Anne Lloyd is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2019, previously serving at SunTrust Advisory Services from 2016 to 2019. She serves on the finance committee of Hope Valley Country Club in Durham, NC. Wells Fargo Advisors is a national securities firm providing 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 brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Xinyu Feng is a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, Xinyu works directly with clients to understand their current financial situations and introduces solutions available through Merrill and Bank of America. Xinyu aims to empower clients with the knowledge and tools needed to take control of their financial lives and select the platform that best fits their needs. Xinyu specializes in helping clients manage money amidst various competing financial priorities, such as buying a home, saving for education, caregiving for elderly parents, and preparing for healthcare needs. As a Merrill Financial Solutions Advisor, Xinyu collaborates one-on-one with clients to define financial goals and chooses portfolio strategies designed to achieve them. Ongoing advice and portfolio adaptations are part of Xinyu's practice to accommodate changing client situations. Xinyu holds a Personal Investment Advisor (PIA) designation and earned both a Bachelor's and a Master's degree from the University of North Carolina System.

Indranath Lahiri is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works directly with clients to understand their financial situations and aspirations, developing personalized wealth management strategies that address their long-term goals. He provides access to Merrill's investment insights along with Bank of America's banking and lending solutions, creating flexible financial plans responsive to changing market conditions. Mr. Lahiri's areas of expertise include college education planning, corporate executive services, family wealth management, investment consulting for defined contribution plans, liquidity management, philanthropic planning, portfolio management, small business strategies, individual and corporate investment strategy, and retirement income. He holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's degree from Jadavpur University and Master's degrees from both the University of North Carolina System and the University of Texas System. In addition to his professional work, Mr. Lahiri participates in community volunteering in line with Merrill’s tradition of service. His personal interests include badminton, basketball, biking, bowling, camping, drawing and sketching, football, gardening, hiking, and music.

Stephen Ellis is a financial advisor with LPL Financial in Chapel Hill, NC, holding a Series 66 designation and 20 years of industry experience. He has worked with LPL Financial, formerly LINSCO/PRIVATE LEDGER CORP., since 2006. Outside of his advisory role, he is involved with Strategic Financial Group, Inc., which operates as a DBA for his LPL business. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with a range of non-advisory financial products and technology tools.

Carla Tyner is a financial advisor at UBS Financial Services with 20 years of industry experience. She has been with UBS since 2007 and holds the Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets services and proprietary research.

Foster Kyei is a Financial Consultant at Fidelity Investments, where he has been working since 2022. He has held multiple roles within Fidelity since 2015, including Investment Consultant, Relationship Manager, Central Relationship Manager, and Financial Representative. In his current role, Foster focuses on creating lasting relationships with clients by simplifying complex financial situations and partnering with them to develop and implement personalized financial plans. His goal is to enable clients to make informed investment decisions and feel confident as they work towards their financial objectives. Outside of his professional work, Foster has personal interests in football, golf, soccer, table tennis, tennis, and traveling.

Timothy Rauwald is a financial advisor with UBS Financial Services and holds Series 63 and Series 65 designations. He has 34 years of industry experience, including 17 years at UBS. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, incorporating fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets functions.

Paul Terrey is a financial advisor with Ameriprise in Durham, NC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Terrey manages general business activities for Triangle Advisory Group LLC, a non-investment business established to handle practice-related expenses. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, delivering detailed, research-based recommendation reports through a centralized consulting team. The firm combines modeling, tax-efficiency analysis, and adaptive withdrawal strategies while emphasizing the use of managed accounts and affiliated investment products.

Sarah Stilley is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she was with Mercer Advisors and Advanced Services Law Group for three years each, and held roles at PlanWell Legal and Cary Estate Planning. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory strategies, affiliated mutual funds, and operates under a fiduciary standard.

Cynthia Corbett is a financial advisor with Morgan Stanley in Chapel Hill, NC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Morgan Stanley Private Bank since 2015 and has worked at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs. The firm offers tailored financial planning supported by structured planning tools and manages approximately $2.74 trillion in client assets.

