Morgan Mc Cullen is a financial advisor with Edward Jones in Cary, NC, holding Series 65 and Series 63 licenses. Mc Cullen has worked at Edward Jones since 2026 and previously held roles at Capital Investment Group, Capital Investment Advisory Services, Fidelity Bank, Advocacy Trust, and Cousin Couture. Outside of advisory work, Mc Cullen manages wealth administration operations at Fidelity Bank’s Trust Company of NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Jack Schenk is a financial advisor at Fidelity with four years of industry experience. He holds the Series 66 designation and has previously worked with the YMCA of the Triangle and Enterprise Rent-A-Car. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Paula Gilovich is an Investment Solutions Representative III at Fidelity Investments, where she has been working since 2022. In her role, she helps clients connect to their financial goals by translating complex financial concepts into clear and practical steps. She specializes in addressing the unique financial issues women face and supports women in planning confidently at every stage of life. Prior to her current position, Paula held roles at Fidelity Investments as a High Net Worth Service Associate in 2022 and as a Customer Relations Advocate from 2021 to 2022. Her experience at Fidelity has equipped her with a comprehensive understanding of investment solutions and client service. Outside of her professional work, Paula has interests in art, Pilates, soccer, surfing, theater, and writing.

Xinyu Feng is a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, Xinyu works directly with clients to understand their current financial situations and introduces solutions available through Merrill and Bank of America. Xinyu aims to empower clients with the knowledge and tools needed to take control of their financial lives and select the platform that best fits their needs. Xinyu specializes in helping clients manage money amidst various competing financial priorities, such as buying a home, saving for education, caregiving for elderly parents, and preparing for healthcare needs. As a Merrill Financial Solutions Advisor, Xinyu collaborates one-on-one with clients to define financial goals and chooses portfolio strategies designed to achieve them. Ongoing advice and portfolio adaptations are part of Xinyu's practice to accommodate changing client situations. Xinyu holds a Personal Investment Advisor (PIA) designation and earned both a Bachelor's and a Master's degree from the University of North Carolina System.

Roland Raffanti III is a financial advisor with Ameriprise in Mebane, NC, holding a Series 66 designation and nine years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary, written Recommendation Reports. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

David Marion is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His work history includes roles at Fidelity Investments since 2021 and prior experience at NC State Employees Credit Union. Outside of finance, he operated Marion's Jewelry and Marion's Engravables from 2002 to 2018. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs, while also engaging in fund advisory and consulting services.

Indranath Lahiri is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works directly with clients to understand their financial situations and aspirations, developing personalized wealth management strategies that address their long-term goals. He provides access to Merrill's investment insights along with Bank of America's banking and lending solutions, creating flexible financial plans responsive to changing market conditions. Mr. Lahiri's areas of expertise include college education planning, corporate executive services, family wealth management, investment consulting for defined contribution plans, liquidity management, philanthropic planning, portfolio management, small business strategies, individual and corporate investment strategy, and retirement income. He holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's degree from Jadavpur University and Master's degrees from both the University of North Carolina System and the University of Texas System. In addition to his professional work, Mr. Lahiri participates in community volunteering in line with Merrill’s tradition of service. His personal interests include badminton, basketball, biking, bowling, camping, drawing and sketching, football, gardening, hiking, and music.

Joshua Cummings is a financial advisor at Fidelity with Series 63 and Series 65 credentials and five years of industry experience. He previously worked at Northwestern Mutual and has been with Fidelity Investments since 2020. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios built from mutual funds, ETFs, and ETPs, and offers discretionary and non-discretionary advisory services, including fund advisory and management for registered investment companies.

Philip White is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation and has previously worked at SunTrust (now Truist Bank) and Homeside Financial. 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 proprietary fundamental research with quantitative analysis and algorithmic portfolio construction and serves as an advisor to multiple registered investment companies and fund-of-funds.

Stephen Ellis is a financial advisor with LPL Financial in Chapel Hill, NC, holding a Series 66 designation and 20 years of industry experience. He has worked with LPL Financial, formerly LINSCO/PRIVATE LEDGER CORP., since 2006. Outside of his advisory role, he is involved with Strategic Financial Group, Inc., which operates as a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with a range of non-advisory financial products and technology tools.

Carla Tyner is a financial advisor at UBS Financial Services with 20 years of industry experience. She has been with UBS since 2007 and holds the Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets services and proprietary research.

Elizabeth Scupin is a CFP® professional with 19 years of industry experience, currently with Raymond James Financial. She previously spent 12 years at Edward Jones and holds leadership roles at her own firm, Scupin Wealth Management, where she engages in financial planning and investment management. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm utilizes tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs in municipal and public finance as well as employer advisory services.

Foster Kyei is a Financial Consultant at Fidelity Investments, where he has been working since 2022. He has held multiple roles within Fidelity since 2015, including Investment Consultant, Relationship Manager, Central Relationship Manager, and Financial Representative. In his current role, Foster focuses on creating lasting relationships with clients by simplifying complex financial situations and partnering with them to develop and implement personalized financial plans. His goal is to enable clients to make informed investment decisions and feel confident as they work towards their financial objectives. Outside of his professional work, Foster has personal interests in football, golf, soccer, table tennis, tennis, and traveling.

Liliana Barela is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, she was self-employed and worked at DoorDash. She also operates an online sales business as a sole proprietor. Fidelity’s Strategic Advisers LLC 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 create model portfolios from mutual funds, ETFs, and ETPs.

Jahan Powell is a financial advisor at Fidelity with 4 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to his current role, he worked at Wells Fargo and Outback Steakhouse. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction using quantitative analysis and algorithmic methods. The firm serves a variety of clients, including registered investment companies, and offers discretionary and non-discretionary portfolio management.

Timothy Rauwald is a financial advisor with UBS Financial Services and holds Series 63 and Series 65 designations. He has 34 years of industry experience, including 17 years at UBS. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, incorporating fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets functions.

Jacob Fiore is a financial advisor at Osaic based in Morrisville, NC, with six years of industry experience. He holds the Series 63 and Series 65 credentials. His prior work history includes roles at RHI General Group, Wells Fargo Clearing Services LLC, and TFIA AmWINS Group, Inc. OSAIC serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools, and is noted for its scale, affiliate network, and private-equity ownership.

Thomas King is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and Northwestern Mutual prior to joining J.P. Morgan Securities in 2022. Outside of his advisory role, he is a partner and owner of Gold Crown Realty LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG criteria within an institutional investment framework.

Kane Dixon is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked at Edward Jones and was involved with various business ventures including KGD Enterprises LLC, Blue Alliance IT, Paesanos Pasta House, and Patterson's Cafe. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Paul Terrey is a financial advisor at Ameriprise with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing, Merrill, and Edward Jones. Outside of his advisory work, he manages general business activities for Triangle Advisory Group LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.