James Campbell is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, he worked in various roles including teaching alignment-based Vinyasa yoga and breathwork at 110 Yoga and Triangle Rock Club. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across retail, institutional, and registered investment company clients.

Lorraine Anderson is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding a Series 63 license and 19 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she serves as a notary public in North Carolina. 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 approximately $671 billion in assets and utilizes research and analytics to guide investment decisions while offering both brokerage and advisory solutions.

Janet Ramsey is a financial advisor with LPL Financial in Durham, NC, holding the CFP® and ChFC® designations along with Series 63 and 65 licenses. She has 41 years of industry experience, including 16 years at Lincoln Financial Securities Corporation prior to joining LPL Financial in 2024. Ramsey is involved with Premier Advisor Group LLC, a non-variable insurance business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services, supported by research and model portfolios from internal and third-party sources.

Chaudhry Adeem Asim is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior roles include positions at National General Insurance and academic institutions such as the University of Alcala and the University of North Carolina at Pembroke. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Marshall Lipe is a Financial Consultant at Fidelity Investments, where he collaborates with clients to understand their financial goals and develop tailored strategies through a holistic planning process. He has been with Fidelity since 2021, progressing through roles from Investment Management Consultant to Investment Consultant before his current position. Prior to joining Fidelity, Marshall worked as a Financial Advisor at Northwestern Mutual from 2017 to 2021. His professional experience spans various aspects of financial consulting and investment management. Outside of his professional work, Marshall engages in activities such as beach outings, family activities, fishing, golf, outdoor adventures, and spending time with pets.

Lucas Gooding is a financial advisor at Edward Jones with the Series 66 designation. He has one year of industry experience and has held prior roles at Court One and NC State University. Gooding serves in the North Carolina Army National Guard. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a network of over 23,700 financial advisors nationwide.

Alexander Bartol is a CFP® professional with 35 years of industry experience. He has worked at Wells Fargo Clearing since 2017 and previously spent 14 years with Axa Advisors, LLC. 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. The firm’s process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Terri Ann Lindo is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Prior to joining LPL in 2020, she worked at Cetera Advisor Networks and Summit Financial Group. Outside her advisory work, she is involved with Melalueca, an online wellness company. LPL Financial serves individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs and retirement plan consulting with both discretionary and non-discretionary management options.

Elizabeth Asbill is a CFP® professional with 18 years of industry experience. She has been with Edward Jones since 2007. Outside of her advisory role, she is an owner and landlord of residential rental property in Willow Spring, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a national network of over 23,700 financial advisors and maintains affiliated capabilities such as a trust company and securities-based lending.

Joshua Seligson is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He previously worked at Edward Jones for nine years. Outside of his advisory role, he coaches girls varsity basketball at St. Davids School in Raleigh, NC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and financial planning services tailored to clients who meet certain net-worth criteria. The firm provides a broad range of planning options and integrates advisory services with other financial products.

Timur Yuldashev is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and having one year of industry experience. His prior roles include positions at Wells Fargo Bank, ALGA LLC, and Uber. 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 investment process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jeffrey Adams is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity in various roles since 2008. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic methods in its investment process and serves as an advisor to multiple registered investment companies and fund-of-funds.

Jason Crowder is a financial advisor with Morgan Stanley in Raleigh, NC, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory work, he serves as a Trust Protector in Wilmington, North Carolina. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning and managing approximately $2.74 trillion in client assets. Its planning approach includes structured discovery conversations and firm-approved tools, serving clients through both direct and employer-linked agreements.

Philip Geiger is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Edward Jones since 2005. Based in Raleigh, NC, he also works as a freelance certified flight instructor. Edward Jones is a full-service wealth management firm with over four million clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a large nationwide network of financial advisors and branch offices.

Rebecca Osterkamp is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. She holds the Series 66 designation and previously worked for Capital Investment Group, Inc. for 14 years before joining Wells Fargo in 2020. 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 approximately $671 billion in assets and offers both brokerage and advisory solutions.

Ryan Polewczak is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2007, where he has served in various positions including Portfolio Specialist, Workplace Planning & Advice Consultant, Executive Participant Services, Non Qualified Plan Services Lead, Registered Representative, and Customer Service Workplace Specialist. His professional experience spans multiple aspects of financial consulting and planning. Ryan holds insurance licenses in Arkansas and California. His approach to financial planning focuses on understanding clients personally and co-creating customized financial plans that align with their goals throughout different stages of life. Outside of his professional work, Ryan's personal interests include cars, family activities, hiking, horseback riding, and parenthood.

Hampton Briley is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at the State of North Carolina and various service and hospitality positions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios.

Matthew Fahys is a financial advisor at Fidelity with Series 63 and Series 66 registrations and two years of industry experience. He joined Fidelity in 2023 after working in real estate and running NpEntertainment, LLC from 2012 to 2019. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator and advises multiple registered investment companies, employing systematic methodologies and formal governance procedures.

Corbin Oliver is a financial advisor at Wells Fargo Advisors with 12 years of industry experience. He holds the Series 66 designation and previously worked at OSAIC and Sii. Outside of his advisory role, Oliver serves as co-executor and co-trustee in family estate matters and is a finance committee member of the WakeMed Foundation. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory solutions with other financial product offerings.

Jason Rausch is a financial advisor at Osaic Wealth, Inc. based in Cary, NC, holding the CFP® and CFA® designations with two years of industry experience. He previously worked at Voya Investment Management for 16 years. Outside of his advisory role, he owns and operates JR Income Tax Services, preparing federal and state income tax returns seasonally. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services using asset-allocation tools and multiple investment platforms that incorporate stocks, bonds, mutual funds, ETFs, and alternative investments.