Laura Clapp is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. She holds Series 66 registration and manages her practice in Siler City, North Carolina. Outside of her advisory work, Clapp is involved in agricultural equipment sales and service through Clapp Enterprises LLC and acts as a bookkeeper for Clapp Farm, a cattle operation. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers various investment advisory programs and maintains a large national network of advisors and branch offices.

Todd Graddy is a financial advisor at Edward Jones in Pittsboro, North Carolina, holding a Series 66 designation with eight years of industry experience. Prior to joining Edward Jones in 2024, he worked for Mediant Communications Inc. from 2016 to 2024. 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 network of more than 23,000 financial advisors and over 15,000 branch offices nationwide.

R Flintom is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2009, including eleven years with Morgan Stanley Private Bank, National Association. Prior to that, he spent eight years at Citigroup Global Markets. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers both direct client plans and corporate financial planning agreements.

Micah Miller is a Financial Consultant at Fidelity Investments, a role held since 2026. In this capacity, he works with clients to develop personalized financial plans that aim to simplify complex decisions and help clients maintain focus on their key financial goals. Before becoming a Financial Consultant, Micah served as an Investment Consultant at Fidelity Investments from 2024 to 2026. Prior to that, he was a Workplace Planning Consultant at the same company from 2022 to 2024. These roles have contributed to his experience in various aspects of financial planning and consulting. Outside of his professional work, Micah has interests in comedy, golf, pets, and yoga.

William Peyton Jr. is a Series 66-registered financial advisor with UBS Financial Services in Chapel Hill, NC, with 17 years of industry experience. He has been with UBS Financial Services since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers proprietary research and a broad range of capital markets solutions.

Katie Nestlerode is a financial advisor at Fisher Investments with 22 years of industry experience. She has held roles at Sanford C. Bernstein for 15 years prior to joining Fisher Investments in 2017. Nestlerode holds Series 63 and Series 65 licenses and is based in Chapel Hill, NC. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals. The firm employs a centralized investment approach combining quantitative and qualitative research to manage diversified portfolios across various asset classes.

Renee Sorrell is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and Mediant Communications. Outside of her advisory role, she works as a cashier at Home Depot. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Katie Belin is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2020. She works closely with clients to understand their financial goals, values, and vision for the future, creating personalized strategies aimed at growing and protecting wealth while building reliable retirement income streams. Prior to her role at Fidelity, she was a Financial Advisor at Edward Jones Investments from 2016 to 2020. Before entering financial advisory, she gained experience as a Capital Markets Operations Associate at Fannie Mae Federal National Mortgage Association from 2014 to 2016. With over 10 years of experience, Katie specializes in assisting clients with retirement planning, wealth preservation, and legacy planning. She emphasizes client education to enable informed and confident financial decisions. Her approach focuses on clarity, confidence, and disciplined financial management.

Evan Guinn is a Financial Consultant at Fidelity Investments, a role he has held since 2026. He has been with Fidelity Investments since 2022, progressing through several positions including Planning Consultant, Relationship Manager, and Financial Representative. He works with clients to develop personalized retirement and investment plans tailored to their specific needs. His expertise includes insurance planning, retirement planning, education planning, and tax-efficient investing. Evan aims to collaborate with clients to create and adjust plans as their needs evolve.

Tanner Gilbert is a Financial Consultant at Fidelity Investments, where he began his current role in 2024. Prior to this, he held positions as an Investment Consultant and Financial Representative at Fidelity Investments since 2022. Tanner started his career with an internship at Betty Andrews Investment Management in 2020. In his role, Tanner focuses on building relationships and solving problems to assist individuals, families, and businesses in achieving their financial goals. He emphasizes understanding each client's personal situation to implement tailored strategies that support their financial planning needs. Outside of his professional responsibilities, Tanner has interests in football, golf, movies, pets, and reading.