Casey Bumgarner is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Edward Jones and Prudential Insurance Company of America. Outside of his advisory role, he is involved with the Angelus Sano Fund, a medical device venture based in Winter Park, FL. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Chadwick Wester is a CFP®-certified financial advisor with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at SunTrust from 2014 to 2017. 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 strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Daniel Ponce is a financial advisor with LPL Financial based in Raleigh, NC, holding Series 65 and Series 63 licenses with one year of industry experience. His prior work history includes roles at Wells Fargo Clearing, Wells Fargo Bank, and Charter Communications. Outside of his advisory role, he has worked as an independent contractor driver for Lyft. 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 and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

Leslie Merritt III is a financial advisor at OSAIC with 20 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at FSC Securities Corporation for 18 years before joining OSAIC in 2023. Outside of his advisory role, Merritt owns Neuse Goatscaping, Inc., an agricultural business connected to his family’s historic farm, and he manages The Buchan Agency, a life and long-term care insurance firm. OSAIC serves a diverse range of clients, including retail and institutional investors, through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment process with portfolio optimization and offers various programs such as financial planning, Unified Managed Accounts, and retirement plan consulting.

Bonnie Clare Kunath is a financial advisor at Equitable Advisors with 37 years of industry experience. She holds Series 63 and Series 66 designations and has been with Equitable Advisors since 2006. Outside of her advisory role, she serves as Sponsorship Chair for Festa Italiano The Sons and Daughters of Italy in Raleigh. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers to deliver tailored investment solutions.

Jackson Baum is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. He has been with LPL Financial since 2020 and also operates Capital Insurance & Financial Services, Inc., which provides non-variable insurance services. 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 advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wendy Artis is a financial advisor at Merrill with a Series 66 designation and 18 years of tenure at the firm. She has three years of industry experience. Outside of her advisory role, she serves on the Stone Soup committee for Urban Ministries of Wake County and is involved with the Susan G. Komen Carolinas committee, assisting with fundraising and event planning. Merrill provides managed account services to Bank of America fiduciary clients through model-based and discretionary strategies developed by internal and third-party teams. The firm serves a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Hunter Bostwick is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked at IBM for eight years and currently holds a program management role at Kyndryl, 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Georgia Winston is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Her prior roles include positions at Bank of America, Heirloom Advisors, and Winston's Grille. She attended the University of North Carolina at Chapel Hill and worked at Ravenscroft School for 14 years before entering the financial sector. 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 investment strategies for individuals, high-net-worth clients, and institutions.

Melanie Reeve is a CFP® with 23 years of industry experience, currently serving at OSAIC since 2024. Her prior experience includes over a decade at Triad Advisors and roles at Cetera Wealth Services, Truist Investment Services, and BB&T-affiliated firms. Outside of her advisory role, she serves as CFO of an insurance agency and assists clients with term life insurance solutions through a local agency. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services. The firm utilizes a model-based investment approach with portfolio optimization tools and supports multiple advisory programs delivered through an extensive affiliate network.

Amy Button is a financial advisor at Merrill with 19 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2010, following prior roles at Morgan Stanley and Citigroup Global Markets. Outside of her advisory work, she co-owns a small handmade costume jewelry business that donates half of its sales to local women's charities in Fayetteville, North Carolina. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Jack Wormington is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Bank of America, Merrill, and entrepreneurial ventures such as IRT Living and Konkr Klothing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services including investment advisory, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Stuart Swanson is a financial advisor with Wells Fargo Advisors in Raleigh, NC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Wells Fargo Clearing from 2016 to 2022 before joining Wells Fargo Advisors. Outside of his advisory role, he is a co-owner of Greenbrier Hillview Farms Inc., a corporation that owns hunting property. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory services with other financial products and referral channels.

Andrew Cobb is a Series 66 registered financial advisor with Thrivent Investment Management in Raleigh, NC. He has one year of industry experience and has previously worked at Aramark and Floor Action, Inc. Outside of finance, he has experience in the hospitality and sports bar sectors. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across various planning areas. The firm offers these planning services without discretionary trading authority and supports clients with periodic reviews and a consolidated billing option when combined with managed-account programs.

Charles Bell III is a financial advisor with Morgan Stanley in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as an executor and co-executor for estate administration matters. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals 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 utilizes structured planning tools and modeling techniques as part of its financial planning process.

Kyle Smith is a financial advisor with LPL Financial who holds the CFP® designation and has 28 years of industry experience. His prior roles include positions at Truist Advisory Services, Truist Investment Services, Bb&T Securities, and Scott & Stringfellow. He is based 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 provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Janice Sanderson is a financial advisor at UBS Financial Services with 37 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at UBS since 2012, following a decade at Merrill. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Thomas Lanigan II is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and based in Raleigh, NC. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a wide range of investment advisory services, financial planning, and retirement plan consulting, operating at large scale with over $671 billion in assets under management and more than 14,000 financial advisors.

Jennifer Walker is a financial advisor at Merrill with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 1993, also working at Bank of America, N.A. since 2010. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage services through a variety of investment strategies and strong integration with Bank of America affiliates.

Thomas Macrone is a financial advisor at Equitable Advisors in Raleigh, NC, with 28 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Equitable Advisors since 2003, including time under its predecessor AXA Advisors. Outside of his advisory role, he operates a health insurance brokerage business focused on under-65 health insurance. Equitable Advisors serves a diverse client base, including individual, institutional, and corporate clients, providing financial planning, retirement consulting, and asset-management programs. The firm utilizes a range of investment models and third-party advisory platforms to tailor solutions aligned with client needs.