Jeremy Cooper is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, Wells Fargo Clearing, and Wells Fargo Bank. Outside of his advisory role, he works as a server at two local restaurants in Raleigh, North Carolina. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Daniel Mason is a financial advisor at Wells Fargo Advisors in Raleigh, NC, holding a Series 66 designation with 25 years of industry experience. Prior to joining Wells Fargo Advisors in 2025, he spent ten years at UBS Financial Services. He is also the owner of 811 Financial Services, a separate investment-related business based in Raleigh. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu, including specialized services such as business-owner transition and special-needs planning, utilizing Wells Fargo research and tools to develop tailored recommendations for clients.

Keely Keelan is a financial advisor with Raymond James & Associates in Cary, NC, holding a Series 66 designation and one year of industry experience. She has been with Raymond James & Associates since 2021 and also operates Jackson Speech & Language Services, PLLC. Raymond James & Associates serves a broad client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting with a range of portfolio management styles supported by firm research and affiliate resources.

Kaleb Wright is a financial advisor at Merrill with five years of industry experience and holds a Series 66 designation. His work history includes roles at Bank of America N.A., Merrill, and Equitable Advisors, as well as non-financial positions with Immigration Centers of America and Liberty University. Outside of finance, he serves as a poll worker for the North Carolina Board of Elections. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services primarily for Bank of America fiduciary clients, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jarrod Keen is a CFP® professional with 29 years of experience in financial advising, currently with Wells Fargo Advisors in Raleigh, NC since 2011. He holds Series 63 and Series 65 licenses and has a 40% ownership interest in RKJ Group, LLC, an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients with a broad range of financial planning and investment services tailored to clients meeting a net-worth threshold. The firm offers specialized planning services in areas such as business-owner transitions, sports and entertainment, and special-needs analysis.

Paulo Ribeiro De Lemos is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and two years of industry experience. He has previously worked at New York Life Insurance Company and NYLife Securities LLC, and spent nine years at Sunrun Inc. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning relationships using firm-approved software, with a focus on investment categories and strategies rather than specific products.

Andrew Mills is a Planning Consultant at Fidelity Investments, where he collaborates with clients to develop personalized financial plans aligned with their long-term goals. Since joining Fidelity, he has held several roles, including Investment Consultant from 2024 to 2026 and Workplace Planning Consultant from 2022 to 2024. In his current position, Andrew works closely with individuals and families to co-create financial strategies that reflect their unique visions for the future. He invites clients to engage in discussions to explore how Fidelity's team can support their financial objectives moving forward.

Landon Mundell is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Raymond James Financial in Cary, NC. His prior experience includes roles at Elser Financial Planning, Teachers Credit Union, and Herman and Kittle Properties. Mundell is also involved with StillGreen Partners, LLC, a holding company connected to Stonegate Financial. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, corporations, and institutions. The firm employs tailored, non-discretionary advisory services using analytical tools and maintains unique offerings such as municipal advisory support and a SIMPLE IRA Employer Advisory & Consulting Services program.

Lucas Eriksen is a Series 66-credentialed financial advisor with Fidelity Investments in Raleigh, NC, currently with one year of experience at Fidelity. His prior experience includes roles at Lonnie Poole Golf Course, Cameron Mitchell Premier Events, and NCSU. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm is notable for its use of algorithmic methods and AI in research and serves as an advisor to registered investment companies and fund-of-funds.

Mark Stein is a financial advisor with LPL Financial in Raleigh, NC, holding Series 63 and Series 66 credentials and 22 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, MML Investors Services LLC, and CUNA Mutual Group. Outside his advisory work, Stein is the owner and game designer of Dynamic Sports Sims, LLC. LPL Financial is a nationally registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and multiple portfolio strategies.

Corey Harding is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding a Series 66 designation and two years of industry experience. He previously worked at Edward Jones for three years and spent nine years at State Employees' Credit Union. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party sources to support its investment approach.

James Lassiter is a financial advisor at Merrill with Series 63 and Series 66 credentials and 54 years of industry experience. He has been associated with Merrill since 1971 and has worked at Bank of America, NA since 2009. Outside of his advisory role, he consults for a retail surf shop called Aussie Island Surf Shop. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.