Steven Consiglio is a financial advisor at Osaic Wealth with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Signator Investors Inc and John Hancock Financial Network. Outside of his advisory role, he engages in professional speaking and coaching through Noble Strategies, LLC, and serves as a trainer for Robbins Research International at Tony Robbins events. Osaic Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm delivers brokerage and advisory services through a multi-advisor platform with an investment approach centered on model-based asset allocation, portfolio optimization, and a variety of managed account programs.

Timothy Wolfe is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 66 designations and has held various roles within Fidelity and its related entities since 2008. Strategic Advisers LLC, a Fidelity Investments company, 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 combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it serves as an advisor to funds and delivers model portfolios through intermediary platforms.

Mitchell Baker is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, he held roles at Oasis Outsourcing and other companies. Outside of his advisory work, Mitchell operates a personal eBay account and streams video game content under the name notquiteroyaltyyet. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Lucas Bourne is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been with Fidelity in various roles since 2008, including positions at Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC serves a diverse client base including retail and institutional investors, offering investment management and advisory services that combine fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages model portfolios constructed from mutual funds, ETFs, and ETPs, and is noted for its registration as a commodity pool operator, advisory role to multiple registered investment companies, and use of AI-driven research methods.

Tonya Headrick is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Morgan Stanley & Co., Incorporated from 2008 to 2009. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third‑party data sources.

Ben White is a Financial Consultant currently working at Fidelity Investments since 2025. He has extensive experience in financial advisory roles, having served as Vice President and National Financial Solutions Advisor Team Lead at Merrill from 2022 to 2025, and previously as Vice President, Financial Solutions Advisor from 2015 to 2022. He began his career at Merrill as an Operations Securities Analyst from 2011 to 2015. Ben guides families through wealth accumulation, retirement transitions, and generational planning by focusing on client-centered strategies, fostering trust, and delivering measurable outcomes. His approach emphasizes integrity, transparency, and disciplined execution to build tailored financial plans that support clients' goals and provide financial peace of mind.

Michael Nunez is a financial advisor with LPL Financial in Garner, NC, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at United Community Bank, Lincoln Financial Securities Corporation, and Edward Jones. He is also involved with United Community Advisors, an investment-related business associated with his LPL work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers various financial planning and investment management services, including model portfolios, third-party asset management, and institutional platforms.

Rebecca Tolbert is a financial advisor with Ameriprise in Raleigh, NC, holding Series 63 and Series 65 licenses and with 29 years of industry experience. She has been with Ameriprise and its predecessor firms since 1992. Outside of her advisory work, she serves as Vice Chair of the Guayabo Animal Rescue Foundation and President of the Board at Beth Shalom. Ameriprise provides retirement-income planning services primarily to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Toiriste O'Neal Jr. is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience with Northwestern Mutual and Wells Fargo Bank, NA. Outside of his advisory role, he is a part-owner of a photo booth rental company. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Paul Pratto is a financial advisor with LPL Financial in Raleigh, NC. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. Prior to joining LPL Financial in 2011, he worked at Morgan Stanley and Wells Fargo Clearing, among other firms. Pratto also serves in fiduciary capacities for several family trusts. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, including advisory and brokerage services delivered through a large network of investment adviser representatives.

Matthew Hall is a financial advisor with OSAIC in Raleigh, NC, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at BB&T, UBS Financial Services, and Commonwealth Financial Network. He also operates Capitol Financial Solutions as an LLC and maintains a fixed insurance brokerage as a sole proprietorship. OSAIC Wealth serves a diverse clientele, including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by a multi-advisor platform and emphasizes model-based asset allocation and portfolio optimization.

Sandra Stowe is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. She has seven years of industry experience, including prior roles at IHS Markit and Ipreo. Outside of her advisory work, she is involved in educational initiatives through White Owl Financial Advisors as an author, educator, and podcast speaker, and serves as a board member for the Greater Raleigh Chamber of Commerce. Cambridge Investment Research Advisors serves individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports a range of management approaches and offers proprietary model strategies alongside access to third-party advisers.

Fred Asfoury is a CFP®-designated financial advisor with Raymond James & Associates, bringing 28 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Citigroup Global Markets, and Merrill. Outside of his advisory work, he is a partner in a real estate development business. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting with a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Christopher Alexander is a financial advisor with Fisher Investments in Raleigh, NC, holding Series 63 and Series 65 credentials and 13 years of industry experience. His prior roles include positions at Personal Capital Advisors Corporation, Spire Investment Partners, Bank of America N.A., and Merrill. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm combines quantitative screening and qualitative research through a centralized investment process and manages risk with tax-aware strategies and defensive tactics.

James Richardson is a financial advisor at Ameriprise with 36 years of industry experience. He has been with Ameriprise and its predecessor firm since 1990. Richardson serves on the boards of Midtown Raleigh Alliance and the Supplemental Retirement Board of Trustees and is involved in business management and home rehabilitation ventures. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research-driven analysis and tax-efficient strategies delivered through a centralized consulting team in partnership with financial advisors.

Griffin Shively is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Before joining Fidelity, he held positions at Southern Mobility and Medical, Sonic Automotive Inc., and Firehouse Subs. Outside of his advisory role, he participates in the Amazon Influencer Program, where he records video reviews of various products. Fidelity, through its subsidiary Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages multiple registered investment companies and fund-of-funds.

Brian White is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He holds the Series 66 designation and is based in Raleigh, NC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a large nationwide network of financial advisors.

Avery Love is a financial advisor at Raymond James Financial with Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Raymond James, Avery held positions at Fidelity Investments and Hall Private Wealth Advisors. Outside of his advisory work, he serves as a financial associate at Stonegate Financial, a company owned by StillGreen Partners, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals, with specialized services in municipal and public finance as well as employer SIMPLE IRA consulting.

Lili Engelhardt is a financial advisor at Edward Jones in Durham, NC, holding a Series 66 designation and bringing four years of industry experience. Prior to joining Edward Jones in 2022, she was involved with Sky Leap LLC, a manufacturing business, from 2013 to 2022, although she has stepped away from day-to-day management. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with a broad offering that includes discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Benjamin Greer is a Financial Consultant who focuses on building relationships with clients to understand their financial goals and collaboratively create plans aimed at growing and protecting their wealth. He has been with Fidelity Investments since 2021, progressing through roles including Customer Relationship Advocate, Investment Solutions Representative, and Planning Consultant. His professional experience spans various facets of financial planning and investment solutions. Benjamin's approach centers on working closely with clients to develop strategies aligned with their objectives. Outside of his professional life, Benjamin has interests in board games, football, and golf.