Kyle Tricarick is a Benefits & Planning Consultant within the Executive Services division at Fidelity Investments, a position he has held since 2026. He began his career at Fidelity in 2021, progressing through roles including Customer Relationship Advocate, High Net Worth Associate, and multiple levels of Investment Solutions Representative before assuming his current consultant role. Prior to Fidelity, he was a Broker Trainee at Aegis Capital Corp from 2020 to 2021. Kyle focuses on leveraging planning tools and disciplined investment principles to assist clients in navigating their benefits and establishing a clear path toward their financial goals. His approach emphasizes structure, thoughtful analysis, and maintaining a long-term perspective. He holds insurance licenses in Arkansas and California. Outside of his professional work, Kyle enjoys board games, family activities, fitness, social events with friends, and playing tennis.

Andrew Mckay is a financial advisor with Morgan Stanley in Raleigh, NC, holding a Series 66 designation and 19 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2010 and the Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved in managing commercial and residential real estate properties through several investment entities. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and research, with assets under management totaling approximately $2.74 trillion.

John Johnson Jr. is a financial advisor with Ameriprise in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Ameriprise since 2010. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency strategies to provide personalized, written Recommendation Reports delivered by a centralized consulting team, supporting clients primarily through Ameriprise-managed accounts.

Robert Eastmann is a financial advisor with Cetera who holds Series 63 and Series 66 designations and has 31 years of industry experience. His career includes roles at New England Securities, LPL Financial, and Cetera Advisors LLC. Outside of his advisory work, he coaches girls' basketball teams, including the North Raleigh Lady Vipers and Neuse Christian Academy. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform that allows advisors to implement diverse investment strategies across various account types.

Ross Whiteley is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds a Series 66 designation and has worked previously at Fidelity Investments, JPMorgan Chase Bank, First Citizens Bank, and Wells Fargo Funds Management. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Orvin Johnson is a Series 66-licensed financial advisor with Equitable Advisors, based in Smithfield, NC. He joined the firm in 2026 and has prior experience at Edward Jones and the United States Postal Service. Johnson’s career includes various roles outside the financial industry over nearly two decades. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of third-party advisory programs and emphasizes matching clients to suitable investment models based on personal and plan information.

Stephanie Bass is a CFP® professional with 27 years of experience in the financial industry, currently serving at Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. Outside of her advisory role, Bass is an investment committee member for the NC Symphony and serves as treasurer and finance committee member for Dress for Success of the Triangle. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Alfredo Camargo II is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing five years of industry experience. His background includes roles at Wells Fargo Bank, State Farm Insurance Agency, and Meridian BioLogistics. Outside of finance, he is involved as an owner and partner in Camrez, LLC, a real estate investing and property management business. J.P. Morgan Securities LLC offers investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment recommendations.

Ryan Copley is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 12 years of industry experience. His career includes multiple roles within Wells Fargo entities since 2011, as well as a position at Oasis International School in Kuala Lumpur from 2018 to 2021. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

S Paul Lorusso Sr. is a financial advisor with Osaic and holds a Series 66 designation. He has 15 years of industry experience, including 13 years at FSC Securities Corporation and several years at Osaic since 2023. Outside of his advisory role, he owns a CPA firm and works as a contract pilot and flight instructor. He also serves as a director for a nonprofit that provides transportation for individuals with medical needs. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage, investment advisory services, financial planning, retirement consulting, and access to third-party asset managers. The firm utilizes various asset-allocation tools and supports discretionary and non-discretionary portfolios that may include diverse investment types.

Jessica Nycz is a Planning Consultant at Fidelity Investments, where she collaborates with advisers and clients to develop and implement comprehensive financial plans aimed at achieving clients' financial goals. She provides clients with the knowledge and resources necessary to make informed financial decisions. Jessica has held various roles within Fidelity Investments since 2022, including Workplace Planning Consultant I, Workplace Planning Consultant II & Help Desk, and currently, Planning Consultant. Through these positions, she has gained experience in financial planning and client support. Outside of her professional responsibilities, Jessica enjoys engaging in family activities, watching movies, visiting museums, solving puzzles, reading, and traveling.

John Szwed II is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 66 designations and possessing 37 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2013 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, supported by research from Wells Fargo Investment Institute and third-party providers.

Melanie Marlow Scheffler is a financial advisor with Edward Jones in Clayton, NC, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. She has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kevin Wagner is a financial advisor with Cambridge Investment Research Advisors in Raleigh, NC, holding Series 63, 65, and 66 credentials and 42 years of industry experience. His prior roles include positions at Nationwide Securities, Nationwide Financial Network, and 1717 Capital Management Company. Outside of his advisory work, he serves as president of an insurance and benefits firm, The Wagner Group Inc. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm offers a range of investment implementation options, including proprietary model strategies and access to third-party managers, with both discretionary and non-discretionary approaches tailored to client objectives.

Angelica Villafana-Maria is a Financial Consultant at Fidelity Investments. She has been with Fidelity since 2015, advancing through several roles including Investment Consultant, Relationship Manager, and Workplace Planning Consultant. Prior to joining Fidelity, she worked as a Financial Representative at NCSECU. With over a decade of experience in financial services, Angelica specializes in partnering with individuals and families to develop personalized financial plans that align with their goals. Her approach emphasizes understanding clients' priorities to create strategies that support their financial futures. Outside of her professional work, Angelica enjoys beach activities, spending time with family, and traveling.

Kimberly Swaim is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 65 credentials and 11 years of industry experience. Her career includes roles at Wells Fargo Bank NA and Wells Fargo Advisors, LLC. She is also engaged as an administrator and executor for family-related investment matters. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement consulting services, utilizing research-based strategies and offering brokerage and advisory solutions.

William Herring is a financial advisor at Equitable Advisors with five years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2021. Prior to that, he held positions at Hog Slat Inc, Southeastern Interiors, and was self-employed for a year. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a range of advisory models, including third-party and proprietary offerings, and provides ERISA fiduciary services to qualified plans.

Jacob Mejan is a financial advisor with LPL Financial in Raleigh, NC, holding a Series 66 designation and currently beginning his career in the industry. Prior to joining LPL Financial in 2026, he has held positions at Osaic and Steward Wealth Strategies, and has experience teaching at Liberty University and Grace Christian School. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing a network of investment adviser representatives who implement various model portfolios and customized strategies supported by advanced research and operational tools.

Maryanna Johnson is a financial advisor with Morgan Stanley in Raleigh, NC, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has been with Morgan Stanley and its Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and investment committee guidance.

Clifton Thomas Jr. is a CFP® professional with 27 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.