Adam Cheshire is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 66 credentials and 13 years of industry experience. His prior roles include positions at Morgan Stanley, Cetera, and First National Bank of PA. He is also involved in fixed insurance sales outside of Cetera. 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 combines extensive research and a large advisor network to provide both brokerage and advisory solutions.

Craig Buzak is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been with Wells Fargo Bank NA since 2009 and Wells Fargo Clearing since 2016. 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 offers both brokerage and advisory solutions.

Bruce Honeycutt Jr. is a CFP®-certified financial advisor with over 32 years of industry experience. He has worked at LPL Financial since 2010 and previously held positions at Morgan Stanley, Citigroup Global Markets, and Legg Mason Wood Walker, Incorporated. Honeycutt maintains a wealth management practice under LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jamie Claytor is a Series 66-licensed financial advisor with Morgan Stanley in Raleigh, NC, where he has worked since 2014. He has three years of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs for individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes supported by its Global Investment Committee’s return estimates and modeling tools.

Thuy Dung Nguyen is a financial advisor with Fidelity in Durham, NC, holding a Series 66 designation and two years of industry experience. Prior to joining Fidelity, Nguyen held positions at Brex, Curology, The Washington Center, Course Hero, and other organizations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad range of investment vehicles.

Nathaniel Sale is a financial advisor with Wells Fargo Clearing in Durham, NC, holding a Series 66 designation and four years of industry experience. He has previously worked at Wells Fargo Bank, NA and Pitboss LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Elaine Jolley is a financial advisor with Cambridge Investment Research Advisors and holds the Series 66 designation. She has 11 years of industry experience, including prior roles at Edward Jones and Principal Securities Inc. Outside of her advisory work, Jolley is a volunteer board member for Sherry Braswell Ministries and is involved with Jolley's Construction Inc. and Vesta Divorce Solutions, a divorce planning service she founded. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs, operating through thousands of financial professionals with assets managed across multiple platforms and custodians.

Joel Hudson is a financial advisor at Morgan Stanley in Raleigh, NC, with 33 years of industry experience. He has been with Morgan Stanley since 2009 and also works with Morgan Stanley Private Bank, National Association. Outside of his advisory role, he is involved with American Defense Systems Inc., which provides bulletproof armor and contracts with the U.S. Army. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to support client financial plans.

Shay Pond is a CFP® professional with four years of industry experience, currently affiliated with LPL Financial. Prior to joining LPL Financial in 2026, Shay worked at OSAIC, FSC, and Equitable Advisors, LLC among other roles. Shay also contributes as a Wealth Associate at Steward Wealth Strategies, where responsibilities include client meetings, financial planning, and serving on the internal investment committee. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services, utilizing both proprietary and third-party investment strategies across discretionary and non-discretionary platforms.

Michelle Cejudo is a financial advisor with Wells Fargo Clearing in Raleigh, NC. She holds the Series 63 and Series 65 licenses and has three years of industry experience, including prior roles at Truist and Wells Fargo Bank N.A. Before her career in finance, she worked for nine years at The Cheesecake Factory. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Drewry Littlewood serves as a Wealth Management Advisor and leads the Littlewood & Associates Wealth Management team. In this role, he provides customized wealth strategies and integrated advice to individuals and families. His approach includes investment management, retirement planning, trust and estate planning services, cash-flow analysis, education savings, and charitable giving. Drewry focuses on helping clients address their priorities and work towards their financial goals efficiently, anticipating critical points in their personal and professional wealth to support informed decision-making. Drewry holds a Bachelor's degree from the University of Georgia and is a CERTIFIED FINANCIAL PLANNER® certificant. He is also a Personal Investment Advisor (PIA). His client focus areas include college education planning, employee benefits planning, services for endowments, foundations, and non-profits, legacy planning, personal retirement planning, portfolio management services, tax minimization, and retirement income. Raised in Durham, North Carolina, Drewry is active in his community as a member of White Memorial Presbyterian Church and YMCA Camp Thunderbird. He lives in Raleigh, North Carolina, with his wife and two children. They enjoy spending time outdoors, particularly fishing and boating on North Carolina's Outer Banks.

