Brittney Obrien is a financial advisor at Wells Fargo Clearing with seven years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Fidelity Brokerage Services and Vault Ventures, LLC. Outside of advising, she is involved in fitness services and small business consulting through her ownership interests in O'Brien Enterprises and Endeavor Fitness LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

Sara Fortier is a financial advisor with Edward Jones in Raleigh, NC. She holds a Series 66 designation and has one year of industry experience. Her work history includes seven years at Edward Jones, with a gap spent as a student or unemployed from 2013 to 2019. 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, tax-efficient services, and affiliated investment products.

Charles Royal III is a financial advisor at Merrill with the CFP® designation and over eight years of industry experience. His prior experience includes roles at Wells Fargo Bank and Wells Fargo Clearing Services. Outside of his advisory work, he is involved in his community as a small group Bible study leader at Trinity Baptist Church and serves on several local boards, including Meredith College, the Raleigh Chamber, and The Green Chair Project. Merrill, along 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 a range of client types including individuals, high-net-worth clients, and institutions.

Nancy Voiland is a financial advisor at Edward Jones with a Series 66 credential and two years of industry experience. She has been with Edward Jones since 2018. Outside of her advisory role, Nancy occasionally delivers informational and motivational workshops to members and volunteers of Sertoma Inc. 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 is known for its extensive network of advisors and branch offices, as well as its range of advisory programs and affiliated investment capabilities.

Andrew Burns is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, Burns serves as a power of attorney and co-trustee for family investment-related matters. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its financial offerings.

Katherine Matthews is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Her prior roles include positions at Truist Advisory Services and BB&T, where she worked from 1995 to 2021. Matthews also has experience related to educational services at Hilltop Christian School. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a broad range of advisory and brokerage services through a large network of investment adviser representatives using diverse investment strategies and technology tools.

Thomas Taylor is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, following a year at WELLS FARGO Advisors. Outside of his advisory role, he is involved in managing rental property. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary when providing investment advice.

Maria Carolina Todas is a financial advisor at Merrill with 15 years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2000. Outside of her advisory role, she is involved in part-time work with Intercruises Shoreside & Port Services and Split Second Timing, assisting with guest services and race operations respectively. 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, and institutional investors.

Michael Minotti is a financial advisor with Edward Jones in Raleigh, NC, holding the CFP® and Series 66 designations. He has 16 years of industry experience and has been with Edward Jones since 2009. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Connor Garcia is a financial professional with Series 66 credentials and one year of industry experience. He is currently affiliated with Cetera and provides financial services through Virginia Asset Management. Outside of finance, he works as a sales coordinator at Talbert Building Supply and coaches baseball with Riptide Baseball. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform allowing advisors to implement model portfolios, select third-party managers, or create bespoke strategies across a range of discretionary and non-discretionary programs.

Kasaunya Powell is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 65 credentials and eight years of industry experience. She has been with Wells Fargo Clearing Services, LLC since 2018 and has a longer tenure with Wells Fargo Bank, N.A. beginning in 2016. Outside of her advisory role, she is also involved as a Mary Kay beauty consultant. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions and utilizes research and analytics to support investment decisions.

Amy Welborn is a CFP® and holds a Series 66 license with seven years of industry experience. She is currently affiliated with LPL Financial and previously worked at OSAIC and FSC Securities Corp. Amy also serves as a wealth manager at Steward Wealth Strategies, her own advisory practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Brendon Flannery is a financial advisor at Ameriprise in Raleigh, NC, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at Invesco and Morgan Stanley. Outside of finance, he works part-time as a cashier and expo team member at Benchwarmer's Bagels and also drives for Uber. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement with substantial investable assets, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Joseph Watson is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds the Series 66 designation and has been with Raymond James & Associates since 2014. Raymond James & Associates is a large 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 municipal entities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary services.

William Moyer is a financial advisor with Edward Jones in Garner, NC, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he owns a beach rental property in Sunset Beach, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory strategies and affiliated investment products, supported by a large network of advisors and branch offices across the country.

Robert Mccuiston III is a financial advisor with Ameriprise in Apex, NC, holding Series 63 and Series 65 credentials and having 35 years of industry experience. He has been with Ameriprise and its predecessor entities since 1990. He serves on the Board of Directors for the Yonahlossee Home Owners Association in Boone, NC. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant 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 its approach and offers a wide range of advisory, brokerage, and insurance solutions through affiliated entities.

Harry O'conner is a financial advisor with LPL Financial in Raleigh, NC, holding Series 63 and 66 licenses and bringing 34 years of industry experience. His prior roles include positions at South State Bank, Lincoln Financial Securities Corporation, Prospera Financial Services, and Equitable Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Edgar Cornejo Chavez is a financial advisor with Wells Fargo Clearing, holding the Series 63 and Series 65 designations and one year of industry experience. His work history includes roles at Wells Fargo Bank, FIRST CITIZENS BANK, and Wells Fargo, as well as experience outside finance at Ridge Valley Exteriors and Southern Nash High School. 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 research and analytics with a broad product offering through its affiliates to deliver brokerage and advisory solutions.

Kevin Sensbach is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments, Larson Financial Group, and Equitable Advisors. Outside of his advisory role, he is a partner in a vacation rental business in Vermont where he manages maintenance and revenue solutions. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Chad Stafford is a financial advisor at LPL Financial with three years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining LPL Financial, he held positions at Wells Fargo and First Horizon Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and advisory services through a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.