Robin Gardner is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding a Series 66 designation and 10 years of industry experience. He has worked at Wells Fargo Clearing since 2018 and previously at Wake Forest Charter Academy from 2014 to 2018. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes investment policy statement preparation, investment recommendations, performance reporting, and participant education, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Alexander Purcell serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' financial goals and creating personalized wealth management strategies tailored to their needs. He helps clients navigate various financial areas such as college education planning, retirement planning, legacy planning, and managing new wealth. Alexander emphasizes a one-on-one approach to develop strategies designed to help clients pursue their long-term objectives. Alexander holds a Bachelor's Degree from North Carolina State University and carries the Personal Investment Advisor (PIA) designation. He is a member of the Lambda Chi Alpha Fraternity. Outside of his professional work, Alexander participates in community service activities including volunteering with the Boy Scouts of America, Feeding America, the Food Bank of Eastern North Carolina, and the Raleigh Parks and Recreation Department. In his personal time, Alexander enjoys spending time with his family and engaging in a variety of sports such as baseball, football, golfing, hunting, skiing, and swimming. He is a supporter of North Carolina State University and other North Carolina professional sports teams, and he is involved in coaching and attending sporting events in the Triangle area.

Kate Haisch is a financial advisor at Edward Jones in Cary, NC, holding the Series 66 designation with 13 years of industry experience. She has been with Edward Jones since 2013 and previously operated a business repairing horse equipment and horse bits. Outside of finance, she owns and manages Kates Equine, a horse equipment repair business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a wide range of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.

Martha Petzold is a CFP® with nine years of industry experience, currently advising clients at Charles Schwab in Raleigh, NC. She has been with Charles Schwab and its affiliated entities since 2018. Outside of her advisory role, she works as an independent consultant helping to introduce the Alphabeta Guide software to universities and educational institutions in Latin America. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment services supported by a centralized operational model.

Christopher Wilsey is a financial advisor at OSAIC with five years of industry experience. He holds a Series 66 credential and previously worked at Triad Advisors and operated his own practice before joining OSAIC. Outside of advising, he has consulted on business research projects for RSR Marketing Solutions, a firm he was associated with for nearly two decades. OSAIC Wealth serves a diverse client base, including retail and institutional investors, through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, using tools such as risk-tolerance assessments and efficient frontier analysis.

Carl Bowe is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with individuals and families to help them navigate their financial lives, providing strategies tailored to their unique goals and circumstances. Carl's approach emphasizes understanding what matters most to his clients and aligning their resources to support those priorities. With experience in areas including education planning, family wealth management strategies, legacy planning, portfolio management services, individual and corporate investment strategies, tax minimization, and retirement income, Carl delivers comprehensive financial guidance. He holds the designation of Personal Investment Advisor (PIA) and has earned a Master's of Business Administration (MBA) as well as a Bachelor's Degree from Pensacola Christian College. Carl's personal interests include chess, golfing, music, and reading. Drawing from his background and experiences, he is committed to facilitating thoughtful financial planning that helps clients build opportunities for their future and that of their families.

Jon Lee is a CFP® and Series 66 credentialed financial advisor with Edward Jones in Raleigh, NC, where he has worked since 2018. He has eight years of industry experience, including prior roles at GuideIT and a brief retirement in 2017. He serves as a board member at Casa Esperanza Montessori Charter School in Raleigh. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a comprehensive 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 nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Ian Dubee is a financial advisor with Merrill in Raleigh, NC, holding a Series 66 designation and 15 years of industry experience. He has been with Merrill and Bank of America, N.A. since 2015. Outside of his advisory role, he serves as a Power of Attorney for a private entity in Wilson, North Carolina. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via 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.

Gloria Kabugo Musoke is a financial advisor at Charles Schwab with 10 years of industry experience. She holds a Series 66 designation and previously worked at Fidelity Investments from 2014 to 2021 before joining Charles Schwab and Charles Schwab Bank, SSB in 2021. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advice with access to discretionary separately managed accounts, delivering multi-asset model portfolios supported by centralized custody and a formal alternative-investment offering.

