Steven Siegel is a financial advisor with Equitable Advisors in Cary, NC, holding a Series 66 designation and 23 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2002. Outside of his advisory work, he serves as executor of his mother’s estate. Equitable Advisors serves individual and institutional clients, including pension and profit-sharing plans, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a variety of advisory models and third-party managers, focusing on matching clients to appropriate investment programs without sponsoring its own wrap fee program.

Timothy Platt is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' priorities to help develop strategies that address their financial goals. He serves as a resource for services ranging from general investing and retirement planning to saving for unforeseen circumstances. Timothy also facilitates access to specialists within Bank of America for additional banking, credit, home financing, and small business solutions. Timothy holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of North Carolina System. He prioritizes building relationships with clients to provide tailored advice and ongoing guidance as their needs evolve.

Shannon Jenke is a financial advisor with LPL Financial in Raleigh, NC, holding Series 63 and Series 66 designations and 16 years of industry experience. Prior to joining LPL Financial in 2019, Jenke worked at BB&T Securities and Robert W. Baird & Co. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a wide range of advisory and brokerage services.

Shaunda Moore is a Financial Consultant at Fidelity Investments, a position she has held since 2023. Prior to this role, she served as an Investment Consultant and Financial Representative at Fidelity Investments from 2022 to 2023 and 2021 to 2022, respectively. Her professional experience also includes roles as a Personal Banker II at Wells Fargo from 2018 to 2020, a Personal Banker at Truist in 2020, and a Licensed Personal Banker at Citizens Bank from 2014 to 2018. Throughout her career, Moore has focused on financial planning and investment consulting, helping clients navigate the complexities of investing and make informed financial decisions. Her approach emphasizes building strong client relationships to support their financial goals. Further details on her education, credentials, personal interests, or community involvement have not been provided.

Teigen Fraker is a financial advisor with Thrivent Investment Management in Raleigh, NC. He holds a Series 66 designation and has three years of industry experience. His prior experience includes roles at Raymond James Financial Services, Oppenheimer & Co., and New York Life Insurance, as well as involvement with Origins Food & Beverage and City Market Social House. 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 and allows clients to combine planning with managed-account services while maintaining separate engagements.

Joshua Clark is a financial advisor at Morgan Stanley with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and Wells Fargo Clearing. Outside of his advisory role, he is involved in property management for a rental property in Raleigh, NC. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methods. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-linked financial planning services.

Theodore Cetola is a financial advisor with Charles Schwab in Raleigh, NC, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. His prior roles include positions at SunTrust Advisory Services and SunTrust Bank. He has been with Charles Schwab and Charles Schwab Bank since 2018. Charles Schwab & Co., Inc. serves 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, utilizing multi-asset model portfolios and a centralized operational structure.

David Hernandez Jr. is a financial advisor with Edward Jones in Fuquay Varina, NC, holding a Series 66 designation and nine years of industry experience. Prior to joining Edward Jones in 2017, he served in the United States Army for 16 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of investment strategies and advisory services, supported by a nationwide network of approximately 23,701 financial advisors and manages over $1 trillion in assets.

Marian Greenfield is a financial advisor at J.P. Morgan Securities with licenses including Series 63 and Series 66 and four years of industry experience. She previously worked at Bank of America from 2017 to 2021 before joining J.P. Morgan Securities and Jpmorgan Chase Bank in 2021. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm utilizes quantitative asset-allocation modeling and centralized due diligence, incorporating an ESG eligibility framework in its recommendations, and offers non-discretionary advisory services through a select group of Wealth Advisors.

James Pagnani is a CFP® professional with over 21 years of experience in the financial industry. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC for seven years. Based in Cary, NC, he holds the Series 63 and Series 66 licenses. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

James Sandlin III is a CFP® professional with 43 years of industry experience. He is currently with OSAIC and has previously worked at Investacorp, Inc., Securities America Advisors, and SECURITIES AMERICA, inc. In addition to his advisory role, he is involved in insurance sales focusing on life, health, and disability insurance. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a broad network of advisors and multiple advisory platforms. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios featuring various investment types, managing accounts on both discretionary and non-discretionary bases.

Deborah Ash is a financial advisor with Cambridge Investment Research Advisors in Cary, NC, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. She has been with Cambridge Investment Research Advisors since 2017 and was previously with Cambridge Investment Research, Inc. starting in 2015. In addition to her advisory role, she operates Ashbridge Financial Solutions, LLC, where she works as an independent insurance agent specializing in life insurance products. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent professionals and employs a range of portfolio management strategies tailored to client objectives.

Ipcit Shah is a financial advisor with Ameriprise in Cary, NC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he is involved in business ownership through Sohan Properties, LLC, which manages an office condominium. Ameriprise is a large institutional firm offering a retirement-income planning service designed for clients with significant investable assets, combining research, modeling, and tax-efficiency strategies to provide written, non-discretionary recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Samantha Condon is a financial advisor at Stifel in Raleigh, NC, holding a Series 66 designation with four years of industry experience. She has worked at Stifel since 2021 and previously held roles at KeyBank and the New York State Office of Child and Family Services. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Kailee Vanderlinden is a financial advisor with Fidelity in Cary, NC, holding a Series 66 designation and two years of industry experience. Prior to joining Fidelity, she worked in various roles including positions at Marriott Vacation Club, Alfred University, and Nordstrom. Outside of her advisory role, she works as an independent contractor for DoorDash. 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 systematic methodologies to construct model portfolios from mutual funds, ETFs, and ETPs. The firm serves retail and institutional investors, alongside registered investment companies and charitable funds.

Brennon Mills is a financial advisor at Merrill with 11 years of industry experience and holds the Series 66 designation. He has been with Merrill since 2016 and also has experience at Bank of America, N.A. since 2026. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Daniel West is a CFA® charterholder with 30 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2013. He holds Series 63 and Series 66 licenses. Outside of his primary role, he has a majority ownership stake in Marslender-West Asset Management LLC and serves as a trustee for its associated 401(k) plan. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu tailored to clients meeting a net-worth threshold, combining proprietary research and planning tools with optional implementation through various brokerage and advisory programs.

Marjorie Jurek is a financial advisor at RBC Capital Markets with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2018, following nine years at Merrill. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Matthew Murphy is a financial advisor with Ameriprise, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise since 2002, serving in various capacities within the firm. Outside of his advisory role, Murphy owns and serves as president of Catherine Henry Co. and operates a Cookie Cutters Haircuts for Kids franchise. He also plans to serve as chair of the Generosity Committee at Saint Francis United Methodist Church beginning in 2026. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency strategies to provide personalized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Jesse Boulerice is a financial advisor at Morgan Stanley in Raleigh, NC, holding a Series 66 designation with 15 years of industry experience. He previously worked at Bank of America and Merrill Lynch from 2011 to 2025 before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and incorporates structured planning tools and broad investment offerings in its approach.