Imani Thompson is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. Prior to joining Fidelity, she held various roles including positions at North Carolina Central University and Integral Resources Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Peter Sheahan is a financial advisor with Fisher Investments in Chapel Hill, NC, holding a Series 65 designation and bringing 22 years of industry experience. He has been with Fisher Investments since 2000. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research and utilizes tax-aware strategies and defensive tactics to manage risk.

Chris Foster is Vice President, Financial Consultant at Fidelity Investments, a position he has held since 2018. He has more than 20 years of experience in the financial services industry, having served as a Financial Consultant at Fidelity Investments from 2012 to 2018, a Financial Advisor at Morgan Stanley Smith Barney from 2008 to 2012, and a Financial Advisor at Edward Jones Investments from 2005 to 2008. Throughout his career, Chris has focused on working closely with clients and their families to develop and implement personalized financial plans aimed at achieving their goals. Chris's approach is centered on collaboration and trust, recognizing the effort clients have invested in saving and growing their assets. His professional experience spans multiple reputable firms, reflecting a sustained commitment to the financial advisory profession. Outside of his professional work, Chris enjoys boating, fishing, golf, reading, and traveling.

Patrick O'Neill is a financial advisor with Mass Mutual Investors Services in Raleigh, NC, holding a Series 66 designation and two years of industry experience. Prior to his current role, he worked at Johnny's Pizza and Marco's Pizza, and has experience in education at the University of the South and Green Hope High School. He also has a background in the food service industry. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software to analyze client goals and deliver written recommendations as part of annual, collaborative financial planning engagements.

William Schumacher is a Planning Consultant with Fidelity Investments in Cary, NC, where he assists individuals in making confident financial decisions. He has a particular focus on 401(k)-specific retirement planning and has experience guiding clients on retirement savings, investment strategies, and long-term financial readiness. Since joining Fidelity Investments in 2024, William has progressed through several roles including Workplace Planning Associate, Workplace Planning Consultant I and II, before attaining his current position. His career has been dedicated to helping clients plan for their financial futures within the workplace retirement landscape. Outside of his professional work, William enjoys engaging in outdoor activities such as camping, fishing, golfing, kayaking, and exploring various food experiences.

Robert Sander is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. He has worked at Fidelity Investments since 2022 and previously spent seven years at Poling & Cutler Marine Transportation. Outside of finance, he owns and maintains a pet grooming business in Raleigh, North Carolina. 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 develop model portfolios from mutual funds, ETFs, and ETPs.

Zachary Angell is a Wealth Management Planning Consultant at Fidelity Investments, a position he has held since 2018. In this role, he collaborates with clients and their Wealth Management Advisors to understand both short-term and long-term financial goals, creating and maintaining financial plans tailored to the unique needs of clients and their families. Prior to his current role, Zachary worked as a Workplace Planning & Guidance Consultant at Fidelity Investments from 2015 to 2018 and as a Financial Services Representative at State Employee Credit Union from 2014 to 2015. Zachary's professional experience spans multiple roles within financial services, focusing on wealth management and financial planning. He emphasizes building relationships with clients and their families to support their financial objectives. Outside of his professional career, Zachary enjoys activities such as beach outings, boating, cars, golf, outdoor adventures, and traveling.

Clementine Cigna is an Investment Solutions Representative III at Fidelity Investments. In this role, she collaborates with clients to build confidence around financial goals and investment decisions, helping them clarify priorities, understand risk, and set clear, measurable objectives for long-term growth. She provides ongoing support and perspective as markets change, maintaining focus on what matters most to her clients and their families. Clementine has been with Fidelity Investments since 2022, progressing through roles from Customer Relationship Advocate to Investment Solutions Representative II and I before her current position. Prior to joining Fidelity, she gained experience as a Mortgage Loan Officer at AmeriFirst Financial and Revolution Mortgage, as well as serving as a Financial Services Officer at State Employees’ Credit Union. Outside of her professional work, Clementine enjoys art, camping, concerts, gardening, hiking, and visiting museums.

Scott Ellis is a CFA® charterholder with 32 years of industry experience. He is currently with Cetera and has been involved with Ellis Brothers Inc. since 1993, where he operates as an insurance agent focusing on life insurance and fixed annuities. His career has also included long-term roles at Avantax entities dating back to 1993. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a nationwide network of independent advisors and employs a multi-manager platform featuring both affiliated and third-party investment options.

