Aidan Iddings is a financial advisor with Edward Jones in Raleigh, NC, holding a Series 66 designation and beginning his industry career in 2025. Prior to joining Edward Jones, he held various roles outside finance, including positions at multiple golf courses and landscaping companies. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and maintaining a large network of financial advisors and branch offices nationwide.

Richard Pabis Jr. is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Bank NA. Outside of his advisory work, he is a part-owner in a family real estate venture. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and utilizes a multi-asset model portfolio approach supported by research from Schwab Center for Financial Research.

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.

Evan Dixon is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at US Tech Solutions and UNC Charlotte, among others. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, retirement plan consulting, and both brokerage and advisory solutions. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.

Robert Volpe is a CFP® professional with 26 years of industry experience, currently serving as an advisor at Raymond James Financial Services Advisors, Inc. since 2010. He holds the Series 63 designation and is based in Holly Springs, NC. Volpe serves as Treasurer on the boards of two homeowners’ associations, providing financial oversight and budgeting support. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm utilizes risk profiling and analytical modeling to deliver tailored, non-discretionary planning and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Kenneth Buckner is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 16 years of industry experience. He previously worked at Edward Jones for 14 years before joining Raymond James and the Four Corners Advisor Group. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and nonprofit organizations. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains a range of specialized programs, including municipal finance and SIMPLE IRA employer advisory services.

Sanjay Shah is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors. He has been with Cambridge Investment Research since 2014 and previously worked at Merrill from 2012 to 2014. In addition to his advisory role, Shah is an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by offering financial planning, investment management, and retirement-plan advisory services. The firm manages assets across multiple platforms and custodians, providing both discretionary and non-discretionary management along with proprietary model strategies.

Terry Treiber is a financial advisor with Cambridge Investment Research Advisors in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at Morgan Stanley and Merrill prior to joining Cambridge in 2013. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multibillion-dollar asset base across multiple platforms and custodians.

Edwin Braswell III is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining the firm in 2005, he has focused on helping families plan and manage all aspects of their financial life through a disciplined approach that provides tailored strategies. As a member of the Steffens, Lane, and Braswell Team, he works closely with clients and their other trusted advisors to address current lifestyle needs, retirement income planning, and legacy goals. Edwin holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor™ (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a bachelor's degree from the University of North Carolina at Chapel Hill. Residing in Raleigh, North Carolina with his wife, Caroline, and their two children, Edwin is actively involved in the community. He participates in youth soccer through NCFC, is a member of F3 Raleigh, serves on the board of Family Promise of the Triangle, and is an active member of Christ Church (Episcopal) of Raleigh. He enjoys playing tennis and spending time outdoors.

Suzanne Barham is a CFP®-certified financial advisor with 27 years of industry experience. She has worked at Edward Jones since 2018 and previously held roles at Kestra Financial Securities, Inc. and White Oak Wealth Partners. Barham is based in Raleigh, NC. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Conner Reeves is a Planning Consultant at Fidelity Investments, a role he has held since 2025. In this capacity, he collaborates with Financial Consultants to deliver tailored financial planning conversations that transform complex data into actionable insights. His consultative and analytical approach aids in identifying deeper client needs and facilitating strategic opportunities aimed at long-term financial well-being. Prior to his current position, Conner held multiple roles at Fidelity Investments, including Relationship Manager from 2024 to 2025, Financial Representative from 2023 to 2024, and Financial Service Representative from 2022 to 2023. He also worked as an Associate Banker at JP Morgan Chase between 2022 and 2023. Outside of his professional commitments, Conner has interests in cooking and baking, football, golf, outdoor adventures, and snowboarding.

William Brewer is a financial advisor with Morgan Stanley in Raleigh, NC, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to both individual and institutional clients. The firm emphasizes structured financial planning using proprietary tools and provides services through its Financial Advisors and Estate Planning Strategies Group.

Jessica Hathaway is a financial advisor at Wells Fargo Clearing with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked in various roles including positions at Wells Fargo Bank NA and Food Lion. Outside of her advisory work, Hathaway owns and operates a personal training business based in Raleigh, NC. 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 IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Brooke Rudolph is a financial advisor at Morgan Stanley in Raleigh, NC, holding a Series 66 designation with three years of industry experience. Prior to her current role, she worked at ArchiveSocial and Help One Now, and has a background that includes full-time education. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Lisa Gambill is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has been with Wells Fargo Clearing since 2016 and has prior experience at Coworx Staffing and Wells Fargo Bank. Outside of her advisory work, she is also a makeup artist selling beauty and skincare products for brands including Chanel and Tom Ford Beauty. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services 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 Wells Fargo Investment Institute and third-party sources.

Thomas Piper Jr. is a Series 66 licensed financial advisor with eight years at Edward Jones and two years of prior experience at Danone North America, totaling seven years in the financial industry. He is based in Wake Forest, NC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Cynthia Edwards is a financial advisor with UBS Financial Services in Raleigh, NC, holding the Series 66 designation and having 15 years of industry experience. She has been with UBS Financial Services since 2009. UBS Financial Services serves individual, corporate, and institutional clients with a wide range of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to clients' goals.

Allison Davis is a financial advisor with Raymond James & Associates in Raleigh, NC, holding a Series 66 designation and 17 years of industry experience. She has been with Raymond James & Associates since 2013. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management styles and affiliated research.

Mary Duffman is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she has worked since 2001. She combines extensive experience in banking and investment with a goals-based wealth management approach to assist high-net-worth individuals, business owners, and families. Mary leverages the resources of Merrill Lynch and the banking services of Bank of America to address the comprehensive financial needs of her clients. She holds a Bachelor of Science degree in Early Childhood Development and Psychology from Campbell University. Mary possesses FINRA Series 6, 7, 65, and 63 registrations, an Insurance license, and holds the Certified Plan Fiduciary Advisor® designation. Additionally, she serves as a Retirement Benefits Consultant. Mary resides in Apex, North Carolina. She is a mother and spends time with her seventeen-year-old daughter, family, and friends. Her personal interests include the outdoors, exercise, travel, and music.

Christina Asti is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2023. In her role, she focuses on building strong client relationships based on trust, transparency, empathy, and compassion, utilizing Fidelity's resources to develop comprehensive investment strategies tailored to clients' short-term and long-term financial goals. Her professional experience includes working as a Financial Consultant I from 2023 to 2024 before advancing to her current position. Christina holds a California Insurance License, which supports her ability to provide informed financial guidance. Outside of her professional work, Christina has interests in art, fitness, food, golf, traveling, and volunteering.