Connor McElhannon is a Branch Leader at Fidelity Investments. In his current role, he focuses on fostering a high-performance work culture by supporting associates to utilize their talents fully and assist clients in planning for their long-term financial well-being. He has been with Fidelity Investments since 2015, holding several roles including Defined Contribution Associate, Workplace Planning & Guidance Consultant I and II, Help Desk Workplace Planning & Advice, and Team Leader Workplace Planning & Advice. This progression reflects his experience in workplace planning and guidance over several years. Outside of work, Connor's personal interests include baseball, cooking and baking, family activities, gardening, and parenthood.

Alexander Friend is a financial advisor at RBC Capital Markets in Raleigh, NC, with three years of industry experience. He holds a Series 66 designation and has previously worked at City National Bank and Tailwind Capital Distributors, LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored portfolio management and financial planning services through various advisory programs, utilizing in-house and third-party managers to implement customized investment strategies.

Jamie Evans is a financial advisor with Wells Fargo Clearing in Raleigh, NC. He holds Series 63 and Series 66 credentials and has 16 years of industry experience. He has worked at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA since 2005. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party sources to support its investment approach.

Travis Hale is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His work history includes roles at Fidelity Investments, Nu Skin Enterprises, and internships with I Am Zambia and Tessel Supply. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and it serves as an adviser to multiple registered investment companies and fund-of-funds.

Jeremy Ray is a CFA® charterholder and holds a Series 66 license with nine years of industry experience. He has been with Wells Fargo Clearing since 2017 and previously worked at Bank of America from 2009 to 2017. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics informed by diversification principles and modern portfolio theory.

Mary Woodard is a CFP® credentialed financial advisor with 15 years of industry experience, currently with Edward Jones since 2008. She is based in Raleigh, NC and holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a variety of discretionary and non-discretionary investment solutions under a fiduciary standard.

Evan Dixon is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at US Tech Solutions and UNC Charlotte, among others. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, retirement plan consulting, and both brokerage and advisory solutions. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.

Anthony Sica is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes positions at High Point University and Vested Business Brokers. Outside of his advisory role, he is active as a Twitch and TikTok video game streamer. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and offers services such as discretionary and non-discretionary advisory work, fund advisory, and model portfolio delivery.

Robert Volpe is a CFP® professional with 26 years of industry experience, currently serving as an advisor at Raymond James Financial Services Advisors, Inc. since 2010. He holds the Series 63 designation and is based in Holly Springs, NC. Volpe serves as Treasurer on the boards of two homeowners’ associations, providing financial oversight and budgeting support. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm utilizes risk profiling and analytical modeling to deliver tailored, non-discretionary planning and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Kenneth Buckner is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 16 years of industry experience. He previously worked at Edward Jones for 14 years before joining Raymond James and the Four Corners Advisor Group. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and nonprofit organizations. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains a range of specialized programs, including municipal finance and SIMPLE IRA employer advisory services.

Sanjay Shah is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors. He has been with Cambridge Investment Research since 2014 and previously worked at Merrill from 2012 to 2014. In addition to his advisory role, Shah is an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by offering financial planning, investment management, and retirement-plan advisory services. The firm manages assets across multiple platforms and custodians, providing both discretionary and non-discretionary management along with proprietary model strategies.

Abdias Carmona is an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2022. In this role, he focuses on listening to clients, guiding them, and empowering them to co-create financial plans that adapt to their life's changes. His approach aims to help clients achieve financial confidence through clear and intentional actionable steps. Prior to joining Fidelity Investments, Abdias worked as a Relationship Banker at Wells Fargo Bank, NA from 2015 to 2022. This experience has contributed to his expertise in client relationship management and financial services. Outside of his professional career, Abdias enjoys family activities, music, outdoor adventures, parenthood, traveling, and volunteering.

Terry Treiber is a financial advisor with Cambridge Investment Research Advisors in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at Morgan Stanley and Merrill prior to joining Cambridge in 2013. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multibillion-dollar asset base across multiple platforms and custodians.

Carson Dean is a financial advisor at Fidelity with a Series 66 credential and three years of industry experience. He has been with Fidelity Investments since 2022. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and serves in formal advisory roles to multiple registered investment companies.

Young Vuong is an Investment Solutions Representative III at Fidelity Investments. In this role, he focuses on building meaningful relationships and delivering personalized guidance that aligns with each client's goals, risk tolerance, and long-term priorities. He has been with Fidelity Investments since 2021, progressing through roles including High Net Worth Representative and Fixed Income Specialist. Prior to joining Fidelity, Vuong worked as a Trading Service Representative at Wells Fargo Advisors from 2019 to 2020.

Edwin Braswell III is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining the firm in 2005, he has focused on helping families plan and manage all aspects of their financial life through a disciplined approach that provides tailored strategies. As a member of the Steffens, Lane, and Braswell Team, he works closely with clients and their other trusted advisors to address current lifestyle needs, retirement income planning, and legacy goals. Edwin holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor™ (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a bachelor's degree from the University of North Carolina at Chapel Hill. Residing in Raleigh, North Carolina with his wife, Caroline, and their two children, Edwin is actively involved in the community. He participates in youth soccer through NCFC, is a member of F3 Raleigh, serves on the board of Family Promise of the Triangle, and is an active member of Christ Church (Episcopal) of Raleigh. He enjoys playing tennis and spending time outdoors.

Suzanne Barham is a CFP®-certified financial advisor with 27 years of industry experience. She has worked at Edward Jones since 2018 and previously held roles at Kestra Financial Securities, Inc. and White Oak Wealth Partners. Barham is based in Raleigh, NC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Conner Reeves is a Planning Consultant at Fidelity Investments, a role he has held since 2025. In this capacity, he collaborates with Financial Consultants to deliver tailored financial planning conversations that transform complex data into actionable insights. His consultative and analytical approach aids in identifying deeper client needs and facilitating strategic opportunities aimed at long-term financial well-being. Prior to his current position, Conner held multiple roles at Fidelity Investments, including Relationship Manager from 2024 to 2025, Financial Representative from 2023 to 2024, and Financial Service Representative from 2022 to 2023. He also worked as an Associate Banker at JP Morgan Chase between 2022 and 2023. Outside of his professional commitments, Conner has interests in cooking and baking, football, golf, outdoor adventures, and snowboarding.

William Brewer is a financial advisor with Morgan Stanley in Raleigh, NC, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to both individual and institutional clients. The firm emphasizes structured financial planning using proprietary tools and provides services through its Financial Advisors and Estate Planning Strategies Group.

Jessica Hathaway is a financial advisor at Wells Fargo Clearing with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked in various roles including positions at Wells Fargo Bank NA and Food Lion. Outside of her advisory work, Hathaway owns and operates a personal training business based in Raleigh, NC. 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 approach incorporates modern portfolio theory and includes a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.