John Mcaulay is a CFP®-certified financial advisor with 25 years of industry experience. He has worked at Wells Fargo Advisors since 2025 and previously spent 15 years with LPL Financial, LLC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options and utilizing proprietary research and tools to develop tailored recommendations.

Timothy Holland is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, he held positions at Boise Valley Habitat for Humanity and Partners Healthcare System. He is based in Durham, NC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and offers specialized advisory roles and model portfolio delivery.

Timothy Holt is a financial advisor with Fidelity, holding a Series 66 designation and 18 years of industry experience. He has been associated with Fidelity Investments in various capacities since 2008, including roles at Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a proprietary investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory role to registered investment companies, use of systematic methodologies, and incorporation of AI and algorithmic tools in portfolio management.

Ashesh Chatterjee is a financial advisor at Fidelity with four years of industry experience. He holds Series 66 and Series 63 credentials. Outside of his advisory role, he works as a private music teacher and performs professionally as a musician. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of investment products including model portfolios, mutual funds, and ETFs.

Michael Mumford is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has worked since 1992 after graduating from The University of North Carolina at Chapel Hill. He holds a Bachelor's Degree from the university and several FINRA registrations, including Series 7, 9, 10, 31, 63, 65, and 66. He also holds professional designations such as the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). With more than 30 years of experience, Michael specializes in family wealth management strategies, personal retirement planning, portfolio management services, and retirement income. His approach is consultative and objective, focusing on understanding each client's financial situation, preferences, and goals to develop personalized asset allocation recommendations and financial strategies. Michael serves his community through board and committee roles at various organizations, including Epworth United Methodist Church and The University of North Carolina at Chapel Hill. He lives in Durham with his wife, Courtney, and their two children. Outside of work, he enjoys gardening, golfing, and spending time with his family.

Damian Foreman is a financial advisor at Fidelity with two years of industry experience and holds the Series 66 designation. His prior work includes four years at Truist Financial Corporation. 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 manages discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds structures, and employs systematic methodologies supported by oversight controls and advanced research techniques such as AI.

Anthony Delauney Jr. is a financial advisor with Ameriprise in Cary, NC, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he is the owner of Owning the Dash, LLC, through which he has published two adult self-help books on financial planning and retirement, six children’s picture books, and developed related educational products including a card game and a financial literacy kit. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency strategies to create tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Christopher Combs is a Wealth Management Advisor at Merrill Lynch Wealth Management. He brings extensive experience serving active and retired business owners, senior executives in biotech and technology, and university faculty and administrators. Christopher focuses on developing goals-based financial strategies that address clients’ unique situations and motivations, emphasizing education planning, family wealth management, legacy planning, retirement income, and socially responsible investing. Christopher is a CERTIFIED FINANCIAL PLANNER® certificant and holds the Chartered Retirement Planning Counselor™ designation, as well as the Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA) credentials. He earned his bachelor's degree from Duke University, where he also played football before his professional career in the NFL. He is a member of the Durham-Orange Estate Planning Council and actively participates in his community through involvement with The Summit Church, where he serves as a small group leader, and has held board positions with various local organizations. Christopher resides in Durham with his wife and three children, enjoys coaching his children in sports, and participates with them in the YMCA Y Guides program.

Brandon Swindell is a financial advisor with Fidelity in Durham, NC, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He previously worked at J.P. Morgan Securities and J.P. Morgan Chase NA for over a decade before joining Fidelity. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm integrates proprietary fundamental research with quantitative and algorithmic methods to construct portfolios and oversees its sub-advisers and share allocations to manage conflicts of interest.

Nancy Anderson is a financial advisor at OSAIC with 37 years of industry experience. She has held positions at Sagepoint Financial, Inc. for 14 years prior to joining OSAIC. Anderson also serves as president of Financial Change Management Inc. and is involved in insurance sales. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated advisory and brokerage services, utilizing various asset-allocation tools and third-party platforms to construct and manage portfolios tailored to client needs.

Amy Johnston is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2013, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools including Global Investment Committee estimates and Monte Carlo simulations.

Elizabeth Sternkopf is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. She has worked at Fidelity Investments since 2022, with prior experience at ChannelAdvisor and Indovance. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its use of systematic methodologies, advisory roles to multiple registered funds, and incorporation of AI technologies in its investment process.

Joseph Spendley is a financial advisor at Edward Jones with 8 years of industry experience. He holds the Series 66 designation and previously worked at Credit Suisse Securities (USA) LLC for 31 years before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a broad network of financial advisors and branch offices nationwide.

Michael Corrigan is a financial advisor with Morgan Stanley in Chapel Hill, NC, holding a Series 66 designation and 14 years of industry experience. He has worked with Morgan Stanley and its affiliate entities since 2013. Corrigan also has involvement in a trust business outside of regular business hours. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with comprehensive financial planning and advisory programs, managing approximately $2.74 trillion in client assets.

Jake Zilles is an Investment Solutions Representative III at Fidelity Investments. In this role, he assists clients in identifying their unique financial goals and developing tailored investment strategies. He also implements these strategies and provides resources to help clients expand their financial knowledge. Jake has progressed through several positions at Fidelity, starting as a Customer Relationship Advocate in 2023, then advancing through three levels of Investment Solutions Representative from 2024 to the present. This progression reflects his growing experience and expertise in financial planning and client support. Outside of his professional responsibilities, Jake has interests in food, music, outdoor adventures, and pets.

Donna Barclay is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven, incorporates modern portfolio theory, and includes a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Tarick Odeh is a Financial Consultant currently working at Fidelity Investments since 2021. In this role, he focuses on helping clients invest and plan for their future to strengthen their financial well-being. Prior to his current position, Tarick gained experience as a Premier Banker at Wells Fargo Bank from 2017 to 2019. He holds insurance licenses in Arkansas and California. Outside of his professional work, Tarick has interests in art, cooking and baking, fitness, football, golf, and traveling.

Lionel Mitchell 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 2019, following prior roles at several companies including Canteen. Outside of his advisory work, he serves as an independent contractor performing weekly cleaning services for Peaces Chapel Baptist Church. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

David Stamper is a financial advisor with Cetera in Cary, NC, holding Series 63 and Series 65 registrations and bringing 33 years of industry experience. He has worked with firms including Summit Financial Group Inc and Cetera Wealth Services, LLC, and he owns Stamper Wealth Management. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, 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, with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Vernon Jarman Jr. is a financial advisor with Morgan Stanley in Chapel Hill, NC, holding the Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets. Outside of his advisory role, he owns a non-investment-related business in Hillsborough, NC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by advanced modeling tools.