Gary Elefante is a CFP®-designated financial advisor with LPL Financial in Durham, NC, where he has worked since 2007. He has 24 years of industry experience and holds the Series 66 license. Outside of his advisory role, he is also involved in placing fixed insurance products through Crump Insurance Services as a producer. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services with discretionary and non-discretionary management supported by research from internal and third-party sources.

Anastasia Council is a CFP®-designated financial advisor with 11 years of industry experience, currently serving clients at Edward Jones since 2014. She holds a Series 66 license and is based in Raleigh, NC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Cameron Pait is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, Bank of America, and Merrill. Outside of his advisory role, he is a minority owner of a real estate business that manages properties inherited from his late father. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Adriana Turner is a financial advisor with Fidelity in Durham, NC, holding a Series 66 designation and three years of industry experience. Prior to joining Fidelity, she worked as a retail associate at lululemon athletica. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm’s investment approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios across mutual funds, ETFs, and ETPs.

Elizabeth Bass is a financial advisor with Morgan Stanley in Chapel Hill, NC, holding a Series 66 designation and bringing 11 years of industry experience. She has been with Morgan Stanley and its Private Bank since 2014. Bass serves as a board member of the Croasdaile Country Club in Durham, North Carolina. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to both individual and institutional clients, emphasizing tailored financial planning and a structured discovery process using firm-approved tools.

Michael Rowlands is a Planning Consultant specializing in financial planning. He collaborates with Financial Consultants to co-create financial plans tailored to clients' needs. His work centers on helping clients understand retirement planning and appropriate investment strategies. He holds insurance licenses in Arkansas and California, supporting his role in advising clients on suitable financial solutions.

Michelle Redman is a financial advisor at Fidelity with four years of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments since 2021, previously gaining experience at BB&T and Carter Bank and Trust. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver discretionary and non-discretionary advisory solutions, including fund advisory and model portfolios.

Thomas Karry is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Merrill and Bank of America. Fidelity’s Strategic Advisers LLC, where Karry is based, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it is notable for its use of AI and systematic methodologies in investment processes.

Trevor Lawson is a CFP®-designated financial advisor with 13 years of industry experience, currently affiliated with OSAIC since 2018. Prior to joining OSAIC, he worked at Jhfn Sii from 2013 to 2018. He volunteers as an instructor, teaching courses on financial preparation for widowhood to individuals aged 50 and over. OSAIC serves a broad range of retail and institutional clients through a large network of advisors, offering integrated brokerage and advisory services along with various managed account solutions and access to third-party money managers. The firm employs a range of asset-allocation tools and maintains multiple platform relationships to support diverse client needs.

Justin Waring is a financial advisor with UBS Financial Services in Chapel Hill, NC, holding a Series 66 designation and 17 years of industry experience. He has been with UBS since 2016. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and a variety of capital markets services.

Gregory Mc Donald is a financial advisor with LPL Financial in Chapel Hill, NC. He holds a Series 66 designation and has three years of industry experience, including prior roles at Ameriprise. His background also includes a brief position at Johnnie Mercer's Fishing Pier. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs and services, including financial planning, retirement consulting, and portfolio management supported by proprietary and third-party research.

Jordan Sellers is a financial advisor with J.P. Morgan Securities in Raleigh, NC, holding a Series 66 credential and having three years of industry experience. His career includes roles at Fidelity Investments and JPMorgan Chase Bank, N.A. He is also the owner of SELLERS Foundation LLC, a non-operating entity currently in the process of dissolution. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation models and centralized due diligence. The firm delivers services on a non-discretionary basis and applies an ESG eligibility framework in its investment recommendations.

Austin Harris is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Raleigh, NC, holding Series 63 and Series 65 designations and 15 years of industry experience. He has worked at Raymond James since 2020 and previously was with Bb&T Securities and Scott & Stringfellow. Harris is also an insurance agent with Towne Insurance, focusing on non-variable insurance products. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary investment consulting and supports a large network of advisors, with specialized services in municipal finance and SIMPLE IRA employer advisory programs.

Jaden Beulah is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Fidelity, Jaden held various roles including work with The University of North Carolina at Chapel Hill and entrepreneurial ventures such as Music by Jaden and Leisure N Luxury LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base and supports its portfolios through oversight controls and the use of affiliated and unaffiliated sub-advisers.

Andrew Lynch is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked in real estate and other roles, including positions at Van Horn Realty and Starbucks. He also operates a real estate referral business as a sole proprietor. Fidelity's Strategic Advisers provides investment management and advisory services to a diverse client base, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios for institutional clients.

Doug Wegman is the Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2026. He has been with Fidelity Investments since 2020, progressing through roles including Executive Planning Consultant, Benefits & Planning Consultant, Non-Qualified Plan Services Lead, and Defined Contributions Representative. Doug specializes in executive financial life planning, focusing on complex areas such as equity compensation and deferred pay. He emphasizes a planning-first approach starting with workplace benefits and aims to develop personalized strategies tailored to clients' goals. He holds a California Insurance License. Outside of his professional role, Doug enjoys camping, golf, outdoor adventures, and spending time with his pets.

Kevin Whalen is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, he operated Whalen Glass Arts for seven years and was self-employed for four years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios. The firm is also registered as a commodity pool operator and serves as an advisor to multiple registered investment companies and fund-of-funds.

Liam Doyle is a financial advisor with Fidelity in Durham, NC, holding a Series 66 credential and one year of industry experience. His prior work experience includes roles at Best Buy and Wings of Peace Press. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Richard Robinson is a financial advisor with LPL Financial in Raleigh, NC, holding Series 63 and Series 66 designations and 18 years of industry experience. He previously worked for Ameriprise Financial Services, Inc. for 13 years before joining LPL Financial in 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, institutions, and charitable organizations. The firm offers various financial planning and advisory programs, providing both discretionary and non-discretionary management supported by research and model portfolios from multiple sources.

Craig Wulff is a Market Leader at Fidelity Investments, where he leads a team of financial professionals focused on collaborating with clients to develop financial plans tailored to their priorities. He emphasizes understanding what is most important to clients to build plans they understand and trust. Craig has extensive experience in financial services, having held various leadership roles at Fidelity Investments since 2005, including Vice President and Branch Office Manager positions. Prior to that, he held multiple vice president roles at TD Waterhouse Investor Services from 1995 to 2005, progressing from Registered Representative to regional and national management positions. Details about Craig's education, credentials, personal interests, and community involvement were not provided.