Teresa Travis is a financial advisor with Edward Jones, holding a Series 66 designation and bringing 11 years of industry experience. She has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Wesley Seifert is a financial advisor at Edward Jones in Durham, NC, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2019, he worked at Spirent Communications for seven years. He serves as Vice President and Secretary of Seifert Sports Enterprise, Inc., which operates youth sports leagues in Cary, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

Mitchell Baker is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, he held positions at Oasis Outsourcing and has experience in streaming and entertainment as a host. He operates a personal eBay account for buying and selling items. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Tonya Headrick is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. Her prior roles include positions at Wells Fargo Advisors LLC and Morgan Stanley & Co., Incorporated. 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 through a large network of financial advisors.

Ben White is a Financial Consultant currently working at Fidelity Investments since 2025. He has extensive experience in financial advisory roles, having served as Vice President and National Financial Solutions Advisor Team Lead at Merrill from 2022 to 2025, and previously as Vice President, Financial Solutions Advisor from 2015 to 2022. He began his career at Merrill as an Operations Securities Analyst from 2011 to 2015. Ben guides families through wealth accumulation, retirement transitions, and generational planning by focusing on client-centered strategies, fostering trust, and delivering measurable outcomes. His approach emphasizes integrity, transparency, and disciplined execution to build tailored financial plans that support clients' goals and provide financial peace of mind.

Rebecca Tolbert is a financial advisor with Ameriprise in Raleigh, NC, holding Series 63 and Series 65 licenses and with 29 years of industry experience. She has been with Ameriprise and its predecessor firms since 1992. Outside of her advisory work, she serves as Vice Chair of the Guayabo Animal Rescue Foundation and President of the Board at Beth Shalom. Ameriprise provides retirement-income planning services primarily to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Toiriste O'Neal Jr. is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience with Northwestern Mutual and Wells Fargo Bank, NA. Outside of his advisory role, he is a part-owner of a photo booth rental company. 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 supported by research from Wells Fargo Investment Institute.

Paul Pratto is a financial advisor with LPL Financial in Raleigh, NC. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. Prior to joining LPL Financial in 2011, he worked at Morgan Stanley and Wells Fargo Clearing, among other firms. Pratto also serves in fiduciary capacities for several family trusts. 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 solutions, including advisory and brokerage services delivered through a large network of investment adviser representatives.

Matthew Hall is a financial advisor at Osaic with 10 years of industry experience. He holds the Series 66 designation and has held roles at several firms including UBS Financial Services and BB&T before joining Osaic in 2020. Outside of his work at Osaic, he operates Capitol Financial Solutions and a fixed insurance brokerage as a sole proprietor. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple platforms. The firm offers integrated brokerage and advisory services, employing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across various asset classes.

Sandra Stowe is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at IHS Markit and Ipreo. She is the owner of White Owl Financial Advisors, where she engages in educational webinars and podcasting, and she serves as a board member of the Greater Raleigh Chamber of Commerce. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, and retirement plan advisory services to a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers multiple investment platforms and strategies, combining proprietary and third-party model solutions tailored by a network of independent Financial Professionals.

James Richardson is a financial advisor at Ameriprise with 36 years of industry experience. He has been with Ameriprise and its predecessor firm since 1990. Richardson serves on the boards of Midtown Raleigh Alliance and the Supplemental Retirement Board of Trustees and is involved in business management and home rehabilitation ventures. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research-driven analysis and tax-efficient strategies delivered through a centralized consulting team in partnership with financial advisors.

Lea Townes II is a CFP®-credentialed financial advisor with 30 years of industry experience, currently operating through LPL Financial in Chapel Hill, NC. His prior experience includes roles at First Horizon, Wells Fargo Clearing, and Ameriprise. 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 and access to third-party asset management, supported by various advisor-facing tools and a broad platform of non-advisory financial activities.

Brian White is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He holds the Series 66 designation and is based in Raleigh, NC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a large nationwide network of financial advisors.

Lili Engelhardt is a financial advisor at Edward Jones in Durham, NC, holding a Series 66 designation and bringing four years of industry experience. Prior to joining Edward Jones in 2022, she was involved with Sky Leap LLC, a manufacturing business, from 2013 to 2022, although she has stepped away from day-to-day management. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with a broad offering that includes discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Philip Romano is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors in Raleigh, NC. His prior roles include positions at OSAIC Wealth, Royal Alliance Associates, Capitol Financial Solutions, Signator Investors, and Allegheny Financial Group. Romano also owns and operates his financial planning firm, ROMANO LLC, and holds partial ownership in Concord Private Wealth, both located in Raleigh. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting net-worth thresholds, utilizing proprietary research and tools, with flexible implementation options through brokerage or advisory programs.

Kyle Beverly is a Financial Consultant at Fidelity Investments, where he has been working since 2024. Prior to this role, he served as an Investment Management Consultant and a Workplace Planning Consultant at Fidelity Investments from 2019 to 2024. Before joining Fidelity, he worked as an Associate Financial Advisor at Northwestern Mutual from 2016 to 2019. Kyle specializes in tax-efficient investment strategies, retirement distribution planning, and portfolio construction. He focuses on creating financial plans tailored to each client's unique situation and helps clients understand how their financial decisions impact their long-term goals. He holds insurance licenses for Arkansas and California. Outside of his professional work, Kyle enjoys family activities, fitness, football, movies, music, and parenthood.

Alexandra Tyburski is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. Before joining Stifel, she worked in various roles including at Pizzeria Faulisi and Art of STEM. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

Wilton Drake III is a financial advisor with Equitable Advisors in Chapel Hill, NC, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Outside of his advisory work, he owns Brass N Sassy, a business based in Henderson, NC. Equitable Advisors serves individual clients, retirement plans, corporations, charitable organizations, and institutional clients, offering financial planning, retirement consulting, and a variety of asset-management programs. The firm utilizes a range of advisory models, including third-party TAMPs and LPL-sponsored programs, and provides ERISA fiduciary services through credentialed representatives.

Francisco Itriago Santaella is a financial advisor with Edward Jones in Raleigh, NC, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked at Equitable Advisors and held roles at AES Corporation subsidiaries from 2015 to 2022. He is a screening committee member of the Wolfpack Investor Network, an angel investor network affiliated with North Carolina State University. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and affiliated financial services, managing approximately $1.01 trillion in assets supported by a nationwide network of more than 23,700 advisors.

Julia Bonjour is a financial advisor with Stifel in Raleigh, NC, holding Series 63 and Series 66 designations and bringing 15 years of industry experience. Her prior roles include positions at Truist Investment Services, Prospera Financial Services, Merrill, and Wells Fargo Advisors. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.