Top planning for children with special needs financial advisors in Durham, NC

Gary Gaulden is a CFP® with 33 years of industry experience, currently affiliated with OSAIC Advisory Services, LLC. His prior roles include positions at Ameriprise Financial Services, Inc., Arbor Point Advisors, and Securities America, Inc. He operates a satellite office in Atlantic Beach, NC, through Gaulden & Associates. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension plans, corporations, and nonprofit organizations. The firm provides a range of services such as investment management, financial planning, and retirement plan consulting, utilizing multiple program models and offering access to alternative investments and affiliated capabilities.

Travis Hornsby is a financial advisor at SLP Wealth with CFP®, CFA®, and Series 63 credentials and three years of industry experience. He has been involved in web publishing and consulting through his ownership of Student Loan Planner since 2016. SLP Wealth is an SEC-registered advisory firm serving individual clients and small-business owners with discretionary investment management, financial planning, and non-discretionary 401(k) services. The firm employs diversified, risk-based portfolios using no-load mutual funds and ETFs, with ongoing monitoring and periodic rebalancing.

Gary Crenshaw is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has worked at Pinnacle Bank/Pinnacle Financial Partners and Suntrust Investments. He is also an associate at Pinnacle Asset Management, where he serves as a financial consultant. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, institutional, and nonprofit clients. The firm utilizes risk profiling and analytical tools to tailor non-discretionary planning and encourages clients to implement recommendations through various advisory programs.

Brad Corbett is a financial advisor at Verity Asset Management with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Verity since 2014. Outside of his advisory role, he serves as a board member for Thalweg Capital Management, a real estate firm, providing oversight and governance. Verity Asset Management is a multi-team SEC-registered firm managing approximately $1.15 billion across 55 advisers. The firm serves individuals, retirement plans, institutional clients, and other investment advisers, using a largely model-based investment approach that includes both internally managed specialty strategies and third-party models.

Nahnsan Guseh is a financial advisor at Capital Solutions Advisors, LLC with three years of industry experience. He holds a Series 65 designation and manages his own independent advisory firm. Outside of advising, Guseh works full-time as a data scientist at a medical device company. Capital Solutions Advisors, LLC serves individual investors with ongoing asset management and financial planning services, offering both discretionary and non-discretionary portfolio management along with comprehensive financial plans. The firm tailors investment programs to client goals, using a mix of fundamental, technical, charting, and cyclical analysis, and employs various strategies including options trading.

Amanda Quicke is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. She has worked at various Wells Fargo entities since 2009. Amanda is a Series 66 license holder and has partial ownership in an investment-related business, Granite Wealth Management, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options using proprietary research and tools, with services tailored to clients who meet specific net-worth criteria.

Rudenca Blloshmi serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, she helps clients develop personalized wealth management strategies tailored to their individual financial goals. She provides access to Merrill’s investment insights alongside the banking and lending solutions offered by Bank of America. Rudenca focuses on client areas including family wealth management, personal retirement planning, philanthropic planning, tax minimization, retirement income, special needs planning, managing new wealth, and women and wealth. Rudenca holds multiple professional designations, including Accredited Wealth Management Advisor (AWMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). She attended Pace University without earning a degree and conducts business in both English and Albanian. Rudenca is involved with the Global Albanians Foundation and enjoys baseball, biking, golfing, music, and photography in her personal time.

Matthew Seale is a financial advisor with Edward Jones in Baytown, TX, holding CFP® and ChFC® designations and registered Series 63 and Series 66. He has 21 years of industry experience, all with Edward Jones since 2004. 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 including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a network of more than 23,700 financial advisors.

Lanis Webb is a financial advisor at G. A. Repple & Company with 25 years of industry experience. He holds a Series 66 designation and has been with G. A. Repple & Company since 2012. In addition to his advisory role, Webb works as an independent fixed insurance sales agent. G. A. Repple & Company provides investment advisory and financial planning services to a diverse client base, including retail individuals, retirement plans, trusts, estates, and corporate entities, employing various analytical approaches to portfolio construction and offering multiple investment program options.

Evan Hirano is a CFP® and CFA® with 10 years of industry experience. He has worked at Mok Capital Management since 2015 and at Purshe Kaplan Sterling Investments since 2017. Mok Capital Management provides investment advisory and financial planning services to individuals, living trusts, charities, pension and profit-sharing plans, and business entities. The firm employs a value-oriented investment approach combining fundamental and technical analysis, managing portfolios primarily of stocks, bonds, and ETFs with periodic rebalancing aligned to client objectives.