Kerry Goodman is a financial advisor at OSAIC with 21 years of industry experience and holds the Series 63 and Series 66 licenses. Prior to joining OSAIC in 2026, Goodman worked at several firms including Founders Financial Alliance, LLC, Independent Advisor Alliance, LLC, LPL Financial, LLC, Invest Financial Corporation, and Truist Investment Services, Inc. Goodman serves as an at-large board member of the Abecedarian Education Foundation, a nonprofit focused on early childhood education. 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 through a multi-advisor platform with an investment process centered on model-based asset allocation, portfolio optimization, and a suite of advisory strategies.

Mikel Chalmers is a Financial Consultant at Fidelity Investments, where he currently assists clients and their families in understanding and achieving their financial goals. He collaborates with clients to analyze all aspects of their financial lives and develops plans to work towards meeting those goals. Mikel has held several roles in the financial services industry, including Planning Consultant at Fidelity Investments from 2022 to 2023, and Paraplanner at Ameriprise Financial during 2020 and 2021. Prior to that, he was an Associate Advisor at Millennium Advisory Services from 2018 to 2020. He holds insurance licenses in both Arkansas and California.

Seth Ellington is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Equitable Advisors, he worked at Fidelity Investments and has a background that includes roles at Southeastern Baptist Theological Seminary and involvement with several church organizations. He serves as a power of attorney for his wife. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of advisory programs, including third-party model portfolios and discretionary management, offering access to mutual funds, ETFs, separately managed accounts, and select alternative investments.

Manish Mehta is a financial advisor with UBS Financial Services in Cary, NC, holding Series 65 and Series 66 credentials and bringing 25 years of industry experience. He previously worked at Merrill and Morgan Stanley before joining UBS in 2008. Outside of his advisory work, Mehta is involved in real estate investment and management through his ownership and decision-making roles in several related businesses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions, model-based asset allocations, and research from its Chief Investment Office and UBS Global Research to tailor client plans. The firm combines institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets services.

Sandra Gunnels is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, she held positions at various companies including Henson Novelties and Trophy Brewing and Pizza. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that integrates proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base and is noted for its use of algorithmic methods, formal advisory roles to registered investment companies, and established governance procedures.

Aaron Schmidt is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. He has worked at Fidelity Investments since 2021 and previously was employed by the University of North Carolina at Chapel Hill and Relias Learning. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios and is noted for its use of systematic methodologies, AI-driven research, and its advisory roles with registered investment companies and fund-of-funds.

Sam Ahmed is an Investment Solutions Representative III at Fidelity Investments, a role held since 2023. Prior to this position, Sam advanced through roles as Investment Solutions Representative II (2022-2023) and Investment Solutions Representative I (2021-2022) at Fidelity Investments. Earlier professional experience includes serving as a Relationship Manager at Wells Fargo from 2016 to 2021 and as a Teller at Wells Fargo from 2015 to 2016. Sam holds insurance licenses in Arkansas and California. He focuses on assisting clients in working towards their financial goals by being attentive to detail and an active listener, emphasizing long-term relationship building. Outside of his professional work, Sam engages in family activities, fitness, movies, parenthood, and traveling.

Jessica Lamb is a financial advisor at Cambridge Investment Research Advisors with 22 years of industry experience. She holds the Series 63 and Series 65 licenses and previously worked at Lincoln Financial Securities Corporation for nine years. In addition to her advisory role, she serves as president of a company specializing in insurance, benefits, and human resources. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organization clients, offering financial planning, investment management, and retirement-plan advisory services. The firm employs proprietary model strategies and provides access to third-party advisers through multiple platforms.

