Brock Doran is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has dedicated his entire career to the financial services industry, focusing on helping clients achieve their personal goals through comprehensive wealth management. Brock holds the Chartered Retirement Planning Counselor™ (CRPC) designation from The College for Financial Planning Institutes Corp. He specializes in goals-based wealth management that includes investment management, banking services through Bank of America, life and long-term care insurance solutions, trust planning, and college savings strategies. He collaborates closely with clients' CPAs, estate planning attorneys, and other specialists to develop tailored and holistic wealth management plans centered around a Personal Wealth Analysis®. Brock prioritizes providing best-in-class brokerage and banking services to address clients' financial issues and life events. Outside of his professional work, Brock enjoys spending time with his two children, family, and friends. His personal interests include boating, skiing, golfing, biking, fishing, live music, and traveling. He earned a Bachelor's Degree from Virginia Polytechnic Institute & State University.

William Teague is a financial advisor with OSAIC based in Raleigh, NC, holding a Series 66 designation and nearly five decades of industry experience. His prior work includes longstanding roles at Capital Analysts, Incorporated and FIDELITY Capital Management, where he serves as Vice President and acts as a life insurance settlement agent and fixed insurance product solicitor. OSAIC Wealth, Inc. serves a diverse client base including individual and institutional investors through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services with access to third-party money managers and a variety of investment products.

Ryan Homer is a financial advisor at Fidelity with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various Fidelity divisions since 2001. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing portfolios that include mutual funds, ETFs, and ETPs.

Timothy Rutt is a financial advisor at Ameriprise with 21 years of industry experience. He holds Series 63 and Series 65 registrations and has been with Ameriprise Financial Services since 2015. 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 focused on dependable income sources and tax-aware withdrawal strategies.

Nicole Santos is a financial advisor with Mass Mutual Investors Services in Cary, NC, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has worked at MML Investors Services LLC and Massachusetts Mutual Life Insurance Company since 2017, following a year at Merrill. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with an emphasis on collaborative, goal-based planning using firm-approved analytical tools.

Louis Weitz is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 2 years of industry experience. He has been with Wells Fargo Clearing since 2012. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Shayla Jones is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. Her career includes roles at Fidelity Investments since 2022 and prior experience in retail positions at Ulta and DTLR. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm uses a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Bryan Pacuch is a financial advisor with LPL Financial in Raleigh, NC, holding a Series 66 designation and four years of industry experience. His prior work includes positions at Fidelity Investments, Bank of America, and Enterprise Holdings. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Erin Beavers is a financial advisor at Morgan Stanley in Raleigh, NC, holding a Series 66 designation with 10 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2013. Outside of her advisory role, she is a partner in an automotive business, PrimeTime Motors of Garner, LLC. Morgan Stanley Wealth Management is a large SEC-registered adviser and broker-dealer serving individual and institutional clients with comprehensive financial planning and investment advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside advisory services.

Melanie Regner is a financial advisor with Morgan Stanley in Raleigh, NC, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. She has been with Morgan Stanley and its Private Bank since 2011 and 2015, respectively. Regner serves on the Finance Committee of Leadership North Carolina, a civic organization focused on various community and educational initiatives. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services ranging from estate planning to corporate financial plans.

Daniel Arney is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. He has been with LPL Financial since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and services supported by research from LPL Research and third-party subadvisors.

Krista Cavalieri Carr is a financial advisor with Fidelity in Durham, NC, holding Series 66 and Series 63 credentials and nine years of industry experience. She has been associated with Fidelity Brokerage Services LLC since 2015 and joined Fidelity Investments in 2025. Outside of her advisory work, she is involved in event planning as an independent sales contractor for Southern Skies Events, LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a systematic investment approach that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios and oversees multiple registered investment companies, utilizing advanced methodologies including AI in its research processes.

Michael Jordan is a financial advisor with Morgan Stanley in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Morgan Stanley since 2012 and has worked at Morgan Stanley Private Bank, National Association since 2017. 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 a structured planning process that integrates firm-approved tools and modeling techniques.

George Holden III is a financial advisor with Morgan Stanley in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Bank of America and Merrill, and he has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2021. Outside of his advisory work, he is involved with NSH Properties LLC, a real estate business based in Cary, North Carolina, in which he holds a passive role. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides services that include investment advisory, estate planning, and access to various financial products and strategies.

James Rushton is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds the Series 66 designation and has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including financial planning and estate strategies, managing approximately $2.74 trillion in client assets.

Wendy Garrett is a financial advisor with Ameriprise, holding a Series 66 designation and 11 years of industry experience. She previously worked at Edward Jones for nine years before joining Ameriprise in 2024. Garrett serves as the secretary on the board of directors for the nonprofit Wonderfully ME. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and ongoing annual advice focused on income sources and tax-aware withdrawal strategies.

David Ansbro is a financial advisor at LPL Financial with 24 years of industry experience and holds the CFP® and Series 66 designations. His prior experience includes roles at Waddell & Reed, Liberty National Life Insurance Company, and Thorough Financial Group. He is also involved with Thorough Financial Group, LLC in a non-investment-related capacity. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting with both discretionary and non-discretionary management supported by research and multiple portfolio strategies.

Austin Smith is a Financial Consultant at Fidelity Investments, where he focuses on developing comprehensive financial plans tailored to meet the unique needs of families. He works closely with clients to identify strategies that strengthen their financial positions and makes adjustments as their life circumstances and goals evolve. Austin has been with Fidelity Investments since 2019, progressing through roles including Workplace Planning Associate, Workplace Planning Consultant, Financial Representative, Relationship Manager, and Investment Consultant before assuming his current position in 2024. Prior to that, he gained experience in customer service at Fidelity Charitable from 2016 to 2018. He holds a California Insurance License. Outside of his professional work, Austin has personal interests in fitness, golf, skiing, soccer, and traveling.

David Poteet is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with Fidelity Investments since 2018, with a brief tenure at Utah Valley University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction, and offering oversight of model portfolios and sub-advisers.

Alexandra Odorizzi is a financial advisor at Morgan Stanley in Raleigh, NC, with 25 years of industry experience. She holds a Series 63 designation and has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she serves as a board member for the Weldon Ridge Barracudas Swim Team, organizing the summer swim program. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.