Daniel Ryon is a financial advisor at Edward Jones with 21 years of industry experience. He has been with Edward Jones since 2004 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he owns a rental property in Raleigh, North Carolina. 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 strategies, separately managed accounts, and affiliated mutual funds.

Campbell Wood is a Financial Consultant at Fidelity Investments, where he has been serving since 2021. His role focuses on empowering clients to make educated and informed financial decisions by simplifying the complexities of investing, retirement income planning, and holistic wealth planning. He works closely with clients to build authentic relationships based on trust and transparency, supporting their unique financial visions. Campbell's professional experience includes various roles at Fidelity Investments, starting as a Financial Representative from 2015 to 2017, followed by a position as Central Relationship Manager from 2017 to 2018, and then as an Investment Consultant from 2018 to 2021 before becoming a Financial Consultant. Throughout his career, he has partnered with clients to leverage Fidelity's offerings and implement personalized strategies tailored to their goals and preferences.

Jason Deibert is a financial advisor with Ameriprise in Holly Springs, NC, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on the board of the MeFine Foundation, a nonprofit organization. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research and modeling to deliver tailored, tax-efficient recommendations. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Zachary Lawson is a CFP®-certified financial advisor with eight years of industry experience. He is currently affiliated with Cetera and Financial Directions Group, where he serves as a retirement plan advisor. His prior roles include positions at Northwestern Mutual Wealth Management and Wells Fargo. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to affiliated and unaffiliated third-party managers.

Jason York is a Series 66-licensed financial advisor at Edward Jones with 11 years of industry experience. Prior to joining Edward Jones in 2026, he worked at several firms including LPL Financial and BB&T. He also serves as a Senior Vice President and Wealth Consultant at the Trust Company of North Carolina, assisting clients with financial planning, investments, and trust and estate planning. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies. The firm manages over $1 trillion in assets and maintains a large network of advisors and branch offices nationwide.

David Jester is a financial advisor with Robert W. Baird & Co. in Chapel Hill, NC, holding a Series 66 designation and 11 years of industry experience. He has been with R.W. Baird since 2017 and previously worked at Franklin School of Innovation. He is part of The DDK Group within Baird’s Private Wealth Management department, which provides financial planning, discretionary and non-discretionary portfolio management, and other services to individuals, corporate clients, pension plans, and charitable organizations. Robert W. Baird manages approximately $394 billion in regulatory assets and offers investment strategies that include manager-traded and model-traded SMA solutions, tax-management, and direct-indexing capabilities.

Parrish Goodman is a financial advisor with Fidelity Investments in Durham, NC, holding Series 63 and Series 66 licenses and with two years of industry experience. Prior to joining Fidelity, he held positions in real estate and automotive services and was employed at North Carolina State University. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Alvy Knasas is the Vice President and Branch Leader at Fidelity Investments' Cary office. In this role, he leads a team of financial professionals to develop actionable financial plans that support clients in achieving their financial goals while ensuring an exceptional client experience. Alvy has been with Fidelity Investments since 2008, progressing through various roles including Financial Representative, Investment Consultant, Vice President Financial Consultant, and Vice President Regional Planning Consultant before assuming his current leadership position in 2025. His extensive experience within Fidelity highlights his expertise in financial consulting and branch leadership. Outside of his professional responsibilities, Alvy enjoys family activities, football, golf, and traveling.

Nathan Neely is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2007. 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 is noted for its use of AI and formal advisory roles to registered investment companies.

Lorinda Spivey is a CFP®-designated financial advisor with 29 years of industry experience, currently with Cetera. Her work history includes long tenures at First Allied Advisory Services and Financial Directions Group, where she also holds ownership and performs insurance-related activities. Spivey serves on the Pureflow Advisory Committee and participates in non-profit and seed investment fund operations in committee and administrative roles. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, institutional, and charitable clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services delivered via a multi-manager platform with access to affiliated and third-party managers across multiple program structures.

Jason Jonczak is a CFP®-certified financial advisor at Edward Jones with 26 years of industry experience, all of which he has spent with the firm. He holds Series 63 and Series 66 licenses and is based in Cary, 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.