Jennifer Walker is a financial advisor at Merrill with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 1993, also working at Bank of America, N.A. since 2010. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage services through a variety of investment strategies and strong integration with Bank of America affiliates.

William Groner is a CFP® and ChFC® with 28 years of experience in the financial services industry. He currently works at Cambridge Investment Research Advisors and has held prior roles at Lincoln Financial Securities Corporation and Osaic FS, Inc. In addition to his advisory work, he is involved in other business activities including ownership of Key Financial Concepts. Cambridge Investment Research Advisors serves a diverse client base ranging from individuals to institutional investors, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management across multiple platforms and custodians, and supports affiliated model strategies under the Founders Gate Capital brand.

Thomas Macrone is a financial advisor at Equitable Advisors in Raleigh, NC, with 28 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Equitable Advisors since 2003, including time under its predecessor AXA Advisors. Outside of his advisory role, he operates a health insurance brokerage business focused on under-65 health insurance. Equitable Advisors serves a diverse client base, including individual, institutional, and corporate clients, providing financial planning, retirement consulting, and asset-management programs. The firm utilizes a range of investment models and third-party advisory platforms to tailor solutions aligned with client needs.

Mitchell Valenza is a financial advisor with OSAIC, holding a Series 66 designation and four years of industry experience. Prior to joining OSAIC in 2024, he worked at American Portfolios Financial Services and First Command Brokerage Services. Valenza also serves as a Captain and Civil Affairs Officer in the U.S. Army Reserve. OSAIC Wealth provides a multi-advisor platform serving retail and institutional clients, offering a range of brokerage and advisory services including comprehensive financial planning and managed portfolio solutions. The firm's investment approach utilizes model-based asset allocation and portfolio optimization, supporting discretionary and advisor-managed strategies across various client types.

Andrew Preddy is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has been with Wells Fargo Clearing since 2016, following two years at Credit Union Investment Services. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, 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, utilizing research and analytics from Wells Fargo Investment Institute alongside third-party data.

Mia Houston is a Financial Consultant with experience at Fidelity Investments, where she held several roles including Workplace Planning and Advice Leader from 2023 to 2025, Planning Consultant from 2021 to 2023, Relationship Manager in 2021, and Financial Representative from 2020 to 2021. Her career at Fidelity has provided her with comprehensive experience in financial planning and client relationship management. Mia brings a perspective shaped by living both in and outside the United States, along with an entrepreneurial family background. She focuses on creating financial plans tailored to her clients' individual lifestyles and goals, aiming to support them throughout their retirement journey. Outside of her professional work, Mia enjoys activities such as Pilates, reading, snowboarding, surfing, swimming, and traveling.

Ithianell Goire Delbrey is a financial advisor at Merrill with Series 63 and Series 66 licenses and three years of industry experience. She has worked at several firms including Bank of America, Fidelity Investments, and SECU Brokerage Services. Delbrey also has an academic background with ongoing involvement at the University of North Carolina Pembroke. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Philip Gorge is a Senior Financial Advisor at Merrill Lynch Wealth Management with 35 years of experience at Merrill. He focuses on helping clients pursue a comfortable retirement and developing wealth strategies aligned with clients’ goals and risk preferences. His approach involves creating personalized financial strategies based on a comprehensive understanding of each client’s financial situation and objectives. Throughout his career, Philip has worked with multiple families to achieve their personal financial goals, managing portfolios through various economic cycles. His expertise includes divorce transition planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, and retirement income. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Philip earned a Bachelor's Degree from the University of Florida and has been actively involved in professional and community organizations. He is a past president of the local chapter of the University of Florida Alumni Association and has served on boards for The Methodist Home for Children, Cary Economic Development Task Force, Cary Community Foundation, and AAU basketball. His personal interests include fishing, reading, running, and writing.

Robert Gipp is a financial advisor with RBC Capital Markets in Raleigh, NC, holding Series 63, 65, and 66 designations and over 24 years of industry experience. His prior work includes roles at City National Bank and Wells Fargo Clearing. Outside of his advisory work, he coaches youth ice hockey for the Carolina Junior Hurricanes Hockey Association. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs featuring discretionary and non-discretionary portfolio management, tailored investment strategies, and access to a range of in-house and third-party investment managers.

Khanh Dac is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Wells Fargo Clearing since 2016 and also has a longer tenure at Wells Fargo Bank NA starting in 2010. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a broad range of investment advisory, financial planning, and retirement consulting services. The firm manages approximately $671 billion in assets and integrates research from Wells Fargo Investment Institute and third-party sources to support its investment strategies.

Frederick Cook III is a financial advisor with Edward Jones in Raleigh, NC, holding Series 63 and Series 66 licenses and having 17 years of industry experience. He has worked with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets with a large nationwide network of advisors and branch offices.

William Carawan is a financial advisor with LPL Financial in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with LPL Financial since 2006. Carawan operates a business under the name Carawan Financial Partners, using the slogan "Raleigh's Retirement Planning Specialist." LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Ariele Shelby is a financial advisor with Merrill in Raleigh, NC, holding Series 63 and Series 66 credentials and 12 years of industry experience. She has been with Merrill since 2016. Outside of her advisory role, she works part-time as an independent contractor for DoorDash. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Timothy Flanagan Jr. is a financial advisor with Mass Mutual Investors Services in Raleigh, NC, holding CFP® and ChFC® designations and over 37 years of industry experience. He has been affiliated with Mass Mutual and its subsidiaries since 1989 and owns Mutual Group Benefits LLC, a group life and health insurance business. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers structured, collaborative financial planning using firm-approved tools and supports various event-driven planning programs.

Matthew Griffith is a financial advisor at Mass Mutual Investors Services with 27 years of industry experience. He has been with MML Investors Services and Mass Mutual Life Insurance Company since 2008. Outside of his advisory role, he is an owner/member of Encompass Financial Partners, LLC, a business focused on managing operational expenses. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using collaborative, software-supported approaches to develop written recommendations tailored to clients' goals.

Connor McElhannon is a Branch Leader at Fidelity Investments. In his current role, he focuses on fostering a high-performance work culture by supporting associates to utilize their talents fully and assist clients in planning for their long-term financial well-being. He has been with Fidelity Investments since 2015, holding several roles including Defined Contribution Associate, Workplace Planning & Guidance Consultant I and II, Help Desk Workplace Planning & Advice, and Team Leader Workplace Planning & Advice. This progression reflects his experience in workplace planning and guidance over several years. Outside of work, Connor's personal interests include baseball, cooking and baking, family activities, gardening, and parenthood.

Alexander Friend is a financial advisor at RBC Capital Markets in Raleigh, NC, with three years of industry experience. He holds a Series 66 designation and has previously worked at City National Bank and Tailwind Capital Distributors, LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored portfolio management and financial planning services through various advisory programs, utilizing in-house and third-party managers to implement customized investment strategies.

Marissa Giamportone is a financial advisor at Edward Jones with a Series 66 license and two years of industry experience. Prior to joining Edward Jones, she worked at Reynolds & Reynolds and has diverse experience including roles at Club Pilates and Tama Tea Company. She has also participated in Pew Research Center surveys. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Jamie Evans is a financial advisor with Wells Fargo Clearing in Raleigh, NC. He holds Series 63 and Series 66 credentials and has 16 years of industry experience. He has worked at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA since 2005. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides 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.

Jeremy Ray is a CFA® charterholder and holds a Series 66 license with nine years of industry experience. He has been with Wells Fargo Clearing since 2017 and previously worked at Bank of America from 2009 to 2017. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics informed by diversification principles and modern portfolio theory.