Ashton Bowman is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and previously worked at PNC Investments LLC, PNC Bank, Mortgage Network Solutions, Optimal Sante, GoldFish Swim School, and Rosatis Pizza and Pub. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services across a broad range of retail and institutional offerings.

Kendall Thomason is a financial advisor with Wells Fargo Clearing, holding the ChFC® designation and Series 66 license, and has eight years of industry experience. Prior to joining Wells Fargo in 2025, Kendall worked seven years at Edward Jones. Outside of his advisory role, he has a part ownership interest in a rental home in Oak Island, 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Kailer Slusser is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked at Fidelity since 2021, following a year at SECU and nine years at Cinemark. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses proprietary fundamental research alongside quantitative and algorithmic methods to construct model portfolios and oversees multiple affiliated and unaffiliated sub-advisers in its portfolio management.

Nathan Zundel is a financial advisor at Fidelity with Series 63 and Series 66 credentials and seven years of industry experience. His career includes roles at Fidelity Brokerage Services LLC and Discover, as well as positions at Utah Valley University and Altaray Solar. Strategic Advisers LLC, a Fidelity Investments company where Zundel operates, 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 and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, employing systematic methodologies and long-term asset allocation benchmarks.

Joseph Friend is a financial advisor with RBC Capital Markets in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes roles at City National Bank, Wells Fargo Clearing, and Wachovia Securities prior to his current position. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

Aman Aggarwal is a financial advisor with Morgan Stanley in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Tatum Amato is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, they worked at Heidrick & Struggles and have also held positions in education and nonprofit organizations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Adam Blain is a Financial Consultant at Fidelity Investments, a position he has held since 2022. In this role, he focuses on helping clients build financial plans tailored to their specific goals, aiming to bring order to their financial lives. Prior to joining Fidelity, Adam served as Vice President at PNC Wealth Management from 2018 to 2022. Adam emphasizes the importance of integrity and empathy in his client relationships. He works closely with clients through the Fidelity platform and with the support of his team to develop financial strategies that allow clients to concentrate on their priorities. Outside of his professional work, Adam's personal interests include fitness, golf, and snowboarding.

Amber Barefoot is a financial advisor at Stifel with 21 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing from 2016 to 2022. Outside of her advisory role, she manages a rental property in Myrtle Beach, SC. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Isaac Artinger is a financial advisor at Fidelity with two years of industry experience and holds a Series 66 designation. His prior work includes roles at Switchboard Labs, LLC and Qualtrics. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm’s distinctive features include its role as a commodity pool operator, advisory relationships with multiple registered investment companies, and the use of AI and algorithmic methods in research.

Ewelina Caplap is a financial advisor with LPL Financial, holding the ChFC® designation and Series 66 license, and has 19 years of industry experience. She has worked at several firms, including Guardian Life, Northwestern Mutual Investment Management, and Cuso Financial Services. Caplap also serves at Coastal Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Angel Vivas Feo is a financial advisor with Wells Fargo Clearing in Raleigh, NC. He holds Series 65 and Series 63 credentials and has been with Wells Fargo since 2023. Prior to his advisory role, he has worked in various customer service positions including part-time work at Whole Foods Market. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets through a large network of advisors and employs research-driven investment approaches combined with products from affiliated financial entities.

Richard Rand IV is a financial advisor at UBS Financial Services in Chapel Hill, NC, holding a Series 66 designation. He has been with UBS since 2026 and has prior experience at Northwestern Mutual, TEKsystems, and Hawx. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm employs model-based asset allocations and proprietary research to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Edward King is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wachovia Bank, N.A. since 2002. Outside of his advisory role, he serves as power of attorney for his mother. 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 provides both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third parties.

Andrew Zimmerman is a CFP® with 19 years of industry experience. He is currently with Wells Fargo Clearing and has previously worked at Calamar Financial Group, Galvanized Real Estate Holdings, Avesta Communities, Hatteras Investment Partners, Hatteras Capital, Hatteras Investment Management, and Equitable Advisors. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions, supported by research and analytics while serving a broad client base including pension and charitable organizations.

Brian Ruiz is a financial advisor with Wells Fargo Clearing in Raleigh, NC. He holds Series 65 and Series 63 designations and has two years of industry experience. Prior to his current role, he spent 11 years with Wells Fargo Bank, NA. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

William Scott is a financial advisor at Edward Jones in Raleigh, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at ServiceTrade and several other companies in diverse roles. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Michael Vuke is a financial advisor at Edward Jones in Durham, NC, with two years of industry experience. He holds a Series 66 designation and previously worked at Hamilton Company and VWR, part of Avantor. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, with over $1 trillion in assets under management. The firm offers a variety of advisory programs, including discretionary and non-discretionary strategies, and provides services such as tax-efficient investing and securities-based lending.

Timothy Harrison is a financial advisor with Merrill in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith since 2007 and has been with Bank of America, N.A. since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jonathan Drew is an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2021. In this role, he assists individuals and families in planning their finances according to their specific situations. Prior to joining Fidelity Investments, Jonathan worked as a Financial Advisor at Merrill Lynch from 2019 to 2021. He began his financial services career as a Financial Representative at OneMidwest Financial Partners from 2018 to 2019.