Mary Norton is a CFP®-certified financial advisor with 14 years of industry experience, currently affiliated with Cambridge Investment Research Advisors in Raleigh, NC. Her prior roles include positions at Vesta Wealth Advisors and Principal Securities Inc. She is also licensed as an insurance agent for various independent insurance companies. Cambridge Investment Research Advisors serves a diverse client base, including individual, pension, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a range of platforms and proprietary model strategies.

Dante Porter is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, he worked at State Employees Credit Union for six years and has a background in retail through his ongoing role at Best Buy, where he manages inventory and merchandising. Fidelity, through its Strategic Advisers LLC subsidiary, offers investment management and advisory services to a diverse client base including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management, with notable activities including commodity pool operations and advisory roles for registered investment companies.

Robert Villareal is a financial advisor at Charles Schwab based in Raleigh, NC, holding a Series 66 designation with 27 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2005. Charles Schwab & Co., Inc. serves a large client base, 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 offers both non-discretionary and discretionary investment options, combining comprehensive advisory, brokerage, custody, and cash-sweep services within an integrated operational structure.

Michael Harris is a financial advisor with LPL Enterprise, holding a Series 66 designation and 15 years of industry experience. His prior work includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, Morgan Stanley, and Merrill. LPL Enterprise, LLC offers investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and provides access to third-party asset managers, financial planning, and insurance product sales through affiliated entities.

Toni Clegg is a financial advisor with LPL Financial in Cary, NC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Linsco/Private Ledger Corp., affiliated with LPL Financial, since 2005. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its advisors with various investment strategies and technology tools while managing over $819 billion in discretionary assets through a network of more than 22,800 advisors.

Misty Bussey is a financial advisor with Edward Jones in Cary, NC, holding the ChFC® and Series 66 designations and bringing eight years of industry experience. She has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Erin Price is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds the Series 66 designation and previously worked at Merrill for a combined total of 16 years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Walker Grove is a Financial Advisor with Merrill Lynch Wealth Management, based in Raleigh, North Carolina. He began his career at Merrill Lynch in 2023 and is part of the GOLD Group team. Walker holds a Bachelor of Science degree in Finance with a minor in Psychology from North Carolina State University. He has completed the SIE, Series 7, and Series 66 FINRA registrations and holds the Personal Investment Advisor (PIA) designation. Walker’s advisory approach focuses on personalized financial strategies that align with clients’ life goals, risk tolerance, time horizons, and liquidity needs. His expertise includes family wealth management, managing new wealth, personal retirement planning, and individual and corporate investment strategy. He aims to simplify and clarify investing complexities to help clients pursue objectives such as education funding, retirement income sustainability, healthcare cost planning, and wealth transfer management, always prioritizing clients’ unique perspectives and priorities. Outside of his professional role, Walker is involved with the Continuous Blessings Foundation, a community organization founded in honor of his uncle, Chris Bunn, where he volunteers annually to support the foundation’s tournament. In his free time, Walker enjoys basketball, cooking, fishing, football, golfing, ice hockey, spending time with family, and watching movies.

Richard Dove II is a financial advisor at Edward Jones with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including First Citizens Investor Services, First Citizens Bank, First Horizon Bank, and SunTrust. Outside of his financial career, he serves as a Minister of Music at Bible Gospel Church and performs as a musician for various events. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Brendan Farrell is a financial advisor at UBS Financial Services with seven years of industry experience. He holds a Series 66 designation and has worked previously at Capitol Financial Solutions and Avalara. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor advice for clients.

Sean Gyger serves as a Senior Financial Advisor at Merrill Lynch Wealth Management, providing a comprehensive wealth management experience tailored to each client's individual needs. He specializes in areas including personalized portfolio management, business owner planning, philanthropic planning, and addressing the financial considerations of corporate executives and families. His approach is grounded in a simple but profound philosophy: wealth is personal and financial strategies should reflect each client's unique circumstances and goals. With a focus on collaboration and integrity, Sean assists clients in navigating investment strategies, tax minimization, legacy planning, and special needs planning, among other services. He emphasizes the prudent stewardship of financial resources to help clients live with purpose and create lasting impact for the people and causes they care about most. Sean holds the Personal Investment Advisor (PIA) designation and earned degrees from Methodist University and Appalachian State University. Beyond his professional commitments, Sean is actively involved in his community, contributing to organizations such as Autism Speaks, the City of Raleigh Museum, and the North Carolina Museum of Art as a docent. He also supports youth sports through coaching roles with North Wake Baseball Association, Rolesville Parks and Recreation, and Wake Forest Parks and Recreation. His personal interests include baseball, fishing, golfing, painting, reading, spending time with his family, and traveling.

