Allison Davis is a financial advisor with Raymond James & Associates in Raleigh, NC, holding a Series 66 designation and 17 years of industry experience. She has been with Raymond James & Associates since 2013. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management styles and affiliated research.

Mary Duffman is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she has worked since 2001. She combines extensive experience in banking and investment with a goals-based wealth management approach to assist high-net-worth individuals, business owners, and families. Mary leverages the resources of Merrill Lynch and the banking services of Bank of America to address the comprehensive financial needs of her clients. She holds a Bachelor of Science degree in Early Childhood Development and Psychology from Campbell University. Mary possesses FINRA Series 6, 7, 65, and 63 registrations, an Insurance license, and holds the Certified Plan Fiduciary Advisor® designation. Additionally, she serves as a Retirement Benefits Consultant. Mary resides in Apex, North Carolina. She is a mother and spends time with her seventeen-year-old daughter, family, and friends. Her personal interests include the outdoors, exercise, travel, and music.

Christina Asti is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2023. In her role, she focuses on building strong client relationships based on trust, transparency, empathy, and compassion, utilizing Fidelity's resources to develop comprehensive investment strategies tailored to clients' short-term and long-term financial goals. Her professional experience includes working as a Financial Consultant I from 2023 to 2024 before advancing to her current position. Christina holds a California Insurance License, which supports her ability to provide informed financial guidance. Outside of her professional work, Christina has interests in art, fitness, food, golf, traveling, and volunteering.

Robin Gardner is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding a Series 66 designation and 10 years of industry experience. He has worked at Wells Fargo Clearing since 2018 and previously at Wake Forest Charter Academy from 2014 to 2018. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans 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 investment policy statement preparation, investment recommendations, performance reporting, and participant education, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Alexander Purcell serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' financial goals and creating personalized wealth management strategies tailored to their needs. He helps clients navigate various financial areas such as college education planning, retirement planning, legacy planning, and managing new wealth. Alexander emphasizes a one-on-one approach to develop strategies designed to help clients pursue their long-term objectives. Alexander holds a Bachelor's Degree from North Carolina State University and carries the Personal Investment Advisor (PIA) designation. He is a member of the Lambda Chi Alpha Fraternity. Outside of his professional work, Alexander participates in community service activities including volunteering with the Boy Scouts of America, Feeding America, the Food Bank of Eastern North Carolina, and the Raleigh Parks and Recreation Department. In his personal time, Alexander enjoys spending time with his family and engaging in a variety of sports such as baseball, football, golfing, hunting, skiing, and swimming. He is a supporter of North Carolina State University and other North Carolina professional sports teams, and he is involved in coaching and attending sporting events in the Triangle area.

Kate Haisch is a financial advisor at Edward Jones in Cary, NC, holding the Series 66 designation with 13 years of industry experience. She has been with Edward Jones since 2013 and previously operated a business repairing horse equipment and horse bits. Outside of finance, she owns and manages Kates Equine, a horse equipment repair business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a wide range of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.

Martha Petzold is a CFP® with nine years of industry experience, currently advising clients at Charles Schwab in Raleigh, NC. She has been with Charles Schwab and its affiliated entities since 2018. Outside of her advisory role, she works as an independent consultant helping to introduce the Alphabeta Guide software to universities and educational institutions in Latin America. 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 services supported by a centralized operational model.

Christopher Wilsey is a financial advisor with Osaic, holding a Series 66 credential and five years of industry experience. His prior roles include positions at Triad Advisors and self-employment, along with an 18-year career at RSR Marketing. He occasionally works as a consultant on marketing research projects for a former business associate. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a wide network of advisers and platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and multiple investment options to construct tailored portfolios.

Carl Bowe is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with individuals and families to help them navigate their financial lives, providing strategies tailored to their unique goals and circumstances. Carl's approach emphasizes understanding what matters most to his clients and aligning their resources to support those priorities. With experience in areas including education planning, family wealth management strategies, legacy planning, portfolio management services, individual and corporate investment strategies, tax minimization, and retirement income, Carl delivers comprehensive financial guidance. He holds the designation of Personal Investment Advisor (PIA) and has earned a Master's of Business Administration (MBA) as well as a Bachelor's Degree from Pensacola Christian College. Carl's personal interests include chess, golfing, music, and reading. Drawing from his background and experiences, he is committed to facilitating thoughtful financial planning that helps clients build opportunities for their future and that of their families.

