James Green is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2015, transitioning to Fidelity Investments in 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management along with fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios made up of mutual funds, ETFs, and ETPs, while also maintaining oversight and governance functions.

Matthew Gieszl is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He is also vice president of Maricopa Land and Cattle Company, a family-owned business. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a broad range of investment advisory programs and maintains a large national network of financial advisors and branch offices.

Michael Sandy is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior work includes roles at Blackbeard Cigars, the ECU School of Art and Design, East Carolina University, and Fiverr. He is part of 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 across a range of investment structures.

Tristan Helms is a financial advisor with LPL Enterprise in Cary, NC, holding a Series 66 credential and seven years of industry experience. He has worked with Prudential Insurance Company of America and Pruco Securities, LLC, prior to joining LPL Enterprise. He serves as a board member for Seek First Sports Counseling, a nonprofit organization. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Shane Tidd is a financial advisor at Fidelity Investments with three years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo. His background also includes roles outside finance, such as working with the North Carolina Museum of Natural Sciences and involvement in the restaurant industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver systematic, long-term asset allocation strategies.

Donovan White is an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2022, contributing to the firm's financial services and client support. Donovan focuses on helping clients navigate important financial considerations and make informed decisions. He emphasizes meaningful conversations as the foundation for understanding each individual's priorities, aiming to provide ongoing communication and support that fosters informed and confident financial decision-making. Outside of his professional role, Donovan has interests in cooking and baking, football, traveling, volunteering, and practicing yoga.

Randall King is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and over 25 years of industry experience. Prior to joining OSAIC in 2025, he spent 24 years at Lincoln Financial Advisors Corp and has been a partner at Stout Stuart McGowen & King LLP since 1981, providing CPA services. In addition to his advisory role, he is licensed to offer disability insurance, fixed/indexed annuities, long-term care insurance, and traditional life insurance. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk management, and portfolio construction leveraging multiple platforms and third-party managers.

Drew Davis is a financial advisor with Fidelity in Durham, NC, holding a Series 66 designation and three years of industry experience. His prior roles include work at TPUSA (Liberty Mutual Insurance), SelectQuote, Progressive Leasing, and NuHome Promotions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

John Bergland is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. He has worked previously at First Horizon Advisors, Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced research tools and a large network of investment adviser representatives.

Kelby Watson is a CFP® with nine years of experience in the financial industry, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at BKD LLP CPAs and Advisors for one year. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Khalif Dean is a financial advisor with Merrill in Durham, NC, holding a Series 66 credential and three years of industry experience. His prior work includes roles at Bank of America and Cardinal Financial. Outside of advising, he works as a driver for Uber Technologies. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charities.

William Sutton is a Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2020, progressing through various positions including PAS Portfolio Specialist, Client Management Representative, Workplace Planning Consultant, and Workplace Planning Associate. His professional journey at Fidelity has provided him with a broad range of experience in financial consulting and client management. William holds insurance licenses in Arkansas and California. He emphasizes a straightforward, thorough approach to financial planning, focusing on clear communication and helping clients understand and have confidence in their financial plans. His goal is to connect all aspects of a client's financial situation to create clear, actionable plans that lead to shared success. Outside of his professional work, William enjoys activities such as board games, family activities, fitness, parenthood, running, and traveling.

Jimmy Dooley is a financial advisor at Ameriprise with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliates since 2005. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, providing tailored, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Owen MacIntyre is an Investment Solutions Representative III at Fidelity Investments. He has held various roles within the company, progressing from Customer Relationship Advocate in 2023 to Investment Solutions Representative I in 2024, then to Investment Solutions Representative II in 2026, and currently holds the Investment Solutions Representative III position starting in 2026. In his current role, Owen focuses on connecting with clients to understand them as individuals and investors, aiming to grasp their definitions of financial success. This approach allows him to actively listen and engage with clients, helping them work towards their financial goals. Details regarding Owen's education, credentials, personal interests, or community involvement were not provided.

Garrett Railsback is a CFP® professional with 12 years of industry experience, currently affiliated with OSAIC in Cary, NC. His prior experience includes roles at Founders Financial Alliance, LLC, LPL Financial LLC, Edward Jones, and Scottrade, Inc. Railsback also operates an independent investment advisory business through Founders Financial Alliance, LLC. OSAIC serves a diverse client base ranging from individual investors to corporations and charitable organizations through an extensive network of advisors. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage a variety of investment portfolios.

Troy Konzen is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021. Outside of his advisory role, he sells Pokémon and Yu-Gi-Oh cards on eBay during his spare time. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Madeline Amberg is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Prior to joining UBS, she worked at FareHarbor for nine years and Havas Helia for four years. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans based on clients’ goals and risk tolerances. The firm also provides institutional trading capabilities alongside wealth management services.

Kevin Overcash is a financial advisor at Edward Jones in Apex, NC, holding CFP® and Series 66 credentials with seven years of industry experience. He worked previously at Piedmont Service Group from 2011 to 2019 before joining Edward Jones. Outside of advising, he manages a vacation rental property in Atlantic Beach, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial services, supported by a large network of advisors and branch offices nationwide.

Maria Horta is a financial advisor with Morgan Stanley in Chapel Hill, NC, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and tailored financial planning supported by structured discovery processes and proprietary planning tools.

Robert Garrett is a financial advisor at Stifel with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Stifel Nicolaus & Co Inc since 2020, following a six-year tenure at Morgan Stanley Private Bank, National Association. Stifel serves a wide range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology developed by its Investment Strategy Group.