Krista Biondolillo is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation. Krista has been with Edward Jones since 2000, including a recent role starting in 2025. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Nathaniel Roberts is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Bank of America and State Employees Credit Union. He has worked in diverse environments, including a year with the North Carolina General Assembly and involvement with 1 in 6 Snacks. Fidelity, through its Strategic Advisers LLC division, offers investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Ryan Homer is a financial advisor at Fidelity with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with various Fidelity entities since 2001, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, managing model portfolios composed of mutual funds, ETFs, and ETPs across a range of asset allocation strategies.

Cheryl White is a CFP® professional with 29 years of industry experience, currently serving at Wells Fargo Clearing since 2016. She previously worked at Prudential Equity Group, LLC from 2001 to 2003. Outside of her advisory role, she has acted as power of attorney for her mother and administrator for her father’s estate, and holds an ownership interest in a family business, Pilgrim’s Progeny, LLC. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Steven Halko is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill since 2003, focusing on serving high-net-worth individuals and families. Steven's client base includes physicians, business owners, couples, and families, with relationships often spanning multiple generations and over twenty states. He concentrates on long-term investing and wealth planning, helping clients determine their financial needs and risk tolerance. Steven also coordinates efforts with clients' CPAs and attorneys to align tax-minimization and estate planning strategies and provides access to Bank of America specialists for additional banking and lending needs. Before joining Merrill, Steven had a seven-year professional hockey career in the NHL with the Carolina Hurricanes and in the American Hockey League. He graduated from the University of Michigan, where he captained the National Championship hockey team in 1996. Steven holds several professional credentials, including the CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Plan Fiduciary Advisor® (CPFA®), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) designations. Steven resides in Morrisville, North Carolina, with his wife Sherene. They have two adult sons who live and work locally. Steven has coached hockey at various levels and remains active in sports as an avid curler with the Triangle Curling Club. He is also a volunteer with the Carolina Hockey Alumni Association. His personal interests include music, reading, spending time with family, and traveling.

Shayla Jones is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. Her career includes roles at Fidelity Investments since 2022 and prior experience in retail positions at Ulta and DTLR. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm uses a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Krista Cavalieri Carr is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Fidelity Brokerage Services LLC since 2015. Outside of her advisory role, she is involved in event planning through Southern Skies Events, LLC, where she assists with wedding planning and vendor partnerships. Fidelity's Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios, including fund advisory and model portfolio services.

Wendy Garrett is a financial advisor with Ameriprise, holding a Series 66 designation and 11 years of industry experience. She previously worked at Edward Jones for nine years before joining Ameriprise in 2024. Garrett serves as the secretary on the board of directors for the nonprofit Wonderfully ME. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and ongoing annual advice focused on income sources and tax-aware withdrawal strategies.

David Poteet is a financial advisor at Fidelity with Series 63 and Series 66 registrations and five years of industry experience. His work history includes multiple roles at Fidelity Investments since 2018 and prior positions at Utah Valley University and Utah State University. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios composed of mutual funds, ETFs, and ETPs.

Steven Sherman is a financial advisor at Fidelity with Series 66 and Series 63 certifications and four years of industry experience. His prior work includes roles at Papa Johns, The Home Depot, K-Flex USA, and GradePower Learning. Outside of advising, he manages a rental property where he performs light maintenance duties. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers a range of services including discretionary portfolio management and model portfolios delivered through intermediary platforms.

Richard Girod is a financial advisor at Fidelity with a Series 66 credential and two years of industry experience. His prior work includes roles at The Currituck Club, Island Smoothie Cafe LLC, and military service with the United States Army Reserves. 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 combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios composed of mutual funds, ETFs, and ETPs.

Anthony Mazzeo Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he is involved in food delivery and rideshare services through platforms such as Uber, Lyft, Grubhub, and DoorDash. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

De Marcus Bowden is a CFP®-certified financial advisor at Edward Jones with 13 years of industry experience. Prior to joining Edward Jones in 2022, he worked at Members Trust Company, Secu Life Insurance Company, Credit Union Investment Services, Secu Brokerage Services, and State Employees' Credit Union. Outside of his advisory role, he has worked as a warehouse package handler in Mebane, NC. 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 solutions, supported by a nationwide network of more than 23,700 financial advisors and $1.01 trillion in assets under management.

Cynthia Clark is a financial advisor at Merrill with 44 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 2000 and Bank of America, N.A. since 2011. Merrill, along 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.

Gagandeep Singh is a financial advisor at Fidelity with Series 66 and Series 63 designations and one year of industry experience. His prior roles include positions at Lyft, Inc., Apsis Energy, and entrepreneurial ventures such as La Machine Consulting LLC and Blitz Canvassing LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base including registered investment companies and employs systematic methodologies to build model portfolios from mutual funds, ETFs, and ETPs.

Adam Peery is a Financial Consultant at Fidelity Investments. He has been in this role since 2022. Prior to this, he worked as a Financial Solutions Advisor at Bank of America - Merrill Lynch from 2018 to 2022, and as a Relationship Manager at Bank of America from 2014 to 2018. With over ten years of experience, Adam specializes in developing and refining investment, retirement, and income strategies intended to support clients' financial goals and well-being. Originally from North Carolina, he emphasizes building lasting relationships and providing thoughtful financial guidance. Outside of his professional work, Adam has personal interests in family activities, football, movies, reading, and soccer.

Leigh Kempf is a Wealth Management Advisor associated with Merrill Lynch Wealth Management. She holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Leigh's work involves helping clients with areas such as college education planning, family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, portfolio management services, socially responsible investing, and tax minimization. With over 25 years of experience, Leigh combines her financial planning expertise with a comprehensive approach that addresses key aspects required for financial independence. She implements proprietary Personal Wealth Analysis® focusing on net worth consolidation, retirement income, and consistent cash flow to assist clients in achieving their financial goals, especially in retirement planning and transitional life events. Leigh holds an Associate's degree from Saint Mary's College and a Bachelor of Arts from the University of North Carolina at Chapel Hill. Residing in Chapel Hill, North Carolina, she is involved in several professional and community organizations including Chapel Hill Carrboro Women Connect, Networking Women of the Triangle (NWOTT) - Chapel Hill/Carrboro, and The Chamber For a Greater Chapel-Hill Carrboro. Her community involvement includes participation in Habitat for Humanity Corporate Campaign Committee for Weavers Grove, Saint Mary's Alumnae Council, The Volunteer Center, and The Women's Center. Outside of work, Leigh enjoys biking, gardening, painting, spending time with her family, and traveling.

Timothy Riebock is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity since 2018, progressing through roles including Financial Consultant 1, Investment Management Consultant, Relationship Manager, High Net Worth Service Associate, and Customer Relationship Advocate. Throughout his tenure, he has developed expertise in investment management and client relationship services. Timothy holds insurance licenses in Arkansas and California. His professional approach emphasizes integrity, objectivity, and diligence, focusing on collaboration and clear communication to help clients build strategies aligned with their goals. Outside of his professional role, Timothy enjoys activities such as camping, fishing, fitness, outdoor adventures, reading, and exploring food.

James Mc Daniel is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior firms include PNC Investments, First Citizens Bank, and Wells Fargo Advisors. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, combining centralized custody and brokerage services with access to alternative investments.

Karl Spruill is a financial advisor at Fidelity with 23 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Fidelity, he worked at Members Trust Company and SeCU Life Insurance Company among other roles. Fidelity’s subsidiary, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.