Ward Marslender III is a financial advisor with Wells Fargo Advisors in Raleigh, NC, holding a Series 66 designation and 19 years of industry experience. He has been with Wells Fargo Advisors since 2013. Outside of his advisory role, he owns Marslender-West Asset Management, an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, education, risk, and wealth-transfer planning, delivering tailored recommendations supported by proprietary research and planning tools.

Brian Ligett is a financial advisor at Fidelity with Series 65 and Series 66 licenses and five years of industry experience. His prior roles include positions at Encompass More, Appreciation Financial, Feedtrail, and Weatherby Healthcare. He is based in Durham, NC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios that utilize mutual funds, ETFs, and ETPs.

Alex Butler is a Planning Consultant at Fidelity Investments, where they support clients and their families in achieving financial clarity. In this role, Alex focuses on education, personalized goal setting, and holistic planning to address various aspects of clients' financial goals. Alex's expertise includes retirement lifestyle planning, tax-efficient investing, estate planning considerations, and charitable giving. Their professional experience at Fidelity Investments spans several positions, including Investment Solutions Representative I & II and Customer Relationship Advocate, demonstrating a progression in roles since 2023. Alex holds insurance licenses in Arkansas and California. Outside of work, Alex has interests in baseball, music, parenthood, running, and singing.

Chrisander Crisostomo is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 licenses. Prior to his current role at Fidelity, Crisostomo worked at Holly Springs Public Works and Infiniti of Apex. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

L James is a Wealth Management Advisor with Merrill Lynch Wealth Management. With a focus on helping families realize their financial goals, L James provides diligent, level-headed advice on building long-term wealth. His expertise encompasses personal retirement planning, family wealth management strategies, philanthropic planning, and socially responsible, values-based investing among other client focus areas. L James holds the CERTIFIED FINANCIAL PLANNER (CFP) certification, the Chartered Retirement Planning Counselor (CRPC) designation, and other professional credentials including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his Bachelor's Degree from North Carolina State University. Outside his professional work, L James enjoys boating, hiking, music, singing, skiing, swimming, spending time with his family, and watching movies. He aims to simplify clients' financial lives to support their lifestyle, legacy goals, and retirement income needs, maintaining an optimistic outlook on financial markets.

Collin Young is a financial advisor at Thrivent Investment Management in Raleigh, NC, holding a Series 66 designation with one year of industry experience. His prior work includes roles at FlyExclusive, Weatherby Healthcare, Wells Fargo Clearing, Morgan Stanley, and Randstad Technologies, among others. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses addressing a wide range of financial planning topics, with options to combine planning and managed-account services under a consolidated billing structure called “WealthPlan.”

Anna Call is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Her prior work includes roles at Greek House/Threadly and St. David's School. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, overseeing day-to-day management through affiliated and unaffiliated sub-advisers.

Sohan Shah is a financial advisor with Ameriprise in Raleigh, NC, holding a Series 66 designation. He has been with Ameriprise since 2023 and has prior work experience in commodities and merchant funding sectors. His background also includes roles in education and hospitality. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides customized retirement planning advice focused on reliable income and tax-efficient withdrawal strategies.

Jeremy Potts is a financial advisor with LPL Financial in Raleigh, NC. He holds the Series 66 designation and has seven years of industry experience. Prior to joining LPL Financial in 2019, he worked for Parata Systems LLC for eleven years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions, offering a range of financial planning and investment management solutions.

Christian Kubista is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Wells Fargo entities since 2009, including seven years at Wells Fargo Advisors LLC and ten years at Wells Fargo Clearing. Kubista serves as treasurer for the North Carolina Veterans Business Association. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, relying on research and analytics to guide investment decisions.

Yahir Perez Lora is a financial advisor with LPL Enterprise holding a Series 66 designation and no prior industry experience. His work background includes roles outside the financial sector such as positions at Bartaco and Besi Machining. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs model-driven investment implementation, offers financial planning and consulting, and facilitates access to third-party asset managers and insurance products through affiliated entities.

Alyssa Potts is a financial advisor at Equitable Advisors in Raleigh, NC, holding a Series 66 designation with less than one year of industry experience. Her prior work experience includes roles in the United States Navy, retail, and the hospitality sectors. Equitable Advisors serves a broad range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset management programs. The firm utilizes a network of Investment Adviser Representatives to deliver customized investment solutions, often implementing models through third-party managers and providing fiduciary services to qualified plans.

Sean Fenton is a financial advisor with Morgan Stanley in Chapel Hill, NC, holding a Series 66 designation and 18 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and worked at Morgan Stanley Private Bank, National Association since 2015. Prior to that, he was employed by Citigroup Global Markets beginning in 2007. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and models, emphasizing that clients are responsible for implementing and updating their plans.

Jason Peck is a CFP® and Series 66 license holder with six years of industry experience, currently advising at Raymond James & Associates in Raleigh, NC since 2020. Prior to his current role, he worked seven years at Canvas Solutions, Inc. (d/b/a GoCanvas). Raymond James & Associates, Inc. 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, pension plans, and municipal entities, offering financial planning, advisory programs, and institutional consulting with a variety of portfolio management styles and affiliated research.

Joe Peterson is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2024. He focuses on helping clients achieve financial peace of mind through personalized planning tailored to the unique needs of individuals and families. Prior to his current role, he worked as an Investment Consultant at Fidelity Investments from 2022 to 2024 and as an Investment Advisor at PNC Private Bank from 2016 to 2022. Throughout his career, Joe has accumulated experience in investment consulting and advisory roles, collaborating with clients to co-create and maintain financial plans aligned with their goals. He emphasizes maintaining open lines of communication to support ongoing financial planning and adjustments. Outside of his professional work, Joe enjoys board games, football, golf, movies, music, and reading.

Nathan Goulet is a CFP® professional with 24 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. 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 grounded in modern portfolio theory, with a broader set of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Caleb Hudson is a financial advisor at Merrill with Series 63 and Series 65 credentials and four years of industry experience. His prior work includes roles at Morgan Stanley and E*TRADE Securities LLC. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs strategic and tactical asset allocation and offers tax-aware versions of strategies for investors with higher tax sensitivity.

Lawrence Allen is a financial advisor at Edward Jones in Cary, NC, holding the CFP® designation along with Series 63 and Series 65 licenses. He has eight years of industry experience, including seven years at Fidelity Bank/Capital Investment Group and five years at PNC prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Michalene Olson is a financial advisor at Fidelity with 17 years of industry experience. She holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2008. Olson is based in Durham, NC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, including charitable funds and registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs, and it also serves as an adviser to multiple registered investment companies.

Price French is a financial advisor with Osaic, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at The Potter Financial Group, Commonwealth Financial Network, Kestra Financial Services, Inc., and has operated The French Financial Firm, LLC since 2003. French is also a registered representative of Capital Financial Solutions, focusing on securities, insurance, and fixed annuities. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients, offering brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios and supports multiple advisory platforms and legacy program transitions.