Robert Allen is a CFP® professional with 13 years of industry experience, serving as a financial advisor at Edward Jones since 2013. He is based in Raleigh, 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 strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Deborah Schulz is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 27 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wachovia Bank, N.A. She is based in Fuquay Varina, NC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with an emphasis on tailored services and discretionary investment management options.

Rudy Stulc Jr. is a financial advisor at Edward Jones with Series 66 registration and three years of industry experience. Prior to joining Edward Jones, he worked for the Wake County Public School System and Dawson County High School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,000 financial advisors across 15,000 branch offices.

Erica Damon is a financial advisor with Ameriprise Financial Services, LLC in Raleigh, NC, holding Series 65 and Series 66 licenses and nine years of industry experience. She has worked with Ameriprise in various capacities since 2020 and previously worked at Wayfair Inc. and Walmart. Erica serves as President of the UNC Kenan-Flagler Triangle Alumni Chapter. 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.

Grant Chaney is a financial advisor with RBC Capital Markets in Raleigh, NC, holding Series 63, 65, and 66 licenses and eight years of industry experience. His career includes roles at City National Bank, SCS Financial Services, EY, and Sanford C. Bernstein & Co., LLC. He serves on the Virginia Tech Finance Advisory Board, contributing to curriculum development and student placement initiatives for his undergraduate alma mater. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored advisory programs with a range of portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Luann Maner is a financial advisor with Morgan Stanley in Raleigh, NC, holding Series 63 and Series 65 licenses with 38 years of industry experience. She has worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association throughout her career. Outside of her advisory role, she is the owner of Sea Clearly, LLC, a real estate-related business in Ocean Isle Beach, NC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and financial planning services supported by firm-approved tools and methodologies.

Jon Cockerham is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior experience includes roles at SunTrust Advisory Services and several automotive dealerships. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm’s investment menu includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

William Brewer IV is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2022 and Morgan Stanley Smith Barney LLC since 2021. Outside of his advisory roles, he has been involved with Scratch Kitchen & Taproom and Grace Christian School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

William White III is a CFP® with 14 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He spent 13 years at Edward Jones before joining Raymond James in 2024. White operates W.C. White Private Wealth, L.L.C., his independent contractor business affiliated with Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutional investors, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal advisory and SIMPLE IRA employer consulting services.

Nidhi Alberti is a financial advisor with Equitable Advisors in Raleigh, NC. She holds the Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, she worked at Travel Perk and ACI Worldwide among other roles. Outside of financial advising, Alberti owns a public relations consulting business and serves as Vice President of Membership for AMA Triangle. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through third-party managers and LPL programs. The firm combines advisory and brokerage services with a hybrid referral and implementation model tailored to client goals and risk tolerance.

Justin Leaston is a financial advisor with Equitable Advisors in Raleigh, NC. He holds a Series 66 designation and has been with Equitable Advisors since 2026. Prior to his advisory role, he has worked in various positions including as an independent contractor for DoorDash. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through third-party programs. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Gary Boswick is a CFP® with 25 years of industry experience, currently affiliated with Wells Fargo Clearing in Raleigh, NC. His career includes roles at Wells Fargo Bank and BB&T Investment Services. He serves as a power of attorney for his mother. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Tod Cattani is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Bank of America Corporation and Wells Fargo in various capacities. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Robert Trujillo II is a financial advisor with OSAIC based in Wake Forest, NC, holding a Series 66 designation and 13 years of industry experience. He has been associated with Royal Alliance since 2014. Outside of his advisory work, he owns a sole proprietorship providing insurance services as needed. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers a range of integrated investment and financial planning services, utilizing asset-allocation tools and third-party managed account solutions.

Blair Griffin is a CFP® professional with 15 years of industry experience, currently serving at Edward Jones since 2012. He holds the Series 66 designation and is based in Wake Forest, NC. 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 and offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jack Taylor is a financial advisor with Merrill in Raleigh, NC, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Merrill and Bank of America in 2026, he worked at Fidelity Investments and New York Life among other firms. 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 and profit-sharing plans, corporations, and charitable organizations.

Phillip Stevens is a Financial Advisor with Merrill Lynch Wealth Management, based in Raleigh, North Carolina. He works with individuals, families, retirees, and business owners to provide personalized financial planning and investment guidance. His approach focuses on understanding clients' goals and developing strategies to help pursue their short-, mid-, and long-term financial objectives. Phillip specializes in areas including liquidity management, managing new wealth, personal retirement planning, small business strategies, individual and corporate investment strategy, and retirement income. He offers access to Bank of America specialists for banking, credit, home financing, and small business solutions to support comprehensive financial needs. A Raleigh native, Phillip graduated from North Carolina State University with a bachelor's degree concentrating in Finance. Inspired by his grandmother's career as a Merrill advisor, he is committed to building meaningful relationships and helping clients make confident financial decisions. Phillip holds the Personal Investment Advisor (PIA) designation.

Amy Friedrich is a financial advisor at Wells Fargo Clearing in Raleigh, NC. She holds Series 63 and Series 65 licenses and has been in the industry since 2024. Her prior experience includes roles at Wells Fargo Bank, McGriff - Truist Bank, and Syneos Health, LLC. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions, relying on research and analytics from Wells Fargo Investment Institute and third-party databases.

James Wallace III is a financial advisor with Cambridge Investment Research Advisors in Cary, NC, holding the CFP® designation and Series 66 license. He has 19 years of industry experience, previously working at Lincoln Financial Securities Corporation and Securities America. In addition to his advisory role, he operates as an independent insurance agent. Cambridge Investment Research Advisors serves a broad client base including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement advisory services through a network of independent professionals using a range of portfolio management and advisory platforms.

Preston Mahan is a financial advisor with Raymond James Financial Services Advisors, Inc. in Raleigh, NC, holding Series 63 and Series 66 credentials and with 17 years of industry experience. His work history includes roles at Capital Investment Group, Inc., TowneBank, and Paragon Bank. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm delivers tailored, non-discretionary consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.