Jon Lee is a CFP® and Series 66 credentialed financial advisor with Edward Jones in Raleigh, NC, where he has worked since 2018. He has eight years of industry experience, including prior roles at GuideIT and a brief retirement in 2017. He serves as a board member at Casa Esperanza Montessori Charter School in Raleigh. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a comprehensive range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Ian Dubee is a financial advisor with Merrill in Raleigh, NC, holding a Series 66 designation and 15 years of industry experience. He has been with Merrill and Bank of America, N.A. since 2015. Outside of his advisory role, he serves as a Power of Attorney for a private entity in Wilson, North Carolina. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gloria Kabugo Musoke is a financial advisor at Charles Schwab with 10 years of industry experience. She holds a Series 66 designation and previously worked at Fidelity Investments from 2014 to 2021 before joining Charles Schwab and Charles Schwab Bank, SSB in 2021. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advice with access to discretionary separately managed accounts, delivering multi-asset model portfolios supported by centralized custody and a formal alternative-investment offering.

David Beeler is a financial advisor at Edward Jones in Cary, NC, holding the CFP® designation with 24 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he serves as president of a franchised sandwich business, Jimmy John's Gourmet Sandwich Shop, overseeing three locations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services, operating under a fiduciary standard.

Melissa Wesley is a Financial Advisor at Merrill Lynch Wealth Management based in Raleigh, North Carolina. With over 20 years of experience in the financial industry, she assists individuals and families in pursuing their financial goals through strategies tailored to their unique needs. Her areas of focus include personal retirement planning, college and education planning, executive compensation, legacy planning, liquidity management, managing new wealth, portfolio management services, and retirement income. Melissa holds a High School Diploma from Cary High School and a Bachelor's Degree from North Carolina State University. She also holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She works closely with clients of multiple generations to help build wealth, preserve assets, and educate families about financial responsibility. Outside of her professional role, Melissa is involved in community organizations such as the American Legion Auxiliary, Junior Achievement of Eastern North Carolina, and Triangle Beagle Rescue of North Carolina. Her personal interests include antiquing, boating, cooking, fishing, gardening, music, painting, spending time with her family, traveling, and yoga.

Whitney Walker is a financial advisor with Morgan Stanley in Raleigh, NC, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has been with Morgan Stanley since 2011. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, focusing on structured financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs advanced modeling tools such as Monte Carlo simulations in its planning process.

Eric Williams is a CFP® and Series 66-licensed financial advisor with Edward Jones in Chapel Hill, NC, where he has worked since 2016. He has nine years of industry experience. 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 and investment solutions through a large network of financial advisors and branch offices nationwide.

Richard Ward III is a financial advisor at Ameriprise with nine years of industry experience. He has worked at Ameriprise Financial Services since 2018 and previously was with The Vanguard Group from 2016 to 2018. He holds Series 63 and Series 66 licenses. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on income sources and tax-aware withdrawal strategies.

Brady Mathias is a financial advisor at LPL Enterprise with two years of industry experience. He holds the Series 66 designation and has prior experience with firms including Pruco Securities LLC and Fidelity Investments. Outside of his advisory role, Mathias has worked in retail sales. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Domenic Battistella is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and eight years of industry experience. His career includes positions at NYLIFE Securities LLC, Eagle Strategies LLC, and First National Bank of PA. Outside of advising, he co-hosts two podcasts, The Joe Schmo Sports Show and Liquid Soap Box Podcast, which cover sports and a variety of discussion topics. Cetera Investment Advisers LLC serves individual and institutional clients through a nationwide network of independent advisors, offering portfolio management, financial planning, and retirement services across multiple program structures and custodial relationships.

Robert Allen is a CFP® professional with 13 years of industry experience, serving as a financial advisor at Edward Jones since 2013. He is based in Raleigh, NC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.