Matthew Desocio is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked at Fidelity since 2021, with prior employment including roles at East Carolina University and Jaguar Land Rover of Raleigh. Fidelity's Strategic Advisers LLC, where Desocio is affiliated, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Tami Ellen Schlossberg is a financial advisor with UBS Financial Services in Durham, NC, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. She has been with UBS Financial Services since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client plans.

Matthew Waldron is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has worked at LPL Financial since 2015, with a recent return to the firm in 2026 after seven years at Belpointe Insurance, LLC and Belpointe Asset Management, LLC. Outside of his advisory work, he is involved in an online retail family business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, and institutions. The firm offers financial planning, various advisory programs, and retirement plan consulting, utilizing discretionary and non-discretionary management supported by research and model portfolios from multiple sources.

Jaime Carmona is a Series 66 licensed financial advisor with LPL Financial, based in Wake Forest, NC. He has 17 years of industry experience and has been with LPL Financial since 2012. Carmona also operates Carmona Financial LLC, a business entity unrelated to investment advisory services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Douglas Dickerson is a CFP® and holds a Series 66 designation with six years of industry experience. He has been with Edward Jones since 2019 and previously worked at AARP from 2011 to 2019. He is involved with the Woman's Club of Raleigh and has received an honorarium from Duke University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

James Staples is a financial advisor at Edward Jones in Youngsville, NC, with 24 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2001. 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, supported by a large network of financial advisors and branch offices nationwide.

William Scott is a financial advisor at Edward Jones in Raleigh, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at ServiceTrade and several other companies in diverse roles. 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, separately managed accounts, and affiliated mutual funds.

Michael Franks is a financial advisor at Cambridge Investment Research Advisors with 21 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Franks has been with Cambridge Investment Research Advisors since 2011. He is also an independent insurance agent through Franks Financial & Insurance Planning. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, using a variety of investment platforms and proprietary model strategies.

Caroline Staples is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2020. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Zachery Ruetsch is an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2025. Prior to this role, he served as an Investment Solutions Representative II at Fidelity Investments from 2022 to 2025 and worked as a Financial Service Representative at Merrill from 2020 to 2021. He holds an Arkansas Insurance License. Zachery focuses on helping individuals and families build a confident financial future by developing personalized strategies aligned with their goals and values. He emphasizes building lasting relationships based on trust and genuine understanding as the foundation of effective financial guidance. Outside of his professional work, Zachery has personal interests that include fitness, food, golf, movies, outdoor adventures, and pets.

Lauren Murphy is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. She previously worked at Avantax Investment Services and Avantax Advisory Services for five years. Outside of her advisory role, she serves as a sales manager for Outdoor Decor Inc and assists with tax preparation and financial advisory support at Cozart and Edwards, PA. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual and institutional clients. The firm offers various portfolio management and financial planning services, utilizing multiple program structures and a multi-manager platform.

Emily Crum is a Series 66-licensed financial advisor with Edward Jones in Durham, NC, where she has worked since 2020. She has six years of industry experience and previously held roles at Alamance Community College, ecoAmerica, and the University of North Carolina. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of more than 23,700 financial advisors nationwide.

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.

Grant Muir is a Series 66-licensed financial advisor with Edward Jones in Durham, NC, and has 10 years of industry experience. He has worked at Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors. The firm manages approximately $1.01 trillion in assets and provides services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and overlay and tax-efficient solutions.

Carlton Edwards II is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has worked at Avantax Advisory Services and Avantax Investment Services prior to joining Cetera in 2025. Edwards is also a partner at Cozart & Edwards PA, a tax preparation and accounting firm, and serves as chairman on the board of Converting Hearts Ministries, a nonprofit organization. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management options through a multi-manager platform, providing access to affiliated and unaffiliated managers as well as customizable strategies.

Zachary Nelson is a CFP® with three years of industry experience, currently associated with OSAIC in Wake Forest, NC. He previously worked at The Pillar Network for ten years and has been with Armstrong Wealth Management since 2022. Outside of his advisory role, Nelson occasionally provides tennis lessons at the Raleigh Racquet Club. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm integrates brokerage and advisory services using asset-allocation tools and multiple third-party platforms to offer a range of portfolio management options.

Timothy Huber is a Series 66-registered advisor with Edward Jones in Wake Forest, NC, where he has worked since 2025. He has one year of experience in financial advising and previously served 15 years with the Wake County Public School System. He is also a Master Sergeant in the United States Air National Guard, where he has served for 20 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs and investment solutions through a large network of financial advisors and branch offices.

Pei Ng is a financial advisor at Ameriprise with 22 years of industry experience and holds a Series 66 designation. Ng has been with Ameriprise and its related entities since 2011. Outside of advising, Ng is involved in multi-family real estate ownership. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to produce tailored recommendation reports. The firm provides a wide range of advisory, brokerage, and insurance solutions through affiliated companies.

David Twiddy is a financial advisor with Ameriprise in Wake Forest, NC, holding Series 63, Series 65, and Series 66 designations and bringing 39 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, he is president and sole owner of DM Twiddy, Inc. Ameriprise provides a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, offering tailored recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. As a large institutional firm, Ameriprise also delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Barry Venick is a financial advisor at Merrill with seven years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at W&S Brokerage Services and Western & Southern Life. Outside of his advisory role, he owns a family retail sports souvenir business that operates on weekends. 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, and institutions.