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 Link is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America/Merrill Lynch, Captrust, and Equitable. Outside of his advisory role, he is employed part-time at Liggett Ventures LLC, a restaurant business. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Christopher Bray is a CFP® professional with 24 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. since 2020. Prior to this, he worked at Bb&T Securities, LLC and Scott & Stringfellow. He serves as President of the Southern Order Memorial Foundation, a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients, emphasizing tailored, non-discretionary planning supported by analytical tools and a broad advisor network.

William Thompson is a financial advisor with Equitable Advisors in Cary, NC, holding a Series 66 license and five years of industry experience. Prior to joining Equitable Advisors in 2020, he worked for over three decades at Nortel, Genband, and Ribbon Communications. Outside of his advisory role, he serves as the head coach for the varsity boys basketball team at Cary Christian School. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through a range of third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Timothy Clarey is a financial advisor with Wells Fargo Clearing in Cary, NC, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wachovia Bank, N.A., where he has been employed since 2006. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

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 in Siler City, NC, holding a Series 66 designation and 20 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves on the finance committee of Siler City First Baptist Church. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and including a range of investment options such as insurance-related products and bank deposit sweep programs.

Phillip Sielatycki is a financial advisor with Ameriprise in Cary, NC, holding Series 65 and Series 66 licenses and bringing 27 years of industry experience. He has been with Ameriprise and its related entities since 2009. Outside of his advisory role, he serves on the Board of Directors for The Heart of Cary Association and volunteers with Band Together, a local philanthropy that raises funds for the United Way through rock concerts. Ameriprise offers a retirement-income planning service targeting 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 with a centralized consulting team to deliver tailored, algorithm-supported recommendations.

Christina Creech is a financial advisor at Robert W. Baird & Co. with 17 years of industry experience. She holds a Series 66 designation and has worked at Baird since 2018, following prior roles at Prospera Financial Services and AXA Advisors. Outside of finance, she is an Independent Stylist for a direct sales nail polish strip company. She is part of the DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients with tailored consulting and portfolio management services. The group offers a range of investment strategies and overlays, including discretionary management and access to traditional and non-traditional asset classes.

Spencer Teddy is a Series 66 licensed advisor with two years of industry experience, currently working at OSAIC since 2022. He previously worked at Capitol Financial Solutions and has experience in marketing and assisting financial professionals. Outside of finance, he has held positions in the hospitality industry and education. OSAIC Wealth, Inc. serves a diverse client base including retail and institutional investors, offering a range of integrated brokerage and advisory services. The firm employs advanced asset-allocation tools and multiple advisory platforms to provide customizable portfolio management solutions.

Thomas Cannan is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with MCM Partners Erie, LLC and Waddell & Reed, Inc. He has also been involved with community organizations such as the Spencerport Chamber of Commerce and Daystar for Medically Fragile Children, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by proprietary research and third-party models.

Thomas Binkley is a financial advisor with UBS Financial Services in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with UBS since 2000. Outside of his advisory role, he operates a small eBay business trading collectible cards. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining model-based asset allocations and proprietary research to tailor plans to client goals. The firm integrates institutional trading capabilities with wealth management services, offering brokerage, advisory, and capital markets activities.

Andrew Beckman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 14 years of industry experience. He previously worked at Cambridge Investment Research Advisors and Hamilton Financial Services. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, using an IPS-driven approach grounded in modern portfolio theory. The firm offers both non-discretionary and discretionary services, including investment policy statement preparation, investment recommendations, performance reporting, and participant education.

Joshua Wall is a CFP® and ChFC® with 13 years of industry experience, currently serving as a financial advisor at OSAIC since 2025. He previously worked at Northwestern Mutual and its affiliated entities from 2011 to 2025. Wall is involved in insurance brokerage and operates an independent wealth management LLC in Raleigh, NC. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and nonprofits, offering integrated brokerage and advisory services with a range of investment options and third-party management solutions.

Fernando Jimenez is a financial advisor with Equitable Advisors in Raleigh, NC, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at AXA Advisors, LLC from 1999 to 2020. Outside of his advisory role, he serves as a trustee for a family member without compensation. Equitable Advisors provides financial planning, retirement-plan support, and access to asset management for individuals, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model, utilizing third-party asset managers and LPL programs to tailor advisory services based on clients’ goals, risk tolerance, and time horizons.

Onoufrios Megaloudis is a financial advisor with Wells Fargo Clearing in Durham, NC, holding Series 63 and Series 66 designations and 35 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he has been involved with the Triangle United Soccer Club since 2005. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm follows an IPS-driven approach grounded in modern portfolio theory and acts as an ERISA fiduciary when providing investment advice.

Elise Wiley is a Series 66 licensed financial advisor with Edward Jones, based in Raleigh, NC. She has four years of industry experience and has been with Edward Jones since 2023, continuing a previous tenure at the firm from 2006 to 2023. 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 options, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Lindsey Hitchcock is a financial advisor at Wells Fargo Clearing in Raleigh, NC, holding a Series 66 designation with three years of industry experience. She has been with Wells Fargo Clearing since 2010. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

Russell Anwar is a financial advisor with Primerica Advisors in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior experience includes roles at Edward Jones and Circassia Pharmaceutical. Outside of advisory work, he is involved in the sale of home security and automation products through a Primerica affiliate. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients under a wrap-fee structure.

Catherine Foxworth is a Series 66-licensed financial advisor with Merrill in Raleigh, NC, and has 25 years of industry experience. She has been with Merrill since 2008. 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 to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.