Alexander Sacco is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he operates a freelance digital marketing business focusing on content creation, copywriting, and online advertising. Fidelity, through its Strategic Advisers LLC affiliate, provides investment management and advisory services to retail and institutional clients using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Daniel Geiger is a financial advisor with UBS Financial Services in Raleigh, NC, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at NWN Corporation and North Carolina State University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Gregory Sieber is a financial advisor at UBS Financial Services in Raleigh, NC, holding a Series 66 designation with 26 years of industry experience. He has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets services and proprietary research.

Garrett Anderson is a financial advisor with Morgan Stanley in Raleigh, NC, holding a Series 66 designation and 19 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets from 2006 to 2009. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and investment committee estimates.

Jacob Oconner is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. His background includes diverse roles in education and property management prior to joining Fidelity. He works at 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 to manage model portfolios across mutual funds, ETFs, and ETPs.

Noah Hines is a financial advisor with Fidelity in Durham, NC, holding Series 63 and Series 66 credentials and seven years of industry experience. Prior to joining Fidelity Investments and Fidelity Brokerage Services, he worked at Baileys Health and Fitness and has been affiliated with Florida State College of Jacksonville for over a decade. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients, including IRS-qualified charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and provides oversight through affiliated and unaffiliated sub-advisers.

John Parham Jr. is a financial advisor with LPL Financial based in Raleigh, NC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His prior roles include positions at South State Bank, Lincoln Financial Securities, and Equitable Advisors. He is also a member of the Triangle YMCA Development Committee, serving on its nonprofit board. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Jonathan Davis is a CFP® professional with 20 years of experience in the financial services industry. He has worked at Wells Fargo Clearing since 2016 and has a longer history with Wachovia Bank, N.A. dating back to 2005. He holds Series 63 and Series 65 licenses and is based in Raleigh, NC. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Leslie Merritt Jr. is a financial advisor at OSAIC with 32 years of industry experience. He holds the Series 63 and Series 65 licenses and was previously with Fsc Securities Corporation for 14 years. Outside of his advisory role, he serves as a certified public accountant and is involved in estate and tax planning consulting through his own corporation. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services. The firm employs a model-based investment process with access to multiple program types, third-party managers, and alternative investments.

Jamilahre Mcdowell is a financial advisor with Fidelity in Durham, NC, holding a Series 66 designation and four years of industry experience. Prior to joining Fidelity, Mcdowell worked as a hairstylist and barber at Lady Jane's, a hair salon in Raleigh, NC, for five years. 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 a range of portfolios including mutual funds, ETFs, and fund-of-funds.

Thomas Billington is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. He holds Series 63 and Series 66 licenses and is based in Raleigh, NC. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research and analytics from its investment institute.

Thomas Park is a Series 66 licensed financial advisor with Fidelity in Durham, NC, and has four years of industry experience. His prior roles include positions at TNT Construction, the Skagit County Drainage District 19, and Washington State University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, managing model portfolios composed of mutual funds, ETFs, and ETPs.

Michael Ackerman is a financial advisor at Cetera with 22 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at several firms including New York Life Insurance Company, MML Investors Services LLC, and Eagle Strategies. Based in Raleigh, NC, he has been with Cetera since 2022. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, supporting both discretionary and non-discretionary account structures.

David Trca is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. His prior work includes roles in various sectors, such as hospitality and catering, as well as nonprofit mission work. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research and quantitative analysis to construct algorithm-driven model portfolios across mutual funds, ETFs, and ETPs.

Meredith Keever is a CFP® professional with three years of industry experience, currently serving as a financial advisor at LPL Financial in Raleigh, NC. She has previously worked at OSAIC and FSC Securities and is involved in financial paraplanning through Steward Wealth Strategies. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment strategies and platforms, combining advisory services with a broad spectrum of financial activities.

Eric Hilliard is a financial advisor with Raymond James Financial in Raleigh, NC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1996 and founded Hilliard Financial Group in 2002. He serves as a director on the United Methodist Church of North Carolina Board of Institutions, where he participates in overseeing financial affairs and maintaining institutional relationships. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through affiliated advisory programs and specialized consulting services.

Lionel Perkins III is a financial advisor with Wells Fargo Advisors in Raleigh, NC, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has been with Wells Fargo Advisors since 2015. Outside of advisory work, he serves as President of the Alumni Leadership Counsel and is a member of the Board of Trustees at Blue Ridge Boarding School. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, and business-owner transition planning, supported by Wells Fargo’s research and tools.

Anna Cantwell is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, she held various roles at Ohio University and UNC Health. Outside of her advisory work, she operates an Etsy shop creating t-shirt designs and provides dog walking and sitting services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base and engages in delegated management, fund advisory, and model portfolio delivery.

Joshua Beese is a financial advisor with Fidelity in Durham, NC, holding a Series 66 designation and having one year of industry experience. Prior to joining Fidelity, he was self-employed and has experience working in various roles outside the financial industry. Outside of his advisory work, he operates a private coaching business focused on developing hockey and skating skills for both youth and adults. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors as well as registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and model investment strategies.

Wendy Busby is a financial advisor at Merrill with Series 63 and Series 66 credentials and 32 years of industry experience. She has been with Merrill since 1990 and also worked at Bank of America, N.A. since 2026. Busby is the sole owner of a rental property business in Cary, 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.