Brian McNiff is a Series 66-licensed financial advisor with 19 years of industry experience, currently with Wells Fargo Advisors in Raleigh, NC. His prior experience includes positions at Bank of America, N.A., and Merrill. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, education, and wealth-transfer planning, using proprietary research and tools to develop tailored recommendations.

Benjamin Graff is a financial advisor at Ameriprise in Cary, NC, holding a Series 66 designation with 18 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2007. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a structured approach delivered by a centralized consulting team, with a focus on assets held in Ameriprise Managed Accounts.

Samuel Harris is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 66 licenses and 23 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wachovia Bank, N.A. since 1993. Harris also manages investment-related power of attorney responsibilities for family members. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. The firm operates on a large scale with over 14,000 advisors and approximately $671 billion in assets under management, offering both brokerage and advisory solutions.

Eric Cohen is a Wealth Management Advisor who began his career with Merrill Lynch Wealth Management in 2012. He joined The Liberatore Group as a Financial Advisor in 2015, focusing on practice management, cash flow planning, portfolio construction, and risk-adjusted portfolio management. Eric's approach involves collaborating with clients through a consultative and educational process to develop financial strategies tailored to their unique priorities and goals. Eric holds a Bachelor's degree in Business Administration from the Kenan-Flagler Business School at the University of North Carolina at Chapel Hill. He is a CERTIFIED FINANCIAL PLANNER® certificant, awarded by the Certified Financial Planner Board of Standards, Inc. Additionally, he has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Eric was named to the Forbes | SHOOK® "Best-in-State Wealth Advisors" list for five consecutive years from 2022 through 2026. He has served as a board member of Urban Ministries of Wake County. Eric enjoys traveling, watching sports, and spending time with his family and friends.

James Wyland is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Edward Jones since 2006. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved in specialty running shoe retail businesses in Holly Springs, NC, as a part owner and marketing manager. 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 over $1 trillion in assets and offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

William Miller is a financial advisor with Edward Jones in Raleigh, NC, holding a Series 66 designation and over seven years of industry experience. His prior work includes roles at First Bank, Evolve Bank & Trust, Prime Mortgage Lending, and Bank of Clarke County. 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 programs and investment solutions, supported by a large nationwide network of financial advisors and branches.

Mark Avitabile is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 16 years of industry experience. He has been with Wells Fargo Clearing since 2016. He holds an inactive Indiana state law license. 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 supported by research from Wells Fargo Investment Institute and third-party data.

Jeffrey Lane is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in assisting high net worth clients in managing their comprehensive financial affairs. With over 31 years at Merrill, he utilizes the firm's investment tools, resources, and networks to simplify wealth management planning, focusing on retirement and estate planning, tax minimization, portfolio management, and philanthropic planning among other areas. Jeff began his career with Merrill Lynch Wealth Management in 1990 after graduating from the University of Michigan with a Bachelor's degree in Corporate Finance. He has earned several professional designations, including Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Jeff emphasizes forming meaningful client relationships to prepare for both expected and unexpected life events through tailored financial strategies and consistent reviews. Beyond his professional work, Jeff has served on the Board of Directors at Wake Enterprises, supporting independence for people with disabilities, and has received a leadership award from the National Multiple Sclerosis Society. He is also involved with the Food Bank of Central and Eastern North Carolina. Jeff and his wife, Illyse, live in Raleigh with their two sons and a rescue dog. He enjoys golfing, ice hockey, music, running, and spending time with his family.

Brandon Mendoza is a Financial Advisor at Merrill Lynch Wealth Management. He works with individuals and families, particularly specialized professionals in the Research Triangle, to organize their financial lives, define meaningful goals, and build personalized strategies for the future. His approach emphasizes thoughtful planning, clear communication, and ongoing commitment to helping clients make informed financial decisions. Brandon's expertise includes general investing, retirement planning, and saving for unexpected events. He takes time to understand what is important to each client in order to help them develop strategies aligned with their priorities. He holds professional designations including Accredited Wealth Management Advisor (AWMA) and Personal Investment Advisor (PIA), and has a Bachelor's Degree from the University of North Carolina at Chapel Hill. In addition to his professional commitments, Brandon is a member of Kappa Alpha Psi Fraternity, Inc. His personal interests include basketball, boxing, fishing, football, music, painting, running, spending time with family, traveling, and watching movies.