Justin De Prino is a financial advisor with MassMutual Investors Services in Raleigh, NC, holding Series 63 and Series 65 credentials and 26 years of industry experience. His prior work includes 15 years at Morgan Stanley, as well as roles at Citigroup Global Markets and Franklin Templeton Private Portfolio Group. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers structured, annual financial planning engagements using firm-approved tools and also provides programs such as wrap accounts, money-manager services, and educational seminars.

Jody Mansfield is a Wealth Management Advisor with Merrill Lynch Wealth Management and a member of the Rapp Mansfield & Associates Team. She has over twenty years of experience in the financial industry, having held roles on a trading desk at the Delaware Group in Philadelphia and with an International Finance Group in Richmond, VA. Jody also worked at Wachovia Securities, a predecessor of Wells Fargo Advisors, in Regional Management and later as a Wealth Management Advisor for nearly two decades before joining Merrill Lynch Wealth Management in 2016. Jody’s expertise lies in delivering personalized wealth management and comprehensive planning strategies for individuals and families. She emphasizes building relationships defined by integrity, honesty, and trust, focusing on understanding her clients’ unique life priorities to create tailored financial plans. Her client focus areas include college education planning, family wealth management strategies, personal retirement planning, portfolio management services, women and wealth, and retirement income. Jody holds Bachelor of Arts degrees in Economics and Business Management from North Carolina State University and a Master of Business Administration from Meredith College. She holds the designations of Chartered Financial Consultant® (ChFC), Certified Divorce Financial Analyst® (CDFA), and CERTIFIED FINANCIAL PLANNER™ (CFP). A native of North Carolina, Jody is raising two sons, William and Max, with whom she enjoys outdoor activities such as snow skiing, boating, and scuba diving.

Jack Gould is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. His prior work experience includes roles outside the financial sector, such as at FedEx and retail companies. Fidelity Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base including retail and institutional investors. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios comprising mutual funds, ETFs, and ETPs, while also serving as a formal advisor to multiple registered investment companies.

Ryan Lun is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on helping individuals and families develop personalized financial plans that align with their unique goals. Ryan works with clients to address priorities such as retirement savings, education funding, wealth management, and long-term financial security. Ryan holds a Master's Degree from East Carolina University and has earned the Personal Investment Advisor (PIA) designation. His approach emphasizes understanding each client’s financial situation to create tailored strategies that support their objectives. Outside of his professional work, Ryan enjoys spending time with his family and engaging in activities such as baseball, cooking, football, golfing, reading, running, softball, table tennis, and watching movies.

Robert Lorelli is a CFP® professional with over 31 years of industry experience. He currently works at Fidelity and has held positions at Regions Bank, United Parcel Service, Cetera, TIAA, and CUNA Brokerage Services. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves multiple registered investment companies and fund-of-funds with a distinctive use of systematic methodologies and AI-driven research.

Martin Coward is a financial advisor at Edward Jones in Raleigh, NC, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard across its advisory programs.

Rupert Sizemore III is a financial advisor at Morgan Stanley with 27 years of industry experience. He has held roles at Morgan Stanley & Co., Incorporated since 2007 and at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association since 2009 and 2015, respectively. Sizemore holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Cody Boone is a financial advisor at Fidelity with two years of industry experience. He holds the Series 66 designation and has prior roles at firms including Matheson Inc, Automatic Data Processing Inc, Techtronic Industries Inc, and Orthofix. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a proprietary investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its advisory role to multiple registered investment companies and its use of algorithmic methods and AI in research.

Nicholas Cirillo Jr. is a financial advisor with Edward Jones in Raleigh, NC, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.