Austin Smith is a Financial Consultant at Fidelity Investments, where he focuses on developing comprehensive financial plans tailored to meet the unique needs of families. He works closely with clients to identify strategies that strengthen their financial positions and makes adjustments as their life circumstances and goals evolve. Austin has been with Fidelity Investments since 2019, progressing through roles including Workplace Planning Associate, Workplace Planning Consultant, Financial Representative, Relationship Manager, and Investment Consultant before assuming his current position in 2024. Prior to that, he gained experience in customer service at Fidelity Charitable from 2016 to 2018. He holds a California Insurance License. Outside of his professional work, Austin has personal interests in fitness, golf, skiing, soccer, and traveling.

Alexandra Odorizzi is a financial advisor at Morgan Stanley in Raleigh, NC, with 25 years of industry experience. She holds a Series 63 designation and has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she serves as a board member for the Weldon Ridge Barracudas Swim Team, organizing the summer swim program. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Steven Cooke is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 66, Series 63, and Series 65 designations and having eight years of industry experience. He has worked at Wells Fargo Clearing Services since 2026 and was previously with Wells Fargo Bank, NA for 15 years. 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 and offers both brokerage and advisory solutions, utilizing research from its Investment Institute and third-party data to guide investment selections.

Reid Twine is a CFP® professional based in Raleigh, NC, affiliated with Wells Fargo Clearing. He has 18 years of industry experience, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He has been with Wells Fargo Clearing since 2017. 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 and offers both brokerage and advisory solutions.

Benjamin Grossfuss is a financial advisor with Ameriprise in Raleigh, NC, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2021, he worked at Syneos Health and FIS Global. Grossfuss also has a background in academia from Lynchburg College. Ameriprise offers a retirement-income planning service tailored to 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 customized, non-discretionary recommendations through a centralized consulting team.

Audrey Dixon is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following three years at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Carlos Cirkovic Von Hubbenet is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. His prior roles include positions at Bank of America, Merrill, and Counter Culture Coffee. 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 and offers a combination of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Michael Legette is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at TD Ameritrade, Scottrade, and Primerica. Outside of his advisory role, he speaks periodically to religious and community groups about personal financial stewardship and the financial services profession. Charles Schwab 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 combines non-discretionary client advisory relationships with access to discretionary separately managed accounts and offers a centralized operational and custody platform.

Christopher Felts is a financial advisor with Wells Fargo Advisors in Raleigh, NC, holding a Series 66 designation and 11 years of industry experience. He previously worked at UBS Financial Services before joining Wells Fargo Clearing Services in 2018. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including niche areas such as business-owner transition and special-needs analysis, using research and tools to develop tailored client recommendations.

Glenn Henshaw is a CFA® charterholder with 45 years of experience in the financial industry. He is currently with Morgan Stanley in Raleigh, NC, having previously worked at Bank of America and Merrill. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and planning tools, with plans supported by the Global Investment Committee’s return estimates and Monte Carlo simulations.

Benjamin Plyler is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and has prior experience with Wells Fargo Advisors, LLC and Wells Fargo Bank NA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services that include investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with options for both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Reid Bowen is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He has worked at Wells Fargo Advisors since 2018 and previously at Mission Value Partners from 2015 to 2018. Bowen serves on the Board of Trustees for the R. Keith Like Scholarship Endowment Fund. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and delivers tailored recommendations using Wells Fargo research and planning tools.

Giselle Pater is a Series 66 licensed financial advisor with Morgan Stanley in Raleigh, NC, and has three years of industry experience. She previously worked at Merrill from 2006 to 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Monte Carlo simulations, as part of its financial planning process.

James Branan Sr. is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and previously worked for Cornwell Quality Tools for 20 years. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Jennifer Hinnant is a financial advisor at Morgan Stanley with the Series 66 designation and nine years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves 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 employs a structured financial planning process that utilizes firm-approved tools and modeling techniques.