Erin Beavers is a financial advisor at Morgan Stanley in Raleigh, NC, holding a Series 66 designation with 10 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2013. Outside of her advisory role, she is a partner in an automotive business, PrimeTime Motors of Garner, LLC. Morgan Stanley Wealth Management is a large SEC-registered adviser and broker-dealer serving individual and institutional clients with comprehensive financial planning and investment advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside advisory services.

Melanie Regner is a financial advisor with Morgan Stanley in Raleigh, NC, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. She has been with Morgan Stanley and its Private Bank since 2011 and 2015, respectively. Regner serves on the Finance Committee of Leadership North Carolina, a civic organization focused on various community and educational initiatives. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services ranging from estate planning to corporate financial plans.

Krista Cavalieri Carr is a financial advisor with Fidelity in Durham, NC, holding Series 66 and Series 63 credentials and nine years of industry experience. She has been associated with Fidelity Brokerage Services LLC since 2015 and joined Fidelity Investments in 2025. Outside of her advisory work, she is involved in event planning as an independent sales contractor for Southern Skies Events, LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a systematic investment approach that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios and oversees multiple registered investment companies, utilizing advanced methodologies including AI in its research processes.

Michael Jordan is a financial advisor with Morgan Stanley in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Morgan Stanley since 2012 and has worked at Morgan Stanley Private Bank, National Association since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that integrates firm-approved tools and modeling techniques.

George Holden III is a financial advisor with Morgan Stanley in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Bank of America and Merrill, and he has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2021. Outside of his advisory work, he is involved with NSH Properties LLC, a real estate business based in Cary, North Carolina, in which he holds a passive role. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides services that include investment advisory, estate planning, and access to various financial products and strategies.

Wendy Garrett is a financial advisor with Ameriprise, holding a Series 66 designation and 11 years of industry experience. She previously worked at Edward Jones for nine years before joining Ameriprise in 2024. Garrett serves as the secretary on the board of directors for the nonprofit Wonderfully ME. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and ongoing annual advice focused on income sources and tax-aware withdrawal strategies.

David Ansbro is a financial advisor at LPL Financial with 24 years of industry experience and holds the CFP® and Series 66 designations. His prior experience includes roles at Waddell & Reed, Liberty National Life Insurance Company, and Thorough Financial Group. He is also involved with Thorough Financial Group, LLC in a non-investment-related capacity. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting with both discretionary and non-discretionary management supported by research and multiple portfolio strategies.

Austin Smith is a Financial Consultant at Fidelity Investments, where he focuses on developing comprehensive financial plans tailored to meet the unique needs of families. He works closely with clients to identify strategies that strengthen their financial positions and makes adjustments as their life circumstances and goals evolve. Austin has been with Fidelity Investments since 2019, progressing through roles including Workplace Planning Associate, Workplace Planning Consultant, Financial Representative, Relationship Manager, and Investment Consultant before assuming his current position in 2024. Prior to that, he gained experience in customer service at Fidelity Charitable from 2016 to 2018. He holds a California Insurance License. Outside of his professional work, Austin has personal interests in fitness, golf, skiing, soccer, and traveling.

David Poteet is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with Fidelity Investments since 2018, with a brief tenure at Utah Valley University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction, and offering oversight of model portfolios and sub-advisers.

Alexandra Odorizzi is a financial advisor at Morgan Stanley in Raleigh, NC, with 25 years of industry experience. She holds a Series 63 designation and has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she serves as a board member for the Weldon Ridge Barracudas Swim Team, organizing the summer swim program. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Steven Cooke is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 66, Series 63, and Series 65 designations and having eight years of industry experience. He has worked at Wells Fargo Clearing Services since 2026 and was previously with Wells Fargo Bank, NA for 15 years. 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, utilizing research from its Investment Institute and third-party data to guide investment selections.

Steven Sherman is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His previous work includes positions at Papa Johns, The Home Depot, K-Flex USA, and GradePower Learning. Outside of his advisory role, he is involved in managing a rental property where he performs light maintenance. Fidelity, through its Strategic Advisers LLC division, offers investment management and advisory services to a diverse client base including retail and institutional investors. The firm utilizes a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios consisting of mutual funds, ETFs, and ETPs.

Richard Girod is a financial advisor at Fidelity with a Series 66 credential and two years of industry experience. His prior work includes roles at The Currituck Club, Island Smoothie Cafe LLC, and military service with the United States Army Reserves. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios composed of mutual funds, ETFs, and ETPs.

Reid Twine is a CFP® professional based in Raleigh, NC, affiliated with Wells Fargo Clearing. He has 18 years of industry experience, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He has been with Wells Fargo Clearing since 2017. 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.

Benjamin Grossfuss is a financial advisor with Ameriprise in Raleigh, NC, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2021, he worked at Syneos Health and FIS Global. Grossfuss also has a background in academia from Lynchburg College. Ameriprise offers a retirement-income planning service tailored to 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 to deliver customized, non-discretionary recommendations through a centralized consulting team.

Anthony Mazzeo Jr. is a financial advisor with Wells Fargo Clearing in Chapel Hill, NC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Wells Fargo entities since 2009, initially at Wells Fargo Advisors LLC before joining Wells Fargo Clearing in 2016. Outside of his advisory role, he performs food delivery and rideshare services in the Durham area. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in their investment offerings.

Audrey Dixon is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following three years at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Carlos Cirkovic Von Hubbenet is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. His prior roles include positions at Bank of America, Merrill, and Counter Culture Coffee. 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 a combination of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Michael Legette is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at TD Ameritrade, Scottrade, and Primerica. Outside of his advisory role, he speaks periodically to religious and community groups about personal financial stewardship and the financial services profession. Charles Schwab 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 combines non-discretionary client advisory relationships with access to discretionary separately managed accounts and offers a centralized operational and custody platform.

De Marcus Bowden is a CFP®-certified financial advisor at Edward Jones with 13 years of industry experience. Prior to joining Edward Jones in 2022, he worked at Members Trust Company, Secu Life Insurance Company, Credit Union Investment Services, Secu Brokerage Services, and State Employees' Credit Union. Outside of his advisory role, he has worked as a warehouse package handler in Mebane, NC. 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 solutions, supported by a nationwide network of more than 23,700 financial advisors and $1.01 trillion in assets under management.