Anthony Crutchfield is a financial advisor with LPL Financial based in Raleigh, NC. He holds a Series 66 designation and has six years of industry experience. Prior to joining LPL Financial in 2023, he worked at Ameriprise Financial Services from 2019 to 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Ryan Warren is a financial advisor at OSAIC with a Series 66 designation and one year of industry experience. He previously held roles at Capitol Financial Solutions and worked at North Carolina State University. OSAIC Wealth Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, and access to third-party money managers, utilizing asset-allocation tools and automated portfolio management across a variety of investment types.

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.

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 at Equitable Advisors with two years of industry experience. He holds the Series 66 designation and previously worked at Securities America Advisors and Franklin Templeton. Equitable Advisors serves a broad mix of individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered SEC investment adviser and broker-dealer, delivering advisory and brokerage solutions primarily through program sponsors and third-party managers.

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.

Scott Lyons is a financial advisor at Fidelity with 15 years of industry experience and holds a Series 66 designation. He has been with various divisions of Fidelity since 2011. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Tanner Elwood is a financial advisor with J.P. Morgan Securities in Raleigh, NC, holding Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at JPMorgan Chase Bank and First Command, as well as military service in the United States Marine Corps from 2020 to 2025. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Nicole Guernsey is a financial advisor with Equitable Advisors in Cary, NC, holding a Series 66 credential and two years of industry experience. Prior to joining Equitable Advisors, she worked in various roles including marketing consulting through her own firm, Teal House Consulting, LLC. She also serves on the marketing committee of the Harmony LGBT+ Allied Chamber of Commerce. 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 LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model that offers both advisory and brokerage/insurance channels to implement client recommendations.

Charles Green is a Financial Advisor at Merrill Lynch Wealth Management. He provides financial planning and investment management services to individuals, families, and business owners. His work emphasizes tailored wealth management and goals-based planning. Charles specializes in areas including college education planning, family wealth management, international wealth management, legacy planning, liquidity management, personal retirement planning, portfolio management, small business strategies, tax minimization, and retirement income. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). His educational background includes a Bachelor's Degree from the University of North Carolina at Wilmington and a Master's Degree from Campbell University. In his professional practice, Charles aims to build trusted relationships by offering customized financial strategies aligned with clients' priorities. His approach supports clients in making informed decisions to prepare for retirement, build and preserve wealth, and plan for the future.

Scotty Crouthamel is a Financial Consultant based in Raleigh, North Carolina. He specializes in helping individuals and families make informed financial decisions through tailored planning. His focus areas include long-term wealth building, retirement preparation, and legacy creation. Prior to his current role, Scotty served as a Workplace Planning Consultant III at Fidelity Investments from 2022 to 2024. He holds an AR Insurance License and is a Certified Financial Planner™. Outside of his professional work, Scotty enjoys boating, fishing, football, golf, spending time at the lake, and skiing.

William Miller is a CFP®-credentialed financial advisor with 18 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at South State Bank and FTB Advisors. He is also engaged as a private banker with South State Bank in Raleigh, NC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides various advisory programs, financial planning, and retirement consulting, supported by in-house and third-party research and portfolio management options.

Lyndah Tello is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and eight years of industry experience. Her work history includes roles at Primerica Advisors since 2020 and prior positions at Wells Fargo Clearing Services and SunTrust Bank. Outside of advising, she is the founder of 1099 Ladies No Cost Networking, a professional networking group for women. Primerica Advisors provides a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm emphasizes model portfolio strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Lindsy Lassere is a financial advisor at Fidelity with five years of industry experience. She holds a Series 66 designation and has held roles at Fidelity Investments since 2021, following a year at MassMutual Life Insurance Co and MML Investors Services LLC. Prior to her financial career, she worked for Wake County Public Schools at Vance Elementary School for five years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios composed of mutual funds, ETFs, and ETPs.

William Thomas Jr. is a financial advisor at Merrill in Raleigh, NC, holding a Series 66 designation with nine years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2017. Outside of his advisory role, he is a co-owner of a family farm and a general partner in a restaurant business, as well as serving as a deacon at Sandhills Presbyterian Church. 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 a range of model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.

Daniel Creswell is a financial advisor with Primerica Advisors in Wake Forest, NC, holding Series 63 and Series 65 credentials and having four years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2021. Outside of his advisory role, Creswell is involved with North Wake Church and has operated Sychar Properties, a real estate business focused on house flipping, since 2008. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

Matthew Purdy is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. 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, supports more than 14,000 advisors, and combines brokerage and advisory solutions with research-driven investment approaches.

Kwabena Adabor is a financial advisor at Fidelity with a Series 66 credential and two years of industry experience. His prior work includes roles at DACE LLC, Charter Communications Inc., Conduent Inc., and Wright State University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios as well as fund advisory services.