Joseph Hubbard is a Series 66-licensed financial advisor with 12 years of industry experience. He is currently with Wells Fargo Clearing, where he has worked since 2021, and previously held roles at PNC Investments, MML Investors Services LLC, and MassMutual Life Insurance Company. Outside of his advisory work, Hubbard coaches and teaches lacrosse at Seaforth High School in Pittsboro, North Carolina. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Brent Little is a financial advisor with Thrivent Investment Management based in Raleigh, NC. He holds the Series 66 designation and has five years of industry experience. Prior to his current role, Brent worked with 323 Sports for six years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across various financial topics and combines planning with managed-account programs through a consolidated billing option called “WealthPlan.”

Nicholas Vourakis is a financial advisor with Charles Schwab in Cary, NC, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. His prior experience includes roles at TD Ameritrade Investment Management and TD Ameritrade, Inc. Outside of his advisory work, he is involved as a marketing executive with Melaleuca, Inc., a consumer packaged goods manufacturer. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining brokerage, custody, and advisory in an integrated model.

Paul Birkenstock is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His work history includes roles at Marketing Ventures of America and The Turas Group, as well as several years in educational and camp settings prior to joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to both retail and institutional clients, including registered investment companies. The firm employs a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from a broad universe of mutual funds, ETFs, and ETPs, and it serves a range of clients through discretionary and non-discretionary advisory services.

Amy Peters is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2010 in various roles. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs featuring discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Benjamin Swaney is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. His career at Wells Fargo and affiliated entities spans from 2009 to the present. Swaney has a significant ownership interest in Mifflin Capital S Corp and serves as a trustee for several Mifflin Capital 401(k) plans. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, using proprietary research and planning tools to tailor recommendations. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning.

Andrew Love is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. He previously worked at Onemain Financial for nine years before joining Fidelity. Andrew is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS‑qualified Charitable Gift Fund. The firm employs a combination of proprietary fundamental research and quantitative analysis to construct model portfolios using systematic methodologies and long-term asset allocation benchmarks.

John Holder is a financial advisor with Raymond James & Associates who holds a Series 66 designation and has 15 years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, NetApp Inc., Principal Financial Services, and Osaic FA, Inc. He serves as treasurer of the Brooks Avenue Church of Christ and is a board member of Wake Monarch Academy, both nonprofit organizations in Raleigh, NC. 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 municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Alexander Starnes is a Wealth Management Advisor with Merrill Lynch Wealth Management and holds the designations of Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Wofford College. His practice emphasizes creating personalized wealth management strategies that align with clients' unique goals and situations. Starnes focuses on areas such as college education planning, family wealth management, legacy planning, retirement planning, small business strategies, special needs planning, women and wealth, sports and entertainment, tax minimization, and retirement income. A significant aspect of his work involves assisting special needs families with the transfer of assets to special needs trusts to help beneficiaries qualify for or maintain government benefits. Born and raised in Raleigh, North Carolina, Starnes participates in multiple community organizations including the Autism Society of North Carolina, Autism Speaks Raleigh/Charlotte, Down Syndrome Association of Greater Charlotte, North Raleigh United Methodist Church, Special Blessings, Special Olympics NC, The Arc of Charlotte Mecklenburg County, and Trusted Parents. He also has interests in outdoor activities, sports, and music, and he rappels annually off the Wells Fargo building in downtown Raleigh to support the Special Olympics.

Gregory Archer is a CFP® professional with over 21 years of experience in the financial industry. He has been with Edward Jones in Durham, NC since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of over 23,700 financial advisors.

Christian Hill is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Fidelity Brokerage Services and Fidelity Investments. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Stephen Fordham V is a CFA® charterholder and holds a Series 63 license with 17 years of industry experience. He has been with Edward Jones since 2011. Outside of advisory work, he is involved in managing rental properties through a property management company. 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 large national network of financial advisors and branch offices.

Larsen Wharton is an Investment Solutions Representative III at Fidelity Investments, a role held since 2026. Larsen has been with Fidelity since 2021, progressing through various positions including Investment Solutions Representative II and I, High Net Worth Service Associate, and Customer Relationship Advocate. This progression reflects extensive experience in client-facing roles within the investment solutions domain. In this capacity, Larsen collaborates with clients to understand their financial goals and develop strategies to support informed decision-making. Larsen leverages both personal experience and Fidelity's resources to assist clients in navigating their financial journeys. Outside of work, Larsen's interests include beach activities, family engagements, outdoor adventures, parenthood, and skiing.

Michael Irvin is a financial advisor at Edward Jones in Raleigh, NC, holding a Series 66 designation with one year of industry experience. Before joining Edward Jones in 2026, he worked at several firms including Equitable Advisors, Compass Insurance Advisors, and Philadelphia American Life Insurance Company. Outside of his advisory role, he is involved with Staff-1 Services Group, providing support staff and guest services for events. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Andrew Mc Ilvain is a financial advisor at Cetera with nine years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Cetera in 2024, he worked at ADP LLC and ADP Broker-Dealer Inc. He is also a senior retirement services consultant at Financial Directions, LLC, providing consultative services on qualified retirement plan design and employee education. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and consulting services through a nationwide network of independent advisors, utilizing a multi-manager platform with various program options and custodial relationships.

Dylan Howard is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. His work history includes roles at Fidelity Investments and United Textile Distribution, as well as a six-year period at Frank Howard's Backhoe Service prior to entering the financial industry. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and oversees affiliated sub-advisers with an emphasis on governance and compliance.

Samuel Bogaczyk is a Series 66 licensed financial advisor with eight years of industry experience. He is currently with LPL Financial and has held prior roles at Coastal Federal Credit Union, CUSO Financial Services, Merrill, Bank of America, and Yadkin Bank. Outside of his advisory work, he serves as a board member for the nonprofit Overflowing Hands, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Mark Brackett is a financial advisor with Morgan Stanley in Chapel Hill, NC, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. His career includes tenures at Bank of America, N.A. and Merrill before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2020. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides advisory services that often incorporate scenario modeling and planning but leave implementation and updates to clients.

Michael Ray is an Investment Consultant at Fidelity Investments. He serves as an advisor and foundational point of contact for clients seeking to build trusted relationships. Michael prioritizes understanding clients' goals to develop tailored financial plans and investment strategies aimed at pursuing their lifelong objectives. He has held multiple roles at Fidelity Investments, including Workplace Planning Associate in 2024, Workplace Planning Consultant I from 2024 to 2025, and Workplace Planning Consultant II from 2025 to 2026. This progression reflects his growing expertise in workplace planning and investment consultation. Outside of his professional work, Michael has interests in fitness, food, football, golf, lake activities, and traveling.

Douglas Richmond is a financial advisor at Osaic with Series 63 and Series 65 credentials and 51 years of industry experience. Prior to joining Osaic in 2025, he spent 27 years at Lincoln Financial Advisors Corporation. He is also licensed to offer various insurance products, including accident and health insurance, disability insurance, life settlements, premium financing, and traditional life insurance. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to multiple investment platforms and third-party money managers.