Tina MacMillan is Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2022. She works closely with clients to develop tailored financial strategies that align with their individual goals. Her professional experience includes serving as a Financial Consultant at Fidelity Investments from 2018 to 2022 and as an Investment Consultant at TD Waterhouse Investor Services from 1998 to 2005. Tina holds a California Insurance License.

Mauriel Vega is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and 15 years of industry experience. His prior roles include positions at BridgeLight Financial Advisors, Symmetry Partners, LPL Financial, and TIAA-CREF. Outside of his advisory work, he is involved as an independent insurance agent supporting various companies and operates a retail sales business. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm provides tailored investment solutions across multiple platforms, incorporating both proprietary and third-party strategies.

Heather Oakley is a Series 66 licensed financial advisor with eight years of industry experience. She has been with Edward Jones since 2014, including her current position since 2026. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

John Piersall is a CFP® professional with 33 years of industry experience. He has been with OSAIC since 2025 and previously worked at Lincoln Financial Advisors Corporation for 32 years. In addition to his advisory role, he operates a sole proprietorship focused on the sale of fixed annuities and term insurance. OSAIC serves a broad mix 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 and wrap programs. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management across multiple investment types.

John Bottega is a financial advisor with LPL Financial in Holly Springs, NC, holding a Series 66 credential and 11 years of industry experience. He previously worked at Thorough Financial Group LLC and Waddell & Reed, Inc. from 2015 to 2021. Outside of his advisory role, he has been involved with the Syracuse University Raleigh Alumni Association. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Anna Johnson is an Investment Consultant at Fidelity Investments, where she has been serving clients since 2023. She previously worked as a Financial Representative at the same firm from 2022 to 2023. In her role, Anna focuses on collaborating with clients to develop financial plans that aim to provide confidence in their long-term financial goals. She combines her professional experience with a dedication to understanding what clients deem important in managing their savings. Outside of her professional career, Anna enjoys family activities, hiking, visiting museums, attending theater performances, exploring new cuisines as a foodie, and traveling.

Chani Oscavich is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Fidelity Brokerage Services since 2015. Outside of her advisory role, she works as an independent contractor for Amazon Flex, delivering packages during nights and weekends. 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 employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and supports its advisory roles with established governance and oversight procedures.

Kevin Perrault is a financial advisor at Merrill with a Series 66 designation and seven years of experience in the industry. His prior work includes roles at AAFMAA, Wells Fargo, and PNC Bank. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a diverse client base including individuals and institutional investors.

Robbie Misplay is a financial advisor at Edward Jones with 11 years of industry experience. He has held his current position since 2014 and holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with an emphasis on both non-discretionary and discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and maintains a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Elliot Brodfuehrer is a Benefits & Planning Consultant in Executive Services at Fidelity Investments, a position he has held since 2026. He has been with Fidelity Investments since 2021, progressing through various roles including Investment Solutions Representative I, II, and III, as well as Customer Relationship Advocate. Elliot collaborates closely with clients to understand their financial goals and develops personalized plans tailored to their unique needs. He emphasizes building lasting relationships with clients and their families, prioritizing trust through reliability, integrity, and expertise. He holds insurance licenses in Arkansas and California. Outside of his professional work, Elliot has interests in baseball, fitness, football, golf, hiking, and spending time with pets.

Tammy Matthews is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and has previously worked at Ranch Solutions LLC, Harnett Health, and Campbell University Health Center. Tammy also serves as a Membership Coordinator for Women in Networking of Fuquay, where she manages membership applications and communications. 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 options supported by a broad national network of advisors and branch offices.

Michael Stone is a CFP® with 12 years of experience and has been with Edward Jones since 2014. He is based in Holly Springs, NC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Ryan Carpenter is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC since 2018. Prior to his career in financial services, he was employed by Uber Technologies Inc and Artistic Tile LLC. Strategic Advisers LLC, a Fidelity Investments company, 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various investment platforms.

Ryan Monteleone is a financial advisor with Edward Jones in Holly Springs, NC, holding the ChFC® designation and Series 63 and 66 licenses. He has 21 years of industry experience, all with Edward Jones since 2004. Outside of his advisory role, Monteleone serves as president of Pace Yourself Run Company, a specialty running store, umpires NCAA and minor league baseball games, and is involved in local education and property management organizations. 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 over $1 trillion in assets and operates through a nationwide network of financial advisors and branch offices.

Robin Wellings Loftus is a CFP® and Series 66 credentialed financial advisor with Edward Jones, where she has worked since 2009. She has 16 years of industry experience. Outside of her advisory role, she is a Mary Kay consultant selling cosmetics to existing customers and family. 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 broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Melissa Scott is a CFP® professional with 18 years of industry experience, currently with Cambridge Investment Research Advisors since 2024. Her prior experience includes roles at First Bancorp and Infinex Investments, as well as First Citizens Investor Services. Outside of advisory work, she is a board member of the Dunn Committee of 100 and owns businesses in agriculture and insurance. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services. The firm supports a range of investment strategies through multiple platform arrangements and emphasizes both proprietary and third-party model solutions tailored by independent Financial Professionals.

Mary Twiddy is a CFP® and holds a Series 66 license with 11 years of industry experience, all spent at Edward Jones since 2015. She is based in Fuquay Varina, NC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Jon Narducci is a financial advisor at Ameriprise with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise since 2015. Outside of his advisory role, he is involved in the fast-casual restaurant business as an owner and investor in NC Lobster LLC and BN Lobster LLC. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm provides a combination of advisory, brokerage, and insurance solutions, utilizing algorithmic automation and research-supported recommendations tailored to clients’ needs.

Michael Parrish is a Series 66 licensed financial advisor with 22 years of industry experience. He is currently with LPL Financial and has previously worked at Lincoln Financial Securities Corporation, Woodbury Financial Services, Merrill, and Morgan Keegan & Company. Outside of his advisory role, he is involved with Sweet P Holdings LLC, a personal beach condominium entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of investment solutions including financial planning, wrap and model portfolios, and third-party asset management, supported by a large network of advisors and advanced operational tools.

Joe Peterson is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2024. He focuses on helping clients achieve financial peace of mind through personalized planning tailored to the unique needs of individuals and families. Prior to his current role, he worked as an Investment Consultant at Fidelity Investments from 2022 to 2024 and as an Investment Advisor at PNC Private Bank from 2016 to 2022. Throughout his career, Joe has accumulated experience in investment consulting and advisory roles, collaborating with clients to co-create and maintain financial plans aligned with their goals. He emphasizes maintaining open lines of communication to support ongoing financial planning and adjustments. Outside of his professional work, Joe enjoys board games, football, golf, movies, music, and reading.