Katherine Voitle is a financial advisor with Morgan Stanley in Raleigh, NC, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley in 2026, she worked at US Capital Wealth Advisors and has a diverse background including roles in education and retail. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets through a structured planning process supported by firm-approved tools and methodologies.

Michael Wilson is a financial advisor with Equitable Advisors in Raleigh, NC, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has been with Equitable Advisors since 2013, including a prior affiliation with Axa Advisors. Outside of his advisory role, he serves as managing partner of Oakbridge Financial Group, LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm’s offerings include both proprietary programs and third-party asset manager referrals, serving a diverse client base through a network of Investment Adviser Representatives.

Annie Ross is a financial advisor with Fidelity Investments in Durham, NC, holding Series 63 and Series 66 credentials and two years of industry experience. Her prior roles include positions at Elissa Olszewski CPA PA and HD Vest Advisory Services Inc, as well as operating Ross Tax & Financial Services. Outside of her advisory work, she serves as a part-time minister and is a sole proprietor of ImagineU Media, where she writes spiritual books and produces media ministry content. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios including mutual funds, ETFs, and ETPs.

Hayden Steelman is a financial advisor at Edward Jones in Carrboro, NC, holding a Series 66 designation. He has experience working with several firms, including Pesch, LLC, DCI Group, and Design Squared, LLC, before joining Edward Jones in 2026. Edward Jones is a full-service wealth management firm serving a broad client base that includes individual investors, institutional clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient solutions.

Donna Winbon is a financial advisor with Edward Jones in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with Edward Jones since 1997. Winbon serves as a board member of the WCU Catamount Club, assisting with fundraising efforts for Western Carolina University athletics. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and is notable for its extensive retail advisor network and affiliated services, including trust and securities-based lending.

Michael Cronlund is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 2007, initially holding several roles with Bank of America before transitioning to a Financial Solutions Advisor with Merrill Edge in 2015 and joining Merrill Lynch Wealth Management in 2020. Michael collaborates closely with clients to develop personalized and flexible wealth management strategies that align with their evolving financial goals, using the investment expertise of Merrill and banking services from Bank of America. His areas of focus include college education planning, retirement income, special needs planning strategies, socially responsible and ESG investing, and support for endowments, foundations, and non-profits, among others. Michael holds a Bachelor's Degree from James Madison University and professional designations including Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). In addition to his professional work, Michael participates as a Bank of America community volunteer. His personal interests include golfing, hiking, and spending time with his family.

Catherine Pelican is the Regional Director of Executive Services at Fidelity Investments, where she leads, coaches, and develops a team of Benefits & Planning Consultants and Executive Planning Consultants. She supports the South Atlantic region in this capacity. Prior to her current role, Catherine worked as a Planning Development Consultant at Edward Jones from 2017 to 2022.

Camden Miller is an Investment Solutions Representative III at Fidelity Investments. He began his career at Fidelity in 2023 as a Customer Relationship Advocate and progressed through roles as Investment Solutions Representative I and II before attaining his current position in 2026. Camden's approach to financial advising emphasizes understanding a client's goals, values, and circumstances before discussing strategies or numbers. He aims to communicate clearly and directly to ensure clients grasp the reasoning behind financial plans. He seeks to be a consistent and accessible resource as clients' priorities evolve over time. Outside of his professional responsibilities, Camden has personal interests that include food, football, pets, running, and traveling.

Joel Ubri Cardona is a financial advisor with Fidelity in Durham, NC, holding Series 63 and Series 66 licenses and two years of industry experience. His prior work includes roles at Answer Financial and other companies in various capacities. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Sarah Horner is a financial advisor at Fidelity with 10 years of industry experience. Her prior work includes roles at Wells Fargo Clearing, Wells Fargo Advisors, and Wells Fargo Bank. Outside of her advisory work, she is licensed as a notary. Fidelity, through its Strategic Advisers subsidiary, offers investment management and advisory services to retail and institutional clients, employing a methodology that integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction.

Bayli Fox is a Series 66-licensed financial advisor with Morgan Stanley in Raleigh, NC, bringing 10 years of industry experience. Since 2016, Bayli has worked with Morgan Stanley Private Bank, National Association, and Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques such as Monte Carlo simulations in its financial planning process.

Justin Johnson is a financial advisor with Morgan Stanley in Raleigh, NC, holding a Series 66 designation and six years of industry experience. His work history includes roles at Morgan Stanley Smith Barney, Bank of America, Merrill, and prior positions outside of finance at Valet Living, Campbell University, Dicks Sporting Goods, and Johnston Community College. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including personalized financial planning. The firm manages approximately $2.74 trillion in client assets and incorporates structured planning tools and modeling techniques in its service offerings.

Benjamin Glover is a financial advisor at Osaic Wealth, Inc. with 19 years of industry experience. He previously worked at FSC Securities Corporation for 14 years before joining Osaic in 2023. Glover is the owner and operator of Carolina Wealth Stewardship Group, a comprehensive wealth management and financial planning firm based in Raleigh, NC. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing various portfolio construction tools and third-party management solutions.

Jim Netzband, Jr. is a financial advisor at Fidelity with 17 years of industry experience. He holds the ChFC® designation along with Series 63 and 66 licenses. His prior experience includes roles at Liberty Mutual Insurance, Valic Financial Advisors, Strategic Wealth Assurance, and Wells Fargo Investments. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios built from mutual funds, ETFs, and ETPs.

William Peyton Sr. is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 65 credentials and having 31 years of industry experience. He previously worked at Bank of America, NA for eight years before joining Wells Fargo in 2017. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics from the Wells Fargo Investment Institute and third-party sources.

Evan Weiss is a Vice President, Financial Consultant at Fidelity Investments, a position he has held since 2021. He focuses on helping clients develop comprehensive financial plans through communication, thoughtful planning, and detailed analysis, aiming to serve as a reliable resource for his clients throughout their financial journeys. Prior to his current role, Evan was a Financial Solutions Advisor at Merrill Lynch from 2017 to 2021 and a Financial Analyst at RE1 Advisor from 2015 to 2017. His experience spans various aspects of financial planning and analysis. Outside of his professional work, Evan has interests including camping, cars, hiking, photography, traveling, and volunteering.

Yuvraj Singh is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on providing clients with insights into investment and asset-allocation strategies to support their financial goals. His areas of expertise include family wealth management strategies, personal retirement planning, portfolio management services, sports and entertainment financial planning, and tax minimization. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of North Carolina System. Yuvraj's professional journey includes roles such as a finance intern at the University of North Carolina Physicians Network and a wealth management intern at Morgan Stanley. Outside of his professional work, Yuvraj enjoys playing chess, golfing, and tennis.

Gary Kindler is a financial advisor with OSAIC based in Raleigh, NC, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. He previously worked at Triad Advisors, Inc. for 24 years and has been affiliated with Coordinated Financial Planning and Capital Asset Management for over two decades. He is also involved in insurance sales, including life insurance and long-term care. OSAIC serves a diverse clientele, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services with a range of investment products and portfolio management options. The firm utilizes various asset-allocation tools and supports transitions and third-party money management solutions.

Mary Charles Nassif is a financial advisor at Edward Jones in Durham, NC, holding the CFP®, ChFC®, and Series 66 designations with 11 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

Drew Becker is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors, LLC. He has also been affiliated with Wells Fargo Bank, N.A. since 2009. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a broader range of investment options including insurance-related vehicles and bank deposit sweep programs.