Timothy Flanagan Jr. is a financial advisor with Mass Mutual Investors Services in Raleigh, NC, holding CFP® and ChFC® designations and over 37 years of industry experience. He has been affiliated with Mass Mutual and its subsidiaries since 1989 and owns Mutual Group Benefits LLC, a group life and health insurance business. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers structured, collaborative financial planning using firm-approved tools and supports various event-driven planning programs.

Matthew Griffith is a financial advisor at Mass Mutual Investors Services with 27 years of industry experience. He has been with MML Investors Services and Mass Mutual Life Insurance Company since 2008. Outside of his advisory role, he is an owner/member of Encompass Financial Partners, LLC, a business focused on managing operational expenses. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using collaborative, software-supported approaches to develop written recommendations tailored to clients' goals.

Connor McElhannon is a Branch Leader at Fidelity Investments. In his current role, he focuses on fostering a high-performance work culture by supporting associates to utilize their talents fully and assist clients in planning for their long-term financial well-being. He has been with Fidelity Investments since 2015, holding several roles including Defined Contribution Associate, Workplace Planning & Guidance Consultant I and II, Help Desk Workplace Planning & Advice, and Team Leader Workplace Planning & Advice. This progression reflects his experience in workplace planning and guidance over several years. Outside of work, Connor's personal interests include baseball, cooking and baking, family activities, gardening, and parenthood.

Alexander Friend is a financial advisor at RBC Capital Markets in Raleigh, NC, with three years of industry experience. He holds a Series 66 designation and has previously worked at City National Bank and Tailwind Capital Distributors, LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored portfolio management and financial planning services through various advisory programs, utilizing in-house and third-party managers to implement customized investment strategies.

Jamie Evans is a financial advisor with Wells Fargo Clearing in Raleigh, NC. He holds Series 63 and Series 66 credentials and has 16 years of industry experience. He has worked at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA since 2005. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party sources to support its investment approach.

Jeremy Ray is a CFA® charterholder and holds a Series 66 license with nine years of industry experience. He has been with Wells Fargo Clearing since 2017 and previously worked at Bank of America from 2009 to 2017. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics informed by diversification principles and modern portfolio theory.

Aidan Iddings is a financial advisor with Edward Jones in Raleigh, NC, holding a Series 66 designation and beginning his industry career in 2025. Prior to joining Edward Jones, he held various roles outside finance, including positions at multiple golf courses and landscaping companies. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and maintaining a large network of financial advisors and branch offices nationwide.

Mary Woodard is a CFP® credentialed financial advisor with 15 years of industry experience, currently with Edward Jones since 2008. She is based in Raleigh, NC and holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a variety of discretionary and non-discretionary investment solutions under a fiduciary standard.

Evan Dixon is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at US Tech Solutions and UNC Charlotte, among others. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, retirement plan consulting, and both brokerage and advisory solutions. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.

Robert Volpe is a CFP® professional with 26 years of industry experience, currently serving as an advisor at Raymond James Financial Services Advisors, Inc. since 2010. He holds the Series 63 designation and is based in Holly Springs, NC. Volpe serves as Treasurer on the boards of two homeowners’ associations, providing financial oversight and budgeting support. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm utilizes risk profiling and analytical modeling to deliver tailored, non-discretionary planning and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Kenneth Buckner is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 16 years of industry experience. He previously worked at Edward Jones for 14 years before joining Raymond James and the Four Corners Advisor Group. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and nonprofit organizations. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains a range of specialized programs, including municipal finance and SIMPLE IRA employer advisory services.

Sanjay Shah is a CFP® with 14 years of industry experience, currently affiliated with Cambridge Investment Research Advisors in Cary, NC. He has worked at Cambridge Investment Research Advisors and Cambridge Investment Research Inc since 2014 and has been associated with Bank of America, N.A. since 2012. Shah is also an independent insurance agent serving various insurance companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory through a wide network of independent financial professionals, utilizing multiple custody platforms and a range of discretionary and non-discretionary investment strategies.

Terry Treiber is a financial advisor with Cambridge Investment Research Advisors in Raleigh, NC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2013. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent financial professionals, utilizing a range of portfolio management approaches and platform arrangements tailored to client objectives.

Edwin Braswell III is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining the firm in 2005, he has focused on helping families plan and manage all aspects of their financial life through a disciplined approach that provides tailored strategies. As a member of the Steffens, Lane, and Braswell Team, he works closely with clients and their other trusted advisors to address current lifestyle needs, retirement income planning, and legacy goals. Edwin holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor™ (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a bachelor's degree from the University of North Carolina at Chapel Hill. Residing in Raleigh, North Carolina with his wife, Caroline, and their two children, Edwin is actively involved in the community. He participates in youth soccer through NCFC, is a member of F3 Raleigh, serves on the board of Family Promise of the Triangle, and is an active member of Christ Church (Episcopal) of Raleigh. He enjoys playing tennis and spending time outdoors.

Conner Reeves is a Planning Consultant at Fidelity Investments, a role he has held since 2025. In this capacity, he collaborates with Financial Consultants to deliver tailored financial planning conversations that transform complex data into actionable insights. His consultative and analytical approach aids in identifying deeper client needs and facilitating strategic opportunities aimed at long-term financial well-being. Prior to his current position, Conner held multiple roles at Fidelity Investments, including Relationship Manager from 2024 to 2025, Financial Representative from 2023 to 2024, and Financial Service Representative from 2022 to 2023. He also worked as an Associate Banker at JP Morgan Chase between 2022 and 2023. Outside of his professional commitments, Conner has interests in cooking and baking, football, golf, outdoor adventures, and snowboarding.

William Brewer is a financial advisor with Morgan Stanley in Raleigh, NC, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to both individual and institutional clients. The firm emphasizes structured financial planning using proprietary tools and provides services through its Financial Advisors and Estate Planning Strategies Group.

Jessica Hathaway is a financial advisor at Wells Fargo Clearing with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked in various roles including positions at Wells Fargo Bank NA and Food Lion. Outside of her advisory work, Hathaway owns and operates a personal training business based in Raleigh, NC. 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 approach incorporates modern portfolio theory and includes a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Brooke Rudolph is a financial advisor at Morgan Stanley in Raleigh, NC, holding a Series 66 designation with three years of industry experience. Prior to her current role, she worked at ArchiveSocial and Help One Now, and has a background that includes full-time education. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Lisa Gambill 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. She has worked at Wells Fargo Clearing since 2016, following a year with Wells Fargo Advisors, and has concurrent roles outside finance as a makeup artist selling beauty and skincare products for Chanel and Tom Ford Beauty. 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 employs over 14,000 advisors, offering both brokerage and advisory solutions supported by extensive research and analytics.

Cynthia Edwards is a financial advisor with UBS Financial Services in Raleigh, NC, holding the Series 66 designation and having 15 years of industry experience. She has been with UBS Financial Services since 2009. UBS Financial Services serves individual, corporate, and institutional clients with a wide range of brokerage and investment advisory services, including 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 strategies to clients' goals.