Shawn Ingram is a Planning Consultant who assists clients in achieving their financial goals by collaborating with them to create actionable and accessible financial plans. He currently works at Fidelity Investments, where he has held several roles since 2023. His positions have included Investment Solutions Representative, High Net Worth Associate, and Customer Relationship Advocate, reflecting his experience in various aspects of client relationship management and investment solutions within the firm.

Carl Moore is a financial advisor at Osaic Wealth, Inc. with 42 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Securities America Advisors from 2013 to 2024. Moore also owns Carl Moore Financial Services, where he provides insurance products, primarily term insurance, tailored to client needs. 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. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and automated rebalancing to manage portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Brian Bosman is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior work history includes roles at ArchiveSocial and in education with the University of North Carolina Wilmington, Charlotte Mecklenburg Schools, and Alamance Burlington School System. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs, and it holds distinctive roles such as commodity pool operator registration and advisory responsibilities to multiple registered investment companies.

Larry Melton Jr. is a CFP® with 13 years of industry experience currently practicing at Fidelity in Raleigh, NC. His career includes prior roles at Facet Wealth, Charles Schwab, and TIAA, as well as multiple periods with Fidelity Investments. He works within Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs.

Michael Compitello is a Benefits & Planning Consultant within Executive Services at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2022, progressing through roles including Workplace Planning Consultant I, II, and III. As a Certified Financial Planner, Michael collaborates with clients to develop personalized financial plans aimed at achieving their specific goals and aspirations. He emphasizes empathy, attentive listening, and building trust to create a welcoming environment for his clients. His approach involves strategizing and implementing financial solutions that support clients' definitions of success. Outside of his professional role, Michael has personal interests in cooking and baking, fitness, hiking, pets, soccer, and traveling.

Quintin Ellis is a financial advisor at Fidelity with four years of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments since 2021. Prior to joining the financial industry, he spent six years with the Frisco RoughRiders. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves multiple registered investment companies and fund-of-funds.

James Bowdish is a financial advisor with Edward Jones in Raleigh, NC, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. 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 through a large nationwide network of advisors and branch offices, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Tyler Colmore is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at East Carolina University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a broad network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Mark Kronenfeld is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

John Keiper is a financial advisor with LPL Financial in Raleigh, NC, holding Series 63 and Series 66 credentials and seven years of industry experience. His work history includes roles with Mariner Independent Advisor Network and Northwestern Mutual Investment Services, LLC. Outside of advising, he provides administrative support to Mariner Independent Advisor Network, LLC, an independent investment advisory firm. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a network of investment adviser representatives, offering financial planning, advisory programs, and retirement plan consulting.

Patricia Mccallop is a financial advisor at Cetera with 18 years of industry experience. She holds a Series 66 designation and has worked at various Cetera entities since 2019, as well as previously at National Planning Corporation from 2010 to 2018. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services across discretionary and non-discretionary program options.

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.

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.

Ci Ci Donnelly is a financial advisor at Raymond James Financial with 11 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at Merrill and Wells Fargo in various advisory and banking roles. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients. The firm uses analytical tools for non-discretionary planning and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Robert Dunn III is a financial advisor with Edward Jones in Clayton, NC, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. 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.

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.