Bilan Stribling is a financial advisor with Cetera based in Durham, NC. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at Edward Jones, KPMG LLP, and Bloomberg LP. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, managing over $256 billion in assets with more than 10,000 advisors nationwide.

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.

Hayden Steelman is a financial advisor at Edward Jones in Carrboro, NC, holding a Series 66 designation. He has experience working with several firms, including Pesch, LLC, DCI Group, and Design Squared, LLC, before joining Edward Jones in 2026. Edward Jones is a full-service wealth management firm serving a broad client base that includes individual investors, institutional clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient solutions.

Catherine Pelican is the Regional Director of Executive Services at Fidelity Investments, where she leads, coaches, and develops a team of Benefits & Planning Consultants and Executive Planning Consultants. She supports the South Atlantic region in this capacity. Prior to her current role, Catherine worked as a Planning Development Consultant at Edward Jones from 2017 to 2022.

Mary Charles Nassif is a financial advisor at Edward Jones in Durham, NC, holding the CFP®, ChFC®, and Series 66 designations with 11 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. 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 and investment solutions under a fiduciary standard.

Linda Erickson is a CFP® professional with 40 years of experience in financial services. She is currently affiliated with Cetera and has previously operated her own practice under Erickson Advisors. Erickson serves as a regional director for a wealth advisory recruiting website and volunteers as a trusted person for St. Francis Church, where she manages discretionary fund accounting. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a broad range of portfolio management and financial planning services, utilizing a multi-manager platform with both affiliated and third-party strategies.

Tamra Ellis is a financial advisor with Edward Jones in Durham, NC, holding a Series 66 designation and 15 years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates under a fiduciary standard.

Joseph Coniglio is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. His career includes roles at J.P. Morgan Chase Bank, Truist Bank, Fifth Third Securities, Fifth Third Bank, and Wells Fargo. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence to deliver non-discretionary advice through its Institutional Consulting Services program.

Martin Frost is a CFP® professional with 16 years of industry experience, currently serving as an investment adviser representative at LPL Financial. His prior roles include positions at OSAIC, Opus Financial Advisors, Inc., Fsc Securities Corp, and SunTrust Advisory Services. He is also involved in non-variable insurance activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser delivering advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning, model portfolio programs, third-party asset management access, and institutional platforms, utilizing various investment strategies supported by operational and research tools.

Aldrin Hewakopara is a Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2015, progressing through several positions including Planning Consultant, Workplace Planning & Guidance Consultant I, and Financial Associate. His professional experience encompasses various aspects of financial planning and client guidance within Fidelity Investments. Aldrin is committed to personalized financial planning and building long-term client relationships aligned with the firm's values. Details regarding Aldrin's education, credentials, personal interests, or community involvement have not been provided.

Kenneth Zimmerman is a CFA charterholder with 19 years of industry experience. He has worked at Wells Fargo Clearing since 2020 and previously held roles at Foreside Fund Services, LLC and WisdomTree Asset Management, Inc. He holds Series 63 and Series 65 licenses and is based in Chapel Hill, NC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans 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.

Denisse Soto Cruz is a Series 66-licensed financial advisor at Merrill with 15 years of experience at the firm. She is based in Chapel Hill, NC. Outside of her advisory role, she is a co-owner of a family rental property in North Carolina. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Thomas Holtz is a financial advisor at Edward Jones in Chapel Hill, NC, holding a Series 66 designation with nine years of industry experience. Prior to joining Edward Jones in 2017, he worked at McKinney for three years. 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 network of more than 23,700 advisors and offers a range of discretionary and non-discretionary advisory strategies under a fiduciary standard.

Andres Quezada is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2012, progressing through roles including Financial Consultant, Investment Consultant, Central Relationship Manager, Relationship Manager, Financial Representative II, Workplace Planning and Guidance Consultant I, and Defined Contribution Representative II. In his role, Andres partners with clients to develop financial plans aimed at meeting their goals and needs. He focuses on creating financial plans that are straightforward and seeks ongoing opportunities to improve these plans through continuous collaboration throughout clients' lives and careers.

Calvin Williamson III is a financial advisor at Raymond James Financial with 20 years of industry experience. He holds the Series 63 and Series 66 credentials and previously worked at Edward Jones for 16 years. Outside of his advisory role, he co-owns Four Corners Advisor Group, an LLC focused on recruiting advisors to affiliate with their branch. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and institutions. The firm offers tailored, non-discretionary consulting using analytical tools and supports various advisory programs, distinguishing itself with municipal advisor affiliations and specialized retirement plan consulting services.

Alisha Byrd is a Wealth Management Advisor with Merrill Lynch Wealth Management. She brings nearly a decade of experience in financial planning, focusing on areas such as college education planning, small business strategies, and women and wealth. Alisha's approach to wealth management involves prioritizing client goals and collaborating on tailored wealth plans to achieve financial freedom for individuals, families, and businesses. Alisha holds a Bachelor's Degree from the University of North Carolina at Chapel Hill and is a Certified Financial Planner (CFP) and a Personal Investment Advisor (PIA). Originally from Los Angeles and raised in Charlotte, she has professional experience that includes working as an Investment Consultant with Fidelity Investments. Beyond her professional career, Alisha is involved in community activities such as Better Money Habits at Bank of America, Merrill Women's Exchange, and the National Association of Women Business Owners (NAWBO). She enjoys running, soccer, spending time with her family, and traveling.

Anna Lewis is a financial advisor at Edward Jones in Durham, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2024, she worked at Atlassian, Inc. for seven years and Trello, Inc. for one year. Outside of her advisory role, she receives book royalties through Wiseblood Books and has participated in a research study at the Bardone-Cone Lab at UNC-Chapel Hill. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,000 advisors and more than 15,000 branch offices.

Rebekah Laster is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2024. Prior to this role, she worked as a Planning Consultant at Fidelity Investments from 2021 to 2024. Her career in financial services began in 2015, with roles including Financial Advisor at Edward Jones Investments and Paraplanner at Cunningham Financial. She focuses on assisting families in achieving financial stability and making informed decisions about their assets. Rebekah applies a holistic approach to financial advising, influenced by her personal experience as a daughter and stepmother. She emphasizes trust and collaboration with clients to simplify complex financial concepts. Outside of her professional work, Rebekah has interests in cooking and baking, fitness, exploring food, caring for pets, reading, and traveling.

John Thomas is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity since 2010, progressing through various roles including Financial Consultant, Guidance Support Specialist, and Workplace Planning & Guidance Consultant. His 15 years of experience at Fidelity encompass helping clients navigate complex financial decisions through personalized planning and ongoing guidance. John's approach focuses on providing a high standard of service by leveraging Fidelity's extensive capabilities to assist individuals and families in aligning their financial decisions with their goals and priorities. His experience spans multiple facets of financial consulting within Fidelity, reflecting a deep understanding of client needs and financial planning strategies.