Richard Eisenreich is a financial advisor with LPL Financial in Raleigh, NC, holding a Series 66 credential and having six years of industry experience. He has worked with LPL Financial since 2018 and previously held roles at Strata Solar, Channel Partners Capital, and the University of St. Thomas. He also operates under the dba RetirementGeeks. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a variety of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Everett Anderson is a financial advisor at Raymond James & Associates with 17 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James & Associates since 2008. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, charitable organizations, and governmental entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Becca Stockdale is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 18 years of industry experience. Her prior experience includes roles at Principal Securities, Bank of America, and Merrill. In addition to her advisory work, she is an associate at Alger Financial, where she focuses on planning, Social Security analysis, Medicare, and insurance. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, and institutional clients. The firm provides tailored, non-discretionary planning and portfolio management using analytical tools and supports municipal and public finance advisory services uncommon among large institutional advisors.

Kristen Yablonsky is a financial advisor with Morgan Stanley in Raleigh, NC, holding a Series 66 designation and having 22 years of industry experience. She has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and models to assist clients in developing financial plans.

David Bowie is a financial advisor with UBS Financial Services in Raleigh, NC, holding Series 63 and Series 66 licenses and having 24 years of industry experience. He has been with UBS since 2014. Outside of his advisory role, Bowie is involved in financial education through teaching and lecturing with the Financial Education Network and holds a passive ownership interest in a music venue and restaurant. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management through a platform that includes proprietary research, market-making, and affiliated banking services.

Casey Edwards is a Wealth Management Advisor with Littlewood & Associates Wealth Management, having joined the firm in 2023. He began his career in financial services in 2014 in New York City and relocated to Raleigh, North Carolina in 2017. Prior to his current role, he worked at Merrill Lynch Wealth Management starting in 2020 as a Wealth Management Banking Specialist, where he focused on delivering private banking products and services. Casey brings nearly a decade of experience in the financial services industry and holds both Series 7 and Series 66 FINRA registrations. He is also a Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). His expertise includes creating personalized wealth management plans, portfolio construction, asset manager due diligence, and client-focused strategies such as college education planning, family wealth management, retirement income, and investment strategy. He earned a bachelor's degree in Business Administration and Finance from High Point University. Casey is involved in community activities including participation in the Susan G. Komen Race For The Cure. Originally from upstate New York, he now resides in Raleigh where he enjoys golfing, traveling, and spending time with family and friends exploring the North Carolina mountains and coastline.

Loy Adkins is a financial advisor with Edward Jones in Raleigh, NC, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked in various roles at firms including Populus Group, LLC, Trane Technologies, and Iqvia. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Pamela Fonseca is a financial advisor at Fidelity with one year of industry experience. She holds the Series 66 designation and has previously worked at Olmaz Jewelers, Robert Half, Sigma Xi, Penmac Spaces, and AT&T. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and serves multiple registered investment companies with formal advisory roles and governance procedures.

Ross Whiteley is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds a Series 66 designation and has worked previously at Fidelity Investments, JPMorgan Chase Bank, First Citizens Bank, and Wells Fargo Funds Management. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Louis Crafa is a financial advisor at Wells Fargo Advisors with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo in various capacities since 2009. In addition to his advisory work, he owns OWL CREEK CAPITAL LLC, a separate investment-related business based in Wilmington, NC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting net-worth thresholds, utilizing Wells Fargo research and planning tools to develop customized recommendations.

Nathan Brown is a financial advisor with Ameriprise in Raleigh, NC, holding Series 65 and Series 66 licenses and 24 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2000. Outside of his advisory role, Brown serves on the Board of Directors for the Kiwanis of Raleigh and engages in independent insurance brokering focused on long-term care. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research and modeling to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Jeffrey Hamilton is a financial advisor at Fidelity with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Fidelity Investments across multiple periods since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and deliver model portfolios.

Anne Marie Cummings is a financial advisor at Morgan Stanley in Chapel Hill, NC, holding a Series 66 designation with 11 years of industry experience. She has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a broad range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured financial planning tools without providing individual security recommendations as part of its standalone planning services.

Barak Rutledge is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and previously worked for The Persian Carpet Inc. for 25 years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in managing portfolios, and maintains formal advisory roles with multiple registered investment companies.

Sheridan O’Connor is a CFP® professional with 13 years of experience in the financial services industry. He has worked at Edward Jones for 10 years before joining Raymond James Financial Services Advisors, Inc. He is a founding partner of O’Connor Wealth Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to support client goals.

Michael Gillmer is a CFA® charterholder with 13 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors, LLC from 2014 to 2016. He is based in Chapel Hill, NC. 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 grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

James Ustby is a financial advisor with LPL Financial in Durham, NC, holding a Series 66 credential and four years of industry experience. He has worked at LPL Financial since 2024 and previously held positions at Ameriprise Financial Services Inc and was self-employed. Ustby is also an insurance representative with Karma Financial Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

David Gall is a financial advisor with Fidelity Investments, holding a Series 66 designation and 10 years of industry experience. He has been associated with various Fidelity entities since 2016, including Fidelity Brokerage Services LLC, FIDELITY Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is also noted for its registration with the CFTC as a commodity pool operator and its advisory role to multiple registered investment companies and fund-of-funds.

Alexander Green is Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity for over 17 years, serving in various roles since 2007. His current position as Vice President began in 2021. Throughout his tenure at Fidelity, Alexander has held positions including Financial Consultant, Investment Consultant, and Financial Representative. He has experience in developing, implementing, and maintaining financial plans for clients. Outside of his professional work, Alexander enjoys camping, family activities, golf, outdoor adventures, tennis, and traveling.

Stephanie Bass is a CFP® professional with 27 years of experience in the financial industry, currently serving at Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. Outside of her advisory role, Bass is an investment committee member for the NC Symphony and serves as treasurer and finance committee member for Dress for Success of the Triangle. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA 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, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.