Logan Palmer is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked in various educational roles, including positions at Davidson County Schools, Watauga County Schools, Appalachian State University, and Ledford High School. Equitable Advisors serves a broad range of clients, including individuals, high-net-worth individuals, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, delivering advisory and brokerage solutions through program sponsors and endorsed third-party managers.

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 licenses and seven years of industry experience. Her background includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and Triangle Wealth Management. She is also involved in authorship outside of her advisory work. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning based on structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

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 at Cetera with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with firms including Investors Capital Corporation and her own Nelson Wealth Advisors, which she has operated since 2006. Nelson is also an elected board member of The "I March On" Foundation, Inc. Cetera Investment Advisers LLC is an SEC-registered advisor that serves individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and customized strategies across multiple program structures.

Trevor Moyer is a financial advisor at Equitable Advisors with six years of industry experience. He holds the Series 66 designation. His prior roles include positions at Fidelity Investments and Jackson National Life. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through program sponsors and endorsed third-party managers, focusing on a mix of discretionary and non-discretionary asset management.

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, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Fidelity Investments, Coastal Federal Credit Union, and Amazon.com Inc. He is based in Raleigh, NC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios, third-party research, and various institutional client solutions.

Harrison Pair is a financial advisor at Cambridge Investment Research Advisors with four years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments and the North Carolina Department of Agriculture. Outside of his advisory role, he is involved as an insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, and charitable organizations, through a network of independent Financial Professionals offering financial planning, investment management, and retirement plan advisory services.

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 affiliated with LPL Financial in Raleigh, NC. His prior roles include positions at Truist Advisory Services, Truist Investment Services, and BB&T Securities. Outside of his advisory work, he is involved in real estate rental property ownership. LPL Financial is an SEC-registered adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory programs, combining in-house research and third-party resources to provide diversified investment strategies.

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 10 years of industry experience. She holds Series 63 and Series 66 designations and is based in Raleigh, NC. Valas has been associated with Fidelity Investments since 1998. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including mutual funds and charitable gift funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

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.