Jack Giamportone is a CFP® professional with 34 years of industry experience. He has been with Edward Jones since 1999 and holds Series 63 and Series 65 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of managed solutions and advisory services, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a large network of advisors and branch offices.

Amy Johnston is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2013, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools including Global Investment Committee estimates and Monte Carlo simulations.

Elizabeth Sternkopf is a financial advisor at Fidelity with four years of industry experience. She holds Series 63 and Series 66 designations and has previous work experience at ChannelAdvisor and Indovance. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across a broad investable universe. The firm is noted for its commodity pool operator registration, advisory role to multiple registered investment companies, and use of systematic methodologies including AI in its research processes.

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 Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven, incorporates modern portfolio theory, and includes a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

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 licenses and four years of industry experience. He has worked at Fidelity Investments since 2019, following prior roles at several companies including Canteen. Outside of his advisory work, he serves as an independent contractor performing weekly cleaning services for 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Vernon Jarman Jr. is a financial advisor with Morgan Stanley in Chapel Hill, NC, holding the Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets. Outside of his advisory role, he owns a non-investment-related business in Hillsborough, NC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by advanced modeling tools.

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 21 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with Fidelity Personal and Workplace Advisors since 2018, as well as FBS since 2007. Nelson is currently based in Durham, NC. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it also serves as an advisor to multiple registered investment companies.

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 based in Durham, NC. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at Edward Jones, KPMG LLP, and Bloomberg LP. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, managing over $256 billion in assets with more than 10,000 advisors nationwide.

William Smith is a financial advisor with OSAIC in Raleigh, NC, holding Series 63 and Series 65 credentials and having 22 years of industry experience. Prior to joining OSAIC in 2018, he worked for SII/John Hancock Financial Services from 2002 to 2018. He serves as Investment Committee Chairman at Wake Technical Community College, providing oversight on the college's investment portfolio. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs asset-allocation tools and risk analysis to construct diversified portfolios, managing accounts on both discretionary and non-discretionary bases.

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. He holds Series 66 and Series 63 licenses and has one year of industry experience. Prior to joining Fidelity, he worked in various roles including positions at Capital Mazda of Cary and Ron Marhofer Nissan. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, fund advisory services, and delivers model portfolios to intermediary platforms.

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.

Jonah Kaufman is a financial advisor with LPL Financial in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. Prior to joining LPL Financial in 2025, he spent 14 years at Cuso Financial Services and has been associated with Coastal Federal Credit Union since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

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 Investments in Durham, NC, holding Series 63 and Series 66 credentials and two years of industry experience. Her prior roles include positions at Elissa Olszewski CPA PA and HD Vest Advisory Services Inc, as well as operating Ross Tax & Financial Services. Outside of her advisory work, she serves as a part-time minister and is a sole proprietor of ImagineU Media, where she writes spiritual books and produces media ministry content. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios including mutual funds, ETFs, and ETPs.