Damon Lichtenberger is a financial advisor with Cetera and holds a Series 66 designation. He has 22 years of industry experience, including roles at Securian Financial Services and Minnesota Life Insurance Company. He is also an agent/broker with North Star Consultants, Inc., where he has been involved for over 20 years. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers.

Evan Guinn is a Financial Consultant at Fidelity Investments, a role he has held since 2026. He has been with Fidelity Investments since 2022, progressing through several positions including Planning Consultant, Relationship Manager, and Financial Representative. He works with clients to develop personalized retirement and investment plans tailored to their specific needs. His expertise includes insurance planning, retirement planning, education planning, and tax-efficient investing. Evan aims to collaborate with clients to create and adjust plans as their needs evolve.

Tanner Gilbert is a Financial Consultant at Fidelity Investments, where he began his current role in 2024. Prior to this, he held positions as an Investment Consultant and Financial Representative at Fidelity Investments since 2022. Tanner started his career with an internship at Betty Andrews Investment Management in 2020. In his role, Tanner focuses on building relationships and solving problems to assist individuals, families, and businesses in achieving their financial goals. He emphasizes understanding each client's personal situation to implement tailored strategies that support their financial planning needs. Outside of his professional responsibilities, Tanner has interests in football, golf, movies, pets, and reading.

Mackenzie Crawford is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining Primerica, Crawford worked in various roles including at Serco, Inc. and in educational and distribution sectors. Outside of financial advising, Crawford co-owns Why-Am-I Cattle Company, LLC, a non-investment-related business. Primerica Advisors offers a wrap-fee asset management program primarily serving individual investors along with corporate and charitable clients. The firm employs model-driven investment strategies managed by third-party asset managers and supports client accounts through established custodial and trade execution services.

Brandon Harris is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. He is also the owner of Brandomar LLC, an investment-related business based in Raleigh, NC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients who meet a net-worth threshold, utilizing proprietary research and tools to develop customized recommendations.

Amanda Hahn is a financial advisor at Fisher Investments with 11 years of industry experience. She holds a Series 66 designation and previously worked at FIDELITY Brokerage Services LLC and VALIC Financial Advisors. Fisher Investments serves institutional and private clients worldwide, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management and sub-advisory services. The firm employs a centralized investment approach combining quantitative and qualitative analysis to manage globally diversified portfolios.

Joshua Wagenaar is a financial advisor with Edward Jones in Durham, NC, holding CFP® and Series 66 credentials and bringing 10 years of industry experience. He has been with Edward Jones since 2015 and is also affiliated with Louisiana Tech University since 2013. 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 and offers a range of investment strategies and affiliated services under a fiduciary standard.

Craig Spell is a Financial Consultant at Fidelity Investments, a position he has held since 2026. He previously worked at Fidelity Investments as a Planning Consultant from 2024 to 2026, a Relationship Manager from 2023 to 2024, and a Financial Representative from 2022 to 2023. Craig specializes in developing tailored, purpose-driven financial plans for individuals and families. He focuses on understanding each client's unique situation to create personalized and practical strategies that simplify complexity and empower confident decision-making. Outside of his professional work, Craig has interests in baseball, board games, movies, traveling, and writing.

Nicole Robertson is a financial advisor at LPL Financial with 20 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 66 licenses. Her prior roles include positions at SunTrust Investment Services, SunTrust Advisory Services, Fsc Securities Corp, Opus Financial Advisors, and OSAIC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions with a range of financial planning, brokerage, and advisory services. The firm supports a large network of advisors with diverse investment strategies and tools alongside various non-advisory financial services.

Michael Mumford is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has worked since 1992 after graduating from The University of North Carolina at Chapel Hill. He holds a Bachelor's Degree from the university and several FINRA registrations, including Series 7, 9, 10, 31, 63, 65, and 66. He also holds professional designations such as the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). With more than 30 years of experience, Michael specializes in family wealth management strategies, personal retirement planning, portfolio management services, and retirement income. His approach is consultative and objective, focusing on understanding each client's financial situation, preferences, and goals to develop personalized asset allocation recommendations and financial strategies. Michael serves his community through board and committee roles at various organizations, including Epworth United Methodist Church and The University of North Carolina at Chapel Hill. He lives in Durham with his wife, Courtney, and their two children. Outside of work, he enjoys gardening, golfing, and spending time with his family.

