Brenda Dobrick is a financial advisor with Ameriprise in Wake Forest, NC, holding a Series 66 designation and 22 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of advising, she serves on the board of directors for Wind Chime Plaza and holds roles managing business activities related to real estate. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

Jessica Villagrana is a financial advisor at Edward Jones with 14 years of industry experience. She holds the CFP® designation along with Series 63 and Series 66 licenses. Prior to joining Edward Jones in 2019, she worked at Apex Systems and Grand Villa Sales & Marketing Solutions. 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, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Paige Thomas is a Financial Advisor Trainee at Merrill Lynch Wealth Management. She focuses on a diverse range of client services including Corporate Executive Services, Family Wealth Management Strategies, Legacy Planning, LGBT Wealth Planning, Managing New Wealth, Personal Retirement Planning, Philanthropic Planning, Portfolio Management Services, Women and Wealth, and Individual and Corporate Investment Strategy. In her professional capacity, Paige applies her skills across these areas to meet the varied needs of her clients. Outside of her work, Paige has personal interests that include antiquing, drawing and sketching, music, painting, and running.

Daniel Haines Jr. is a CFP® professional with 43 years of industry experience, currently with OSAIC since 2020. His prior roles include positions at First National Bank of PA, Cetera Investment Advisers, Securities America Advisors, MSI Financial Services, and AdvisorsOne Wealth Management Group. In addition to his advisory work, he operates Capitol Financial Solutions and serves as an insurance broker for fixed insurance products. Osaic Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, and charities, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process emphasizing portfolio optimization and risk management, and it is notable for its scale, complex affiliate network, and recent consolidation activities.

William Allen is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Raymond James & Associates, Morgan Keegan & Company, First Citizens Investor Services, Northwestern Mutual Investment Management, and Davenport & Company. 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 manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Nicholas Gesell is a financial advisor at Morgan Stanley with 27 years of industry experience. He has held positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill. He holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools as part of its advisory process.

Jacob Matthews is a Series 66-credentialed financial advisor with Raymond James & Associates in Raleigh, NC, and has 10 years of industry experience. He is also the proprietor of Hammered Pig Ironworks, a metal sculpting business, and is involved with McGinnis Outfitters, assisting with hunting and fishing outings on a rare basis. Additionally, Matthews leases farming rights to land he owns through Whiskey Run Farm. Raymond James & Associates is a large 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, non-discretionary investment consulting, and specialized municipal advisory services.

Kerry Johnson is a financial advisor at OSAIC in Raleigh, NC, holding the ChFC® designation along with Series 63 and 65 licenses. He has 42 years of industry experience, including 17 years at Woodbury Financial Services prior to joining OSAIC in 2024. Outside of his advisory role, he offers fixed insurance products such as term life and disability insurance. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, providing both brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, offering a range of managed portfolio programs and access to third-party money managers.

John Petretich is a CFP® professional with over 24 years of experience in the financial industry, currently serving at Edward Jones since 2001. He is based in Raleigh, NC, and holds Series 63 and Series 66 licenses. Outside of his advisory role, he owns a home renovation business and is a member of the advisory board for the Sigma Alpha Epsilon Fraternity at North Carolina State University. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Keith Prevost is a financial advisor with Ameriprise in Cary, NC, holding a Series 66 designation and 24 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, using proprietary research and algorithmic tools to provide written Recommendation Reports and ongoing advice.

David Altman is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding a Series 66 designation and 13 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and has been with Wells Fargo Bank NA since 2011. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Blake Stewart is a CFP®, ChFC®, and Series 66-licensed financial advisor with eight years of industry experience. He is currently with Edward Jones, where he has worked since 2017 with a brief tenure elsewhere, including PNC Investments and Allstate Financial. Prior to his financial career, he worked at United Parcel Service and Idaho Central Credit Union. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services through a nationwide network of over 23,000 financial advisors.

Marva Livingston is a financial advisor with Edward Jones in Morrisville, NC. She holds a Series 66 designation and has three years of experience in banking, previously working at First National Bank of Pennsylvania and PNC Bank. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Michael Divittorio is a financial advisor at Fidelity with Series 66 and Series 63 licenses and three years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments and Thrivent Advisor Network DBA 49 Financial. Outside of finance, he has experience in the restaurant industry, including positions at Chillfire Bar and Grill, Hibachi Japan, Jersey Mikes, and Chow Pizza & Burger Bar. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios that incorporate mutual funds, ETFs, and ETPs through systematic methodologies and long-term asset allocation benchmarks.

Timothy Ellis is a financial advisor with Morgan Stanley in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and scenario modeling in its financial planning process.

Sapna Mahalingham is a financial advisor at Wells Fargo Clearing with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo and Merrill, as well as Bank of America. 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 manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Louis Crawford is a financial advisor with Charles Schwab in Raleigh, NC, holding CFP® and CFA® designations along with Series 63 and Series 65 licenses. He has 21 years of industry experience, including roles at Triangle Securities Wealth Management and CSenge Advisory Group. Crawford serves as a director of the Raleigh Kiwanis Foundation, a nonprofit organization involved in charitable grant approvals. Charles Schwab & Co., Inc. provides wealth advisory, brokerage, custody, and financial planning services primarily to high- and ultra-high-net-worth individuals through its integrated Schwab Wealth Advisory program, which offers a combination of non-discretionary advice and access to discretionary separately managed accounts.

Lauren Newlin is a Planning Consultant at Fidelity Investments, a position she has held since 2025. She focuses on understanding her clients' individual goals and values to develop personalized financial planning strategies. Lauren emphasizes listening to her clients and fostering trust and transparency to support them throughout their financial journeys. Lauren has progressive experience within Fidelity Investments, having served in roles including Investment Solutions Representative II, Investment Solutions Representative I, High Net Worth Associate, and Client Service Representative between 2021 and 2025. This range of positions has provided her with a comprehensive perspective on financial planning and client service. No information about Lauren's education, credentials, personal interests, or community involvement has been provided.

Nicholas Cerullo is a financial advisor at Ameriprise with 23 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Bank of America and Merrill Lynch. Outside of his advisory role, he serves on the Board of Directors for the Capital Area Soccer League, also known as NCFC Youth, based in Raleigh, NC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which combines written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Alfred Hobgood IV is a financial advisor with RBC Capital Markets in Raleigh, NC, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Scott & Stringfellow, LLC. He serves on the board of directors for Interact of Wake County, a domestic violence awareness group. 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 advisory programs and portfolio management services using both in-house and third-party investment managers.