Graziella La Rosa is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 65 and Series 63 designations and nine years of industry experience. Her prior work includes roles at Wells Fargo Bank, First Horizon Bank, First Flight Federal Credit Union, Peoples Bank, and SunTrust Bank. Outside of her advisory work, she is involved with Onelife Fitness as a kids' club associate. 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 employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions supported by extensive research and analytics.

David Mccurdy III is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds Series 63 and Series 65 licenses. His career includes roles at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with options for discretionary management and a broader range of financial products including insurance-related vehicles.

Caroline Staples is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2020. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Darin Mock is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. Outside of his advisory role, he owns a specialty cufflink business based in Raleigh, NC. 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 advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Travis Kruse is a financial advisor at Fidelity with 20 years of industry experience. He previously worked at Credit Suisse Securities (USA) LLC for 16 years before joining Fidelity Investments. He holds Series 63 and Series 66 designations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also manages model portfolios and serves multiple registered investment companies, utilizing systematic methodologies and oversight controls to address conflicts of interest.

James Rosensteel Jr. is a financial advisor with Wells Fargo Advisors in Raleigh, NC, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has been associated with various Wells Fargo entities since 2014. Outside of his advisory work, he owns and operates a beekeeping business that sells honeybee products. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, integrating advisory services with banking, lending, and trustee solutions.

Naji Jawabreh is a financial advisor with Thrivent Investment Management based in Raleigh, NC. He holds a Series 66 designation and joined Thrivent in 2026. Prior to his current role, he has experience at several firms including Fullstack Academy, Hendrick Auto Group, Oracle, IBM, and CloudFactory. Outside of finance, he has been involved with Filmology LLC, a business operating under the name Grunt Logic. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing goal-based financial analyses and broad planning recommendations without portfolio management for institutional clients. The firm combines planning with managed-account programs under a consolidated billing approach while maintaining separate services.

Lauren Murphy is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. She previously worked at Avantax Investment Services and Avantax Advisory Services for five years. Outside of her advisory role, she serves as a sales manager for Outdoor Decor Inc and assists with tax preparation and financial advisory support at Cozart and Edwards, PA. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual and institutional clients. The firm offers various portfolio management and financial planning services, utilizing multiple program structures and a multi-manager platform.

Ray Peck Jr. is a financial advisor with Raymond James & Associates in Raleigh, NC, holding a Series 63 designation and over 43 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he serves as Treasurer and Board Member for the nonprofit Higher Ed Works and participates on the Finance and Investment Committee at University Baptist Church. 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 and consulting services supported by a range of portfolio management styles and affiliated research.

Audrey Kah is a CFP® professional with 10 years of industry experience, currently serving at RBC Capital Markets LLC since 2016. She is based in Raleigh, NC, and holds a Series 66 license. Outside of her advisory role, Audrey serves on the board of Benevolence Farms, a nonprofit supporting individuals affected by the criminal legal system in North Carolina. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies utilizing both in-house and third-party managers.

William Link is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America/Merrill Lynch, Captrust, and Equitable. Outside of his advisory role, he is employed part-time at Liggett Ventures LLC, a restaurant business. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Christopher Bray is a CFP® professional with 24 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. since 2020. Prior to this, he worked at Bb&T Securities, LLC and Scott & Stringfellow. He serves as President of the Southern Order Memorial Foundation, a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients, emphasizing tailored, non-discretionary planning supported by analytical tools and a broad advisor network.

William Thompson is a financial advisor with Equitable Advisors in Cary, NC, holding a Series 66 license and five years of industry experience. Prior to joining Equitable Advisors in 2020, he worked for over three decades at Nortel, Genband, and Ribbon Communications. Outside of his advisory role, he serves as the head coach for the varsity boys basketball team at Cary Christian School. 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 a range of third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Timothy Clarey is a financial advisor with Wells Fargo Clearing in Cary, NC, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wachovia Bank, N.A., where he has been employed since 2006. 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 advisory solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

James McClary is a financial advisor with Wells Fargo Clearing in Siler City, NC, holding a Series 66 designation and 20 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves on the finance committee of Siler City First Baptist Church. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and including a range of investment options such as insurance-related products and bank deposit sweep programs.

Phillip Sielatycki is a financial advisor with Ameriprise in Cary, NC, holding Series 65 and Series 66 licenses and bringing 27 years of industry experience. He has been with Ameriprise and its related entities since 2009. Outside of his advisory role, he serves on the Board of Directors for The Heart of Cary Association and volunteers with Band Together, a local philanthropy that raises funds for the United Way through rock concerts. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with a centralized consulting team to deliver tailored, algorithm-supported recommendations.

Sudha Gowrisankar is a financial advisor with Fidelity in Durham, NC, holding a Series 66 designation and three years of industry experience. Her work history includes multiple roles at Fidelity Investments since 2022 and prior experience at FCBank, a division of CNB Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and model portfolios constructed through a combination of fundamental research, quantitative analysis, and algorithmic techniques. The firm is registered as a commodity pool operator and serves as a formal advisor to multiple registered investment companies.

Natan Simoes Massarioli is an Investment Solutions Representative III at Fidelity Investments, where he currently serves in this role. His career with Fidelity Investments began in 2023 as a Customer Relationship Advocate, progressing through various positions including Investment Solutions Representative I, Fixed Income Specialist, and Investment Consultant before reaching his current role in 2026. His professional experience encompasses investment consulting and fixed income specialization, focusing on providing clients with clear guidance, education, and personalized strategies tailored to their financial goals. Massarioli's approach emphasizes trust, transparency, and simplifying complex financial concepts to help clients make informed decisions. Further details regarding his education, credentials, personal interests, or community involvement have not been provided.

Christina Creech is a financial advisor at Robert W. Baird & Co. with 17 years of industry experience. She holds a Series 66 designation and has worked at Baird since 2018, following prior roles at Prospera Financial Services and AXA Advisors. Outside of finance, she is an Independent Stylist for a direct sales nail polish strip company. She is part of the DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients with tailored consulting and portfolio management services. The group offers a range of investment strategies and overlays, including discretionary management and access to traditional and non-traditional asset classes.

Spencer Teddy is a Series 66 licensed advisor with two years of industry experience, currently working at OSAIC since 2022. He previously worked at Capitol Financial Solutions and has experience in marketing and assisting financial professionals. Outside of finance, he has held positions in the hospitality industry and education. OSAIC Wealth, Inc. serves a diverse client base including retail and institutional investors, offering a range of integrated brokerage and advisory services. The firm employs advanced asset-allocation tools and multiple advisory platforms to provide customizable portfolio management solutions.