Charles Houston is a CFP® professional with 29 years of industry experience, currently serving at Edward Jones since 2012. He holds Series 63 and Series 66 licenses and is based in Apex, NC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, with a nationwide network of more than 23,700 financial advisors.

David Simmons is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and two years of industry experience. He previously worked at Merrill for six years and Wells Fargo for seven years. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Caroline Regner is a financial advisor at Morgan Stanley with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2023, including a position at Morgan Stanley Private Bank, N.A. from 2026. Her prior experience includes roles at CapFinancial Partners, LLC (CAPTRUST) and BB&T. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides planning services that incorporate advanced modeling techniques without offering individual security recommendations as part of standalone plans.

Henry Stilley III is a financial advisor with Raymond James Financial Services, holding a Series 66 credential and five years of industry experience. He has worked with StillGreen Partners, LLC, WWM Group, LLC, and Hargett Hunter Capital Management LLC. Outside of his advisory role, he serves on the finance and investment committee of the Frankie Lemmon School and Foundation and acts as trustee for an irrevocable trust focused on asset protection strategies. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized offerings in municipal finance and SIMPLE IRA consulting.

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 in Raleigh, NC, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with Wells Fargo entities since 2009. Outside of his advisory role, he is a managing partner of two real estate holding partnerships. Wells Fargo Advisors is a national securities firm that serves individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research from its investment institute and third-party sources to guide its investment strategies and operates one of the largest networks of financial advisors in the U.S.

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®-certified financial advisor with 25 years of industry experience. He is currently with Cambridge Investment Research Advisors and previously worked at Kestra Financial Services. Lambert is also involved in Broker Speak, LLC, an educational venture focused on financial literacy. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a large network of independent professionals, utilizing a range of managed solutions and platform options tailored to client objectives.

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.

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.

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.

Khristopher Andrews is a financial advisor with LPL Financial in Holly Springs, NC, holding Series 63 and Series 65 credentials and having 12 years of industry experience. He has worked at LPL Financial since 2016 and has prior experience with Fidelity Bank of North Carolina, Edward Jones, Wells Fargo Clearing, and the Herald Sun Newspaper. Outside of his advisory role, Andrews currently serves as a Relationship Manager for Fidelity Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment solutions including financial planning, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

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.

Craig Esposito is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he was affiliated with Duke University’s Fuqua School of Business and Cornell University, and has worked in sports media organizations including Major League Baseball Network and the National Hockey League. He has also served as a camp instructor at the Cornell Golf and Hockey Camp. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a national network of over 23,000 advisors. The firm offers a range of advisory programs, managed accounts, and affiliated investment products, operating under a fiduciary standard.

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.