Larry Williams is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he worked in healthcare at Southeastern Healthcare of NC and held positions at Amazon and several other organizations. Outside of finance, he has experience working as a seasonal sales associate at a retail clothing store. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across a broad investment universe.

Greyson Reitmeier is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. He has worked at Fidelity Investments and Fidelity Investment Canada, as well as Clifton Larsen Allen. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator and advisor to multiple registered investment companies and utilizes AI-driven research methods.

Vivian Roberts is a financial advisor at Stifel with a Series 66 designation and two years of industry experience. Her work history includes positions at the University of North Carolina at Chapel Hill and Asheville, as well as roles in private households prior to joining Stifel. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Melissa Herzog is a financial advisor with Raymond James & Associates in Chapel Hill, NC. She holds Series 63, 65, and 66 licenses and has 19 years of industry experience. Prior to joining Raymond James in 2019, she worked at Blue Heron Asset Management from 2016 to 2019. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and consulting services through a range of portfolio management styles and affiliated research, with a focus on tailored, non-discretionary advice supported by software-driven analyses.

Jordin Peiffer is a financial advisor with Merrill Lynch Wealth Management. In this role, Jordin provides personalized guidance, strategic planning, and proactive investment management to assist clients in preserving and growing their wealth. His approach focuses on helping clients achieve financial clarity to confidently reach their financial goals. Jordin's areas of expertise include education planning, family wealth management strategies, legacy planning, managing new wealth, philanthropic planning, and retirement income. He holds a Bachelor's Degree from James Madison University and has earned the Personal Investment Advisor (PIA) designation. Outside of his professional work, Jordin has interests in billiards, chess, golfing, skiing, soccer, and tennis.

James Green is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2015, transitioning to Fidelity Investments in 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management along with fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios made up of mutual funds, ETFs, and ETPs, while also maintaining oversight and governance functions.

Michael Sandy is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior work includes roles at Blackbeard Cigars, the ECU School of Art and Design, East Carolina University, and Fiverr. He is part of 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 across a range of investment structures.

Shane Tidd is a financial advisor at Fidelity Investments with three years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo. His background also includes roles outside finance, such as working with the North Carolina Museum of Natural Sciences and involvement in the restaurant industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver systematic, long-term asset allocation strategies.

Donovan White is an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2022, contributing to the firm's financial services and client support. Donovan focuses on helping clients navigate important financial considerations and make informed decisions. He emphasizes meaningful conversations as the foundation for understanding each individual's priorities, aiming to provide ongoing communication and support that fosters informed and confident financial decision-making. Outside of his professional role, Donovan has interests in cooking and baking, football, traveling, volunteering, and practicing yoga.

Randall King is a financial advisor at OSAIC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked for Lincoln Financial Advisors Corp for 24 years. King is also a partner at Stout Stuart McGowen & King LLP, a CPA firm. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and multiple investment platforms to manage portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

Drew Davis is a financial advisor with Fidelity in Durham, NC, holding a Series 66 designation and three years of industry experience. His prior roles include work at TPUSA (Liberty Mutual Insurance), SelectQuote, Progressive Leasing, and NuHome Promotions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

John Bergland is a financial advisor at LPL Financial with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo in various capacities from 2009 to 2024 before joining First Horizon Advisors and subsequently LPL Financial. 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. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management and a range of model portfolios and research resources.

Kelby Watson is a CFP® with nine years of experience in the financial industry, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at BKD LLP CPAs and Advisors for one year. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Khalif Dean is a financial advisor with Merrill in Durham, NC, holding a Series 66 credential and three years of industry experience. His prior work includes roles at Bank of America and Cardinal Financial. Outside of advising, he works as a driver for Uber Technologies. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charities.

William Sutton is a Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2020, progressing through various positions including PAS Portfolio Specialist, Client Management Representative, Workplace Planning Consultant, and Workplace Planning Associate. His professional journey at Fidelity has provided him with a broad range of experience in financial consulting and client management. William holds insurance licenses in Arkansas and California. He emphasizes a straightforward, thorough approach to financial planning, focusing on clear communication and helping clients understand and have confidence in their financial plans. His goal is to connect all aspects of a client's financial situation to create clear, actionable plans that lead to shared success. Outside of his professional work, William enjoys activities such as board games, family activities, fitness, parenthood, running, and traveling.

Andrew Turner IV is a financial advisor with Edward Jones in Raleigh, NC, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2016. 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 strategies. The firm manages approximately $1.01 trillion in assets and supports its clients through a large nationwide network of financial advisors and branch offices.

Jimmy Dooley is a financial advisor at Ameriprise with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliates since 2005. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, providing tailored, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Owen MacIntyre is an Investment Solutions Representative III at Fidelity Investments. He has held various roles within the company, progressing from Customer Relationship Advocate in 2023 to Investment Solutions Representative I in 2024, then to Investment Solutions Representative II in 2026, and currently holds the Investment Solutions Representative III position starting in 2026. In his current role, Owen focuses on connecting with clients to understand them as individuals and investors, aiming to grasp their definitions of financial success. This approach allows him to actively listen and engage with clients, helping them work towards their financial goals. Details regarding Owen's education, credentials, personal interests, or community involvement were not provided.

Troy Konzen is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021. Outside of his advisory role, he sells Pokémon and Yu-Gi-Oh cards on eBay during his spare time. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Madeline Amberg is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Prior to joining UBS, she worked at FareHarbor for nine years and Havas Helia for four years. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans based on clients’ goals and risk tolerances. The firm also provides institutional trading capabilities alongside wealth management services.