David Mcintyre Jr. is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, and Merrill. Mcintyre serves on the Wake County Advisory Board for the Salvation Army, focusing on community and humanitarian efforts. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s process emphasizes structured discovery and firm-approved planning tools without offering individual security recommendations in standalone planning.

Jerod Allen is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 14 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Pinnacle Financial Partners. Outside his advisory work, he serves as an associate at Pinnacle Asset Management, providing banking and loan services while making investment referrals. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse clientele, including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary advisory services supported by advanced analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Myson Darden is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill and Bank of America, he held positions at UBS, Fidelity, and North Star Resource Group, and spent several years working in education. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Whitman is a financial advisor at Raymond James Financial in Holly Springs, NC. He holds Series 65 and Series 63 licenses and has been working in financial services since 2025. Outside of his advisory role, Whitman serves in the North Carolina Army National Guard. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, pension plans, corporations, and institutional clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and promotes client implementation through its advisory programs or other providers.

Nicholas Bodnar is a CFP® professional with 13 years of experience at Edward Jones, where he has worked since 2013. He holds a Series 66 license and is based in Chapel Hill, NC. 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, supported by a large network of financial advisors and branch offices nationwide.

Eric O'Brien is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Bank of America, Merrill, Citizens Securities, and Transamerica Capital. Prior to entering the financial sector, he was involved with The Chef's Table for nine years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm’s approach combines fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios using systematic methodologies and long-term benchmarks.

Anthony Crutchfield is a financial advisor with LPL Financial in Raleigh, NC, holding a Series 66 designation and six years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for four years and has experience with North Carolina State University and the Kerr Family YMCA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Ryan Warren is a Series 66-licensed advisor at Osaic Wealth Inc with one year of industry experience. His background includes roles at Capitol Financial Solutions and various positions during his education at North Carolina State University. Osaic Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform focused on model-based asset allocation, portfolio optimization, and a variety of managed account programs.

William Hollingsworth is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on providing personalized wealth management strategies that align with clients' unique financial goals. His approach emphasizes a comprehensive understanding of each client's financial picture to create flexible strategies suited to changing market conditions. He also connects clients to Merrill's investment insights and the banking and lending services of Bank of America. William's areas of expertise include college education planning, corporate benefits and executive services, family wealth management, legacy planning, personal retirement planning, special needs planning, and managing new wealth. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of South Carolina. Outside of his professional role, William enjoys adventure sports, boating, fishing, scuba diving, and skiing. He continues his family’s legacy as a financial advisor and is committed to providing a high level of service guided by a philosophy that integrates all aspects of his clients' financial lives to help prioritize and pursue their most important goals.

Jennifer Hoselton is a financial advisor with UBS Financial Services in Chapel Hill, NC, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. She has been with UBS Financial Services since 2009. UBS Financial Services offers brokerage and investment advisory services to individual, corporate, and institutional clients, combining fiduciary financial planning with institutional trading capabilities and research-driven portfolio management.

David Nichols is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, written recommendation reports through a centralized consulting team.

Mark Kean is a financial advisor at Raymond James & Associates with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill. Outside of his advisory practice, he serves as a trustee for Landmark Free Will Baptist Church in Cary, NC. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutions, and municipal entities, providing tailored, non-discretionary financial planning and consulting supported by diverse portfolio management styles and in-house research.

Alan Hughes is a financial advisor with Raymond James & Associates, holding a ChFC® designation and Series 63 and 65 licenses. He has 38 years of industry experience and has been with Raymond James for 13 years. Outside of his advisory role, he serves as a board member of the Milburnie Fishing Club in Raleigh, NC. Raymond James & Associates is a large, dually registered 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 municipal advisory services.

Mark Gooding is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing, Wells Fargo Bank, North Carolina State Employees Credit Union, and the University of North Carolina Wilmington. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored Recommendation Reports. The firm operates as a large institutional provider with a broad range of advisory, brokerage, and insurance solutions.

Scott Lyons is a financial advisor with Fidelity Investments, holding a Series 66 designation and 15 years of industry experience. He has been with Fidelity since 2011, including seven years at Fidelity Personal and Workplace Advisors. Lyons is based in Raleigh, NC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a broad investable universe.

Tanner Elwood is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds Series 63 and Series 65 licenses and previously served five years in the United States Marine Corps. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program.

Nicole Guernsey is a financial advisor with Equitable Advisors in Cary, NC, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors, she worked in various roles across multiple companies, including Pindrop Security and Bandwidth Inc. Outside of her advisory work, Guernsey owns Teal House Consulting, LLC, a marketing and social media consulting business, and serves on the marketing committee of the Harmony LGBT+ Allied Chamber of Commerce. Equitable Advisors serves individual and institutional clients with financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm emphasizes matching clients to program models or discretionary managers and utilizes a range of mutual funds, ETFs, separately managed accounts, and select alternative investments, delivering services through proprietary and third-party solutions.

Charles Green is a Financial Advisor at Merrill Lynch Wealth Management. He provides financial planning and investment management services to individuals, families, and business owners. His work emphasizes tailored wealth management and goals-based planning. Charles specializes in areas including college education planning, family wealth management, international wealth management, legacy planning, liquidity management, personal retirement planning, portfolio management, small business strategies, tax minimization, and retirement income. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). His educational background includes a Bachelor's Degree from the University of North Carolina at Wilmington and a Master's Degree from Campbell University. In his professional practice, Charles aims to build trusted relationships by offering customized financial strategies aligned with clients' priorities. His approach supports clients in making informed decisions to prepare for retirement, build and preserve wealth, and plan for the future.

Scotty Crouthamel is a Financial Consultant based in Raleigh, North Carolina. He specializes in helping individuals and families make informed financial decisions through tailored planning. His focus areas include long-term wealth building, retirement preparation, and legacy creation. Prior to his current role, Scotty served as a Workplace Planning Consultant III at Fidelity Investments from 2022 to 2024. He holds an AR Insurance License and is a Certified Financial Planner™. Outside of his professional work, Scotty enjoys boating, fishing, football, golf, spending time at the lake, and skiing.

William Miller is a CFP® with 19 years of industry experience, currently serving as a financial advisor at LPL Financial in Raleigh, NC. His prior roles include positions at South State Bank, FTB Advisors, and Truist Investment Services. He is also active as a private banker at South State Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives.