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 with OSAIC in Morrisville, NC, holding Series 63 and Series 65 licenses and six years of industry experience. His work history includes roles at Wells Fargo Clearing Services LLC and RHI General Group since 2020, as well as earlier experience at TFIA AmWINS Group, Inc. and URJ Camp Coleman. He also attended the University of Florida from 2016 to 2020. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and investment advisory services supported by asset-allocation tools, risk-tolerance questionnaires, and access to various third-party managed-account solutions.

Thomas King is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. Prior to his current role, he worked at Morgan Stanley and Northwestern Mutual. Outside of finance, he is involved in real estate as the owner and partner of Gold Crown Realty LLC. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services that include asset-allocation advice, manager searches, and customized performance reporting. The firm employs a quantitative asset-allocation process combined with centralized due diligence and applies an ESG eligibility framework in its recommendations.

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 with Ameriprise in Durham, NC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Terrey manages general business activities for Triangle Advisory Group LLC, a non-investment business established to handle practice-related expenses. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, delivering detailed, research-based recommendation reports through a centralized consulting team. The firm combines modeling, tax-efficiency analysis, and adaptive withdrawal strategies while emphasizing the use of managed accounts and affiliated investment products.

Gaurav Yelavarthi is a financial advisor at Fidelity with two years of industry experience. He holds the Series 63 and Series 66 licenses. Prior to joining Fidelity, he worked at ANZ and spent three years at Schnitz alongside Griffith University. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

William Carpenter is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior roles include positions at Caleb White and Northwestern Mutual Investment Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory roles with registered investment companies and its use of systematic methodologies and AI-driven research in portfolio management.

Donna Collins is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and with 29 years of industry experience. She previously worked at Edward Jones for 13 years before joining Raymond James in 2022. Collins is also involved in agricultural land management through an LLC that holds a forestry permit for 53 acres and owns a non-rental beach home. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools and supports municipal and public finance work through a municipal advisor affiliation.

Sarah Stilley is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she was with Mercer Advisors and Advanced Services Law Group for three years each, and held roles at PlanWell Legal and Cary Estate Planning. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory strategies, affiliated mutual funds, and operates under a fiduciary standard.

April Sneed is a financial advisor with Fidelity in Durham, NC, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Cambridge Investment Research and self-employment in financial services. Outside of her advisory work, she serves as an officer for the Town of Rolesville, providing leadership and strategic vision. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction across various fund structures.

Sammy Mustafa Mohsen currently serves as an Investment Solutions Representative III at Fidelity Investments. In this role, he partners with individuals and families to develop strategies aligned with their financial priorities, helping clients explore opportunities and address challenges. Sammy's experience includes a tenure as an Investment Solutions Representative II specializing in fixed income at Fidelity Investments. Through personalized guidance and ongoing conversations, he assists clients in making informed financial decisions and staying focused on their long-term goals. Outside of his professional work, Sammy is interested in family activities, social events with friends, movies, soccer, and traveling.

Cynthia Corbett is a financial advisor with Morgan Stanley in Chapel Hill, NC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Morgan Stanley Private Bank since 2015 and has worked at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs. The firm offers tailored financial planning supported by structured planning tools and manages approximately $2.74 trillion in client assets.

Nicklaus Parker is a Series 66 licensed financial advisor with Edward Jones in Mebane, NC, and has two years of industry experience. Prior to joining Edward Jones, he worked at Boston Consulting Group and held roles at Emory University and the PGA Tour. He also spent a decade with Fox Sports Carolinas. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, tax-efficient services, and affiliated capabilities. The firm manages over $1 trillion in assets and operates a large nationwide network of advisors and branch offices.

Quinn Wieber is a financial advisor with LPL Financial holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, Quinn worked at CLW Financial Planning and has experience in the hospitality and retail sectors. Quinn’s background includes roles at Taziki's Mediterranean Café and Panera Bread. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, and access to third-party asset managers, supported by extensive advisory tools and a large network of over 22,800 advisors.