William Cox is a financial advisor with Merrill in Raleigh, NC, holding a Series 66 designation and 15 years of industry experience. He has worked at Merrill since 2010 and Bank of America, N.A. since 2011. 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.

Jessica Christy is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. She holds a Series 66 license and is based in Raleigh, NC. Outside of her advisory role, she holds power of attorney for her parents. Wells Fargo Advisors is a national securities firm that provides investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.

Ethan Mcelroy is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. His prior work includes roles in health and fitness consulting and at the Duke Center for Living at Fearrington. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its roles as a commodity pool operator and advisor to multiple registered investment companies.

Kathleen Welte is a Series 66 licensed financial advisor with Morgan Stanley in Raleigh, NC, bringing 14 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011 and currently works at Morgan Stanley Private Bank, N.A. Ms. Welte's career reflects a long tenure within the Morgan Stanley organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services supported by firm-approved tools and a structured discovery process.

Jessica Couts is a financial advisor with RBC Capital Markets in Raleigh, NC. She holds a Series 66 designation and has recently begun her career in the industry. Prior to joining RBC, she worked at H&R Block and has experience in education and digital photography. RBC Wealth Management serves a diverse client base, including individuals, institutions, corporations, and charitable organizations. The firm offers various advisory programs with tailored portfolio management and financial planning services, leveraging both in-house and third-party investment managers.

John Hamilton is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior roles include positions at Cambridge Investment Research, Avantax Insurance Agency, and Morgan Keegan & Company. He is also owner of Hamilton Financial Associates Inc., where he provides tax services and trading activities. 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 financial planning and investment management solutions through a large network of advisors, utilizing various portfolio strategies and incorporating technology tools for operational support.

Graziella La Rosa is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 65 and Series 63 credentials and bringing nine years of industry experience. Her prior work includes roles at Wells Fargo Bank, First Horizon Bank, First Flight Federal Credit Union, Peoples Bank, and SunTrust Bank. Outside of finance, she is involved part-time as a kids' club associate at a local fitness center. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

David Mccurdy III is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has prior experience at Wachovia Bank, N.A. dating back to 2004. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions.

Darin Mock is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo since 2016, following prior roles at Merrill and Banc of America Investment Services. Outside of his advisory work, he owns LOGOCUFFS, a business specializing in specialty cuff links. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages over $671 billion in assets and employs more than 14,000 financial advisors.

Travis Kruse is a financial advisor at Fidelity with Series 63 and Series 66 licenses and 21 years of industry experience. He worked at Credit Suisse Securities (USA) LLC for 16 years before joining Fidelity, where he has been since 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of investment strategies and model portfolios.

James Rosensteel Jr. is a financial advisor at Wells Fargo Advisors with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing and Wells Fargo Bank since 2014. Outside of his advisory role, he owns and operates Brick City Bees Inc., a small beekeeping business focused on the sale of honeybee products. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services across a broad range of needs, including retirement, education, risk, and wealth-transfer planning. Advisors use proprietary research and planning tools to develop tailored recommendations delivered through meetings and summary letters, with clients deciding how to implement the advice.

Ray Peck Jr. is a financial advisor with Raymond James & Associates in Raleigh, NC, holding a Series 63 designation and over 43 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he serves as Treasurer and Board Member for the nonprofit Higher Ed Works and participates on the Finance and Investment Committee at University Baptist Church. 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 municipal entities, offering financial planning and consulting services supported by a range of portfolio management styles and affiliated research.

Audrey Kah is a CFP® professional with 10 years of industry experience, currently serving at RBC Capital Markets LLC since 2016. She is based in Raleigh, NC, and holds a Series 66 license. Outside of her advisory role, Audrey serves on the board of Benevolence Farms, a nonprofit supporting individuals affected by the criminal legal system in North Carolina. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies utilizing both in-house and third-party managers.

William Thompson is a financial advisor with Equitable Advisors in Cary, NC, holding a Series 66 designation and six years of industry experience. Prior to his advisory role, he spent 34 years with Nortel, Genband, and Ribbon Communications. Outside of his advisory work, he serves as the head coach for the varsity boys basketball team at Cary Christian School. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement consulting, and asset-management programs. The firm works through a network of Investment Adviser Representatives and partners with third-party asset managers and advisory programs to deliver tailored investment solutions.

Timothy Clarey is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wachovia Bank, N.A. from 2006. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of 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.

Justin Groce is a CFP® with 24 years of industry experience, currently affiliated with Cetera. He has been with Cetera and Cetera Wealth Services, LLC since 2013. Outside of his primary advisory role, he operates Adams Financial, a financial services DBA, and also works as an insurance agent selling annuities. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to various third-party managers and investment strategies.

James McClary is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, McClary serves on the finance committee at Siler City First Baptist Church. 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 range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party resources.

Phillip Sielatycki is a financial advisor with Ameriprise Financial Services, holding Series 65 and Series 66 licenses and bringing 28 years of industry experience. His career includes roles at Merrill, Banc Of America Investment Services, Inc., and Ameriprise since 2009. He serves on the board of The Heart of Cary Association and volunteers with Band Together, a local philanthropy that raises funds for the United Way through a rock concert event. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on written recommendations and ongoing tax-aware retirement income planning. The firm uses investment research, third-party data, and algorithmic tools to inform its advice, operating within a defined investment universe influenced by affiliated product relationships.

Sudha Gowrisankar is a Series 66-credentialed financial advisor at Fidelity with four years of industry experience. She has worked at Fidelity Investments since 2022 and previously held roles at FCBank, a division of CNB Bank, from 2015 to 2022. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management along with fund advisory and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, including the use of AI and systematic methodologies.

Natan Simoes Massarioli is an Investment Solutions Representative III at Fidelity Investments, where he currently serves in this role. His career with Fidelity Investments began in 2023 as a Customer Relationship Advocate, progressing through various positions including Investment Solutions Representative I, Fixed Income Specialist, and Investment Consultant before reaching his current role in 2026. His professional experience encompasses investment consulting and fixed income specialization, focusing on providing clients with clear guidance, education, and personalized strategies tailored to their financial goals. Massarioli's approach emphasizes trust, transparency, and simplifying complex financial concepts to help clients make informed decisions. Further details regarding his education, credentials, personal interests, or community involvement have not been provided.