Jim Netzband, Jr. is a financial advisor at Fidelity with 17 years of industry experience. He holds the ChFC® designation as well as Series 66 and Series 63 licenses. His prior experience includes roles at Liberty Mutual Insurance, Valic Financial Advisors, and Strategic Wealth Assurance. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its commodity pool operator registration, advisory roles to multiple funds, and use of systematic and AI-driven methodologies.

Mary Charles Nassif is a financial advisor at Edward Jones in Durham, NC, holding the CFP®, ChFC®, and Series 66 designations with 11 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

Linda Erickson is a CFP® professional with 40 years of experience in financial services. She is currently affiliated with Cetera and has previously operated her own practice under Erickson Advisors. Erickson serves as a regional director for a wealth advisory recruiting website and volunteers as a trusted person for St. Francis Church, where she manages discretionary fund accounting. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a broad range of portfolio management and financial planning services, utilizing a multi-manager platform with both affiliated and third-party strategies.

Tamra Ellis is a financial advisor with Edward Jones in Durham, NC, holding a Series 66 designation and 15 years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates under a fiduciary standard.

Ryan Dexheimer is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. His prior roles include positions at Amazon, Northwestern Mutual, Capitol Financial Solutions, and involvement with North Carolina State University and the Taylor Family YMCA. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and discretionary management using a systematic, long-term approach.

Stephan Hoover is a financial advisor at Fidelity with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has been with various Fidelity subsidiaries since 1993, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. 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 employs a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction, and it serves a broad client base through discretionary and non-discretionary advisory services.

Latrice Brockman is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. Her background includes roles at Target Corp, Logical Position, and Adwerx, alongside earlier work at Brooks Brothers. Outside of advising, she is currently employed at Target in a customer service and order fulfillment capacity. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a proprietary investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Joseph Coniglio is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Wells Fargo, Fifth Third Bank, and Truist Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary advice delivered by select Wealth Advisors, focusing on approved funds and strategies within a broad broker-dealer and banking organization.

Martin Frost is a CFP®-certified financial advisor with 16 years of industry experience, currently with LPL Financial. He has previously worked at OSAIC, Opus Financial Advisors, Inc., Fsc Securities Corp, and SunTrust in various advisory roles. Outside of his advisory duties, he is involved in non-variable insurance services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

Aldrin Hewakopara is a Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2015, progressing through several positions including Planning Consultant, Workplace Planning & Guidance Consultant I, and Financial Associate. His professional experience encompasses various aspects of financial planning and client guidance within Fidelity Investments. Aldrin is committed to personalized financial planning and building long-term client relationships aligned with the firm's values. Details regarding Aldrin's education, credentials, personal interests, or community involvement have not been provided.

Kenneth Zimmerman is a CFA charterholder with 19 years of industry experience. He has worked at Wells Fargo Clearing since 2020 and previously held roles at Foreside Fund Services, LLC and WisdomTree Asset Management, Inc. He holds Series 63 and Series 65 licenses and is based in Chapel Hill, NC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Denisse Soto Cruz is a Series 66-licensed financial advisor at Merrill with 15 years of experience at the firm. She is based in Chapel Hill, NC. Outside of her advisory role, she is a co-owner of a family rental property in North Carolina. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jack Bolen Jr. is a financial advisor with Fidelity, holding a Series 66 designation and three years of industry experience. Before joining Fidelity, he worked for Flow Automotive Companies for 11 years. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios using mutual funds, ETFs, and ETPs.

Henry Fiumara is a financial advisor with Equitable Advisors in Cary, NC, holding a Series 66 designation and 26 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 on homeowner association boards in Cary, providing governance and administrative oversight. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels tailored to client goals and risk tolerance.

Thomas Holtz is a financial advisor at Edward Jones in Chapel Hill, NC, holding a Series 66 designation with nine years of industry experience. Prior to joining Edward Jones in 2017, he worked at McKinney for three years. 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 through a network of more than 23,700 advisors and offers a range of discretionary and non-discretionary advisory strategies under a fiduciary standard.

Will Hale is an Investment Solutions Representative III at Fidelity Investments. In his role, he assists clients and their families in navigating their financial lives by co-creating and developing tailored financial plans that align with their goals, priorities, and preferences. He has progressed through various positions at Fidelity Investments, including Investment Solutions Representative II, Investment Solutions Representative I, High Net Worth Service Associate, and Customer Relationship Advocate. This experience has contributed to his expertise in investment solutions and client service within the financial industry. Outside of his professional responsibilities, Will Hale enjoys family activities, fishing, fitness, football, social events with friends, and traveling.

Brandi Beghtel is a financial advisor with Fidelity Investments in Durham, NC, holding Series 63 and Series 66 licenses and 10 years of industry experience. Her prior work includes roles at the YMCA as a fitness instructor and positions in other sectors such as automotive and wellness. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a proprietary investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction.

Andres Quezada is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2012, progressing through roles including Financial Consultant, Investment Consultant, Central Relationship Manager, Relationship Manager, Financial Representative II, Workplace Planning and Guidance Consultant I, and Defined Contribution Representative II. In his role, Andres partners with clients to develop financial plans aimed at meeting their goals and needs. He focuses on creating financial plans that are straightforward and seeks ongoing opportunities to improve these plans through continuous collaboration throughout clients' lives and careers.

Calvin Williamson III is a financial advisor at Raymond James Financial with 20 years of industry experience. He holds the Series 63 and Series 66 credentials and previously worked at Edward Jones for 16 years. Outside of his advisory role, he co-owns Four Corners Advisor Group, an LLC focused on recruiting advisors to affiliate with their branch. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and institutions. The firm offers tailored, non-discretionary consulting using analytical tools and supports various advisory programs, distinguishing itself with municipal advisor affiliations and specialized retirement plan consulting services.

Alisha Byrd is a Wealth Management Advisor with Merrill Lynch Wealth Management. She brings nearly a decade of experience in financial planning, focusing on areas such as college education planning, small business strategies, and women and wealth. Alisha's approach to wealth management involves prioritizing client goals and collaborating on tailored wealth plans to achieve financial freedom for individuals, families, and businesses. Alisha holds a Bachelor's Degree from the University of North Carolina at Chapel Hill and is a Certified Financial Planner (CFP) and a Personal Investment Advisor (PIA). Originally from Los Angeles and raised in Charlotte, she has professional experience that includes working as an Investment Consultant with Fidelity Investments. Beyond her professional career, Alisha is involved in community activities such as Better Money Habits at Bank of America, Merrill Women's Exchange, and the National Association of Women Business Owners (NAWBO). She enjoys running, soccer, spending time with her family, and traveling.