Brad Creedle is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2022. He has over 20 years of experience in the financial services industry, during which he has held roles including Financial Solutions Advisor at Merrill from 2016 to 2022, Financial Advisor at AIG from 2011 to 2016, Regional Bank Private Banker at Wells Fargo from 2004 to 2011, Financial Advisor at Waddell & Reed from 2003 to 2004, and Financial Advisor at Foresters Equity Services, Inc. from 2001 to 2003. Brad focuses on building meaningful relationships with clients and their families, collaborating with them to provide education, tools, resources, and support to create and maintain personalized financial plans. He combines his passion for financial planning with the capabilities of Fidelity to help individuals and families work toward their financial goals. Outside of his professional role, Brad enjoys boating, camping, attending concerts, watching football, spending time at the lake, and engaging in outdoor adventures.

Linda Chabinsky is a Financial Consultant at Fidelity Investments, a position she has held since 2022. In this role, she works with clients to organize, protect, and grow their assets to help them achieve their personal financial goals. Prior to joining Fidelity Investments, Linda was a Financial Advisor at Edward Jones Investments from 2017 to 2022. She has experience in financial planning, budgeting, and disciplined long-term investing, and emphasizes understanding her clients' unique situations, priorities, and preferences to develop and implement financial plans. No information about her education, credentials, personal interests, or community involvement was provided.

Erica Damon is a financial advisor with Ameriprise Financial Services, LLC in Raleigh, NC, holding Series 65 and Series 66 licenses and nine years of industry experience. She has worked with Ameriprise in various capacities since 2020 and previously worked at Wayfair Inc. and Walmart. Erica serves as President of the UNC Kenan-Flagler Triangle Alumni Chapter. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Grant Chaney is a financial advisor with RBC Capital Markets in Raleigh, NC, holding Series 63, 65, and 66 licenses and eight years of industry experience. His career includes roles at City National Bank, SCS Financial Services, EY, and Sanford C. Bernstein & Co., LLC. He serves on the Virginia Tech Finance Advisory Board, contributing to curriculum development and student placement initiatives for his undergraduate alma mater. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored advisory programs with a range of portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Luann Maner is a financial advisor with Morgan Stanley in Raleigh, NC, holding Series 63 and Series 65 licenses with 38 years of industry experience. She has worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association throughout her career. Outside of her advisory role, she is the owner of Sea Clearly, LLC, a real estate-related business in Ocean Isle Beach, NC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and financial planning services supported by firm-approved tools and methodologies.

Nicholas Doyle is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Fidelity Brokerage Services, LLC, and New Stone Realty. Doyle is based in Chapel Hill, NC. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines a non-discretionary advisory model with access to discretionary separately managed accounts and emphasizes multi-asset strategic portfolios alongside centralized custody and operational services.

Brett Walters is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he worked in healthcare settings including Duke University Health System and Village Physical Therapy. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving a wide range of individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Evan Heiner is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. His prior work includes roles at Footloose Sports and The Winston School of San Diego. 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 model portfolios and registered investment companies.

Anita Reaves is a financial advisor at Morgan Stanley with 31 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support its advisory services.

Jon Cockerham is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior experience includes roles at SunTrust Advisory Services and several automotive dealerships. 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 grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm’s investment menu includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

William Brewer IV is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2022 and Morgan Stanley Smith Barney LLC since 2021. Outside of his advisory roles, he has been involved with Scratch Kitchen & Taproom and Grace Christian School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

William White III is a CFP® with 14 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He spent 13 years at Edward Jones before joining Raymond James in 2024. White operates W.C. White Private Wealth, L.L.C., his independent contractor business affiliated with Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutional investors, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal advisory and SIMPLE IRA employer consulting services.

Nidhi Alberti is a financial advisor with Equitable Advisors in Raleigh, NC. She holds the Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, she worked at Travel Perk and ACI Worldwide among other roles. Outside of financial advising, Alberti owns a public relations consulting business and serves as Vice President of Membership for AMA Triangle. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through third-party managers and LPL programs. The firm combines advisory and brokerage services with a hybrid referral and implementation model tailored to client goals and risk tolerance.

Gary Boswick is a CFP® with 25 years of industry experience, currently affiliated with Wells Fargo Clearing in Raleigh, NC. His career includes roles at Wells Fargo Bank and BB&T Investment Services. He serves as a power of attorney for his mother. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Thomas Presti is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021. Prior to his current role, he has experience with National Sign, Edward Jones, National Heritage Academies, and Johnston County Public Schools. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of systematic methodologies and AI in its investment process.

Matthew Lujan is a financial advisor at Fidelity with 14 years of industry experience. He holds the Series 66 designation and has worked at Fidelity since 2022. His prior experience includes roles at USAA in financial planning, investment services, and life insurance. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including managing model portfolios using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Jack Taylor is a financial advisor with Merrill in Raleigh, NC, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Merrill and Bank of America in 2026, he worked at Fidelity Investments and New York Life among other firms. 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.

Amy Friedrich is a financial advisor at Wells Fargo Clearing in Raleigh, NC. She holds Series 63 and Series 65 licenses and has been in the industry since 2024. Her prior experience includes roles at Wells Fargo Bank, McGriff - Truist Bank, and Syneos Health, LLC. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions, relying on research and analytics from Wells Fargo Investment Institute and third-party databases.

Christopher Joyce is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. Prior to joining Fidelity, he held various roles in the hospitality sector and worked at Horry Georgetown Technical College. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

James Wallace III is a financial advisor with Cambridge Investment Research Advisors in Cary, NC, holding the CFP® designation and Series 66 license. He has 19 years of industry experience, previously working at Lincoln Financial Securities Corporation and Securities America. In addition to his advisory role, he operates as an independent insurance agent. Cambridge Investment Research Advisors serves a broad client base including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement advisory services through a network of independent professionals using a range of portfolio management and advisory platforms.