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 66, Series 63, and Series 65 designations and bringing 24 years of industry experience. He has worked at RBC Capital Markets since 2017 and has prior experience with City National Bank and Wells Fargo. Outside of his advisory work, he coaches youth ice hockey with the Carolina Junior Hurricanes Hockey Association. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles and investment preferences.

Chadwick Capps is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been with Merrill for over 17 years, providing clients with personalized financial guidance tailored to their unique goals. His expertise includes college education planning, divorce transition planning, family wealth management, legacy planning, managing new wealth, personal retirement planning, sports and entertainment, tax minimization, and retirement income strategies. Chadwick holds a Bachelor's Degree from Lafayette College and is a Personal Investment Advisor (PIA). Prior to his financial career, he played college football, an experience that contributed to his approach of discipline and teamwork in his practice. He resides on a ranch in Olin, North Carolina, where he balances his professional work with a life connected to farming and nature. Outside of work, he enjoys fishing, golfing, horseback riding, skiing, volleyball, and spending time with his family.

Khanh Dac is a financial advisor with Wells Fargo Clearing in Morrisville, NC, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. Dac also has a background with Wells Fargo Bank NA dating back to 2010. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions focused on investment policy statements, performance reporting, and participant education. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

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 at LPL Financial with 25 years of industry experience. He has held his current position since 2006. Carawan operates under the designations Series 63 and Series 65 and is located in Raleigh, NC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

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.

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.

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.

Travis Hale is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His work history includes roles at Fidelity Investments, Nu Skin Enterprises, and internships with I Am Zambia and Tessel Supply. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and it serves as an adviser to multiple registered investment companies and fund-of-funds.

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.

David Bomar is a financial advisor with Stifel, holding a Series 66 designation and 20 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2020 and previously served at Morgan Stanley Private Bank, N.A. from 2015 to 2020. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and planning analyses.

Mary Woodard is a CFP® credentialed financial advisor with 15 years of industry experience, currently with Edward Jones since 2008. She is based in Raleigh, NC and holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a variety of discretionary and non-discretionary investment solutions under a fiduciary standard.

Madison Janeczko is a Financial Consultant at Fidelity Investments, a role she has held since 2023. She has been with Fidelity Investments since 2021, previously working as an Investment Consultant from 2022 to 2023 and as a Relationship Manager from 2021 to 2022. Madison focuses on helping individuals and families make confident financial decisions by connecting their money to what matters most. She serves as both an educator and strategic partner, building trust-based relationships and taking a holistic, collaborative approach to financial planning. Madison aims to empower clients to understand their finances, simplify complexity, and move forward with clarity, confidence, and intention.

Evan Dixon is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 66 credentials and two years of industry experience. His prior roles include positions at US Tech Solutions and UNC Charlotte. 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 tailored to plan objectives and demographics. The firm’s approach is IPS-driven and includes a broader range of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Anthony Sica is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes positions at High Point University and Vested Business Brokers. Outside of his advisory role, he is active as a Twitch and TikTok video game streamer. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and offers services such as discretionary and non-discretionary advisory work, fund advisory, and model portfolio delivery.

Lauren Erickson Bennett is a financial advisor at Cetera with 21 years of industry experience. She holds Series 63 and Series 65 credentials. In addition to her advisory role, she owns a catering company and serves as treasurer for a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and retirement services with access to both affiliated and third-party money managers across multiple program structures.

Abdias Carmona is an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2022. In this role, he focuses on listening to clients, guiding them, and empowering them to co-create financial plans that adapt to their life's changes. His approach aims to help clients achieve financial confidence through clear and intentional actionable steps. Prior to joining Fidelity Investments, Abdias worked as a Relationship Banker at Wells Fargo Bank, NA from 2015 to 2022. This experience has contributed to his expertise in client relationship management and financial services. Outside of his professional career, Abdias enjoys family activities, music, outdoor adventures, parenthood, traveling, and volunteering.

Terry Treiber is a financial advisor with Cambridge Investment Research Advisors in Raleigh, NC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2013. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent financial professionals, utilizing a range of portfolio management approaches and platform arrangements tailored to client objectives.