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.

Caroline Gooding is a CFP® with four years of industry experience and currently serves as a financial advisor at Edward Jones in Raleigh, NC. Her prior work includes roles at BDO and entrepreneurial experience with AR Workshop locations in Cary and Raleigh. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with a nationwide network of more than 23,000 financial advisors and $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.

David Dykes is a financial advisor at Edward Jones in Raleigh, NC, holding a Series 66 designation. He joined Edward Jones in 2026 after 13 years with Baldwin And Creative, LLC. 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, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets.

Kimberly Phillips is a financial advisor at Merrill with 14 years of industry experience. She holds Series 63 and Series 65 designations and has been with Merrill since 2015. Merrill, along 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 both model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christopher Gray is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 12 years of industry experience. He previously worked at PNC Investments from 2015 to 2020 before joining Wells Fargo Clearing in 2020. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among their investment offerings.

Charlotte Galamb is a financial advisor at Wells Fargo Clearing with five years of industry experience. She holds a Series 66 designation and previously worked at Raymond James and Associates, Inc. Outside of her advisory work, she performs as a vocalist with Motely Tones in Cary, NC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

John Pace Jr. is a financial advisor with Raymond James & Associates in Raleigh, NC, holding a Series 63 designation and bringing 41 years of industry experience. His work history includes six years at Cape Landscaping and four years at the Country Club of North Carolina prior to joining Raymond James in 2013. 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, non-discretionary investment consulting, and institutional advisory services supported by a broad nationwide adviser network.

Janine Higgins is a financial advisor at Edward Jones in Raleigh, NC, holding a Series 66 designation with eight years of industry experience. Prior to joining Edward Jones in 2018, she was a homemaker from 2016 to 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, manages approximately $1.01 trillion in assets under management, and operates under a fiduciary standard.

Samuel Rodgman is a financial advisor at Edelman Financial Engines in Raleigh, NC, holding Series 63 and Series 66 licenses with four years of industry experience. His prior roles include positions at Truist Investment Services, Fidelity Brokerage Services, and other firms. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients, utilizing a committee-driven modeling process combined with planner delivery and online tools. The firm manages approximately $326 billion for around 477,000 clients, providing diversified portfolios and a range of product exposures including direct-indexing SMAs and thematic portfolios.

Andrew O Connell III is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds Series 63 and Series 65 registrations and has been with Wells Fargo in various capacities since 2015. 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 integrates research from internal and third-party sources to support investment decisions.

Johnathan Pulleyn is a CFP® with 19 years of industry experience, currently serving as an advisor at LPL Financial since 2023. His prior experience includes roles at Lincoln Financial Securities Corporation, Woodbury Financial Services, Inc., and Merrill. Outside of his advisory work, he owns JOCO Contracting, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment programs, utilizing both proprietary and third-party strategies, supported by advanced operational and research tools.

Brittany Mann is a financial advisor with LPL Financial in Raleigh, NC, holding a Series 66 designation and five years of industry experience. Her work history includes previous roles at Ameriprise and DENSO Manufacturing Tennessee, Inc. 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 advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by advanced research tools and a large network of over 22,800 advisors.

George Seamen III is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has worked since 2006. He leads a team of five professionals providing strategic wealth management services to a select group of clients, including ultra-high net worth families, businesses, and non-profit organizations. His professional focus encompasses portfolio construction, integrated wealth management planning, security selection, and the implementation of these strategies. Before joining Merrill Lynch, George gained six years of experience as a Senior Financial Analyst and Manager for a Global 500 company. He holds a Bachelor's Degree in Finance from James Madison University. George maintains several professional designations, including Certified Financial Planner™ (CFP®), Chartered Financial Consultant® (ChFC®), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). In addition to his professional work, George has participated in community service through leadership roles such as serving on the Board of the Raleigh Rescue Mission and as President of the Raleigh Rescue Mission Foundation. He also served as Board President for SAFEChild and currently serves on their Foundation Board.

Chase Breeden is a Series 66-licensed financial advisor at Edward Jones with five years of industry experience. He has worked at Edward Jones since 2019 and previously held roles at North Carolina State University, Florida State University, and CFD Investments/Breeden and Associates. 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 strategies supported by a nationwide network of more than 23,000 financial advisors and manages approximately $1.01 trillion in assets.

Angela Yates is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Allison Wasle is a financial advisor with Edward Jones in Raleigh, NC, holding a Series 66 designation and 14 years of industry experience. She has been with Edward Jones since 2012. Outside of her advisory role, she manages bookkeeping and financial record-keeping for a local fishing charter business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Todd Mc Clure is a financial advisor at Morgan Stanley in Raleigh, NC, holding a Series 66 designation with 25 years of industry experience. His prior roles include several years at Merrill Lynch and Bank of America. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by structured processes and advanced modeling tools.

Bryan Pollock is a financial advisor at Osaic with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Lincoln Financial Securities and Northwestern Mutual in various roles between 2010 and 2025. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm employs model-based asset allocation and portfolio optimization, offering a range of brokerage and advisory services through a multi-advisor platform.

Daniel Randall is a financial advisor at Osaic with 35 years of industry experience. He holds Series 63 and Series 65 licenses. Randall’s career includes long tenures at Lincoln Financial Group and its related entities. Outside of his advisory work, he is a partner in a family travel blog called Adventures of Our Clan. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, and corporate clients, providing a range of brokerage and advisory services. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, supported by various tools and discretionary management options.