Kenneth Buckner is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 16 years of industry experience. He previously worked at Edward Jones for 14 years before joining Raymond James and the Four Corners Advisor Group. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and nonprofit organizations. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains a range of specialized programs, including municipal finance and SIMPLE IRA employer advisory services.

Sanjay Shah is a CFP® with 14 years of industry experience, currently affiliated with Cambridge Investment Research Advisors in Cary, NC. He has worked at Cambridge Investment Research Advisors and Cambridge Investment Research Inc since 2014 and has been associated with Bank of America, N.A. since 2012. Shah is also an independent insurance agent serving various insurance companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory through a wide network of independent financial professionals, utilizing multiple custody platforms and a range of discretionary and non-discretionary investment strategies.

Terry Treiber is a financial advisor with Cambridge Investment Research Advisors in Raleigh, NC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2013. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent financial professionals, utilizing a range of portfolio management approaches and platform arrangements tailored to client objectives.

Edwin Braswell III is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been assisting clients since 2005. He is a member of the Steffens, Lane, and Braswell Team, providing comprehensive wealth management strategies tailored to individual client needs. His focus areas include family wealth management strategies, legacy planning, and personal retirement planning. Edwin holds several professional designations, including the CERTIFIED FINANCIAL PLANNER® certification, Chartered Retirement Planning Counselor™ designation, CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his bachelor's degree from the University of North Carolina at Chapel Hill. He lives in Raleigh, North Carolina, with his wife, Caroline, and their two children. Edwin is an active member of Christ Church (Episcopal) in Raleigh and participates in community activities such as coaching youth soccer through NCFC. He serves on the board of Family Promise of the Triangle and is involved with the organization F3 in Raleigh. In his personal time, Edwin enjoys tennis, spending time outdoors, hunting, reading, and yoga.

Christian Rodriguez is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 65 licenses and two years of industry experience. He previously worked at Brenner & Associates LLC and Wells Fargo Bank, nA. Outside of his advisory role, he is involved with Project Resources Group, where he serves as a construction coordinator focusing on drafting services for Texas power pole and transportation permits, and he owns Drafting Support LLC, a currently dormant drafting service company. Wells Fargo Advisors provides investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages a large asset base and delivers both brokerage and advisory solutions supported by research-driven investment strategies.

Conner Reeves is a Planning Consultant at Fidelity Investments, a role he has held since 2025. In this capacity, he collaborates with Financial Consultants to deliver tailored financial planning conversations that transform complex data into actionable insights. His consultative and analytical approach aids in identifying deeper client needs and facilitating strategic opportunities aimed at long-term financial well-being. Prior to his current position, Conner held multiple roles at Fidelity Investments, including Relationship Manager from 2024 to 2025, Financial Representative from 2023 to 2024, and Financial Service Representative from 2022 to 2023. He also worked as an Associate Banker at JP Morgan Chase between 2022 and 2023. Outside of his professional commitments, Conner has interests in cooking and baking, football, golf, outdoor adventures, and snowboarding.

William Brewer is a financial advisor with Morgan Stanley in Raleigh, NC, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to both individual and institutional clients. The firm emphasizes structured financial planning using proprietary tools and provides services through its Financial Advisors and Estate Planning Strategies Group.

Jessica Hathaway is a financial advisor at Wells Fargo Clearing with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked in various roles including positions at Wells Fargo Bank NA and Food Lion. Outside of her advisory work, Hathaway owns and operates a personal training business based in Raleigh, NC. 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 IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Brooke Rudolph is a financial advisor at Morgan Stanley in Raleigh, NC, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley in 2019, she worked at ArchiveSocial and was involved with Help One Now, a nonprofit organization. She also has a background in education and various service industry roles. Morgan Stanley Wealth Management provides a wide range of advisory services to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers planning through both direct and corporate financial planning agreements.

Lisa Gambill is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has worked at Wells Fargo Clearing since 2016, following a year with Wells Fargo Advisors, and has concurrent roles outside finance as a makeup artist selling beauty and skincare products for Chanel and Tom Ford Beauty. 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 employs over 14,000 advisors, offering both brokerage and advisory solutions supported by extensive research and analytics.

Cynthia Edwards is a financial advisor with UBS Financial Services in Raleigh, NC, holding the Series 66 designation and having 15 years of industry experience. She has been with UBS Financial Services since 2009. UBS Financial Services serves individual, corporate, and institutional clients with a wide range of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to clients' goals.

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 Apex, NC, with 12 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2013. Outside of her advisory role, she owns Kates Equine, a business focused on repairing horse equipment and bits. 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 broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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.