Sapna Mahalingham is a financial advisor at Wells Fargo Clearing with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo and Merrill, as well as Bank of America. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Louis Crawford is a financial advisor with Charles Schwab in Raleigh, NC, holding CFP® and CFA® designations along with Series 63 and Series 65 licenses. He has 21 years of industry experience, including roles at Triangle Securities Wealth Management and CSenge Advisory Group. Crawford serves as a director of the Raleigh Kiwanis Foundation, a nonprofit organization involved in charitable grant approvals. Charles Schwab & Co., Inc. provides wealth advisory, brokerage, custody, and financial planning services primarily to high- and ultra-high-net-worth individuals through its integrated Schwab Wealth Advisory program, which offers a combination of non-discretionary advice and access to discretionary separately managed accounts.

Lauren Newlin is a Planning Consultant at Fidelity Investments, a position she has held since 2025. She focuses on understanding her clients' individual goals and values to develop personalized financial planning strategies. Lauren emphasizes listening to her clients and fostering trust and transparency to support them throughout their financial journeys. Lauren has progressive experience within Fidelity Investments, having served in roles including Investment Solutions Representative II, Investment Solutions Representative I, High Net Worth Associate, and Client Service Representative between 2021 and 2025. This range of positions has provided her with a comprehensive perspective on financial planning and client service. No information about Lauren's education, credentials, personal interests, or community involvement has been provided.

Nicholas Cerullo is a financial advisor at Ameriprise with 23 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Bank of America and Merrill Lynch. Outside of his advisory role, he serves on the Board of Directors for the Capital Area Soccer League, also known as NCFC Youth, based in Raleigh, NC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which combines written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Alfred Hobgood IV is a financial advisor with RBC Capital Markets in Raleigh, NC, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Scott & Stringfellow, LLC. He serves on the board of directors for Interact of Wake County, a domestic violence awareness group. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base, including individual investors, institutions, and charitable organizations. The firm offers tailored advisory programs and portfolio management services using both in-house and third-party investment managers.

Frederick Gunther is a CFP®-designated financial advisor with 36 years of industry experience, currently with LPL Financial since 2018. He previously worked at Edward Jones for 12 years and Northwestern Mutual Investment Management for 2 years. Gunther operates Founders Wealth, LLC in connection with his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing both proprietary and third-party strategies.

David Mcintyre Jr. is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, and Merrill. Mcintyre serves on the Wake County Advisory Board for the Salvation Army, focusing on community and humanitarian efforts. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s process emphasizes structured discovery and firm-approved planning tools without offering individual security recommendations in standalone planning.

Jerod Allen is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 14 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Pinnacle Financial Partners. Outside his advisory work, he serves as an associate at Pinnacle Asset Management, providing banking and loan services while making investment referrals. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse clientele, including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary advisory services supported by advanced analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Myson Darden is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill and Bank of America, he held positions at UBS, Fidelity, and North Star Resource Group, and spent several years working in education. 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 plans, corporations, and charitable organizations.

John Whitman is a financial advisor at Raymond James Financial in Holly Springs, NC. He holds Series 65 and Series 63 licenses and has been working in financial services since 2025. Outside of his advisory role, Whitman serves in the North Carolina Army National Guard. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, pension plans, corporations, and institutional clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and promotes client implementation through its advisory programs or other providers.

Eric O'Brien is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Bank of America, Merrill, Citizens Securities, and Transamerica Capital. Prior to entering the financial sector, he was involved with The Chef's Table for nine years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm’s approach combines fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios using systematic methodologies and long-term benchmarks.

Anthony Crutchfield is a financial advisor with LPL Financial in Raleigh, NC, holding a Series 66 designation and six years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for four years and has experience with North Carolina State University and the Kerr Family YMCA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Ryan Warren is a Series 66-licensed advisor at Osaic Wealth Inc with one year of industry experience. His background includes roles at Capitol Financial Solutions and various positions during his education at North Carolina State University. Osaic Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform focused on model-based asset allocation, portfolio optimization, and a variety of managed account programs.

William Hollingsworth is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on providing personalized wealth management strategies that align with clients' unique financial goals. His approach emphasizes a comprehensive understanding of each client's financial picture to create flexible strategies suited to changing market conditions. He also connects clients to Merrill's investment insights and the banking and lending services of Bank of America. William's areas of expertise include college education planning, corporate benefits and executive services, family wealth management, legacy planning, personal retirement planning, special needs planning, and managing new wealth. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of South Carolina. Outside of his professional role, William enjoys adventure sports, boating, fishing, scuba diving, and skiing. He continues his family’s legacy as a financial advisor and is committed to providing a high level of service guided by a philosophy that integrates all aspects of his clients' financial lives to help prioritize and pursue their most important goals.

Jennifer Hoselton is a financial advisor with UBS Financial Services in Chapel Hill, NC, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. She has been with UBS Financial Services since 2009. UBS Financial Services offers brokerage and investment advisory services to individual, corporate, and institutional clients, combining fiduciary financial planning with institutional trading capabilities and research-driven portfolio management.

David Nichols is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, written recommendation reports through a centralized consulting team.

Mark Kean is a financial advisor at Raymond James & Associates with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill. Outside of his advisory practice, he serves as a trustee for Landmark Free Will Baptist Church in Cary, NC. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutions, and municipal entities, providing tailored, non-discretionary financial planning and consulting supported by diverse portfolio management styles and in-house research.

Alan Hughes is a financial advisor with Raymond James & Associates, holding a ChFC® designation and Series 63 and 65 licenses. He has 38 years of industry experience and has been with Raymond James for 13 years. Outside of his advisory role, he serves as a board member of the Milburnie Fishing Club in Raleigh, NC. 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, non-discretionary investment consulting, and municipal advisory services.

Taylor Gresham is a financial advisor with Equitable Advisors holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, he worked at Securities America Advisors and Franklin Templeton. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by offering financial planning, retirement plan consulting, and various asset-management programs. The firm uses a network of Investment Adviser Representatives and third-party managers to deliver its advisory services across multiple investment vehicles.

Mark Gooding is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing, Wells Fargo Bank, North Carolina State Employees Credit Union, and the University of North Carolina Wilmington. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored Recommendation Reports. The firm operates as a large institutional provider with a broad range of advisory, brokerage, and insurance solutions.