Katie Nestlerode is a financial advisor at Fisher Investments with 22 years of industry experience. She has held roles at Sanford C. Bernstein for 15 years prior to joining Fisher Investments in 2017. Nestlerode holds Series 63 and Series 65 licenses and is based in Chapel Hill, NC. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals. The firm employs a centralized investment approach combining quantitative and qualitative research to manage diversified portfolios across various asset classes.

Renee Sorrell is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and Mediant Communications. Outside of her advisory role, she works as a cashier at Home Depot. 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, including tailored financial planning supported by firm-approved tools and methodologies.

Jayme Dimitroff is a Series 66-registered financial advisor at Edward Jones with 14 years of industry experience. He has been with Edward Jones since 2011. Outside of advising, he assists with managing a family business. Edward Jones is a full-service wealth management firm serving a broad client base including individual, institutional, and charitable organizations. The firm offers a range of advisory programs and investment solutions, supported by a large network of advisors and branch offices across the country.

Dustin Mccaughey is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity Brokerage Services LLC, he held roles at several companies including Shipt Inc., GrubHub Inc., and TaskRabbit Inc. He has also been involved in entrepreneurial ventures such as LoO and LoO Yoga LLC and Embers of Florida, LLC. 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 model portfolios featuring mutual funds, ETFs, and ETPs. The firm’s approach includes algorithmic portfolio construction, delegated management, and oversight controls, supporting a range of registered investment companies and charitable funds.

Katie Belin is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2020. She works closely with clients to understand their financial goals, values, and vision for the future, creating personalized strategies aimed at growing and protecting wealth while building reliable retirement income streams. Prior to her role at Fidelity, she was a Financial Advisor at Edward Jones Investments from 2016 to 2020. Before entering financial advisory, she gained experience as a Capital Markets Operations Associate at Fannie Mae Federal National Mortgage Association from 2014 to 2016. With over 10 years of experience, Katie specializes in assisting clients with retirement planning, wealth preservation, and legacy planning. She emphasizes client education to enable informed and confident financial decisions. Her approach focuses on clarity, confidence, and disciplined financial management.

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.

Matthew VanAuker is a Financial Consultant currently working at Fidelity Investments since 2023. He collaborates with clients to understand their financial priorities and co-create personalized plans aimed at helping them pursue their goals. His approach emphasizes clear guidance, consistent support, and building a client experience grounded in trust and long-term partnership. Before his current role, Matthew served as an Investment Solutions Representative at Fidelity Investments from 2021 to 2023. Prior to that, he worked as a Personal Banker at Wells Fargo from 2019 to 2021. He holds insurance licenses in Arkansas and California.

Scott Blankenship is a Senior Financial Advisor at Merrill Lynch Wealth Management with 30 years of experience in the financial services industry. He focuses on creating personalized wealth management strategies that align with his clients’ life priorities and goals, offering expertise in areas such as family wealth management strategies, legacy planning, liquidity management, retirement planning, portfolio management, and both individual and corporate investment strategies. Scott holds a Bachelor of Science degree in Business Administration with a concentration in Finance from the University of North Carolina at Chapel Hill, where he also served as the Investment Club President. He maintains the Personal Investment Advisor (PIA) designation. Outside of his professional role, Scott is active in his community, volunteering as a coach for recreational youth sports. He enjoys spending time with his family, golfing, and woodworking.

Travis Harris is a financial advisor at Osaic Wealth with 18 years of industry experience. He holds the Series 66 designation and has worked at several firms including Wells Fargo Clearing, Fifth Third Securities, Merrill, and Edward Jones. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services supported by a model-based investment process and a multi-advisor platform.

Dominik Maas is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. He previously worked at James Miller Financial and served in roles at Western Michigan University and Prestwick Village Golf Club. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, and it is noted for its use of systematic methodologies, formal advisory roles, and integration of AI in its investment process.

Evan Springfield Cobb is a financial advisor with Edward Jones in Morrisville, NC, holding Series 63 and Series 66 credentials and six years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC, the Association of International CPAs, and Durham Public School systems. He serves as finance chair for the nonprofit Webb Squared in Pittsboro, NC, overseeing fund allocation and donation tracking. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a network of approximately 23,701 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Amy Oh is a financial advisor at Merrill with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 1998, following a recent association with Bank of America, N.A. since 2025. 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. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers for a range of clients including individuals, high-net-worth clients, and institutional entities.

Gary Harris is a financial advisor with LPL Financial in Raleigh, NC, holding Series 63 and Series 66 designations and 27 years of industry experience. He has been with LPL Financial since 2006, following a brief tenure at Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual and institutional clients through a large network of investment adviser representatives. The firm offers a range of financial planning and portfolio management solutions, including access to third-party asset managers and model portfolios.

Rylee Williams is a Financial Consultant at Fidelity Investments, a position held since 2024. She has progressed through various roles within Fidelity, including Workplace Planning Consultant III from 2023 to 2024, Workplace Planning Consultant II from 2022 to 2023, and Workplace Planning Consultant I in 2022. Her professional focus is on improving the financial wellbeing of her clients by understanding their priorities and those of their families. Rylee holds insurance licenses in Arkansas and California, supporting her expertise in financial and insurance planning. Outside of her professional work, Rylee enjoys outdoor activities such as camping, golf, hiking, and running, as well as watching movies.

Angelo Posillico is a financial advisor at Edward Jones in Durham, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he was affiliated with Duke University and the Army West Point Athletic Association. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Christine Noble is a financial advisor at Fidelity with six years of industry experience. She holds Series 66 and Series 63 credentials and has worked at Fidelity Investments and Fidelity Investments LLC since 2020. Her prior roles include positions at George Mason University, Little Red Caboose, and service in the New Hampshire Army National Guard. Fidelity’s Strategic Advisers LLC division provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm employs a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction, and serves as an adviser to multiple registered investment companies and fund-of-funds.

Eric Belanger is a CFP® professional with eight years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. He previously worked for First Citizens Bank & Trust Co for 13 years. Outside of his advisory role, he is also an associate at Alger Financial, where he manages client relationships and provides day-to-day investment management and financial planning. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and nonprofit organizations. The firm employs tailored, non-discretionary planning and utilizes advanced analytical tools, supporting its offerings with a broad advisor network and unique municipal finance capabilities.

Timothy Britt is a financial advisor with Edward Jones in Cary, NC, holding Series 63 and Series 65 credentials and 14 years of industry experience. Prior to joining Edward Jones, he worked at Fidelity Bank, KS Bank, INC, and two investment advisory firms. He is also the Chief Wealth Management Officer and Executive Vice President at the Trust Company of NC, the trust department of Fidelity Bank. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and strategies. The firm operates an extensive nationwide network and offers discretionary and non-discretionary investment solutions, alongside affiliated mutual funds and a trust company.

Damon Lichtenberger is a financial advisor with Cetera and holds a Series 66 designation. He has 22 years of industry experience, including roles at Securian Financial Services and Minnesota Life Insurance Company. He is also an agent/broker with North Star Consultants, Inc., where he has been involved for over 20 years. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers.

Tammy King is a financial advisor at Ameriprise with 18 years of industry experience and holds a Series 66 designation. She has been with Ameriprise and its affiliates since 2009. Outside of her advisory role, she volunteers with the Triangle Church of Christ. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm provides advisory, brokerage, and insurance solutions through affiliated entities, utilizing research and modeling techniques to deliver tailored income and tax strategies.