Christopher Combs is a Wealth Management Advisor at Merrill Lynch Wealth Management. He brings extensive experience serving active and retired business owners, senior executives in biotech and technology, and university faculty and administrators. Christopher focuses on developing goals-based financial strategies that address clients’ unique situations and motivations, emphasizing education planning, family wealth management, legacy planning, retirement income, and socially responsible investing. Christopher is a CERTIFIED FINANCIAL PLANNER® certificant and holds the Chartered Retirement Planning Counselor™ designation, as well as the Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA) credentials. He earned his bachelor's degree from Duke University, where he also played football before his professional career in the NFL. He is a member of the Durham-Orange Estate Planning Council and actively participates in his community through involvement with The Summit Church, where he serves as a small group leader, and has held board positions with various local organizations. Christopher resides in Durham with his wife and three children, enjoys coaching his children in sports, and participates with them in the YMCA Y Guides program.

Nancy Anderson is a financial advisor at OSAIC with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Sagepoint Financial, Morgan Stanley Dw Inc., and OSAIC Services, Inc. Outside of advising, she is president of Financial Change Management Inc. and is involved in insurance sales. OSAIC is a multi-advisor platform serving retail and institutional clients, offering brokerage and advisory services including comprehensive financial planning and managed portfolios. The firm emphasizes model-based asset allocation and portfolio optimization, and is notable for its scale, complex affiliate network, and recent consolidation activity.

Amy Johnston is a financial advisor at Morgan Stanley in Chapel Hill, NC, with 21 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley and its Private Bank since 2013, following eight years at Lord, Abbett & Co. LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Michael Corrigan is a financial advisor with Morgan Stanley in Chapel Hill, NC, holding a Series 66 designation and 14 years of industry experience. He has worked with Morgan Stanley and its affiliate entities since 2013. Corrigan also has involvement in a trust business outside of regular business hours. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with comprehensive financial planning and advisory programs, managing approximately $2.74 trillion in client assets.

Donna Barclay is a financial advisor with Wells Fargo Clearing in Chapel Hill, NC, holding Series 63 and Series 65 credentials and 30 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics.

Vernon Jarman Jr. is a financial advisor with Morgan Stanley in Chapel Hill, NC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets, LPL Financial, and Edward Jones. Outside of his advisory role, he owns a non-investment related business based in Hillsborough, NC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to support its advisory services.

Jason Shaw is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2014. He has been with Fidelity since 1999, progressing through various roles including Assistant Branch Manager, Fixed Income Specialist, and Financial Consultant. His extensive tenure at Fidelity spans over two decades, reflecting his experience and commitment within the financial services industry. Over the past 27 years at Fidelity, Shaw has focused on helping clients and their families identify and plan for their financial goals. He approaches the planning process as an educational and objective endeavor, open to exploring multiple approaches and working collaboratively to choose strategies that promote client comfort and confidence. Shaw holds a California Insurance License. Further details regarding his educational background or personal interests were not provided.

Bilan Stribling is a financial advisor with Cetera in Durham, NC, holding a Series 66 designation and one year of industry experience. Prior to joining Cetera, Bilan worked at Edward Jones and KPMG LLP, as well as Bloomberg LP. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform. The firm offers a range of portfolio management and financial planning services, utilizing model portfolios, third-party managers, and bespoke strategies.

Jennifer Kahoul is a financial advisor with Morgan Stanley in Chapel Hill, NC, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. She has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate agreements.

James Summers is a financial advisor with Edward Jones in Durham, NC. He holds the CFP® and ChFC® designations as well as the Series 63 license, and has 40 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branch offices.