Jeremy Potts is a financial advisor with LPL Financial in Raleigh, NC. He holds the Series 66 designation and has been with LPL Financial since 2019. Prior to joining LPL, he worked for Parata Systems LLC for 11 years. 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 a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Sean Fenton is a financial advisor with Morgan Stanley in Chapel Hill, NC, holding a Series 66 designation and 18 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and worked at Morgan Stanley Private Bank, National Association since 2015. Prior to that, he was employed by Citigroup Global Markets beginning in 2007. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and models, emphasizing that clients are responsible for implementing and updating their plans.

Lawrence Allen is a financial advisor at Edward Jones in Cary, NC, holding the CFP® designation along with Series 63 and Series 65 licenses. He has eight years of industry experience, including seven years at Fidelity Bank/Capital Investment Group and five years at PNC prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Michalene Olson is a financial advisor at Fidelity with 17 years of industry experience. She holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2008. Olson is based in Durham, NC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, including charitable funds and registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs, and it also serves as an adviser to multiple registered investment companies.

Noah Brass is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop personalized financial plans aligned with their individual goals and preferences. His approach emphasizes a relationship-centered, collaborative planning process supported by Fidelity's resources to create and implement strategies aimed at helping clients achieve their unique definitions of success. Since joining Fidelity Investments in 2021, Noah has held multiple roles, including Investment Consultant and various levels of Workplace Planning Consultant, gaining experience that informs his current work. His professional journey within Fidelity has provided him with insight into investment consulting and workplace planning. Outside of his professional responsibilities, Noah engages in family activities and enjoys golf, spending time with pets, and reading.

Nicholas Ellingsworth Perez is a financial advisor with Mass Mutual Investors Services in Raleigh, NC, holding a Series 66 designation and 12 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and at Massachusetts Mutual Life Insurance Company since 2016, with prior experience at Metlife Securities from 2013 to 2017. Outside of advisory work, he is an independent insurance agent specializing in dental, group disability income, and life/accident/health insurance, and he owns an LLC managing operational expenses. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes ongoing collaborative planning relationships and offers a range of event-driven planning programs, including recent additions such as divorce planning.

Becky Leever is a financial advisor at Fidelity with the Series 66 designation and four years of industry experience. Her prior roles include positions at Bank of America and Southern Bank and Trust before joining Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios using mutual funds, ETFs, and ETPs.

Mary Norton is a financial advisor at Cambridge Investment Research Advisors with 14 years of industry experience. She holds the CFP® designation along with Series 63 and 65 licenses. Her prior roles include positions at Vesta Wealth Advisors, Principal Securities Inc., and Waddell & Reed, Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing various portfolio management and model-based solutions tailored to client objectives.

Dante Porter is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, he worked at State Employees Credit Union for six years and has a background in retail through his ongoing role at Best Buy, where he manages inventory and merchandising. Fidelity, through its Strategic Advisers LLC subsidiary, offers investment management and advisory services to a diverse client base including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management, with notable activities including commodity pool operations and advisory roles for registered investment companies.

Toni Clegg is a financial advisor with LPL Financial in Cary, NC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked with LPL and its predecessor Linsco/Private Ledger Corp. since 2005. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers diverse advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by research and model portfolios.

Misty Bussey is a financial advisor with Edward Jones in Cary, NC, holding the ChFC® and Series 66 designations and bringing eight years of industry experience. She has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. 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.

Richard Dove II is a financial advisor at Edward Jones with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including First Citizens Investor Services, First Citizens Bank, First Horizon Bank, and SunTrust. Outside of his financial career, he serves as a Minister of Music at Bible Gospel Church and performs as a musician for various events. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Mark Avitabile is a financial advisor with Wells Fargo Clearing in Durham, NC, holding a Series 66 designation and 15 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2010 to 2016. Avitabile holds an inactive law license from the State of Indiana. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Brandon Mendoza is a Financial Advisor at Merrill Lynch Wealth Management. He collaborates with individuals and families to organize their financial lives, define meaningful goals, and build personalized strategies for the future. His approach involves thoughtful planning, clear communication, and a commitment to helping clients make informed financial decisions. Brandon's expertise includes general investing, retirement planning, and saving for unexpected events. He emphasizes understanding clients' priorities to develop strategies that align with their financial goals. He holds professional designations such as Accredited Wealth Management Advisor (AWMA) and Personal Investment Advisor (PIA). Brandon earned a Bachelor's Degree from the University of North Carolina at Chapel Hill. He is a member of Kappa Alpha Psi Fraternity, Inc. Outside of his professional work, he has interests in basketball, boxing, fishing, football, music, painting, running, spending time with his family, traveling, and watching movies.

Kent Kluba is a financial advisor at Fidelity with 12 years of industry experience. His prior experience includes seven years at Bank of America and Merrill. He holds the Series 63, Series 65, and Series 66 designations and is based in Durham, NC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction and serves in formal advisory roles to multiple registered investment companies.

Andrew Lange is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. His prior roles include positions at Northwestern Mutual and various organizations in education and sports. Fidelity’s Strategic Advisers LLC division provides investment management and advisory services to both retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Ryan Jacobs is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, he held positions at Equitable Advisors and worked outside the financial sector, including as a bartender at La Terrazza in Raleigh, NC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Stephen Hedrick is a financial advisor at Edward Jones in Apex, NC, holding the ChFC® designation and Series 66 license with seven years of industry experience. He joined Edward Jones in 2019 after six years at Davis Chevrolet Buick GMC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and maintaining a large network of advisors and branch offices nationwide.

Kyle Jackson is a Planning Consultant at Fidelity Investments, a role he has held since 2025. In this capacity, he collaborates with clients to develop financial plans aimed at helping them achieve their financial goals, and he creates engagement strategies tailored to each client's unique planning needs. Prior to this, Kyle held several positions within Fidelity Investments, including Investment Solutions Representative 2 and 1, as well as Customer Relationship Advocate, gaining experience across various facets of client service and investment solutions from 2023 to 2025. Outside of his professional work, Kyle is interested in baseball, beach activities, football, social events with friends, and movies.

Haley Egbert is a Planning Consultant at Fidelity Investments, where she collaborates with clients and advisors to develop personalized and holistic financial plans. She focuses on building client relationships founded on trust, honesty, integrity, and reliability, aiming to empower clients in achieving their financial goals. Prior to her current role, Haley worked as a Financial Services Representative at Fidelity Investments. She holds insurance licenses in Arkansas and California, supporting her work in financial planning and advisory services. Outside of her professional work, Haley has personal interests including boating, food, football, gardening, lake activities, and swimming.