Ewelina Caplap is a financial advisor with LPL Financial, holding the ChFC® designation and Series 66 license, and has 19 years of industry experience. She has worked at several firms, including Guardian Life, Northwestern Mutual Investment Management, and Cuso Financial Services. Caplap also serves at Coastal Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Angel Vivas Feo is a financial advisor with Wells Fargo Clearing in Raleigh, NC. He holds Series 65 and Series 63 credentials and has been with Wells Fargo since 2023. Prior to his advisory role, he has worked in various customer service positions including part-time work at Whole Foods Market. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets through a large network of advisors and employs research-driven investment approaches combined with products from affiliated financial entities.

Edward King is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wachovia Bank, N.A. since 2002. Outside of his advisory role, he serves as power of attorney for his mother. 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 provides both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third parties.

Andrew Zimmerman is a CFP® with 19 years of industry experience. He is currently with Wells Fargo Clearing and has previously worked at Calamar Financial Group, Galvanized Real Estate Holdings, Avesta Communities, Hatteras Investment Partners, Hatteras Capital, Hatteras Investment Management, and Equitable Advisors. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions, supported by research and analytics while serving a broad client base including pension and charitable organizations.

Brian Ruiz is a financial advisor with Wells Fargo Clearing in Raleigh, NC. He holds Series 65 and Series 63 designations and has two years of industry experience. Prior to his current role, he spent 11 years with Wells Fargo Bank, NA. 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 supported by research and analytics from Wells Fargo Investment Institute.

Timothy Harrison is a financial advisor with Merrill in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith since 2007 and has been with Bank of America, N.A. since 2011. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jonathan Drew is an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2021. In this role, he assists individuals and families in planning their finances according to their specific situations. Prior to joining Fidelity Investments, Jonathan worked as a Financial Advisor at Merrill Lynch from 2019 to 2021. He began his financial services career as a Financial Representative at OneMidwest Financial Partners from 2018 to 2019.

William Cox is a financial advisor with Merrill in Raleigh, NC, holding a Series 66 designation and 15 years of industry experience. He has worked at Merrill since 2010 and Bank of America, N.A. since 2011. 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, pension plans, corporations, and charitable organizations.

Jessica Christy is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. She holds a Series 66 license and is based in Raleigh, NC. Outside of her advisory role, she holds power of attorney for her parents. Wells Fargo Advisors is a national securities firm that provides investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.

Ethan Mcelroy is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. His prior work includes roles in health and fitness consulting and at the Duke Center for Living at Fearrington. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its roles as a commodity pool operator and advisor to multiple registered investment companies.

Kathleen Welte is a Series 66 licensed financial advisor with Morgan Stanley in Raleigh, NC, bringing 14 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011 and currently works at Morgan Stanley Private Bank, N.A. Ms. Welte's career reflects a long tenure within the Morgan Stanley organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services supported by firm-approved tools and a structured discovery process.

Jessica Couts is a financial advisor with RBC Capital Markets in Raleigh, NC. She holds a Series 66 designation and has recently begun her career in the industry. Prior to joining RBC, she worked at H&R Block and has experience in education and digital photography. RBC Wealth Management serves a diverse client base, including individuals, institutions, corporations, and charitable organizations. The firm offers various advisory programs with tailored portfolio management and financial planning services, leveraging both in-house and third-party investment managers.

Graziella La Rosa is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 65 and Series 63 credentials and bringing nine years of industry experience. Her prior work includes roles at Wells Fargo Bank, First Horizon Bank, First Flight Federal Credit Union, Peoples Bank, and SunTrust Bank. Outside of finance, she is involved part-time as a kids' club associate at a local fitness center. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

William Forster is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds a Series 66 designation and has worked at Thrivent and related entities since 2023. Prior to this, he held positions at Rocket Mortgage, Caliber Home Loans, Newrez, LLC, State Employees Credit Union, and Ditch Witch of North Carolina. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm provides written recommendations on a wide range of financial topics and integrates planning with its managed-account program under a consolidated billing option called WealthPlan.

David Mccurdy III is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has prior experience at Wachovia Bank, N.A. dating back to 2004. 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.

Darin Mock is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo since 2016, following prior roles at Merrill and Banc of America Investment Services. Outside of his advisory work, he owns LOGOCUFFS, a business specializing in specialty cuff links. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages over $671 billion in assets and employs more than 14,000 financial advisors.

Travis Kruse is a financial advisor at Fidelity with Series 63 and Series 66 licenses and 21 years of industry experience. He worked at Credit Suisse Securities (USA) LLC for 16 years before joining Fidelity, where he has been since 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of investment strategies and model portfolios.

James Rosensteel Jr. is a financial advisor at Wells Fargo Advisors with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing and Wells Fargo Bank since 2014. Outside of his advisory role, he owns and operates Brick City Bees Inc., a small beekeeping business focused on the sale of honeybee products. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services across a broad range of needs, including retirement, education, risk, and wealth-transfer planning. Advisors use proprietary research and planning tools to develop tailored recommendations delivered through meetings and summary letters, with clients deciding how to implement the advice.

Naji Jawabreh is a financial advisor with Thrivent Investment Management based in Raleigh, NC. He holds a Series 66 designation and joined Thrivent in 2026. Prior to his current role, he has experience at several firms including Fullstack Academy, Hendrick Auto Group, Oracle, IBM, and CloudFactory. Outside of finance, he has been involved with Filmology LLC, a business operating under the name Grunt Logic. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing goal-based financial analyses and broad planning recommendations without portfolio management for institutional clients. The firm combines planning with managed-account programs under a consolidated billing approach while maintaining separate services.

Ray Peck Jr. is a financial advisor with Raymond James & Associates in Raleigh, NC, holding a Series 63 designation and over 43 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he serves as Treasurer and Board Member for the nonprofit Higher Ed Works and participates on the Finance and Investment Committee at University Baptist Church. 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 and consulting services supported by a range of portfolio management styles and affiliated research.