Ryan Carpenter is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC since 2018. Prior to his career in financial services, he was employed by Uber Technologies Inc and Artistic Tile LLC. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various investment platforms.

Daniel Stewart is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been assisting clients since 2016. He specializes in areas including executive compensation, family wealth management strategies, institutional investment consulting, services for endowments, foundations, and non-profits, managing new wealth, portfolio management services, socially responsible and values-based investing, tax minimization, and retirement income. Daniel focuses on helping clients articulate long-term goals, establish priorities, and develop tailored wealth strategies utilizing Merrill's comprehensive financial resources. Daniel holds a Bachelor's Degree from the University of North Carolina System and earned his CERTIFIED FINANCIAL PLANNER™ certification in 2018. He also holds the Personal Investment Advisor (PIA) designation. During his time at UNC Asheville, he served as president of the economics club and was active in the sports performance program as both an athlete and trainer. Outside of his professional role, Daniel enjoys various adventure sports including whitewater kayaking, biking, camping, fishing, hiking, skiing, surfing, and woodworking. He actively volunteers with organizations such as Habitat for Humanity, Homeward Bound, Serve to Lead, and the Special Olympics, reflecting his commitment to community involvement.

Dario Martinez is a Benefits & Planning Consultant in the Executive Services division at Fidelity Investments. In this role, he collaborates with clients to develop financial plans aimed at helping them achieve their financial goals. He has held several positions at Fidelity Investments since 2021, including Investment Solutions Representative II, Fixed Income Specialist, and Investment Solutions Representative. Prior to joining Fidelity, Dario worked as a Relationship Banker at Bank of America from 2020 to 2021 and as a Junior Associate at Sterling Financial Group from 2017 to 2020.

Michelle Pham is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and nine years of industry experience. She has been with Ameriprise since 2016, currently based in Raleigh, NC. Outside of her role at Ameriprise, she is also employed managing an advisory business as a sole proprietorship in Charlotte, NC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, known for its Premier Retirement Income service that provides retirement planning with a focus on reliable income sources and tax-aware withdrawal strategies. The firm’s retirement income offering combines proprietary research and third-party data to support tailored, non-discretionary recommendations.

Evan Weiss is a Vice President, Financial Consultant at Fidelity Investments, a position he has held since 2021. He focuses on helping clients develop comprehensive financial plans through communication, thoughtful planning, and detailed analysis, aiming to serve as a reliable resource for his clients throughout their financial journeys. Prior to his current role, Evan was a Financial Solutions Advisor at Merrill Lynch from 2017 to 2021 and a Financial Analyst at RE1 Advisor from 2015 to 2017. His experience spans various aspects of financial planning and analysis. Outside of his professional work, Evan has interests including camping, cars, hiking, photography, traveling, and volunteering.

Christopher Maxwell is a financial advisor with LPL Financial based in Raleigh, NC. He holds Series 63 and Series 65 designations and has 31 years of industry experience. He has worked with Linsco/Private Ledger Corp. since 2003. Outside of advisory services, he is involved in selling fixed annuities and various types of insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services, including financial planning, model portfolios, and institutional platforms, supported by advanced research tools and a broad network of over 22,800 advisors.

Michael Parrish is a Series 66 licensed financial advisor with 22 years of industry experience. He is currently with LPL Financial and has previously worked at Lincoln Financial Securities Corporation, Woodbury Financial Services, Merrill, and Morgan Keegan & Company. Outside of his advisory role, he is involved with Sweet P Holdings LLC, a personal beach condominium entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of investment solutions including financial planning, wrap and model portfolios, and third-party asset management, supported by a large network of advisors and advanced operational tools.

Earl Snyder is a Benefits & Planning Consultant within Executive Services at Fidelity Investments. He has held various roles at Fidelity, beginning as a Workplace Planning Consultant I in 2022 and progressing through Workplace Planning Consultant II and III positions before assuming his current role in 2026. Throughout his career, Earl focuses on building genuine relationships to co-create personalized financial strategies that align with his clients' goals and values. He emphasizes consistent support and clear communication in his client interactions. Outside of his professional responsibilities, Earl engages in activities such as football, hiking, traveling, and volunteering.

Lyndsay Larkin is a financial advisor at Fidelity with Series 66 and Series 63 designations and four years of industry experience. She has held positions at Fidelity Investments since 2021 and previously worked at UnityPoint Health, CarePartners, and Whole Foods. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios consisting of mutual funds, ETFs, and ETPs.

