Kalpesh Shah is a financial advisor at Ameriprise with 24 years of industry experience. He holds a Series 66 designation and has worked at prominent firms including PNC Investments, PNC Wealth Management, and MSI Financial Services. Shah serves as president and a board member of the Jain Society of Greater Cleveland, a religious organization. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Christopher Koppen is a financial advisor with LPL Financial in Raleigh, NC, holding Series 63 and Series 65 registrations and 22 years of industry experience. His prior work includes roles at Susan Phares-Aldrich, CPA, and Waddell & Reed, Inc. He is also involved in tax preparation and accounting through his association with Susan Phares-Aldrich CPA, PLLC. 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 portfolio programs, third-party asset management, and institutional platforms, supported by over 22,800 advisors and extensive operational resources.

Aaron Landry is a financial advisor with Wells Fargo Clearing who holds Series 63 and Series 65 registrations and has 32 years of industry experience. He previously worked at Prudential Equity Group, LLC from 2000 to 2003. Outside of his advisory role, he is a managing partner of Southern Family Investments LLC, a real estate holding partnership. 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 employs a large team of advisors and utilizes research and portfolio theory to guide its investment and retirement solutions.

Noah Zaiser is a financial advisor with Wells Fargo Clearing based in Raleigh, NC, holding Series 63 and Series 66 licenses and having three years of industry experience. His prior roles include positions at Fidelity Investments and Southern National LLC. He is also involved with the Crossroads Sexual Assault Response & Resource Center. 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 sources.

Brannon Lambert is a CFP® professional with 25 years of experience in the financial services industry. He is currently with Cambridge Investment Research Advisors, where he has worked since 2022. His prior experience includes positions at Kestra Financial Services, TD Ameritrade, Merrill, and Ameriprise. Outside of his advisory role, he is involved in an educational venture focused on financial literacy through Broker Speak, LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services. The firm manages a multi-billion dollar asset base and offers various account platforms, proprietary model strategies, and access to third-party advisers.

Thomas Cody is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2022, he held various roles including positions at the University of South Carolina and JCB Industries. He is based in Raleigh, NC. 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, pension plans, corporations, and charitable organizations.

Ryan Helder is a CFP®-designated financial advisor with five years of industry experience, currently associated with LPL Financial in Raleigh, NC. His prior experience includes roles at OSAIC and FSC, among others. Helder is involved in supporting financial advisors through his work with Steward Wealth Strategies, focusing on technology and operations. 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 broad range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies alongside various operational and research tools.

William Young is a financial advisor at Edward Jones in Raleigh, NC, holding a Series 66 designation with 17 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices.

Melanie Linzel is a financial advisor with RBC Capital Markets in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has previously worked at UBS Financial Services and Merrill. Outside of her advisory work, she makes fresh magnolia wreaths during the holiday season. RBC Wealth Management serves a diverse client base that includes individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies based on clients’ risk profiles and utilizing both in-house and third-party investment managers.

Andrew Murphy is a financial advisor at OSAIC with one year of industry experience. He holds a Series 66 designation and previously worked at Globant and Elevated Independent Energy, among other roles. Outside of advising, he is a licensed insurance agent offering life, accident, health, Medicare supplement, and long-term care insurance products. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, retirement plan consulting, and access to third-party investment managers. The firm’s investment approach emphasizes model-based asset allocation, portfolio optimization, and a variety of discretionary and third-party management strategies.

Susan Joor is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in assisting clients with developing personalized financial strategies. Since beginning her career in financial services in 1993, she has focused on areas including managing new wealth, personal retirement planning, women and wealth, and retirement income. Susan takes a comprehensive approach to wealth management, emphasizing listening to clients and helping them make informed decisions to address their individual needs. Susan holds a Bachelor's Degree from Ithaca College and has earned professional designations such as Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She integrates her credentials to support clients in pursuing their long-term financial goals through tailored strategies. A native of the Syracuse, New York area, Susan has lived in the Raleigh area since 1996. Her personal interests include hiking—having explored numerous mountains in the Adirondacks and Death Valley National Park—as well as music, pickleball, reading, and traveling. She enjoys working one-on-one with clients to develop customized financial plans aligned with their priorities.

Thomas Klein is a Certified Financial Planner (CFP®) with 42 years of industry experience. He has been with RBC Capital Markets LLC since 2011. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client's risk profile.

Ronald Davis is a financial advisor at Mass Mutual Investors Services with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Mass Mutual Investors Services since 2017, following eight years at Metlife Securities Inc. In addition to his advisory role, he is an independent insurance agent specializing in annuities and various insurance products. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning, asset management, and educational services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, annual financial planning engagements that use advanced analytical tools and offers specialized planning programs including divorce and estate-settlement services.

Joan Bentley is a financial advisor at Merrill with 11 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2014. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James Carrington is a financial advisor at Ameriprise with 34 years of industry experience. He has been with Ameriprise and its affiliate since 2005 and holds Series 63 and Series 65 licenses. Outside of his advisory work, he serves on the finance committee of Wake Forest Presbyterian Church. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored written recommendations through a centralized consulting team.

James Nowak is a financial advisor with LPL Financial in Raleigh, NC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with LPL Financial since 2006. Nowak is also an adjunct instructor at Wake Technical Community College and is involved in a construction business where he serves as a member, manager, and president. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, and supports its advisors with research and operational tools while overseeing extensive discretionary assets.

Nicole Burnette is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and previously worked with the UNC Health Foundation and Make-A-Wish Eastern North Carolina. Edward Jones is a wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment strategies through a large network of advisors and branch offices.

Laura Shelburne is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 65 credentials and 19 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously with Wachovia Bank, N.A. since 2006. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients, managing approximately $671 billion in assets with a team of more than 14,000 advisors. The firm offers both brokerage and advisory solutions and supports retirement plans with a combination of consulting and discretionary investment services.

Timothy Otto is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2009, including a position at Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he serves as a board member for Edenton Street United Methodist Church in Raleigh, North Carolina. Morgan Stanley Wealth Management provides a broad range of advisory services to both individual and institutional clients, utilizing structured financial planning tools and offering tailored investment programs. The firm manages approximately $2.74 trillion in client assets and supports clients through a combination of advisory and brokerage services.

Charles Calloway is a financial advisor at Primerica Advisors with 32 years of industry experience. He has worked at Primerica Financial Services since 1986 and at PFS Investments Inc. since 2013. His credentials include Series 63 and Series 65 registrations. In addition to his advisory role, he is involved in the sale of loan products and home security services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and operates at scale with thousands of advisors and billions in assets under management.