Brennon Mills is a financial advisor at Merrill with 11 years of industry experience and holds the Series 66 designation. He has been with Merrill since 2016 and also has experience at Bank of America, N.A. since 2026. Merrill, together 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Daniel West is a CFA® charterholder with 30 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2013. He holds Series 63 and Series 66 licenses. Outside of his primary role, he has a majority ownership stake in Marslender-West Asset Management LLC and serves as a trustee for its associated 401(k) plan. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu tailored to clients meeting a net-worth threshold, combining proprietary research and planning tools with optional implementation through various brokerage and advisory programs.

Erin Horne is a financial advisor at Edward Jones in Raleigh, NC, holding CFP® and Series 66 designations with six years of industry experience. Prior to joining Edward Jones in 2019, Erin worked at Philips Healthcare from 2014 to 2018. Edward Jones is a full-service wealth management firm serving over 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, operating under a fiduciary standard.

Marjorie Jurek is a financial advisor at RBC Capital Markets with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2018, following nine years at Merrill. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Jesse Boulerice is a financial advisor at Morgan Stanley in Raleigh, NC, holding a Series 66 designation with 15 years of industry experience. He previously worked at Bank of America and Merrill Lynch from 2011 to 2025 before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and incorporates structured planning tools and broad investment offerings in its approach.

David Simmons is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and two years of industry experience. He previously worked at Merrill for six years and Wells Fargo for seven years. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Caroline Regner is a financial advisor at Morgan Stanley with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2023, including a position at Morgan Stanley Private Bank, N.A. from 2026. Her prior experience includes roles at CapFinancial Partners, LLC (CAPTRUST) and BB&T. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides planning services that incorporate advanced modeling techniques without offering individual security recommendations as part of standalone plans.

Christopher Koppen is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Susan Phares-Aldrich, CPA, and Waddell & Reed, Inc. Outside of advising, he is involved with a tax preparation and accounting business affiliated with Susan Phares-Aldrich CPA, PLLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management alongside model portfolios and research from various sources.

Aaron Landry is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with Wells Fargo entities since 2009. Outside of his advisory role, he is a managing partner of two real estate holding partnerships. Wells Fargo Advisors is a national securities firm that serves individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research from its investment institute and third-party sources to guide its investment strategies and operates one of the largest networks of financial advisors in the U.S.

Brannon Lambert is a CFP®-certified financial advisor with 25 years of industry experience. He is currently with Cambridge Investment Research Advisors and previously worked at Kestra Financial Services. Lambert is also involved in Broker Speak, LLC, an educational venture focused on financial literacy. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a large network of independent professionals, utilizing a range of managed solutions and platform options tailored to client objectives.

Thomas Cody is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2022, he held various roles including positions at the University of South Carolina and JCB Industries. He is based in Raleigh, NC. Merrill, together 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, pension plans, corporations, and charitable organizations.

Ryan Helder is a CFP® professional with five years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at OSAIC and FSC, among others. He also supports financial advisors through a separate business focused on technology and operational assistance. LPL Financial serves a broad client base, including individuals, retirement plans, and institutions, offering various advisory programs, financial planning, and brokerage services through a national network of representatives. The firm provides both discretionary and non-discretionary management with access to model portfolios, research, and technology-driven investment strategies.

Christopher Cracchiolo is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he serves as a high school assistant baseball coach at East Wake Academy in Zebulon, NC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and research support, along with both discretionary and non-discretionary management options.

William Young is a financial advisor at Edward Jones in Raleigh, NC, holding a Series 66 designation with 17 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices.

Melanie Linzel is a financial advisor with RBC Capital Markets in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has previously worked at UBS Financial Services and Merrill. Outside of her advisory work, she makes fresh magnolia wreaths during the holiday season. RBC Wealth Management serves a diverse client base that includes individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies based on clients’ risk profiles and utilizing both in-house and third-party investment managers.

Andrew Murphy is a financial advisor with OSAIC based in Raleigh, NC. He holds a Series 66 designation and has been with OSAIC and Wealth Advisors of Raleigh, Inc. since 2025. Prior to entering the financial industry, he gained diverse experience across several companies in various roles. Outside of advising, he is also a licensed insurance producer offering life, accident, health, Medicare supplement, and long-term care insurance products. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers, leveraging various asset allocation tools and portfolio construction methods.

Susan Joor is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in assisting clients with developing personalized financial strategies. Since beginning her career in financial services in 1993, she has focused on areas including managing new wealth, personal retirement planning, women and wealth, and retirement income. Susan takes a comprehensive approach to wealth management, emphasizing listening to clients and helping them make informed decisions to address their individual needs. Susan holds a Bachelor's Degree from Ithaca College and has earned professional designations such as Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She integrates her credentials to support clients in pursuing their long-term financial goals through tailored strategies. A native of the Syracuse, New York area, Susan has lived in the Raleigh area since 1996. Her personal interests include hiking—having explored numerous mountains in the Adirondacks and Death Valley National Park—as well as music, pickleball, reading, and traveling. She enjoys working one-on-one with clients to develop customized financial plans aligned with their priorities.

Thomas Klein is a Certified Financial Planner (CFP®) with 42 years of industry experience. He has been with RBC Capital Markets LLC since 2011. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client's risk profile.

Ronald Davis is a financial advisor at Mass Mutual Investors Services with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Mass Mutual Investors Services since 2017, following eight years at Metlife Securities Inc. In addition to his advisory role, he is an independent insurance agent specializing in annuities and various insurance products. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning, asset management, and educational services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, annual financial planning engagements that use advanced analytical tools and offers specialized planning programs including divorce and estate-settlement services.

Joan Bentley is a financial advisor at Merrill with 11 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2014. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.