Michael Witkowski is a financial advisor at Thrivent Investment Management with 19 years of industry experience. He holds a Series 66 designation and has worked at Thrivent and its affiliates since 2006, including a year at LPL Financial. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive, goal-based financial plans without discretionary trading. The firm offers clients the option to combine planning with managed accounts under a consolidated billing arrangement called “WealthPlan,” while keeping planning and asset management separate.

Lane Inchalik is an Investment Solutions Representative III at Fidelity Investments, a position held since 2025. Lane has been with Fidelity Investments since 2021, progressing through roles from Investment Solutions I to III. Prior to joining Fidelity, Lane worked as a Financial Advisor at Edward Jones from 2019 to 2021. Lane focuses on helping individuals and families work towards better financial outcomes by simplifying complex financial information and market conditions. Lane partners with households to tailor financial plans customized to their unique financial goals, aiming to provide peace of mind and confidence in financial decision making. Outside of work, Lane's interests include family activities, fitness, movies, pets, reading, and tennis.

Charlene Gladden is a financial advisor at Raymond James Financial with 12 years of industry experience. She holds the Series 66 designation and has worked previously at Stifel, Nicolaus & Company and Morgan Stanley. She is also involved with The Bray-Harris Group and Towne Wealth Management in roles supporting banking operations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, while also maintaining specialized programs such as municipal advisory services and SIMPLE IRA consulting.

Brandon Lushene is a financial advisor at OSAIC with three years of industry experience. He holds a Series 66 designation and has worked at OSAIC since 2024, including prior roles at Equitable Advisors LLC and Appalachian State University. Outside of advising, he is an agent with Capital Planning Group, focusing on the sale and service of equity indexed annuities, fixed annuities, and traditional life insurance. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services tailored to individual investors, retirement plans, charities, and corporate clients. The firm emphasizes model-based asset allocation and portfolio optimization supported by a range of program options and maintains multiple custodial and legacy arrangements.

Matthew Striffler is a financial advisor at Charles Schwab with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at TD Ameritrade before joining Charles Schwab in 2023. Charles Schwab & Co., Inc. serves a large client base, primarily 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 offers both non-discretionary and discretionary investment options, combining multi-asset model portfolios with access to alternative investments and centralized operational support.

Constance Thurman is a financial advisor with Morgan Stanley in Raleigh, NC, holding a Series 66 designation and eight years of industry experience. She has worked at Morgan Stanley since 2019 and previously spent four years with Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools.

Pei Ng is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 22 years of industry experience. Prior to joining Ameriprise in 2011, Ng worked at Morgan Stanley in various capacities from 2004 to 2011. Outside of advising, Ng is involved in multi-family real estate ownership. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Devin Randale is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity, he worked at Duke Energy Progress and HR Directions LLC. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver diversified model portfolios.

Christopher Stanley is a financial advisor at Fidelity with 15 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Wells Fargo and MetLife. Outside of his advisory role, Stanley is involved in buying and selling residential real estate as a sole proprietor. He works with 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 utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund-of-funds and model portfolios.

John Robinson is a CFP® professional with 18 years of experience, currently with Raymond James & Associates since 2015. He holds the Series 66 designation and is based in Raleigh, NC. Outside of his advisory role, he is a partner in BRIG LLC, a business involved in passive real estate investment. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, supported by a nationwide adviser network and a range of portfolio management styles.

Sean O'Keefe is currently an Investment Solutions Representative III at Fidelity Investments. In this role, he partners with clients to understand their short and long-term financial goals and helps build customized financial plans tailored to their unique needs. Sean has progressively advanced within Fidelity Investments, beginning as a Customer Relationship Advocate in 2022, then serving as Investment Solutions Representative I from 2023 to 2024, Investment Solutions Representative II from 2024 to 2026, before assuming his current position. This experience has provided him with a comprehensive understanding of investment solutions and client relationship management. Outside of his professional responsibilities, Sean enjoys camping, golf, hiking, and watching movies.

Joel Oliver is a CFP® with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. He previously worked at Fidelity Investments and has been involved with Christ Baptist Church in Raleigh, NC, where he provides financial literacy and budget coaching. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, affiliated mutual funds, and trust services. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,000 financial advisors.

Glenn Woodlief is a financial advisor with Equitable Advisors in Raleigh, NC, holding Series 63 and Series 65 credentials and having 49 years of industry experience. He has been with Equitable Advisors since 1999, including the period when the firm operated as Axa Advisors, LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a network of Investment Adviser Representatives and offers a range of investment programs, relying on third-party asset managers and model portfolios rather than sponsoring its own wrap fee program.

Shihong Duan is a financial advisor at Merrill with a Series 66 designation and seven years of industry experience. Duan's prior work includes roles at Bank of America, JPMorgan Chase Bank, J.P. Morgan Securities, and HSBC. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Caroline Harper is a financial advisor at Morgan Stanley in Raleigh, NC, holding a Series 66 designation. She joined Morgan Stanley in 2024 and has prior experience working at Camp Cheerio. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm‑approved tools and investment research.

Alan Morgan is a financial advisor with Ameriprise in Raleigh, NC, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Morgan serves as President of the Board of Directors for Cardinal Grove HOA. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Christine Goldner is a Series 66-licensed financial advisor with Edward Jones in Garner, NC, with 11 years of industry experience. She has been with Edward Jones throughout her career, spanning from 2009 to the present. 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 strategies, manages approximately $1.01 trillion in assets, and operates a large nationwide network of financial advisors and branch offices.

Thomas Mense is a CFP®-certified financial advisor with eight years of experience, currently practicing at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Ferguson Enterprises, Inc. from 2015 to 2018. 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 with a nationwide network of over 23,000 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

John Healey is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in creating personalized financial strategies that align with clients' lifelong goals. He focuses on areas including college education planning, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, socially responsible and ESG investing, and women and wealth. Born and raised near Albany, New York, John earned both his bachelor's degree and MBA from The College of Saint Rose. He holds the Personal Investment Advisor (PIA) designation. In 2015, he and his family relocated to Raleigh, North Carolina, where they enjoy staying active outdoors year-round. John participates in community service with organizations such as the Food Bank of Central & Eastern North Carolina, the Greater Cleveland Athletic Association, and the U.S. Committee for Refugees and Immigrants. His approach as a financial professional emphasizes understanding clients' priorities to develop strategies that help pursue long-term goals.

Yah'kiel White is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, his work history includes roles at Fidelity Bank, Harris Teeter, Lowe’s, and UNC Greensboro. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, with a focus on systematic portfolio construction using proprietary research and algorithmic methods.