Scott Swift is a CFP® designated financial advisor with Edward Jones in Cary, NC, bringing 32 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1993. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a broad range of investment strategies and affiliated services through a large network of financial advisors and branch offices.

Travis White is a financial advisor at Cetera with 16 years of industry experience. He holds a Series 66 designation and has worked at Cetera Investment Advisors, Cetera Investment Services, and First National Bank of PA since 2017, following three years at Securities America Advisors and Securities America Inc. Outside of Cetera, he is involved in fixed life insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individual investors, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform that includes affiliated and third-party managers, providing clients access to diverse investment strategies and program structures.

Elliot Brodfuehrer is a Benefits & Planning Consultant in Executive Services at Fidelity Investments, a position he has held since 2026. He has been with Fidelity Investments since 2021, progressing through various roles including Investment Solutions Representative I, II, and III, as well as Customer Relationship Advocate. Elliot collaborates closely with clients to understand their financial goals and develops personalized plans tailored to their unique needs. He emphasizes building lasting relationships with clients and their families, prioritizing trust through reliability, integrity, and expertise. He holds insurance licenses in Arkansas and California. Outside of his professional work, Elliot has interests in baseball, fitness, football, golf, hiking, and spending time with pets.

Tammy Matthews is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and has previously worked at Ranch Solutions LLC, Harnett Health, and Campbell University Health Center. Tammy also serves as a Membership Coordinator for Women in Networking of Fuquay, where she manages membership applications and communications. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options supported by a broad national network of advisors and branch offices.

Steffen Perry is a financial advisor with Cetera in Raleigh, NC, holding Series 63 and Series 66 licenses and possessing 13 years of industry experience. He has previously worked at PNC Investments and SunTrust Advisory Services. Perry is also a wealth advisor at First National Trust Company and FNB Investment Advisors, where he does not make investment decisions or recommend specific portfolios. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform featuring both affiliated and third-party investment managers.

Michael Stone is a CFP® with 12 years of experience and has been with Edward Jones since 2014. He is based in Holly Springs, NC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

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.

Kevin Swan is a financial advisor with Osaic Wealth, Inc. based in Cary, NC. He holds the ChFC® designation and Series 63 and 65 licenses, bringing 30 years of industry experience. His prior roles include long tenures at Mutual of Omaha Investor Services and Securities America Advisors. He also serves as an Investment Adviser Representative and insurance agent with ECN Legacy Advisors. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, advisory, and financial planning services. The firm employs various investment tools and third-party platforms to construct diversified portfolios tailored to client risk tolerance and preferences.

Ryan Monteleone is a financial advisor with Edward Jones in Holly Springs, NC, holding the ChFC® designation and Series 63 and 66 licenses. He has 21 years of industry experience, all with Edward Jones since 2004. Outside of his advisory role, Monteleone serves as president of Pace Yourself Run Company, a specialty running store, umpires NCAA and minor league baseball games, and is involved in local education and property management organizations. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates through a nationwide network of financial advisors and branch offices.

Nathan Philbrook is a financial advisor with Edward Jones in Apex, NC, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Dick’s Sporting Goods and the Portland Sea Dogs. Outside of finance, he has experience in customer service and sales within the golf equipment sector. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Robin Wellings Loftus is a CFP® and Series 66 credentialed financial advisor with Edward Jones, where she has worked since 2009. She has 16 years of industry experience. Outside of her advisory role, she is a Mary Kay consultant selling cosmetics to existing customers and family. 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 broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Nathaniel Coats is a financial advisor at Cetera with 13 years of industry experience. He holds a Series 66 designation and has been with Cetera and its affiliated entities since 2015. In addition to his advisory role, Coats is active as an insurance agent specializing in fixed insurance products, including life and annuities. Cetera Investment Advisers LLC serves a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and multiple program structures.

Lisa Workman is a financial advisor at Raymond James & Associates with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has previous experience with Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she serves on the finance and investment committee of Richland Creek Community Church. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Mary Twiddy is a CFP® and holds a Series 66 license with 11 years of industry experience, all spent at Edward Jones since 2015. She is based in Fuquay Varina, NC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Colleen Williams is a Wealth Management Planning Consultant at Fidelity Investments, a position she has held since 2026. She collaborates with clients and their advisors to develop financial plans tailored to the unique needs of clients and their families. Colleen has extensive experience in the financial services industry, having held various roles at Fidelity Investments since 2008. Her professional background includes positions as a Planning Consultant, Managing Director, Senior Relationship Manager, Relationship Manager, Financial Representative, and Defined Contribution Representative. Outside of her professional work, Colleen has personal interests that include cars, horseback riding, museums, running, skiing, and traveling.

Carrie Slaughter is Vice President and Branch Leader at Fidelity Investments, where she leads the Cary office and coaches a team of financial professionals. She collaborates with clients to co-create financial plans designed to be actionable and aligned with their financial goals, while ensuring a positive client experience. Her career at Fidelity Investments spans from 2007, beginning as a 401(k) Service Representative, progressing through various roles including Financial Representative, Relationship Manager, Senior Relationship Manager, Planning Consultant, Assistant Branch Leader, and currently serving as Vice President and Branch Leader since 2022. This extensive experience reflects her deep knowledge in financial planning and client relationship management. Carrie has expressed personal interests in the beach and traveling.

Jon Narducci is a financial advisor at Ameriprise with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise since 2015. Outside of his advisory role, he is involved in the fast-casual restaurant business as an owner and investor in NC Lobster LLC and BN Lobster LLC. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm provides a combination of advisory, brokerage, and insurance solutions, utilizing algorithmic automation and research-supported recommendations tailored to clients’ needs.

Faisal Almubaslat is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 designation. His prior work experience includes positions at the University of North Carolina at Greensboro and the University of North Carolina at Pembroke, as well as involvement with various soccer organizations. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Whitney Merrill is a CFP® professional with 31 years of experience in the financial industry. She is currently with OSAIC and previously worked at American Portfolios Financial Services, Inc. for 11 years. Merrill serves as a board member for the Apex Friendship Business Alliance and volunteers with the Brown Bag Ministry, assisting homeless individuals. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a broad network of advisers and platforms. The firm employs a range of investment tools and offers integrated brokerage and advisory services tailored to client needs.

Anna Call is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Her prior work includes roles at Greek House/Threadly and St. David's School. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, overseeing day-to-day management through affiliated and unaffiliated sub-advisers.