Eric Belanger is a CFP® professional with eight years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. He previously worked for First Citizens Bank & Trust Co for 13 years. Outside of his advisory role, he is also an associate at Alger Financial, where he manages client relationships and provides day-to-day investment management and financial planning. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and nonprofit organizations. The firm employs tailored, non-discretionary planning and utilizes advanced analytical tools, supporting its offerings with a broad advisor network and unique municipal finance capabilities.

Timothy Britt is a financial advisor with Edward Jones in Cary, NC, holding Series 63 and Series 65 credentials and 14 years of industry experience. Prior to joining Edward Jones, he worked at Fidelity Bank, KS Bank, INC, and two investment advisory firms. He is also the Chief Wealth Management Officer and Executive Vice President at the Trust Company of NC, the trust department of Fidelity Bank. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and strategies. The firm operates an extensive nationwide network and offers discretionary and non-discretionary investment solutions, alongside affiliated mutual funds and a trust company.

Damon Lichtenberger is a financial advisor at Cetera with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including CRI Securities, Inc. and Securian Financial Services. Outside of advising, he is involved as an agent/broker with North Star Consultants focusing on fixed insurance sales. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and various program platforms, operating as a multi-manager platform with access to both affiliated and unaffiliated third-party managers.

Evan Guinn is a Financial Consultant at Fidelity Investments, a role he has held since 2026. He has been with Fidelity Investments since 2022, progressing through several positions including Planning Consultant, Relationship Manager, and Financial Representative. He works with clients to develop personalized retirement and investment plans tailored to their specific needs. His expertise includes insurance planning, retirement planning, education planning, and tax-efficient investing. Evan aims to collaborate with clients to create and adjust plans as their needs evolve.

James Walker is a Series 66 licensed financial advisor with Fidelity in Durham, NC, and has three years of industry experience. His prior work includes roles at Artz Estate Sales, H&R Block, and a period of full-time education at the University of North Carolina Greensboro. He is affiliated with 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including advisory roles for registered investment companies and delivery of model portfolios.

Tanner Gilbert is a Financial Consultant at Fidelity Investments, where he began his current role in 2024. Prior to this, he held positions as an Investment Consultant and Financial Representative at Fidelity Investments since 2022. Tanner started his career with an internship at Betty Andrews Investment Management in 2020. In his role, Tanner focuses on building relationships and solving problems to assist individuals, families, and businesses in achieving their financial goals. He emphasizes understanding each client's personal situation to implement tailored strategies that support their financial planning needs. Outside of his professional responsibilities, Tanner has interests in football, golf, movies, pets, and reading.

Tina Miyagawa is a financial advisor at Fidelity with four years of industry experience, holding a Series 66 designation. Her previous work includes roles at Truist and Bank of America. Outside of her advisory duties, she co-manages Rising Sun Retreats LLC with her husband. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Brandon Harris is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. He is also the owner of Brandomar LLC, an investment-related business based in Raleigh, NC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients who meet a net-worth threshold, utilizing proprietary research and tools to develop customized recommendations.

Bryan Miller is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to his current role, he worked in various capacities in the coffee and hospitality sectors. Outside of his advisory work, he performs as a musician and assists in running local coffee shops. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, utilizing proprietary research combined with quantitative and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, including fund advisory and model portfolio delivery.

Amanda Hahn is a financial advisor at Fisher Investments with 11 years of industry experience. She holds a Series 66 designation and previously worked at FIDELITY Brokerage Services LLC and VALIC Financial Advisors. Fisher Investments serves institutional and private clients worldwide, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management and sub-advisory services. The firm employs a centralized investment approach combining quantitative and qualitative analysis to manage globally diversified portfolios.

Joshua Wagenaar is a financial advisor with Edward Jones in Durham, NC, holding CFP® and Series 66 credentials and bringing 10 years of industry experience. He has been with Edward Jones since 2015 and is also affiliated with Louisiana Tech University since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated services under a fiduciary standard.

Jeremy Pelchar is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Fidelity Brokerage Services LLC since 2016, transitioning to Fidelity Investments in 2025. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and delivers model portfolios to intermediary platforms.

Harrison Clement is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. He has held positions at Fidelity Investments since 2022 and previously worked in education and small business operations. Outside of advising, he operates an e-commerce business focused on website design and advertising. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolios constructed through a combination of fundamental research, quantitative analysis, and algorithmic methodologies.

Craig Spell is a Financial Consultant at Fidelity Investments, a position he has held since 2026. He previously worked at Fidelity Investments as a Planning Consultant from 2024 to 2026, a Relationship Manager from 2023 to 2024, and a Financial Representative from 2022 to 2023. Craig specializes in developing tailored, purpose-driven financial plans for individuals and families. He focuses on understanding each client's unique situation to create personalized and practical strategies that simplify complexity and empower confident decision-making. Outside of his professional work, Craig has interests in baseball, board games, movies, traveling, and writing.

Samuel Poehlmann is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, he worked at L&E Research, Apex Tool Group, Johnson & Johnson, and held various roles at Rider University and other organizations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, advisory roles to registered investment companies, and incorporation of AI in its research processes.

Daniel Corley is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Outside of his advisory role, he serves as the managing member of Prestige Financial Holdings 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 various third-party programs. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Nicole Robertson is a ChFC® with 19 years of industry experience, currently serving as a financial advisor at LPL Financial. Her career includes roles at OSAIC, Opus Financial Advisors, Fsc Securities Corp, and SunTrust Advisory Services. She is also registered as a non-variable insurance representative. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a broad range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Stephen Maguire Jr. is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has previously worked at OneMain Financial, Northwestern Mutual, and in academic and clinical settings. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund management, and model portfolios, with a focus on systematic methodologies and long-term asset allocation.

Patrick Fitzgerald is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. He has worked at Fidelity Investments since 2021 and has previous experience at Bon Appetit and Southern New Hampshire 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and holds multiple registrations and advisory roles that distinguish it within the institutional investment sector.

Christopher Coman is a CFP® professional with 25 years of experience in the financial industry, currently serving as an advisor at Wells Fargo Advisors since 2020. He previously worked within other Wells Fargo entities from 2009 to 2020. Coman holds ownership interests in two investment-related businesses, including Nocarva Asset Management, LLC and First Flight Financial Advisors, LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services supported by proprietary research and tools, delivering tailored recommendations across diverse financial planning needs.