David Beeler is a financial advisor at Edward Jones in Cary, NC, holding the CFP® designation with 24 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he serves as president of a franchised sandwich business, Jimmy John's Gourmet Sandwich Shop, overseeing three locations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services, operating under a fiduciary standard.

Melissa Wesley is a Financial Advisor at Merrill Lynch Wealth Management based in Raleigh, North Carolina. With over 20 years of experience in the financial industry, she assists individuals and families in pursuing their financial goals through strategies tailored to their unique needs. Her areas of focus include personal retirement planning, college and education planning, executive compensation, legacy planning, liquidity management, managing new wealth, portfolio management services, and retirement income. Melissa holds a High School Diploma from Cary High School and a Bachelor's Degree from North Carolina State University. She also holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She works closely with clients of multiple generations to help build wealth, preserve assets, and educate families about financial responsibility. Outside of her professional role, Melissa is involved in community organizations such as the American Legion Auxiliary, Junior Achievement of Eastern North Carolina, and Triangle Beagle Rescue of North Carolina. Her personal interests include antiquing, boating, cooking, fishing, gardening, music, painting, spending time with her family, traveling, and yoga.

James Gidley is a financial advisor at Ameriprise with 26 years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2005. Outside of his advisory role, he serves as treasurer on the board of Wake Football Club and operates a spice company called Outrigger Spices. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Elizabeth Perry is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, she worked at Adama from 2009 to 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors and provides affiliated capabilities including trust services and proprietary mutual funds.

Susan Franklin is a Series 65-licensed financial advisor at OSAIC with four years of industry experience. Her previous roles include positions at LifePlan Group, S&S Technologies / Advent, Triangle Securities Wealth Management, and Piedmont Investment Advisors. OSAIC serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process with portfolio optimization and provides access to both proprietary and third-party investment strategies.

Brandon Miller is a financial advisor at Edward Jones with the CFP® designation and Series 66 license. He has four years of industry experience, including five years at Edward Jones and ten years at Mickey Truck Bodies. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,000 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Ricardo Barbosa Ballester is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, he served in the US Army and US Army Reserve for a combined total of 15 years. His work history also includes a year at Walgreens. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified charitable funds and registered investment companies. The firm employs a systematic investment process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Whitney Walker is a financial advisor with Morgan Stanley in Raleigh, NC, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has been with Morgan Stanley since 2011. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, focusing on structured financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs advanced modeling tools such as Monte Carlo simulations in its planning process.

Jordan Senter is a financial advisor with Charles Schwab, holding a Series 66 designation and 11 years of industry experience. He has been with Charles Schwab since 2016, including roles at Charles Schwab bank, SSB and Charles Schwab Premier Bank, SSB. Charles Schwab & Co., Inc. serves a large client base primarily composed 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 offers a combination of non-discretionary and discretionary investment solutions, supported by centralized custody and operational services.

Harlan Little is a financial advisor with Edward Jones in Wendell, NC, holding Series 63, 65, and 66 licenses with four years of industry experience. His background includes roles at Fidelity Investments, Equis Financial, and First Citizens Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Duff Freeman is a financial advisor with OSAIC based in Raleigh, NC, holding the ChFC® designation as well as Series 63 and Series 65 licenses. He has 43 years of industry experience, currently serving at OSAIC since 2023, and previously worked with SagePoint Financial Advisors and his own firm, Freeman Financial Services, which he has owned since 1995. In addition to his advisory role, Freeman provides financial planning and consulting through Freeman Financial Services, advising clients on life insurance, disability income, long-term care, and fixed annuities as appropriate. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, utilizing tools such as risk-tolerance questionnaires and efficient frontier analysis, and supports discretionary and advisor-managed strategies with multiple custodial arrangements.