Whitney Keith is a Series 66-licensed financial advisor with Merrill, based in Raleigh, NC, with 21 years of industry experience. She has been with Merrill since 2000 and has also worked at Bank of America N.A. since 2020. Outside of her advisory role, she is involved as a managing member of a family real estate LLC and participates in skincare direct sales. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individual, high-net-worth, and institutional clients with model-based and discretionary investment strategies.

Marc Preyer is a financial advisor with Raymond James & Associates in Raleigh, NC, holding a Series 66 designation and 12 years of industry experience. He has been with Raymond James & Associates since 2015. Outside of his advisory role, he serves as a board member for Greensboro Day School, participating in alumni fundraising efforts. 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, investment consulting, and institutional fiduciary services.

Charles Brandon is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 designation and has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2017, as well as at Bank of America, N.A. since 2016. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional accounts.

Matthew Greenan is a financial advisor with LPL Financial in Cary, NC, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Canvasback Wealth Management, Kestra Financial, and TIAA-CREF. Greenan is also the owner of PhilGreat Insurance, a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, research, and various investment strategies.

Justin Jones is a financial advisor with J.P. Morgan Securities in Raleigh, NC, holding a Series 66 designation and seven years of industry experience. His career includes roles at Santander Bank, Santander Securities, Edward Jones, and Cardinal Health. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized manager due diligence and applying an ESG eligibility framework in its recommendations.

William Wowk is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. His prior work includes roles at United Wheels Inc. and Wasserman Next Gen. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its advisory roles to multiple registered investment companies and use of advanced AI methodologies.

Corbin Holder is a financial advisor at Osaic Wealth, Inc. based in Raleigh, NC, holding a Series 66 designation with one year of industry experience. His work history includes roles at LPL Enterprise, PRUCO Securities, LLC, and Stifel. Osaic Wealth serves a diverse clientele including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers and platforms. The firm provides integrated brokerage and advisory services with a range of investment options and employs firm-provided tools and third-party solutions to construct and manage portfolios.

Ezra Feldman currently serves as an Investment Solutions Representative III. In this role, he partners with clients to understand both their short and long term goals and helps co-create holistic plans. He emphasizes ensuring comfort and clarity during educational discussions while guiding clients through actionable steps toward pursuing their objectives. Ezra has professional experience with Fidelity Investments, beginning as a Customer Relationship Advocate from 2022 to 2023 before advancing to his current position in 2023. Prior to joining Fidelity Investments, he worked as a Personal Banker at Wells Fargo from 2015 to 2020.

Rene Karsko is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. 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 advisory programs, financial planning, retirement consulting, and brokerage services using both discretionary and non-discretionary management, supported by research and technology-driven solutions.

Ashton Bowman is a financial advisor at Morgan Stanley in Raleigh, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, Ashton worked at PNC Investments LLC, PNC Bank, Mortgage Network Solutions, Optimal Sante, GoldFish Swim School, and Rosatis Pizza and Pub. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market modeling techniques in its advisory process.

Kailer Slusser is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked at Fidelity since 2021, following a year at SECU and nine years at Cinemark. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses proprietary fundamental research alongside quantitative and algorithmic methods to construct model portfolios and oversees multiple affiliated and unaffiliated sub-advisers in its portfolio management.

Nathan Zundel is a financial advisor at Fidelity with Series 63 and Series 66 credentials and seven years of industry experience. His career includes roles at Fidelity Brokerage Services LLC and Discover, as well as positions at Utah Valley University and Altaray Solar. Strategic Advisers LLC, a Fidelity Investments company where Zundel operates, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, employing systematic methodologies and long-term asset allocation benchmarks.

James Duerr is a Series 66 licensed advisor with Thrivent Investment Management in Raleigh, NC, and has six years of industry experience. He has been with Thrivent Financial since 2019 and was self-employed from 2014 to 2019. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm focuses on holistic, goal-based planning across various financial topics, offering these services separately from managed accounts.

Joseph Friend is a financial advisor with RBC Capital Markets in Raleigh, NC, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has worked at RBC Capital Markets since 2017 and City National Bank since 2019, with prior experience at Wells Fargo Clearing and Wells Fargo Advisors LLC. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients, including pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs tailored to clients’ risk profiles and portfolios managed through a combination of in-house and third-party managers.

William Dyson is a financial advisor at Ameriprise with 14 years of industry experience. He holds a Series 66 designation and has been with Ameriprise Financial Services LLC since 2011. Outside of his advisory role, he serves on the Board of Directors of the City of Raleigh Museum as Treasurer. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide annual, non-discretionary retirement recommendations in partnership with clients’ financial advisors.

Aman Aggarwal is a financial advisor with Morgan Stanley in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Meredith Barbour is a financial advisor with LPL Financial in Apex, NC, holding Series 65 and Series 63 licenses and bringing 18 years of industry experience. Prior to joining LPL Financial in 2020, she worked at BB&T for 13 years. LPL Financial serves individual clients, retirement plans, financial institutions, corporations, 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 strategies supported by in-house and third-party research.

Adam Blain is a Financial Consultant at Fidelity Investments, a position he has held since 2022. In this role, he focuses on helping clients build financial plans tailored to their specific goals, aiming to bring order to their financial lives. Prior to joining Fidelity, Adam served as Vice President at PNC Wealth Management from 2018 to 2022. Adam emphasizes the importance of integrity and empathy in his client relationships. He works closely with clients through the Fidelity platform and with the support of his team to develop financial strategies that allow clients to concentrate on their priorities. Outside of his professional work, Adam's personal interests include fitness, golf, and snowboarding.

Anthony Ruggiero is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. His previous roles include positions at Wells Fargo and service in the North Carolina and Pennsylvania Army National Guard. Outside of his advisory work, he is an officer of LittleFoot Enterprises LLC, a real estate rental business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of model portfolios, advisory roles to registered investment companies, and application of systematic methodologies.

Amber Barefoot is a financial advisor at Stifel with 20 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at Wells Fargo Advisors LLC and Wells Fargo Clearing. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.