Andrew O Connell III is a financial advisor with Wells Fargo Clearing in Durham, NC, holding Series 63 and Series 65 designations and 14 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and has been affiliated with Wells Fargo Bank, N.A. and Wells Fargo Advisors LLC since 2015. 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 advice. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs among its offerings.

Johnathan Pulleyn is a CFP® professional with 18 years of industry experience, currently affiliated with LPL Financial since 2023. He previously worked for Lincoln Financial Securities Corporation for nine years. Outside his advisory work, he owns JOCO Contracting, LLC, a business unrelated to investment advisory services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers financial planning, a variety of advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options supported by proprietary and third-party research.

Brittany Mann is a Series 66-licensed financial advisor with LPL Financial in Raleigh, NC, and has four years of industry experience. Her prior work history includes roles at Ameriprise and DENSO Manufacturing Tennessee, Inc., as well as time at the University of Tennessee. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

George Seamen III is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been providing financial advisory services since 2006. He and his team of five professionals focus on strategic wealth management for a select group of clients, including ultra-high net worth families, businesses, and non-profit organizations. His areas of specialization include portfolio construction, integrated wealth management planning, security selection, and the implementation of these strategies. Prior to joining Merrill Lynch, George spent six years as a Senior Financial Analyst and Manager at a Global 500 company. He earned a Bachelor's Degree in Finance from James Madison University. George holds multiple professional designations, including Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). In addition to his professional work, George has been involved with the Raleigh Rescue Mission, where he served on the Board and as President of the Raleigh Rescue Mission Foundation. He has also served as Board President for SAFEChild and continues to serve on their Foundation Board.

Courtney Kordsmeier is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Prior to her current role, she worked at Chick-fil-A and held positions in education and the food service industry. 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. The firm serves a diverse client base, including registered investment companies and charitable funds, and incorporates AI-driven methodologies in its investment process.

Chase Breeden is a Series 66-licensed financial advisor at Edward Jones with five years of industry experience. He has worked at Edward Jones since 2019 and previously held roles at North Carolina State University, Florida State University, and CFD Investments/Breeden and Associates. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,000 financial advisors and manages approximately $1.01 trillion in assets.

Angela Yates is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked with Wells Fargo entities since 2009, including her current role at Wells Fargo Clearing since 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Allison Wasle is a financial advisor with Edward Jones in Raleigh, NC, holding a Series 66 designation and 14 years of industry experience. She has been with Edward Jones since 2012. Outside of her advisory role, she manages bookkeeping and financial record-keeping for a local fishing charter business. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Todd Mc Clure is a financial advisor at Morgan Stanley in Raleigh, NC, holding a Series 66 designation with 25 years of industry experience. His prior roles include several years at Merrill Lynch and Bank of America. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by structured processes and advanced modeling tools.

Aidan Scattaregia is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, he held roles at American Airlines and East Carolina University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a blend of proprietary research, quantitative analysis, and systematic methodologies in its investment process.

Michael Mc Kay is a financial advisor at Edward Jones in Cary, North Carolina, with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2001. 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 under management and offers a broad range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Darrin Guay is a CFP® professional with 12 years of experience in the financial services industry. He has been with Edward Jones since 2013, based in Cary, NC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across wealth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory and investment services through a large nationwide network of financial advisors.

Bryan Pollock is a financial advisor with OSAIC based in Raleigh, NC, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior roles include positions at Lincoln Financial Securities for eight years and various capacities at Northwestern Mutual from 2010 to 2017. OSAIC serves a wide range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with access to multiple investment platforms, utilizing asset-allocation tools and third-party solutions to manage diverse portfolios.

Alexander Sutton is a financial advisor at LPL Financial with five years of industry experience. He holds the Series 66 designation and has worked previously at Morgan Stanley Private Bank, Morgan Stanley, Bank of America, and Merrill. Outside of his advisory role, he is involved part-time in affiliate marketing with Credique and MaxBounty. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven investment strategies.

Katie Smith is a CFP®-certified financial advisor with six years of industry experience, currently serving clients at Edward Jones in Knightdale, NC. She has been with Edward Jones since 2015, including her time at North Carolina State University from 2013 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,000 financial advisors.

Elliot Johnson is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017. Prior to that, he was employed at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and comprehensive financial planning, managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and firm-approved tools, with an emphasis on advisory services rather than individual security recommendations.

Angela Yates is a financial advisor at Morgan Stanley with six years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley since 2016, with a brief tenure at Fidelity Brokerage Services and a prior position at Comcast Corporation. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning services supported by firm-approved tools and analysis methods such as Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of retail and institutional investment products and services.

Todd Gronewald is a CFP® professional with 23 years of experience in the financial services industry. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he serves as Treasurer on the Board of Directors for Voice of Christians and is involved with DGM Financial, LLC, a financial planning business. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendation reports within a structured retirement-income framework.

Stephanie Fahrer is a financial advisor at Edward Jones with six years of industry experience. She has worked at Edward Jones since 2018, with a brief tenure at Kelaca in 2020-2021. Outside of her advisory work, Stephanie is involved as a bartender at Inner Beast Hatchet House in Fuquay-Varina, where she instructs guests on hatchet throwing and manages game activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering both discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Robert Williams is a Wealth Management Advisor based in the Lexington office of Merrill Lynch Wealth Management. He leads the Williams & Associates team, serving high-net-worth families and businesses by providing comprehensive wealth management guidance and investment management solutions. Utilizing the comprehensive resources available through Bank of America, Merrill, and Bank of America Private Bank, he assists clients throughout all phases of life to achieve clarity, efficiency, and certainty in their financial affairs. With over two decades of experience, Robert’s expertise encompasses areas such as personal retirement planning, legacy planning, managing new wealth, family wealth management strategies, corporate executive services, tax minimization, and more. He holds a Bachelor of Business Administration in Finance and Accounting from the University of Kentucky. His professional designations include CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Plan Fiduciary Advisor® (CPFA®), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He also maintains FINRA Series 7, 31, and 66 registrations, along with Kentucky Life and Health Insurance licenses. Outside of his professional role, Robert enjoys spending time with family and friends and has personal interests in travel, various sports including basketball, football, soccer, running, and swimming, as well as music and fitness. He is also affiliated with the Living Arts & Science Center in his community.