Collin Butler is a Planning Consultant focused on helping clients develop meaningful financial plans aligned with their personal goals and priorities. He works to understand what matters most to each client in order to create thoughtful, practical plans designed to support their vision for the future. Collin emphasizes building strong, trust-based relationships and providing a planning experience that is transparent, collaborative, and tailored to individual circumstances. His approach centers on gaining a deep understanding of clients' objectives and concerns to guide the financial planning process. Collin is committed to offering personalized service throughout the journey, ensuring that each plan reflects the unique situations of those he works with. Outside of his professional role, Collin has interests in fitness and golf.

Quinn Wieber is a financial advisor at LPL Financial with a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2022, Quinn worked at CLW Financial Planning, LLC, and has professional experience outside finance in the hospitality and retail sectors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs, financial planning, and access to model portfolios and research through a national network of investment adviser representatives.

Dennis Roman is a financial advisor at Edward Jones in Durham, NC, holding Series 66 and Series 63 designations with two years of industry experience. He worked at Deutsche Bank for 13 years before joining Edward Jones in 2025. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of investment strategies and affiliated financial services with approximately $1.01 trillion in assets under management.

Michael Wheat is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and previously worked at Merrill Lynch, Bank of America, and Tesla. Fidelity’s Strategic Advisers LLC, where Wheat is based, 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 manage portfolios across mutual funds, ETFs, and ETPs.

Matthew Gerner is a financial advisor at Fidelity with two years of industry experience. He holds the Series 66 designation and has worked at Romtech and ATI prior to joining Fidelity. Outside of his advisory role, he is employed at Triangle Rock Club, where he is involved in front desk operations and facility maintenance. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and systematic portfolio construction, incorporating mutual funds, ETFs, and ETPs, and has a notable advisory role to multiple registered investment companies.

Bizzy Craft is the Vice President and Financial Consultant at Fidelity Investments, a role held since 2025. She has been with Fidelity Investments since 2021, progressing through various positions including Financial Consultant, Planning Consultant, and Workplace Planning Consultant. Her career reflects a continuous commitment to developing expertise in financial planning and consulting. As a Certified Financial Planner, Bizzy focuses on understanding clients' unique goals to develop personalized financial strategies. She emphasizes empathy and transparency in her approach, aiming to create a welcoming environment for clients to share their financial objectives. Bizzy is dedicated to continuous learning to provide informed insights that support clients in making confident financial decisions. Outside of her professional role, Bizzy engages in outdoor adventures, scuba diving, snowboarding, traveling, volunteering, and yoga.

Thomas Poleski Jr. is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and having 12 years of industry experience. He has worked in various roles within Fidelity, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a range of portfolios, including multi-manager and fund-of-funds structures, and is recognized for its use of systematic methodologies and formal advisory roles to registered investment companies.

Brian Singsank is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 24 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wachovia Bank, N.A. He is based in Chapel Hill, NC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menu.

Alexander Sacco is a financial advisor with Fidelity Investments in Durham, NC, holding Series 63 and Series 66 designations and four years of industry experience. Prior to joining Fidelity, his background includes roles in diverse industries such as digital marketing, pest control, and hospitality. Outside of his advisory work, he operates a freelance digital marketing business focused on content creation and online advertising. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across a broad investable universe.

Jeffrey Mc Claugherty is a financial advisor with Ameriprise in Apex, NC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he owns and manages Serving To Multiply, Inc., an advisory-related business. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering non-discretionary, research-driven recommendations that incorporate tax-smart strategies and asset management through a centralized consulting team.

Jacob Oconner is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. His background includes diverse roles in education and property management prior to joining Fidelity. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Noah Hines is a financial advisor with Fidelity in Durham, NC, holding Series 63 and Series 66 credentials and seven years of industry experience. Prior to joining Fidelity Investments and Fidelity Brokerage Services, he worked at Baileys Health and Fitness and has been affiliated with Florida State College of Jacksonville for over a decade. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients, including IRS-qualified charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and provides oversight through affiliated and unaffiliated sub-advisers.

John Parham Jr. is a financial advisor with LPL Financial in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His career includes roles at South State Bank and Lincoln Financial Securities. He serves as a board member of the Triangle YMCA Development Committee. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services, including financial planning, retirement consulting, and various managed portfolio options supported by extensive research and technology tools.

Jamilahre Mcdowell is a financial advisor at Fidelity with a Series 66 credential and three years of industry experience. Prior to joining Fidelity, Mcdowell worked as a hairstylist and barber at Lady Jane’s salon in Raleigh. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a systematic investment approach that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction.

Jeremiah Knox is a financial advisor with LPL Financial in Raleigh, NC, holding a Series 66 designation and 16 years of industry experience. His career includes roles at Thorough Financial Group LLC and Waddell & Reed, INC. Outside of his advisory work, he has operated a DBA related to his LPL business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, providing discretionary and non-discretionary management supported by in-house and third-party research.

Thomas Park is a Series 66 licensed financial advisor with Fidelity in Durham, NC, and has four years of industry experience. His prior roles include positions at TNT Construction, the Skagit County Drainage District 19, and Washington State University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, managing model portfolios composed of mutual funds, ETFs, and ETPs.

Michael Ackerman is a financial advisor at Cetera with 22 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at several firms including New York Life Insurance Company, MML Investors Services LLC, and Eagle Strategies. Based in Raleigh, NC, he has been with Cetera since 2022. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, supporting both discretionary and non-discretionary account structures.

David Trca is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity Investments in 2024, he held diverse roles across several organizations, including Oakwood Country Club and Auburnlea Catering. Outside of his financial advisory work, he has experience in various service and mission-related activities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that incorporates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its role in managing model portfolios, its registration as a commodity pool operator, and its advisory services to multiple registered investment companies.

Lionel Perkins III is a financial advisor with Wells Fargo Advisors in Raleigh, NC, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has been with Wells Fargo Advisors since 2015. Outside of advisory work, he serves as President of the Alumni Leadership Counsel and is a member of the Board of Trustees at Blue Ridge Boarding School. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, and business-owner transition planning, supported by Wells Fargo’s research and tools.

Anna Cantwell is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, she held various roles at Ohio University and UNC Health. Outside of her advisory work, she operates an Etsy shop creating t-shirt designs and provides dog walking and sitting services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base and engages in delegated management, fund advisory, and model portfolio delivery.