Patrick O'Neill is a financial advisor with Mass Mutual Investors Services in Raleigh, NC, holding a Series 66 designation and two years of industry experience. Prior to his current role, he worked at Johnny's Pizza and Marco's Pizza, and has experience in education at the University of the South and Green Hope High School. He also has a background in the food service industry. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software to analyze client goals and deliver written recommendations as part of annual, collaborative financial planning engagements.

William Schumacher is a Planning Consultant with Fidelity Investments in Cary, NC, where he assists individuals in making confident financial decisions. He has a particular focus on 401(k)-specific retirement planning and has experience guiding clients on retirement savings, investment strategies, and long-term financial readiness. Since joining Fidelity Investments in 2024, William has progressed through several roles including Workplace Planning Associate, Workplace Planning Consultant I and II, before attaining his current position. His career has been dedicated to helping clients plan for their financial futures within the workplace retirement landscape. Outside of his professional work, William enjoys engaging in outdoor activities such as camping, fishing, golfing, kayaking, and exploring various food experiences.

Tyler Faggart is a CFP® professional with 11 years of industry experience, currently serving at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Pruco Securities LLC for three years. Outside of his advisory role, he has participated in competitive bass fishing tournaments. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Geoffrey Raynor is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Raleigh, NC. His prior experience includes roles at Edward Jones and Ohio National Equities, Inc. He also serves on the advisory board for the Kennan Flagler Business School Alumni Chapter. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, employing structured financial planning tools and advisory strategies that integrate global investment insights.

Darryl Banks is a financial advisor with Edward Jones in Raleigh, NC, holding CFP® and Series 66 designations and having 10 years of industry experience. He has worked at Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial products. The firm is notable for its extensive advisor and branch network and its integrated capabilities, including trust services and securities-based lending.

Travis Johanson is a financial advisor with Thrivent Investment Management in Raleigh, NC, holding Series 63 and Series 66 credentials and having 22 years of industry experience. His prior roles include positions at Principal Life Insurance Company, Principal Securities Incorporated, and Waddell & Reed, Inc. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides holistic, goal-based financial planning covering a broad range of topics and offers clients the option to combine planning with managed-account services under a consolidated billing program called “WealthPlan.”

Robert Sander is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. He has worked at Fidelity Investments since 2022 and previously spent seven years at Poling & Cutler Marine Transportation. Outside of finance, he owns and maintains a pet grooming business in Raleigh, North Carolina. Strategic Advisers LLC, a Fidelity Investments company, 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 to develop model portfolios from mutual funds, ETFs, and ETPs.

Stephanie Sheipline is a financial advisor at Morgan Stanley in Raleigh, NC, with eight years of industry experience. She holds a Series 66 designation and has previously worked at Edward Jones, Fidelity Investments, and Showmen Supplies. Since 2022, she has been with Morgan Stanley, including a role at Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Louis Popielarcheck Jr. is a financial advisor with Morgan Stanley in Raleigh, NC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley Smith Barney since 2012 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved in agricultural business development and manages rental properties alongside his wife. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Alexis Blanks is a financial advisor at UBS Financial Services with 16 years of industry experience. He holds a Series 66 designation and has been with UBS since 2011. Outside of his advisory work, he is a partner involved in the operation of Bay Hale Farm LLC, an agricultural business in Raleigh, NC. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services that include financial planning, portfolio management, and access to alternative products, combining institutional trading capabilities with wealth management.

Andrew Peatross Jr. is a financial advisor with RBC Capital Markets in Raleigh, NC, holding a Series 63 designation and 39 years of industry experience. His prior firms include Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves as a co-trustee for his brother and is involved with Wake County Smart Start, consulting on community collaboration efforts. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs and employs tailored portfolio strategies featuring in-house and third-party investment managers.

Zachary Angell is a Wealth Management Planning Consultant at Fidelity Investments, a position he has held since 2018. In this role, he collaborates with clients and their Wealth Management Advisors to understand both short-term and long-term financial goals, creating and maintaining financial plans tailored to the unique needs of clients and their families. Prior to his current role, Zachary worked as a Workplace Planning & Guidance Consultant at Fidelity Investments from 2015 to 2018 and as a Financial Services Representative at State Employee Credit Union from 2014 to 2015. Zachary's professional experience spans multiple roles within financial services, focusing on wealth management and financial planning. He emphasizes building relationships with clients and their families to support their financial objectives. Outside of his professional career, Zachary enjoys activities such as beach outings, boating, cars, golf, outdoor adventures, and traveling.

Kaitlyn Seybuck is a CFP® professional with five years of industry experience, currently serving as an advisor at LPL Financial. Her prior experience includes roles at OSAIC, FSC, and Reflections Dental. She also operates under the DBA Steward Wealth Strategies as a wealth manager. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by model portfolios, research, and various management strategies.

Elijah De La Tour Dupavillon is a financial advisor at Equitable Advisors in Raleigh, NC, holding a Series 66 designation. He began his advisory career in 2025 after prior experience in various roles outside the financial industry, including positions at Cookout and Perry's Steakhouse & Grille. 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, offering both advisory and brokerage/insurance channels to implement client recommendations.

Clementine Cigna is an Investment Solutions Representative III at Fidelity Investments. In this role, she collaborates with clients to build confidence around financial goals and investment decisions, helping them clarify priorities, understand risk, and set clear, measurable objectives for long-term growth. She provides ongoing support and perspective as markets change, maintaining focus on what matters most to her clients and their families. Clementine has been with Fidelity Investments since 2022, progressing through roles from Customer Relationship Advocate to Investment Solutions Representative II and I before her current position. Prior to joining Fidelity, she gained experience as a Mortgage Loan Officer at AmeriFirst Financial and Revolution Mortgage, as well as serving as a Financial Services Officer at State Employees’ Credit Union. Outside of her professional work, Clementine enjoys art, camping, concerts, gardening, hiking, and visiting museums.

Parker Smith is a financial advisor with UBS Financial Services in Raleigh, NC. He holds a Series 66 designation and began his advisory career in 2025 after prior roles at United Community Bank and the University of Mississippi. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Jason Hunter is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked in both insurance sales and financial advisory roles, including a long tenure at Waddell & Reed, Inc. and various insurance carriers for W&R Insurance Agencies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with model portfolios and research to support diversified investment strategies.

Scott Ellis is a CFA® charterholder with 32 years of industry experience. He is currently with Cetera and has been involved with Ellis Brothers Inc. since 1993, where he operates as an insurance agent focusing on life insurance and fixed annuities. His career has also included long-term roles at Avantax entities dating back to 1993. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a nationwide network of independent advisors and employs a multi-manager platform featuring both affiliated and third-party investment options.

Moira Trott is a financial advisor at UBS Financial Services with seven years of industry experience. She holds a Series 66 designation and has been with UBS since 2017. Prior to her advisory role, she worked at B&B Catering Inc. and Fayetteville Technical Community College. She is also involved as secretary in a plumbing and mechanical services business operated by her partner. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm blends institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor strategies to client goals.

Elizabeth Alexander is a financial advisor at UBS Financial Services with 11 years of industry experience. She has been with UBS since 2016 and holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.