Joseph Spendley is a financial advisor at Edward Jones with 8 years of industry experience. He holds the Series 66 designation and previously worked at Credit Suisse Securities (USA) LLC for 31 years before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a broad network of financial advisors and branch offices nationwide.

Michael Corrigan is a financial advisor with Morgan Stanley in Chapel Hill, NC, holding a Series 66 designation and 14 years of industry experience. He has worked with Morgan Stanley and its affiliate entities since 2013. Corrigan also has involvement in a trust business outside of regular business hours. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with comprehensive financial planning and advisory programs, managing approximately $2.74 trillion in client assets.

Jake Zilles is an Investment Solutions Representative III at Fidelity Investments. In this role, he assists clients in identifying their unique financial goals and developing tailored investment strategies. He also implements these strategies and provides resources to help clients expand their financial knowledge. Jake has progressed through several positions at Fidelity, starting as a Customer Relationship Advocate in 2023, then advancing through three levels of Investment Solutions Representative from 2024 to the present. This progression reflects his growing experience and expertise in financial planning and client support. Outside of his professional responsibilities, Jake has interests in food, music, outdoor adventures, and pets.

Donna Barclay is a financial advisor with Wells Fargo Clearing in Chapel Hill, NC, holding Series 63 and Series 65 credentials and 30 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics.

Tarick Odeh is a Financial Consultant currently working at Fidelity Investments since 2021. In this role, he focuses on helping clients invest and plan for their future to strengthen their financial well-being. Prior to his current position, Tarick gained experience as a Premier Banker at Wells Fargo Bank from 2017 to 2019. He holds insurance licenses in Arkansas and California. Outside of his professional work, Tarick has interests in art, cooking and baking, fitness, football, golf, and traveling.

Lionel Mitchell is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. Prior to joining Fidelity, he held various roles across multiple companies including Alsco, Green Enterprises, and Corning Life Sciences. Outside of his advisory work, he serves as an independent contractor responsible for weekly maintenance at Peaces Chapel Baptist Church. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage diversified portfolios and model strategies across mutual funds, ETFs, and ETPs.

Vernon Jarman Jr. is a financial advisor with Morgan Stanley in Chapel Hill, NC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets, LPL Financial, and Edward Jones. Outside of his advisory role, he owns a non-investment related business based in Hillsborough, NC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to support its advisory services.

Jason Shaw is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2014. He has been with Fidelity since 1999, progressing through various roles including Assistant Branch Manager, Fixed Income Specialist, and Financial Consultant. His extensive tenure at Fidelity spans over two decades, reflecting his experience and commitment within the financial services industry. Over the past 27 years at Fidelity, Shaw has focused on helping clients and their families identify and plan for their financial goals. He approaches the planning process as an educational and objective endeavor, open to exploring multiple approaches and working collaboratively to choose strategies that promote client comfort and confidence. Shaw holds a California Insurance License. Further details regarding his educational background or personal interests were not provided.

Craig Nelson is a financial advisor at Fidelity with 22 years of industry experience. He holds Series 63 and Series 66 designations. His career includes roles at Fidelity Personal and Workplace Advisors and FBS. Fidelity’s Strategic Advisers LLC, where Nelson works, provides 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 manage a range of portfolios, with a notable focus on systematic methodologies and long-term asset allocation.

Kevin Swan is a financial advisor at Osaic with 30 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Osaic, he worked for Mutual of Omaha Investor Services and Securities America Advisors. Swan is also involved in advisory and insurance activities through ECN Legacy Advisors. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization, supported by various discretionary and third-party investment strategies.

Timothy Seitzer is a financial advisor with Fidelity Investments in Durham, NC, holding Series 63 and Series 66 licenses with four years of industry experience. His prior work includes roles at North Carolina State Employee's Credit Union and Wal-Mart. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a variety of portfolios, including multi-manager and fund-of-funds structures, and serves as a registered commodity pool operator with established governance and proxy-voting procedures.

Bilan Stribling is a financial advisor with Cetera in Durham, NC, holding a Series 66 designation and one year of industry experience. Prior to joining Cetera, Bilan worked at Edward Jones and KPMG LLP, as well as Bloomberg LP. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform. The firm offers a range of portfolio management and financial planning services, utilizing model portfolios, third-party managers, and bespoke strategies.

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.

Geremiah Bair is a financial advisor with Fidelity Investments in Durham, NC, holding Series 66 and Series 63 licenses with two years of industry experience. Prior to joining Fidelity, he worked in the automotive sales industry for several firms including Capital Mazda of Cary and Ron Marhofer Nissan. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves as an adviser to multiple registered investment companies and fund-of-funds.

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.

Eric Carter is an Investment Solutions Representative III at Fidelity Investments, a role he has held since 2023. Prior to this, he worked as a Customer Relationship Advocate at Fidelity Investments from 2022 to 2023. In his current position, Eric focuses on providing tailored investment guidance by understanding each client's individual goals and offering clear perspectives on the risks and opportunities associated with investing. He aims to build long-term relationships with clients through trust, consistency, and open communication as their financial needs evolve. Eric's professional approach centers on a client-first philosophy, emphasizing intentional listening and informed decision-making. His experience at Fidelity Investments spans roles that concentrate on customer relationship management and investment solutions, allowing him to support clients effectively in navigating their financial journeys.

Annie Ross is a financial advisor with Fidelity in Durham, NC, holding Series 63 and Series 66 licenses with three years of industry experience. She previously worked at Ross Tax & Financial Services and Elissa Olszewski CPA PA. Outside of finance, she serves as a part-time minister and is involved in writing and publishing spiritual books and media content. 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 across mutual funds, ETFs, and ETPs.

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.

Camden Miller is an Investment Solutions Representative III at Fidelity Investments. He began his career at Fidelity in 2023 as a Customer Relationship Advocate and progressed through roles as Investment Solutions Representative I and II before attaining his current position in 2026. Camden's approach to financial advising emphasizes understanding a client's goals, values, and circumstances before discussing strategies or numbers. He aims to communicate clearly and directly to ensure clients grasp the reasoning behind financial plans. He seeks to be a consistent and accessible resource as clients' priorities evolve over time. Outside of his professional responsibilities, Camden has personal interests that include food, football, pets, running, and traveling.