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 the Series 63 and Series 65 designations and has 31 years of industry experience, including over two decades at Linsco/Private Ledger Corp. Maxwell operates a separate business under the name Capital Wealth Management, Inc. and is involved in selling fixed annuities and various types of non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a broad range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

Michael Parrish is a financial advisor at LPL Financial with 22 years of industry experience. He previously worked for Lincoln Financial Securities Corporation for 10 years before joining LPL Financial in 2024. Parrish holds a Series 66 designation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research from various sources.

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 credentials and four years of industry experience. Prior to joining Fidelity, she worked at Whole Foods and in healthcare organizations including UnityPoint Health and CarePartners. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to a broad range of clients, including retail and institutional investors, utilizing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, advisory roles for multiple registered investment companies, and incorporation of AI in its research.

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.

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 at LPL Enterprise with a Series 66 credential and no prior industry experience. His background includes roles in education and multiple business activities unrelated to finance, such as positions at Bartaco and Besi Machining. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm provides access to model portfolios, third-party asset management, and a range of financial products, combining advisory programs with insurance sales and lending services.

Michael Harris is a financial advisor at LPL Enterprise with 14 years of industry experience. He holds the Series 66 designation and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Morgan Stanley. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party asset management, and insurance products through its integrated platform.

Eric Svenson is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Fidelity Personal and Workplace Advisors since 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage multi-manager and fund-of-funds portfolios.

Jason Hunter is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked in both insurance sales and financial advisory roles, including a long tenure at Waddell & Reed, Inc. and various insurance carriers for W&R Insurance Agencies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with model portfolios and research to support diversified investment strategies.

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 at Cetera with 31 years of industry experience. He holds Series 63 and Series 66 credentials. In addition to his advisory work, Eastmann coaches girls' basketball at Neuse Christian Academy and with the N.R. Lady Vipers AAU team. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, 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 across multiple program platforms and custodial relationships.

Orvin Johnson is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior work includes positions at Edward Jones, United Parcel Service, and the United States Postal Service. Equitable Advisors serves a broad range of clients including individuals, high-net-worth investors, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm utilizes LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions, managing substantial assets on both discretionary and non-discretionary bases.

Alfredo Camargo II is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing five years of industry experience. His background includes roles at Wells Fargo Bank, State Farm Insurance Agency, and Meridian BioLogistics. Outside of finance, he is involved as an owner and partner in Camrez, LLC, a real estate investing and property management business. J.P. Morgan Securities LLC offers investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment recommendations.

Jessica Nycz is a Planning Consultant at Fidelity Investments, where she collaborates with advisers and clients to develop and implement comprehensive financial plans aimed at achieving clients' financial goals. She provides clients with the knowledge and resources necessary to make informed financial decisions. Jessica has held various roles within Fidelity Investments since 2022, including Workplace Planning Consultant I, Workplace Planning Consultant II & Help Desk, and currently, Planning Consultant. Through these positions, she has gained experience in financial planning and client support. Outside of her professional responsibilities, Jessica enjoys engaging in family activities, watching movies, visiting museums, solving puzzles, reading, and traveling.

Melanie Marlow Scheffler is a financial advisor with Edward Jones in Clayton, NC, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. She has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kevin Wagner is a financial advisor with Cambridge Investment Research Advisors in Raleigh, NC, holding Series 63, 65, and 66 credentials and 42 years of industry experience. His prior roles include positions at Nationwide Securities, Nationwide Financial Network, and 1717 Capital Management Company. Outside of his advisory work, he serves as president of an insurance and benefits firm, The Wagner Group Inc. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm offers a range of investment implementation options, including proprietary model strategies and access to third-party managers, with both discretionary and non-discretionary approaches tailored to client objectives.

Angelica Villafana-Maria is a Financial Consultant at Fidelity Investments. She has been with Fidelity since 2015, advancing through several roles including Investment Consultant, Relationship Manager, and Workplace Planning Consultant. Prior to joining Fidelity, she worked as a Financial Representative at NCSECU. With over a decade of experience in financial services, Angelica specializes in partnering with individuals and families to develop personalized financial plans that align with their goals. Her approach emphasizes understanding clients' priorities to create strategies that support their financial futures. Outside of her professional work, Angelica enjoys beach activities, spending time with family, and traveling.