Julianne Stockbauer is a financial advisor with Edward Jones in Raleigh, NC, holding the CFA® designation and Series 63 license. She has 10 years of industry experience, including roles at Edward Jones and Dimensional Fund Advisors. 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 under management and offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a nationwide network of over 23,700 financial advisors.

Christopher Howard is a financial advisor with Edward Jones in Raleigh, NC, holding Series 63 and Series 66 licenses and having 34 years of industry experience. He has been with Edward Jones since 1992. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Tristan Helms is a financial advisor with LPL Enterprise in Cary, NC, holding a Series 66 credential and seven years of industry experience. He has worked with Prudential Insurance Company of America and Pruco Securities, LLC, prior to joining LPL Enterprise. He serves as a board member for Seek First Sports Counseling, a nonprofit organization. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Lindsey Seymore is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and eight years of industry experience. She has been with Wells Fargo Clearing Services since 2018 and with Wells Fargo Bank since 2015. 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 combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Brad Tavano is a financial advisor with RBC Capital Markets in Raleigh, NC. He holds a Series 66 designation and has been with RBC Capital Markets since 2025. Prior to this, he held positions at Congo Brands, Blue and Co., LLC, and has experience in various roles including education and retail. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and portfolio management services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Mary De Cola is a financial advisor with Merrill in Raleigh, NC, holding a Series 66 designation and three years of industry experience. She has worked at Merrill since 2018 and previously spent 16 years with Bank of America. Merrill, along 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 clients including individuals, high-net-worth investors, and institutions.

Calvin Jones is a CFP® with 28 years of industry experience and has been with Wells Fargo Advisors since 2011. He is based in Raleigh, NC, and is the sole owner of Family Financial Partners, LLC, an investment-related business. 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 utilizing Wells Fargo’s research and tools, with tailored recommendations delivered through advisor meetings and client summaries.

Austin Heath is a financial advisor with Raymond James & Associates and holds the Series 66 designation. He began his industry career in 2023, previously working at Fidelity Investments and Firetti Builders. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipalities, providing financial planning, non-discretionary investment consulting, and municipal advisory services.

Dawson Bass is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked at Styron & Hughes and has experience in multiple roles spanning finance and education from 2015 to 2024. 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 solutions through a large network of advisors utilizing model portfolios, third-party subadvisors, and customized strategies.

Christopher Elmore is a Series 66-licensed financial advisor at Charles Schwab with 22 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank, SSB since 2005. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

George Littlewood is a financial advisor with Merrill in Raleigh, NC, holding Series 63 and Series 65 licenses and possessing 43 years of industry experience. He has been with Merrill and Bank of America since 2010. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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 financial advisor with Ameriprise in Raleigh, NC, holding CFP® and multiple securities licenses, with 42 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Ameriprise in 2020. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing detailed, research-based Recommendation Reports that address income, Social Security options, and tax-efficient withdrawal strategies. The firm combines algorithmic automation and expert oversight to deliver tailored retirement income advice, primarily for clients with assets managed through Ameriprise.

Caroline Zuendel is a financial advisor with Morgan Stanley in Raleigh, NC, holding Series 63 and Series 66 credentials and seven years of industry experience. She has worked in various roles within Morgan Stanley since 2017 and has prior experience at firms including Triangle Wealth Management and Investment Advisor Alliance. Outside of advising, she is involved in authorship. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and analyses.

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.

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.

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.