Douglas Dickerson is a CFP® and holds a Series 66 designation with six years of industry experience. He has been with Edward Jones since 2019 and previously worked at AARP from 2011 to 2019. He is involved with the Woman's Club of Raleigh and has received an honorarium from Duke University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Laura Horvath is a financial advisor at Morgan Stanley in Chapel Hill, NC, holding a Series 66 designation with 20 years of industry experience. Her career includes roles at Morgan Stanley since 2011 and Wells Fargo Clearing from 2006 to 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and resources.

Ryan Kasten is a financial advisor with MML Investors Services, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Park Avenue Securities LLC and Guardian Life Insurance Co of America. Kasten is based in Hillsborough, NC. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers annual financial planning engagements supported by firm-approved analytical tools and a variety of investment strategies, with optional implementation through separate brokerage or insurance arrangements.

Bret Bledsoe is a financial advisor with Morgan Stanley in Chapel Hill, NC, holding a Series 66 designation and bringing 12 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill. Outside of financial advising, he is a partner at Goosey’s Books LLC, a retail and online bookstore in Hillsborough, North Carolina. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes advanced modeling tools.

Zachery Ruetsch is an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2025. Prior to this role, he served as an Investment Solutions Representative II at Fidelity Investments from 2022 to 2025 and worked as a Financial Service Representative at Merrill from 2020 to 2021. He holds an Arkansas Insurance License. Zachery focuses on helping individuals and families build a confident financial future by developing personalized strategies aligned with their goals and values. He emphasizes building lasting relationships based on trust and genuine understanding as the foundation of effective financial guidance. Outside of his professional work, Zachery has personal interests that include fitness, food, golf, movies, outdoor adventures, and pets.

William Link is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has previously worked at firms including Bank of America Merrill Lynch, Equitable, and Captrust. Outside of his advisory role, he is employed part-time at Liggett Ventures LLC, a restaurant business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm employs a centralized due diligence process combining quantitative and qualitative research and offers a range of derivatives and commodities capabilities.

Emily Crum is a Series 66-licensed financial advisor with Edward Jones in Durham, NC, where she has worked since 2020. She has six years of industry experience and previously held roles at Alamance Community College, ecoAmerica, and the University of North Carolina. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of more than 23,700 financial advisors nationwide.

Grant Muir is a Series 66-licensed financial advisor with Edward Jones in Durham, NC, and has 10 years of industry experience. He has worked at Edward Jones since 2015. 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 strategies supported by a nationwide network of more than 23,700 financial advisors. The firm manages approximately $1.01 trillion in assets and provides services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and overlay and tax-efficient solutions.

Timothy Hinton is a financial advisor with Thrivent Investment Management in Mebane, NC, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. His prior positions include roles at First Citizens Bank and PNC Bank. Outside of his advisory work, he is a master instructor at a karate school he co-runs with his wife, teaching self-defense classes to children and adults. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering both one-time and ongoing planning engagements focused on comprehensive, goal-based analyses across various financial topics.

Krista Cavalieri Carr is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Fidelity Brokerage Services LLC since 2015. Outside of her advisory role, she is involved in event planning through Southern Skies Events, LLC, where she assists with wedding planning and vendor partnerships. Fidelity's Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios, including fund advisory and model portfolio services.

De Marcus Bowden is a CFP®-certified financial advisor at Edward Jones with 13 years of industry experience. Prior to joining Edward Jones in 2022, he worked at Members Trust Company, Secu Life Insurance Company, Credit Union Investment Services, Secu Brokerage Services, and State Employees' Credit Union. Outside of his advisory role, he has worked as a warehouse package handler in Mebane, NC. 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 solutions, supported by a nationwide network of more than 23,700 financial advisors and $1.01 trillion in assets under management.

Adam Peery is a Financial Consultant at Fidelity Investments. He has been in this role since 2022. Prior to this, he worked as a Financial Solutions Advisor at Bank of America - Merrill Lynch from 2018 to 2022, and as a Relationship Manager at Bank of America from 2014 to 2018. With over ten years of experience, Adam specializes in developing and refining investment, retirement, and income strategies intended to support clients' financial goals and well-being. Originally from North Carolina, he emphasizes building lasting relationships and providing thoughtful financial guidance. Outside of his professional work, Adam has personal interests in family activities, football, movies, reading, and soccer.

Kari Andrade is a Series 66-licensed advisor with LPL Financial, located in Hillsborough, NC, and has 25 years of industry experience. She has been with LPL Financial since 2008, following seven years at Ameriprise. Andrade is associated with Andrade Wealth Management as a DBA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset managers, supported by a network of over 22,800 investment adviser representatives.

Lori Stark is a financial advisor with Morgan Stanley in Chapel Hill, NC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Her career includes roles at Morgan Stanley Smith Barney since 2009, Morgan Stanley Private Bank since 2015, and Citigroup Global Markets from 1991 to 2009. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by proprietary tools and modeling techniques.

Craig Crawford is an Investment Consultant at Fidelity Investments, a position he has held since 2023. He works closely with clients to develop personalized investment strategies and comprehensive financial plans that align with their goals, emphasizing a client-centered approach to understand unique needs and build roadmaps for long-term success. Craig's professional experience includes roles at Fidelity Investments, where he served as a Relationship Manager from 2022 to 2023 and as a Financial Representative in 2022. Prior to joining Fidelity, he worked at First Citizens Bank in various capacities, including Senior Financial Service Representative from 2021 to 2022, Financial Service Representative from 2020 to 2021, and Senior Sales and Service Representative from 2019 to 2020.

Malcolm Norton is a financial advisor at J.P. Morgan Securities in Chapel Hill, NC, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Fidelity and PNC Bank. Outside of finance, he has experience working with BowerBird Flowers. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence using quantitative and qualitative research, with capabilities in derivatives and commodities reflecting unique regulatory registrations.

Stacey Walters is a financial advisor at Fidelity with a Series 66 designation and over a decade of experience, including roles at Thomas-Walters, PLLC and S. Walters Law, PLLC. Prior to joining Fidelity in 2025, Walters held positions at CPFRM, LLC and Lyft. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its formal advisory role to multiple registered investment companies and its use of AI and systematic methodologies in portfolio management.

Katherine Vargas is a Series 66-credentialed financial advisor at Edward Jones with two years of industry experience. She previously worked at Bank of America NA for nine years before joining Edward Jones. Outside of her advisory role, she is CEO and owner of Maktub Ventures LLC, a real estate rental business based in Raleigh, NC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of investment advisory programs and affiliated financial services through a nationwide network of over 23,700 advisors.

Daniel Shannon is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2017. Prior to that, he was employed at Sports Endeavors, Incorporated for one year. 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 strategies, supported by a large nationwide network of advisors and branch offices, and manages approximately $1.01 trillion in assets.

Melissa Herzog is a financial advisor at Raymond James & Associates with 20 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Her prior experience includes roles at Blue Heron Asset Management and Wells Fargo Clearing. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional solutions.