Philip Johnson is a Senior Financial Advisor with the Bono & Kline Group at Merrill Lynch Wealth Management. In this role, he collaborates with team members to pursue optimal asset allocations tailored to clients’ objectives, cash-flow needs, and timeframes. He applies his quantitative skills to evaluate external investment managers and research market themes. His client focus areas include Family Wealth Management Strategies, Services for Endowments, Foundations, and Non-profits, Liquidity Management, Sports & Entertainment, and Tax Minimization. Philip holds a B.S. in Accounting and Finance from Mercyhurst University and an M.S. in Finance from The Vanderbilt Owen Graduate School of Management. He is a Chartered Financial Analyst (CFA®) charterholder and a Certified Financial Planner (CFP®) certificant. He is an active member of the CFA Society of Washington, DC, and participates in the Northern Virginia Estate Planning Council. Philip resides in Raleigh, NC. Outside of work, he enjoys hiking, camping, football, reading, and spending time outdoors with his dog.

Collin Young is a financial advisor at Thrivent Investment Management in Raleigh, NC, holding a Series 66 designation with one year of industry experience. His prior work includes roles at FlyExclusive, Weatherby Healthcare, Wells Fargo Clearing, Morgan Stanley, and Randstad Technologies, among others. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses addressing a wide range of financial planning topics, with options to combine planning and managed-account services under a consolidated billing structure called “WealthPlan.”

Sohan Shah is a financial advisor with Ameriprise in Raleigh, NC, holding a Series 66 designation. He has been with Ameriprise since 2023 and has prior work experience in commodities and merchant funding sectors. His background also includes roles in education and hospitality. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides customized retirement planning advice focused on reliable income and tax-efficient withdrawal strategies.

Yahir Perez Lora is a financial advisor with LPL Enterprise holding a Series 66 designation and no prior industry experience. His work background includes roles outside the financial sector such as positions at Bartaco and Besi Machining. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs model-driven investment implementation, offers financial planning and consulting, and facilitates access to third-party asset managers and insurance products through affiliated entities.

Michael Harris is a financial advisor with LPL Enterprise, holding a Series 66 designation and 15 years of industry experience. His prior work includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, Morgan Stanley, and Merrill. LPL Enterprise, LLC offers investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and provides access to third-party asset managers, financial planning, and insurance product sales through affiliated entities.

Jason Hunter is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes over two decades at Waddell & Reed, Inc. and associated insurance agencies, where he worked in insurance sales alongside his advisory duties. He is based in Raleigh, NC. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

James Moyes is a financial advisor with Edward Jones in Raleigh, NC. He holds a Series 66 designation and began his advisory career in 2026 following 29 years of service with the United States Army, 1st Army. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and affiliated services, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Wendy Matheny is a financial advisor at Cetera with 16 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Avantax Investment Services and 1st Global Capital Corp. since 2010. She is based in Raleigh, NC. Cetera Investment Advisers LLC is an SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with various program structures and portfolio options.

Kyle Tricarick is a Benefits & Planning Consultant within the Executive Services division at Fidelity Investments, a position he has held since 2026. He began his career at Fidelity in 2021, progressing through roles including Customer Relationship Advocate, High Net Worth Associate, and multiple levels of Investment Solutions Representative before assuming his current consultant role. Prior to Fidelity, he was a Broker Trainee at Aegis Capital Corp from 2020 to 2021. Kyle focuses on leveraging planning tools and disciplined investment principles to assist clients in navigating their benefits and establishing a clear path toward their financial goals. His approach emphasizes structure, thoughtful analysis, and maintaining a long-term perspective. He holds insurance licenses in Arkansas and California. Outside of his professional work, Kyle enjoys board games, family activities, fitness, social events with friends, and playing tennis.

Robert Eastmann is a financial advisor with Cetera who holds Series 63 and Series 66 designations and has 31 years of industry experience. His career includes roles at New England Securities, LPL Financial, and Cetera Advisors LLC. Outside of his advisory work, he coaches girls' basketball teams, including the North Raleigh Lady Vipers and Neuse Christian Academy. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform that allows advisors to implement diverse investment strategies across various account types.

Orvin Johnson is a Series 66-licensed financial advisor with Equitable Advisors, based in Smithfield, NC. He joined the firm in 2026 and has prior experience at Edward Jones and the United States Postal Service. Johnson’s career includes various roles outside the financial industry over nearly two decades. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of third-party advisory programs and emphasizes matching clients to suitable investment models based on personal and plan information.