Brian Diller is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. He has been with Fidelity since 2021, initially working as an Investment Solutions Representative before assuming his current role in 2025. Prior to Fidelity, he gained experience as a Financial Planning Intern at Northwestern Mutual in 2021. He holds insurance licenses in Arkansas and California. Brian pursued a degree in finance, motivated by his early interest in understanding finances influenced by his family's small business background. In his role, he assists clients in looking ahead to their financial goals and identifying actionable steps to achieve them. Brian grew up in central Colorado. Outside of work, he and his wife enjoy spending time outdoors.

Amber Honeycutt is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and 22 years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Daniel Paradise is a financial advisor with Equitable Advisors, holding a Series 66 designation and 17 years of industry experience. He has been with Equitable Advisors since 2008 and previously worked at AXA Advisors, LLC. Paradise is also the managing partner and owner of Oakbridge Financial Group, LLC. 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 various third-party asset managers. The firm utilizes a hybrid referral and implementation model, offering both advisory and brokerage channels tailored to client goals and risk tolerance.

Marshall Lipe is a Financial Consultant at Fidelity Investments, where he collaborates with clients to understand their financial goals and develop tailored strategies through a holistic planning process. He has been with Fidelity since 2021, progressing through roles from Investment Management Consultant to Investment Consultant before his current position. Prior to joining Fidelity, Marshall worked as a Financial Advisor at Northwestern Mutual from 2017 to 2021. His professional experience spans various aspects of financial consulting and investment management. Outside of his professional work, Marshall engages in activities such as beach outings, family activities, fishing, golf, outdoor adventures, and spending time with pets.

Eugene Freedman is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has worked at LPL Financial since 2008. 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, offering a range of advisory programs, financial planning, and brokerage services.

Elizabeth Asbill is a CFP® professional with 18 years of industry experience. She has been with Edward Jones since 2007. Outside of her advisory role, she is an owner and landlord of residential rental property in Willow Spring, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a national network of over 23,700 financial advisors and maintains affiliated capabilities such as a trust company and securities-based lending.

Joshua Seligson is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He previously worked at Edward Jones for nine years. Outside of his advisory role, he coaches girls varsity basketball at St. Davids School in Raleigh, NC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and financial planning services tailored to clients who meet certain net-worth criteria. The firm provides a broad range of planning options and integrates advisory services with other financial products.

Lesia Mc Kenzie is a CFP® and holds a Series 66 license, with 15 years of industry experience. She has been with Edward Jones since 2010. Outside of her advisory role, she is involved in real estate through McKenzie Holding LLC and co-ownership of a property management venture in St. Thomas, VI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and services, including discretionary and non-discretionary managed solutions, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jason Rausch is a financial advisor at Osaic Wealth, Inc. based in Cary, NC, holding the CFP® and CFA® designations with two years of industry experience. He previously worked at Voya Investment Management for 16 years. Outside of his advisory role, he owns and operates JR Income Tax Services, preparing federal and state income tax returns seasonally. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services using asset-allocation tools and multiple investment platforms that incorporate stocks, bonds, mutual funds, ETFs, and alternative investments.

Kerry Johnson is a financial advisor with Osaic Wealth, Inc. based in Raleigh, NC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 42 years of industry experience, including 17 years at Woodbury Financial Services prior to joining Osaic. Johnson also offers fixed insurance products through his insurance agency. Osaic Wealth, Inc. serves a diverse range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides brokerage and investment advisory services through various platforms, employing asset-allocation tools and risk assessments to construct portfolios across multiple asset classes.

John Petretich is a CFP® professional with over 24 years of experience in the financial industry, currently serving at Edward Jones since 2001. He is based in Raleigh, NC, and holds Series 63 and Series 66 licenses. Outside of his advisory role, he owns a home renovation business and is a member of the advisory board for the Sigma Alpha Epsilon Fraternity at North Carolina State University. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Keith Prevost is a financial advisor with Ameriprise in Holly Springs, NC, holding a Series 66 credential and 23 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Aaron Siegel is a financial advisor at Edward Jones with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Invesco, Horizon Investments, Quasar Distributors, Brighthouse Securities, and MetLife Investors Distribution Company. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Stanley Coats II is a financial advisor with Raymond James Financial and holds Series 63 and Series 65 licenses. He has 26 years of industry experience and has been associated with Raymond James in various capacities since 1999. Outside of his advisory role, he and his wife own and breed horses, occasionally earning income from shows and sales. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm emphasizes tailored, non-discretionary planning using analytical tools to support client goals and serves a broad client base including high-net-worth individuals and pension plans.

Mark Kean is a financial advisor at Raymond James & Associates with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill. Outside of his advisory practice, he serves as a trustee for Landmark Free Will Baptist Church in Cary, NC. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutions, and municipal entities, providing tailored, non-discretionary financial planning and consulting supported by diverse portfolio management styles and in-house research.

Taylor Gresham is a financial advisor at Equitable Advisors with two years of industry experience. He holds the Series 66 designation and previously worked at Securities America Advisors and Franklin Templeton. Equitable Advisors serves a broad mix of individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered SEC investment adviser and broker-dealer, delivering advisory and brokerage solutions primarily through program sponsors and third-party managers.

Lyndah Tello is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and eight years of industry experience. Her work history includes roles at Primerica Advisors since 2020 and prior positions at Wells Fargo Clearing Services and SunTrust Bank. Outside of advising, she is the founder of 1099 Ladies No Cost Networking, a professional networking group for women. Primerica Advisors provides a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm emphasizes model portfolio strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Justin Rosenthal is a financial advisor with Fidelity Investments in Raleigh, NC, holding Series 66 and Series 63 licenses and three years of industry experience. His prior work includes roles at Coleman Research Group and various other positions outside the financial sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Jason Kristof is a financial advisor with Raymond James & Associates, holding a Series 66 designation and six years of industry experience. He previously worked at Merrill from 2014 to 2021 and has been with Raymond James since 2021. Outside of his advisory role, he works as a product specialist at Audi Cary. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, offering financial planning and investment consulting through various programs, with a non-discretionary approach that involves tailored planning and a range of portfolio management styles.

Jake Coffee is a Benefits & Planning Consultant in Executive Services at Fidelity Investments, a position he has held since 2025. He began his career at Fidelity Investments in 2021 as an Investment Solutions Representative I, II, and III, gaining experience until 2025. Prior to joining Fidelity, Jake worked as a Banker at PNC Bank in 2021 and as a Financial Services Representative at State Employees Credit Union from 2020 to 2021. Jake holds an Arkansas Insurance License and focuses on providing comprehensive and personalized financial planning and guidance. His approach involves understanding each client's unique needs and circumstances to support them in working toward their financial goals and aspirations. Outside of his professional role, Jake enjoys family activities, golf, movies, reading, and running.