Kevin Cecil is a financial advisor at LPL Financial with 24 years of industry experience. He has been with LPL Financial since 2007 and holds Series 63 and Series 65 credentials. Outside of his advisory role, he is involved in fixed insurance and annuities sales and maintains direct agent contracts with several insurance companies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of advisory programs, financial planning, and brokerage services, supported by research and technology, including discretionary and non-discretionary management and diverse investment strategies.

Antoinette Russell is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Her prior work includes roles at Lenovo, Greene Resources, Abrigo, ArchiveSocial, and Best Buy. Outside of advising, she operates an e-commerce business with Amway Vitality Essentials and participates as an Amazon Associate. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Adam Simpson is a financial advisor at Thrivent Investment Management in Raleigh, NC, holding a Series 66 designation with five years of industry experience. He has been with Thrivent since 2021. Prior to his financial advisory role, he worked at Riverwood Elementary from 2014 to 2021. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive goal-based analyses and written recommendations across various financial planning topics. The firm offers these planning services separately from its managed-account program, with an emphasis on periodic reviews and client engagement.

Brian Reynolds is a CFP® with 26 years of industry experience, currently with OSAIC since 2025 after 25 years at Lincoln Financial Advisors Corp. He serves on the board of the Be The Rainbow Foundation, a nonprofit supporting pediatric cancer families. Reynolds is based in Morrisville, NC. OSAIC serves a wide range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage, advisory, financial planning, and retirement consulting services through a large network of advisers and multiple platforms.

Michael Austin is a financial advisor at RBC Capital Markets with one year of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services, Northwestern Mutual, and Senior Financial Services. Outside of finance, he has experience with Students and Trucks Inc. and has been affiliated with Hampden-Sydney College and T.C. Williams High School. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and nonprofits. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles and investment preferences.

Joseph Megaloudis is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at various Wells Fargo entities since 2013. 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 solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Bradley Sears is a financial advisor with LPL Financial in Raleigh, NC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at Fidelity Bank, Pinnacle Financial Partners, Raymond James Financial Services, and Wells Fargo. He is also involved as an associate and managing director at related firms focused on relationship building and leadership in the Carolinas and Virginia. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing multiple management approaches and proprietary research.

Steven Consiglio is a financial advisor with OSAIC in Raleigh, NC, holding Series 63 and Series 65 credentials and 20 years of industry experience. He previously worked at Signator Investors Inc and John Hancock Financial Network. Outside of his advisory work, he is a professional speaker and coach through Noble Strategies, LLC, and serves as a trainer at Tony Robbins events. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage diversified portfolios across various asset classes.

Timothy Wolfe is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has worked within various Fidelity entities since 2008, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, as well as registered investment companies and an IRS-qualified Charitable Gift Fund. 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.

Mitchell Baker is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, he held positions at Oasis Outsourcing and several other companies. Outside of his advisory role, he is involved in streaming and entertainment as a host. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory role to registered investment companies and its use of systematic methodologies and AI in portfolio management.

Lucas Bourne is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at Fidelity Investments and Fidelity Personal and Workplace Advisors since 2008. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction, and it manages model portfolios across various asset classes.

Tonya Headrick is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 66 credentials and 20 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Morgan Stanley & Co., Incorporated. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, delivering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, offering a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

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.

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, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with LPL Financial since 2011. He also acts in a fiduciary capacity as a trustee for family members. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Matthew Hall is a financial advisor at Osaic with 10 years of industry experience. He holds the Series 66 designation and has held roles at several firms including UBS Financial Services and BB&T before joining Osaic in 2020. Outside of his work at Osaic, he operates Capitol Financial Solutions and a fixed insurance brokerage as a sole proprietor. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple platforms. The firm offers integrated brokerage and advisory services, employing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across various asset classes.

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 the owner of White Owl Financial Advisors, where she conducts educational webinars and serves as an author, educator, podcast host, and speaker. She is also a board member of the Greater Raleigh Chamber of Commerce. Cambridge Investment Research Advisors serves a diverse client base with financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm offers a range of portfolio management strategies, including proprietary and third-party models, under various custody and platform arrangements.

Fred Asfoury is a CFP® professional with 28 years of industry experience. He currently serves as a financial advisor at Raymond James & Associates, where he has been since 2019. Prior to this, he held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is a partner in a real estate brokerage and owns several short-term rental properties managed by a professional firm. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

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.