Gary Crenshaw is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has worked at Pinnacle Bank/Pinnacle Financial Partners and Suntrust Investments. He is also an associate at Pinnacle Asset Management, where he serves as a financial consultant. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, institutional, and nonprofit clients. The firm utilizes risk profiling and analytical tools to tailor non-discretionary planning and encourages clients to implement recommendations through various advisory programs.

Louis Crafa is a financial advisor at Wells Fargo Advisors with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo in various capacities since 2009. In addition to his advisory work, he owns OWL CREEK CAPITAL LLC, a separate investment-related business based in Wilmington, NC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting net-worth thresholds, utilizing Wells Fargo research and planning tools to develop customized recommendations.

Jeffrey Hamilton is a financial advisor at Fidelity with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Fidelity Investments across multiple periods since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and deliver model portfolios.

Anne Marie Cummings is a financial advisor at Morgan Stanley in Chapel Hill, NC, holding a Series 66 designation with 11 years of industry experience. She has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a broad range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured financial planning tools without providing individual security recommendations as part of its standalone planning services.

Barak Rutledge is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and previously worked for The Persian Carpet Inc. for 25 years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in managing portfolios, and maintains formal advisory roles with multiple registered investment companies.

Kimberly Cozart is a CFP® and PFS™ credentialed advisor with 23 years of industry experience, currently affiliated with Cetera. She has held various roles across financial services and real estate, including positions at Avantax and Premier Advantage Realty. Outside of her advisory work, she supervises an accounting and tax preparation firm, Cozart & Edwards, PA. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with diverse portfolio management options, combining affiliated model portfolios, third-party managers, and customized strategies.

Sheridan O’Connor is a CFP® professional with 13 years of experience in the financial services industry. He has worked at Edward Jones for 10 years before joining Raymond James Financial Services Advisors, Inc. He is a founding partner of O’Connor Wealth Group. 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, and institutional investors. The firm offers tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to support client goals.

Michael Gillmer is a CFA® charterholder with 13 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors, LLC from 2014 to 2016. He is based in Chapel Hill, NC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

James Ustby is a financial advisor with LPL Financial in Durham, NC, holding a Series 66 credential and four years of industry experience. He has worked at LPL Financial since 2024 and previously held positions at Ameriprise Financial Services Inc and was self-employed. Ustby is also an insurance representative with Karma Financial Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

David Gall is a financial advisor with Fidelity Investments, holding a Series 66 designation and 10 years of industry experience. He has been associated with various Fidelity entities since 2016, including Fidelity Brokerage Services LLC, FIDELITY Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is also noted for its registration with the CFTC as a commodity pool operator and its advisory role to multiple registered investment companies and fund-of-funds.

Alexander Green is Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity for over 17 years, serving in various roles since 2007. His current position as Vice President began in 2021. Throughout his tenure at Fidelity, Alexander has held positions including Financial Consultant, Investment Consultant, and Financial Representative. He has experience in developing, implementing, and maintaining financial plans for clients. Outside of his professional work, Alexander enjoys camping, family activities, golf, outdoor adventures, tennis, and traveling.

Kevin Scott is a financial advisor at Fidelity with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including USAA Financial Advisors and USAA Investment Services prior to his current role. He serves on the finance committee of the Compassionate Tabernacle of Faith Baptist Church in Raleigh, assisting with financial reporting and fundraising. Kevin is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including registered investment companies and model portfolios for intermediary platforms.

Derek Parrish is a CFP® with 15 years of experience in the financial services industry, currently serving as an advisor at Edward Jones since 2011. He holds the Series 66 designation and is based in Durham, NC. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Trent Storino is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fidelity Investments since 2021, following roles at Principal Financial Services, Principal Life Insurance Company, and First Citizens Investor Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies and a Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services, fund consulting, and model portfolio delivery.

Marvin Rauchbach is a financial advisor with OSAIC in Chapel Hill, NC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked for VALIC Financial Advisors for 38 years before joining Agia and then OSAIC. Outside of his advisory work, he performs as a drummer in jazz bands. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary account management.

Tyler Carter is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at Credit Union Investment Services, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process, and serves multiple registered investment companies and fund-of-funds.

Patrick Newsome is a financial advisor with Fidelity in Durham, NC, holding Series 63 and Series 66 licenses and two years of industry experience. His work history includes various roles at country and tennis clubs before joining Fidelity in 2023. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios and discretionary management through affiliated or unaffiliated sub-advisers.

Richard Zyczkiewicz is a financial advisor with Cetera, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He has worked at Cetera since 2025 and previously spent 11 years with Avantax Investment Services and Avantax Advisory Services. Outside of his advisory role, he owns and operates Zyczkiewicz Latour & Company, a CPA firm providing accounting and tax preparation services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporations, charities, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform that includes model portfolios, third-party managers, and custom strategies.

Vimal Bisaria is a financial advisor at Edward Jones in Morrisville, NC, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he is a partner in Mindtree Investment LLC, a real estate venture in Cary, NC. Edward Jones is a wealth management firm serving over four million clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Lawrence Rockwell is a financial advisor with Raymond James Financial, holding a Series 66 designation. He has been with Raymond James and affiliated firms since 2025. His prior work experience includes roles outside of finance, such as at Lowes Companies and Bluewater Waterfront Grill. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, institutions, and charitable organizations. The firm uses analytical tools and tailored strategies to support client goals and offers specialized services such as municipal advisor support and SIMPLE IRA Employer Advisory programs.