Cyrus Durham is a financial advisor at Ameriprise in Raleigh, NC, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Millenium Planning Group RIA, Imperial Insurance and Financial Services, and Oldhouse Bookkeeping and Tax. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

David Arrington is a financial advisor with Fidelity, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Policygenius and various companies outside the financial sector, such as Fullsteam Brewery and Restaurant Provence Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of systematic methodologies, AI-driven research, and advisory roles to multiple registered funds.

Tan Tang is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, Tan worked at First Citizens Bank and has operated as a sole proprietor. Outside of advisory services, Tan occasionally assists with client reception at a family-owned nail salon. Fidelity Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Elisha Hicks is a financial advisor with Edward Jones, holding a Series 66 designation and 13 years of industry experience. She has been with Edward Jones since 2012. 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 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Rodney Fauth Jr. is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and previously served in the United States Air Force from 2016 to 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services through a nationwide network of financial advisors and branch offices.

Karla Valas is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 66 designations and is based in Raleigh, NC. Valas has been associated with Fidelity Investments since 1998. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including mutual funds and charitable gift funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Mark Fortier is a CFP®-designated financial advisor with Edward Jones in Raleigh, NC, where he has worked since 1993. He has 32 years of industry experience and holds a Series 63 license. Outside of his advisory role, he owns a charter fishing boat business in Raleigh. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Sean O'riley is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 66 and Series 63 designations. Prior to joining Fidelity, he worked for Franklin Templeton Distributors, Inc. for 20 years and held positions at Sterling Fox Financial Services and Librestream Technologies. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and systematic methodologies in constructing portfolios.

Arya Gor is a Planning Consultant at Fidelity Investments, a role they have held since 2025. In this position, Arya partners with clients to understand their financial goals and helps build customized financial plans. They prioritize forming strong relationships with clients and maintaining trust and transparency. Prior to their current role, Arya served as a Relationship Manager and Financial Representative at Fidelity Investments between 2023 and 2025. Before joining Fidelity, Arya worked in finance and accounts receivables at Seesaw Learning, Inc. from 2021 to 2023. Arya holds a California Insurance License. Outside of their professional work, Arya enjoys spending time at the beach, cooking and baking, engaging in family activities, fitness, social events with friends, and skiing.

Patrick Weller is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to his current role, he worked at Coach's Cuts Lawncare and Your Event Source. He also has a background in education, having worked with Wake County Public Schools and attended the University of South Carolina. 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 uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Jesse Schietz is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. He has worked at Fidelity Investments since 2021 and has prior experience in various roles outside the financial sector, including positions at Shipt and Contend Capital. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

James Mc Glothlin is a financial advisor with Edward Jones in Cary, NC, holding the ChFC® designation and Series 66 license. He has 10 years of industry experience and has been with Edward Jones since 2015. Outside of his advisory work, he volunteers as a camera assistant for PGA Tour golf telecasts. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm has a large network of financial advisors and branch offices and operates under a fiduciary standard.

Casey Bumgarner is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Edward Jones and Prudential Insurance Company of America. Outside of his advisory role, he is involved with the Angelus Sano Fund, a medical device venture based in Winter Park, FL. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA 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 a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Austin Wells is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has previously worked at The Run Group, LLC and Sewell Infiniti of Dallas. Wells is based in Durham, NC. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Daniel Ponce is a financial advisor at LPL Financial with one year of industry experience. His prior work includes roles at Wells Fargo Bank and Wells Fargo Clearing, as well as experience at Charter Communications. Outside of finance, he has worked as an independent contractor driver for Lyft. 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 advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and third-party research.

Leslie Merritt III is a financial advisor at OSAIC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at FSC Securities Corporation, Inc. for 18 years before joining OSAIC in 2023. Outside of his advisory role, he owns Neuse Goatscaping, Inc., an agricultural business involved in brush clearing using goats, which is connected to his family’s longstanding farm. He also manages multiple insurance agencies specializing in life and long-term care insurance. OSAIC serves a diverse client base, including individual investors, institutions, and charitable organizations, offering integrated brokerage and advisory services, retirement plan consulting, and access to third-party money managers. The firm employs asset-allocation tools and risk-tolerance assessments to construct tailored portfolios and supports legacy platforms and model-managed account solutions.

Bonnie Clare Kunath is a financial advisor with Equitable Advisors in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. She has been with Equitable Advisors since 2006 and previously worked at Axa Advisors, LLC. Outside of her advisory work, she serves as Sponsorship Chair for Festa Italiano, The Sons and Daughters of Italy in Raleigh. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Jackson Baum is a financial advisor with LPL Financial in Raleigh, NC, holding a Series 66 designation and four years of industry experience. He has been associated with LPL Financial since 2020 and also operates Capital Insurance & Financial Services, Inc., which focuses on non-variable insurance sales and customer service. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide through a large network of investment adviser representatives. The firm offers a wide range of advisory and brokerage services, including financial planning, retirement plan consulting, model portfolios, and utilizes both discretionary and non-discretionary management strategies supported by extensive research.

Wendy Artis is a financial advisor at Merrill with a Series 66 designation and 18 years of tenure at the firm. She has three years of industry experience. Outside of her advisory role, she serves on the Stone Soup committee for Urban Ministries of Wake County and is involved with the Susan G. Komen Carolinas committee, assisting with fundraising and event planning. Merrill provides managed account services to Bank of America fiduciary clients through model-based and discretionary strategies developed by internal and third-party teams. The firm serves a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Hunter Bostwick is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2024, he worked at IBM from 2013 to 2021 and has been employed at Kyndryl, Inc. since 2021, where he serves as a hardware program manager. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.