Ithianell Goire Delbrey is a financial advisor with Merrill and holds Series 66 and Series 63 licenses. She has three years of industry experience with prior roles at Fidelity Investments and SECU Brokerage Services. She has also been affiliated with the University of North Carolina Pembroke since 2023. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Philip Gorge is a Senior Financial Advisor at Merrill Lynch Wealth Management with 35 years of experience at Merrill. He focuses on helping clients pursue a comfortable retirement and developing wealth strategies aligned with clients’ goals and risk preferences. His approach involves creating personalized financial strategies based on a comprehensive understanding of each client’s financial situation and objectives. Throughout his career, Philip has worked with multiple families to achieve their personal financial goals, managing portfolios through various economic cycles. His expertise includes divorce transition planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, 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). Philip earned a Bachelor's Degree from the University of Florida and has been actively involved in professional and community organizations. He is a past president of the local chapter of the University of Florida Alumni Association and has served on boards for The Methodist Home for Children, Cary Economic Development Task Force, Cary Community Foundation, and AAU basketball. His personal interests include fishing, reading, running, and writing.

Robert Gipp is a financial advisor with RBC Capital Markets in Raleigh, NC, holding Series 66, Series 63, and Series 65 designations and bringing 24 years of industry experience. He has worked at RBC Capital Markets since 2017 and has prior experience with City National Bank and Wells Fargo. Outside of his advisory work, he coaches youth ice hockey with the Carolina Junior Hurricanes Hockey Association. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles and investment preferences.

Khanh Dac is a financial advisor with Wells Fargo Clearing in Morrisville, NC, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. Dac also has a background with Wells Fargo Bank NA dating back to 2010. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions focused on investment policy statements, performance reporting, and participant education. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

William Carawan is a financial advisor at LPL Financial with 25 years of industry experience. He has held his current position since 2006. Carawan operates under the designations Series 63 and Series 65 and is located in Raleigh, NC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Ariele Shelby is a financial advisor with Merrill in Raleigh, NC, holding Series 63 and Series 66 credentials and 12 years of industry experience. She has been with Merrill since 2016. Outside of her advisory role, she works part-time as an independent contractor for DoorDash. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Timothy Flanagan Jr. is a financial advisor with Mass Mutual Investors Services in Raleigh, NC, holding CFP® and ChFC® designations and over 36 years of industry experience. He has worked with MassMutual Life Insurance Co and its affiliates since 1989. Outside of his advisory role, he is the owner of Mutual Group Benefits LLC, which specializes in group life and health insurance. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative financial planning engagements and offers specialized planning programs such as divorce and estate-settlement services.

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.

Marissa Giamportone is a financial advisor at Edward Jones with a Series 66 license and two years of industry experience. Prior to joining Edward Jones, she worked at Reynolds & Reynolds and has diverse experience including roles at Club Pilates and Tama Tea Company. She has also participated in Pew Research Center surveys. 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 and investment solutions supported by a large network of financial advisors and branch offices nationwide.

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.

Richard Pabis Jr. is a financial advisor at Charles Schwab with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab and Wells Fargo in various roles since 2013. Charles Schwab & Co., Inc. serves primarily 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 discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational resources.

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 with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 66 credentials and two years of industry experience. His prior roles include positions at US Tech Solutions and UNC Charlotte. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services tailored to plan objectives and demographics. The firm’s approach is IPS-driven and includes a broader range of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

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 with Merrill Lynch Wealth Management, where he has been assisting clients since 2005. He is a member of the Steffens, Lane, and Braswell Team, providing comprehensive wealth management strategies tailored to individual client needs. His focus areas include family wealth management strategies, legacy planning, and personal retirement planning. Edwin holds several professional designations, including the CERTIFIED FINANCIAL PLANNER® certification, Chartered Retirement Planning Counselor™ designation, CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his bachelor's degree from the University of North Carolina at Chapel Hill. He lives in Raleigh, North Carolina, with his wife, Caroline, and their two children. Edwin is an active member of Christ Church (Episcopal) in Raleigh and participates in community activities such as coaching youth soccer through NCFC. He serves on the board of Family Promise of the Triangle and is involved with the organization F3 in Raleigh. In his personal time, Edwin enjoys tennis, spending time outdoors, hunting, reading, and yoga.

Suzanne Barham is a CFP®-certified financial advisor with 27 years of industry experience. She has worked at Edward Jones since 2018 and previously held roles at Kestra Financial Securities, Inc. and White Oak Wealth Partners. Barham is based in Raleigh, NC. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Christian Rodriguez is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 65 licenses and two years of industry experience. He previously worked at Brenner & Associates LLC and Wells Fargo Bank, nA. Outside of his advisory role, he is involved with Project Resources Group, where he serves as a construction coordinator focusing on drafting services for Texas power pole and transportation permits, and he owns Drafting Support LLC, a currently dormant drafting service company. Wells Fargo Advisors provides investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages a large asset base and delivers both brokerage and advisory solutions supported by research-driven investment strategies.