Philip White is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation and has previously worked at SunTrust (now Truist Bank) and Homeside Financial. 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 combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction and serves as an advisor to multiple registered investment companies and fund-of-funds.

Stephen Ellis is a financial advisor with LPL Financial in Chapel Hill, NC, holding a Series 66 designation and 19 years of industry experience. He has been with LPL Financial and its predecessor firm since 2006. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofit organizations through a national network of representatives. The firm offers a range of advisory programs and planning services with both discretionary and non-discretionary management, supported by research and model portfolios.

Carla Tyner is a financial advisor at UBS Financial Services with 20 years of industry experience. She has been with UBS since 2007 and holds the Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including 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.

Elizabeth Scupin is a CFP® professional with 18 years of experience in financial advising. She is currently with Raymond James Financial and previously worked at Edward Jones for 12 years. She is also the CEO of Scupin Wealth Management, a financial planning and investment management firm. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities, providing financial planning and non-discretionary investment consulting supported by firm research and an extensive affiliate network.

Robert Frye is a CFP® professional with 21 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC from 2010 to 2016. He holds the Series 66 designation and is based in Raleigh, NC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA 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 notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Foster Kyei is a Financial Consultant at Fidelity Investments, where he has been working since 2022. He has held multiple roles within Fidelity since 2015, including Investment Consultant, Relationship Manager, Central Relationship Manager, and Financial Representative. In his current role, Foster focuses on creating lasting relationships with clients by simplifying complex financial situations and partnering with them to develop and implement personalized financial plans. His goal is to enable clients to make informed investment decisions and feel confident as they work towards their financial objectives. Outside of his professional work, Foster has personal interests in football, golf, soccer, table tennis, tennis, and traveling.

Liliana Barela is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, she was self-employed and worked at DoorDash. She also operates an online sales business as a sole proprietor. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Shelley Bennett is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2014, including a role with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and comprehensive investment resources as part of its services.

Wallace Suggs II is a financial advisor with Merrill in Raleigh, NC, holding Series 66 and Series 63 licenses and three years of industry experience. His previous roles include positions at Bank of America, New York Life, Thrivent Financial, and Wells Fargo Bank. Outside of advisory work, he serves as a Branch Launch Manager for Grameen America, a nonprofit focused on providing microloans and financial education to women in poverty. Merrill offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, employing model-based and discretionary investment strategies across a diverse client base that includes individuals, high-net-worth clients, pension plans, and charitable organizations.

Jonathan Waterman is a financial advisor with Equitable Advisors in Raleigh, NC, holding a Series 66 designation and 23 years of industry experience. He has been with Equitable Advisors since 2002, previously affiliated with Axa Advisors, LLC from 2002 to 2020. Outside of his advisory role, he is involved in guardianship and healthcare power of attorney responsibilities for his family. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and a broad range of third-party asset managers. The firm uses a hybrid referral and implementation model, tailoring services based on client goals, risk tolerance, and time horizon.

Daniel Griffith is a financial advisor with LPL Financial in Raleigh, NC. He holds a Series 66 designation and has just over one year of industry experience. His prior roles include positions at Osaic and Samaritan's Purse, as well as experience in education and corporate settings. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research to support diversified investment strategies.

Donald Monroe is a financial advisor with UBS Financial Services in Raleigh, NC, holding Series 63 and Series 65 credentials and having 42 years of industry experience. He has been with UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, leveraging proprietary capital market research and model-based asset allocations to tailor client plans. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.

Kent Thompson is a financial advisor at OSAIC based in Raleigh, NC, with 40 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at OSAIC since 2018, following five years at Jhfn Sii. Thompson serves as secretary on the board of the Wake County Estate Planning Council, a charitable organization. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs. The firm uses asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios, and supports a wide range of account types and investment strategies.

Gregory Wesley Shanks is a financial advisor at Morgan Stanley based in Raleigh, NC, with 17 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at First Citizens Investor Services, TIAA-CREF, Captrust, and Fidelity Investment. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers services that combine retail and institutional solutions.

Jahan Powell is a financial advisor at Fidelity with 4 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to his current role, he worked at Wells Fargo and Outback Steakhouse. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction using quantitative analysis and algorithmic methods. The firm serves a variety of clients, including registered investment companies, and offers discretionary and non-discretionary portfolio management.

Kristiana Dowling is a financial advisor with Wells Fargo Advisors in Raleigh, NC. She holds a Series 66 designation and has 12 years of industry experience, all with Wells Fargo Advisors since 2010. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services supported by proprietary research and tools, serving clients who meet specific net-worth criteria.

Parker Tanner is a financial advisor at Equitable Advisors in Raleigh, NC, holding a Series 66 designation. He has one year of industry experience and joined Equitable Advisors in 2025. Prior to his advisory role, Tanner worked in various positions including at Lowe's Home Improvement and other service roles. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model combining advisory and brokerage services tailored to client goals and risk tolerance.

Timothy Rauwald is a financial advisor with UBS Financial Services and holds Series 63 and Series 65 designations. He has 34 years of industry experience, including 17 years at UBS. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, incorporating fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets functions.

Joshua De Leon is an International Wealth Advisor at Merrill Lynch Wealth Management. He provides wealth management strategies to individuals, families, and businesses, focusing on legacy planning and addressing the complexities of the global financial environment. Joshua works to develop comprehensive strategies aligned with clients’ short- and long-term financial objectives. He holds a bachelor’s degree in Economics from Instituto Tecnologico y de Estudios Superiores de Monterrey. Joshua is fluent in English and Spanish and holds professional designations including Certified Exit Planning Advisor (CEPA), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). Through his role, he leverages the investment resources of Merrill and the banking capabilities of Bank of America to help clients manage various aspects of their financial futures.

Philip Nation is a financial advisor at LPL Financial with 39 years of industry experience. He holds the CFP® and ChFC® designations and has worked at LPL Financial since 2024, previously spending 19 years at Ameriprise Financial Services, Inc. He is involved with Phil Nation Wealth Management LLC, a business related to his LPL activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing discretionary and non-discretionary management and model portfolios supported by proprietary and third-party research.