Erin Price is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds the Series 66 designation and previously worked at Merrill for a combined total of 16 years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

James Wyland is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Edward Jones since 2006. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved in specialty running shoe retail businesses in Holly Springs, NC, as a part owner and marketing manager. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Amanda Penrose is a financial advisor with Equitable Advisors in Zebulon, NC, holding a Series 66 designation and three years of industry experience. She has worked at Equitable Advisors and Oakbridge Financial Group and is also the owner and photographer of Amanda Michele Photography, a part-time business she has operated since 2012. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and a variety of third-party asset managers. The firm employs a hybrid referral and implementation model that combines advisory and brokerage channels, tailoring services through a structured client intake process and offering both discretionary and non-discretionary investment management.

Eric Svenson is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Fidelity Personal and Workplace Advisors since 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage multi-manager and fund-of-funds portfolios.

Caroline Sinclair is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. She has worked at various divisions within Raymond James since 2014. In addition to her role at Raymond James, she owns Caroline Sinclair Wealth Partners, LLC, where she also serves as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary advice using advanced analytical tools and supports municipal finance work uncommon among large institutional advisors.

Samuel Curtis is a financial advisor with Mass Mutual Investors Services in Raleigh, NC, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at UBS Financial Services, Ally Invest, and Amazon. MML Investors Services, LLC operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers annual, collaborative financial planning engagements using firm-approved analytical tools and presents event-driven planning options such as divorce and estate settlement services.

Patrick O'Neill is a financial advisor with Mass Mutual Investors Services in Raleigh, NC, holding a Series 66 designation and two years of industry experience. Prior to his current role, he worked at Johnny's Pizza and Marco's Pizza, and has experience in education at the University of the South and Green Hope High School. He also has a background in the food service industry. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software to analyze client goals and deliver written recommendations as part of annual, collaborative financial planning engagements.

William Schumacher is a Planning Consultant with Fidelity Investments in Cary, NC, where he assists individuals in making confident financial decisions. He has a particular focus on 401(k)-specific retirement planning and has experience guiding clients on retirement savings, investment strategies, and long-term financial readiness. Since joining Fidelity Investments in 2024, William has progressed through several roles including Workplace Planning Associate, Workplace Planning Consultant I and II, before attaining his current position. His career has been dedicated to helping clients plan for their financial futures within the workplace retirement landscape. Outside of his professional work, William enjoys engaging in outdoor activities such as camping, fishing, golfing, kayaking, and exploring various food experiences.

Elijah De La Tour Dupavillon is a financial advisor at Equitable Advisors in Raleigh, NC, holding a Series 66 designation. He began his advisory career in 2025 after prior experience in various roles outside the financial industry, including positions at Cookout and Perry's Steakhouse & Grille. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Jason Hunter is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked in both insurance sales and financial advisory roles, including a long tenure at Waddell & Reed, Inc. and various insurance carriers for W&R Insurance Agencies. 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 investment adviser representatives. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with model portfolios and research to support diversified investment strategies.

Scott Ellis is a CFA® charterholder with 32 years of industry experience. He is currently with Cetera and has been involved with Ellis Brothers Inc. since 1993, where he operates as an insurance agent focusing on life insurance and fixed annuities. His career has also included long-term roles at Avantax entities dating back to 1993. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a nationwide network of independent advisors and employs a multi-manager platform featuring both affiliated and third-party investment options.

Campbell Wood is a Financial Consultant at Fidelity Investments, where he has been serving since 2021. His role focuses on empowering clients to make educated and informed financial decisions by simplifying the complexities of investing, retirement income planning, and holistic wealth planning. He works closely with clients to build authentic relationships based on trust and transparency, supporting their unique financial visions. Campbell's professional experience includes various roles at Fidelity Investments, starting as a Financial Representative from 2015 to 2017, followed by a position as Central Relationship Manager from 2017 to 2018, and then as an Investment Consultant from 2018 to 2021 before becoming a Financial Consultant. Throughout his career, he has partnered with clients to leverage Fidelity's offerings and implement personalized strategies tailored to their goals and preferences.

Jason Deibert is a financial advisor with Ameriprise in Holly Springs, NC, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on the board of the MeFine Foundation, a nonprofit organization. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research and modeling to deliver tailored, tax-efficient recommendations. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Wendy Matheny is a financial advisor at Cetera with 16 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Avantax Investment Services and 1st Global Capital Corp. since 2010. She is based in Raleigh, NC. Cetera Investment Advisers LLC is an SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with various program structures and portfolio options.

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.

Alvy Knasas is the Vice President and Branch Leader at Fidelity Investments' Cary office. In this role, he leads a team of financial professionals to develop actionable financial plans that support clients in achieving their financial goals while ensuring an exceptional client experience. Alvy has been with Fidelity Investments since 2008, progressing through various roles including Financial Representative, Investment Consultant, Vice President Financial Consultant, and Vice President Regional Planning Consultant before assuming his current leadership position in 2025. His extensive experience within Fidelity highlights his expertise in financial consulting and branch leadership. Outside of his professional responsibilities, Alvy enjoys family activities, football, golf, and traveling.

Jason Jonczak is a financial advisor at Edward Jones in Cary, NC, holding the CFP® designation with 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a network of more than 23,700 advisors and offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Lyn Adams Jr. is a CFP® professional with over 31 years of experience in the financial services industry, currently affiliated with Cetera since 2023. He has previously been associated with Cetera Wealth Services, LLC and worked at Lowes Grove Middle School. Outside of his advisory work, he owns and directs a basketball academy and serves as a youth basketball coach and board member for a competitive youth basketball organization. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, retirement services, and access to third-party money managers, managing over $256 billion in assets through a network of more than 10,000 advisors.

Robert Eastmann is a financial advisor at Cetera with 31 years of industry experience. He holds Series 63 and Series 66 credentials. In addition to his advisory work, Eastmann coaches girls' basketball at Neuse Christian Academy and with the N.R. Lady Vipers AAU team. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services across multiple program platforms and custodial relationships.

Joshua Almond is a financial advisor at Edward Jones with 8 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Edward Jones in 2017, he worked at Knowles Intellectual Property Strategies, LLC. Edward Jones is a wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.