Ansell Neri is a financial advisor with Cambridge Investment Research Advisors. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. Prior to joining Cambridge, he was involved with Royal Alliance Associates and Signator Investors and operated June-Neri Financial for 10 years. He serves as chairman of the Philippines American Association of North Carolina and is a board member of the Wake Med Foundation. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports discretionary and non-discretionary management across multiple platforms and maintains proprietary model strategies through the Founders Gate Capital brand.

James Leonard is a financial advisor with Wells Fargo Advisors in Raleigh, NC, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. He previously worked at UBS Financial Services for 10 years before joining Wells Fargo Advisors in 2025. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting a net-worth threshold, utilizing Wells Fargo research and planning tools to develop and deliver recommendations.

Dana Drury is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments, Drury held roles at several organizations including Captiv8 and the University of Colorado. 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 employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Dean Waldron is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 28 years of industry experience. He has been associated with LPL Financial and Waldron Financial Group since 1998. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of services including financial planning, model portfolio programs, and institutional platforms, supporting advisors with both proprietary and third-party investment strategies.

William Teague Jr. is a financial advisor at OSAIC with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Investment and Capital Analysts Incorporated. In addition to his advisory role, he is president of Fidelity Capital Management, where he provides financial solutions to clients, and operates a sole proprietorship focused on life insurance, fixed annuities, and long-term care insurance. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services with an investment process centered on model-based asset allocation and portfolio optimization.

Leah Bouchard is a financial advisor at Edward Jones in Raleigh, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked at James Bell Associates and has been involved with StepUp Ministry and Virginia Commonwealth University. She serves as an adjunct instructor at Virginia Commonwealth University, teaching courses in Human-Behavior and Substance Use Prevention for the Online Master of Social Work program. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Marc Baquerizo is a financial advisor at Raymond James Financial with 39 years of industry experience. He holds a Series 63 designation and has been with Raymond James Financial since 2009. In addition to his advisory role, he owns and operates Wealth Management Financial Group, a support company based in Raleigh, NC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning using analytical tools to align with client goals and supports a wide network of advisors through various advisory programs.

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.

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.

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.