Zachary Payne is an Investment Solutions Representative III at Fidelity Investments. In this role, he provides clients with guidance on savings and investment strategies tailored to their individual goals, needs, and circumstances. He supports clients through various life stages and financial challenges, regularly reviewing and updating financial plans to align with changing priorities and market conditions. Zachary's professional experience includes roles as an Investment Consultant, Investment Solutions Representative II specializing in Fixed Income, Investment Solutions Representative, and High Net Worth Representative at Fidelity Investments. Prior to joining Fidelity, he worked as a Junior Financial Advisor at Raleigh Wealth Solutions and as a Financial Advisor at Equitable Advisors. Outside of his professional work, Zachary has interests in comedy, fishing, football, golf, spending time at the lake, and music.

Laneeca Taylor is a financial advisor at Morgan Stanley with 28 years of industry experience. She has held roles at Morgan Stanley Smith Barney since 2010, following four years at Citigroup Global Markets. Taylor holds Series 63 and Series 65 securities licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning services supported by proprietary tools and investment research, managing approximately $2.74 trillion in client assets.

Zachary Mc Donald is a financial advisor at Charles Schwab with one year of industry experience. He holds the Series 66 designation. Outside of his advisory role, he is involved with Guilford College United Methodist Church, where he manages and leads the church's audio-visual and streaming services. Charles Schwab & Co., Inc. serves a broad client base including high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs a multi-asset model portfolio approach with centralized operational and supervisory infrastructure.

Benjamin Baumberger is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and modeling techniques while generally acting in an advisory capacity for its clients.

Diana Na is a financial advisor at Fidelity with four years of industry experience. She holds the Series 66 designation and has worked at Fidelity Investments since 2022, following prior roles at Wells Fargo from 2016 to 2022. 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 to develop model portfolios from mutual funds, ETFs, and ETPs.

Katherine Anders is a Certified Financial Planner® with 16 years of industry experience. She is currently affiliated with Cambridge Investment Research Advisors and has prior experience at Principal Life Insurance Company, Principal Securities Inc, and Waddell & Reed, Inc. She also maintains an insurance agent role with various independent insurance companies through Vesta Wealth Advisors. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and offers proprietary model strategies alongside access to multiple platforms and third-party advisors.

Tyler Lindsey is a financial advisor with Cambridge Investment Research Advisors in Raleigh, NC. He holds a Series 66 designation and has eight years of industry experience. Prior to his current role, he worked at Lindsey, Lindsey & Mueller CPA's where he provided tax preparation services. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary account management and provides access to affiliated model strategies and third-party advisers.

Timothy Healy is a financial advisor with Fidelity Investments in Durham, NC, holding Series 63 and Series 66 designations and two years of industry experience. His prior work includes roles at Fidelity and Next Level Academy, as well as a 15-year tenure at Cardinal Gibbons High School. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Mark Scarbrough is a financial advisor with Mass Mutual Investors Services in Cary, NC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with MML Investors Services and Mass Mutual Life Insurance Company since 2013. Outside of his advisory role, he is the president and owner of Mainmast Financial Group, Inc., and an owner/member of Encompass Financial Partners, LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides financial planning, asset management, and educational seminars, focusing on collaborative client engagements and recommending investment strategies without discretionary authority.

Carroll Webb is a financial advisor at Fidelity Investments with 12 years of industry experience and holds a Series 66 designation. His prior work includes roles at Regions Bank, H&R Block, LPL Financial, and Woodland Community College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of systematic methodologies and AI-driven research tools.

Gary Elefante is a CFP® professional with 24 years of industry experience, currently serving as an advisor at LPL Financial since 2007. Prior to joining LPL, he worked for Equitable Advisors for six years. His outside activities include placing new fixed insurance business through Crump Insurance Services as a producer. 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 offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Joshua Filyaw is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop comprehensive financial plans tailored to their unique goals and preferences. He began his role as a Financial Consultant in 2024, having previously served as a Planning Consultant at Fidelity from 2022 to 2024. Prior to joining Fidelity, Joshua worked as an Investment Resource Consultant at Wells Fargo Advisors from 2021 to 2022 and as a Personal Banker at Wells Fargo Bank from 2019 to 2021. Outside of his professional work, Joshua has interests in baseball, cars, football, running, singing, and traveling.