Jonathan Bandy is a financial advisor at Edward Jones in Apex, NC, with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. Prior to his financial services roles, he was employed by the N.C. Governor's Highway Safety Program from 2015 to 2018. Outside of advising, he is involved as a Chapter Consultant for Triangle BNI, a local business networking group. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial services across a nationwide network of advisors and branches.

Zachary Nazario is a financial advisor at Morgan Stanley in Raleigh, NC, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Wells Fargo Advisors and Fidelity National Information Services (FIS), as well as experience at The University of Tampa. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools without providing individual security recommendations as part of standalone planning.

Jabora Belton is a financial advisor with Morgan Stanley Wealth Management in Raleigh, NC, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. Her career includes roles at Deutsche Bank Securities Inc., Wells Fargo Clearing Services, and Ameriprise Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs with a financial planning process supported by firm-approved tools and investment models.

Michael Hileman is a CFP®-designated financial advisor with seven years of industry experience. He has worked at Edward Jones since 2019 and previously spent three years at Personify Corp. based in Raleigh, NC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a broad network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment solutions along with affiliated mutual funds and other services.

Kolin McKelvey is a Planning Consultant at Fidelity Investments, based in Raleigh. Since 2023, Kolin has worked with individuals and families to simplify complex financial decisions and develop clear, actionable plans that support their goals. Kolin's approach emphasizes listening carefully to understand what matters most to clients and providing guidance to help them make informed choices for a secure and fulfilling future. Kolin believes that financial planning goes beyond numbers, focusing on creating practical strategies that allow clients to live life with confidence. Outside of professional responsibilities, Kolin enjoys golf, movies, music, and reading.

Jasper Lee Jr. is a financial advisor with Stifel in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 56 years of industry experience. He has been with Stifel since 2007 and previously worked at A. G. Edwards & Sons, Inc. from 2004 to 2007. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

John Adams II is a CFP®-certified financial advisor with 18 years of industry experience, currently practicing at Cetera. He has held roles at Cetera Wealth Services, LLC since 2013 and operates John Adams, LLC, focusing on personal tax strategy. Outside of his advisory work, he volunteers as a budget counselor for Hope Community Church and coaches youth basketball with Carolina Legend. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager investment platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Chani Oscavich is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Fidelity Brokerage Services since 2015. Outside of her advisory role, she works as an independent contractor for Amazon Flex, delivering packages during nights and weekends. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and supports its advisory roles with established governance and oversight procedures.

Nathaniel Forkey is a financial advisor at Thrivent Investment Management in Raleigh, NC. He holds Series 63 and Series 66 licenses and has been with Thrivent since 2026. His prior experience includes roles at Exact Sciences, Pfizer, Wells Fargo, and other companies. Outside of finance, he has been involved with Square Cow Moovers, a business active since 2021. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides holistic, goal-based financial planning with periodic reviews, allowing clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.

Christopher Fletcher is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2024, he worked at Financial Resources Group, Fidelity Bank, and Wells Fargo. He is also a licensed public notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning and portfolio management services through a broad network of investment adviser representatives.

Patricia Mccallop is a financial advisor at Cetera with 18 years of industry experience. She holds a Series 66 designation and has worked at various Cetera entities since 2019, as well as previously at National Planning Corporation from 2010 to 2018. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services across discretionary and non-discretionary program options.

Andrew Cappello Jr. is a financial advisor with Merrill in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior work includes roles at JPMorgan Chase Bank and J.P. Morgan Securities before joining Merrill and Bank of America in 2017. Merrill serves a wide range of clients including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, discretionary portfolio management, brokerage execution, and custody services. The firm’s investment approach features multiple program strategies with various levels of client and advisor discretion, supported by extensive manager selection and tax-efficient implementation capabilities, along with integration through Bank of America affiliates.

Bryan Brache is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Northwestern Mutual and J.P. Morgan entities. His outside activities include managing personal real estate investments. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Michael Hock Jr. is a financial advisor with Thrivent Investment Management in Raleigh, NC, holding a Series 66 designation and three years of industry experience. Prior to his current role, he worked at GE Healthcare for seven years and was involved with Ohana Homes. Outside of his advisory work, he is a member and manager of holding companies that administer LLCs owning real estate. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers planning as either a one-time or ongoing engagement, addressing a wide range of financial topics while keeping implementation and managed-account services separate.

Joel Reynolds is a Planning Consultant at Fidelity Investments, a position he has held since 2025. In this role, he works closely with clients to develop tailored financial plans and strategies aimed at achieving better outcomes for individuals, families, businesses, and future generations. Prior to his current role, Joel gained experience as a Central Relationship Manager and Workplace Planning Consultant at Fidelity Investments between 2022 and 2025. He began his financial services career as a Financial Representative with Northwestern Mutual from 2021 to 2022. Joel emphasizes providing a world-class experience by adapting his approach to meet the unique needs and situations of each client.

Alayna Sherwood is a Financial Consultant at Fidelity Investments, a position she has held since 2023. In her role, she focuses on providing tailored financial planning services that aim to make the process simple and pleasant for clients. She emphasizes building long-term partnerships to support clients' goals through education and confidence. Alayna's expertise lies in personalized financial planning that addresses the unique needs of each client. She is committed to delivering support and guidance throughout the financial planning journey. Outside of her professional work, Alayna enjoys boating, golf, spending time with her pets, and traveling.

Adair Salgado is a financial advisor with Edward Jones in Cary, NC, holding the Series 66 designation and 10 years of industry experience. Salgado has been with Edward Jones since 2016. 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 under management and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies and access to separately managed accounts, operating under a fiduciary standard.

Kevin Perrault is a financial advisor at Merrill with a Series 66 designation and seven years of experience in the industry. His prior work includes roles at AAFMAA, Wells Fargo, and PNC Bank. 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 strategies for a diverse client base including individuals and institutional investors.

Donald Steichen is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Wells Fargo Clearing in 2022, he worked at Edward Jones from 2015 to 2022. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a broad range of investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and applying diversification principles and modern portfolio theory in its investment approach.

Sean Clark is a Financial Consultant based in the Cary Investor Center at Fidelity Investments. He collaborates with the Wealth Management team and leverages Fidelity's resources to assist clients in achieving their financial goals. Sean has been with Fidelity Investments since 2023, holding roles as Investment Consultant and Planning Consultant before his current position as Financial Consultant starting in 2024. Prior to joining Fidelity, he was a Financial Advisor at Corebridge Financial Services from 2020 to 2023. He holds a California Insurance License.