Kimberly Modenbach is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 27 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2010 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

David Overholser is a financial advisor with Charles Schwab in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Charles Schwab and its affiliated bank since 2002 and 2005, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management alongside brokerage, custody, and cash-sweep services. The firm’s scale and integrated structure support a high client coverage per advisor through centralized supervisory and operational systems.

John Keiper is a financial advisor with LPL Financial in Raleigh, NC, holding Series 63 and Series 66 credentials and seven years of industry experience. His work history includes roles with Mariner Independent Advisor Network and Northwestern Mutual Investment Services, LLC. Outside of advising, he provides administrative support to Mariner Independent Advisor Network, LLC, an independent investment advisory firm. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a network of investment adviser representatives, offering financial planning, advisory programs, and retirement plan consulting.

Ashley Obryantwood is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 credentials and 14 years of industry experience. She has worked at Wells Fargo Clearing since 2017, with a brief tenure at Choice Equities Capital Management and MGO ONE SEVEN. Outside of finance, she has been involved with BeautyCounter for over a decade. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, incorporating research and analytics from Wells Fargo Investment Institute and third-party sources in its investment approach.

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 at Morgan Stanley with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including Deutsche Bank Securities, Wells Fargo Clearing Services, and Ameriprise Financial Services. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, emphasizing structured financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate-sponsored financial planning services.

Michael Hileman is a financial advisor at Edward Jones in Raleigh, NC, holding the CFP® and Series 66 designations with six years of industry experience. He has worked at Edward Jones since 2019 and previously held positions at Personify Corp. and Tableau Software. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. 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.

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 at Stifel with 55 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 66 credentials. Outside of his advisory role, he is the sole owner of an LLC established to provide a residence for his daughter and grandchildren. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

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 with Series 63 and Series 66 credentials. He has been with Thrivent since 2026 and has previous experience at companies including Exact Sciences, Pfizer, and Wells Fargo. Outside of financial services, he has been involved with Square Cow Moovers. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers holistic, goal-based analyses covering a wide range of planning topics and allows clients to combine planning with managed-account services under a unified billing system.

Christopher Fletcher is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation and has prior work experience at Financial Resources Group, Fidelity Bank, and Wells Fargo. Additionally, he serves as a public notary in Apex, North Carolina. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management with access to model portfolios, third-party research, and various investment strategies.

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 is a Senior Financial Advisor and Managing Director with Merrill Lynch Wealth Management. He leads The Cappello Group and specializes in developing portfolio, wealth planning, and wealth transfer strategies tailored to high net worth individuals, families, business owners, and non-profit organizations. As a qualified Portfolio Manager within Merrill’s Investment Advisory Program, Andrew manages discretionary Personalized or Defined Strategies using a mix of individual securities, Merrill model portfolios, and third-party investment options. Andrew began his career in 1981 at Paine Webber and joined Smith Barney Harris Upham in 1983, where he worked for 30 years before transitioning to Merrill in 2012. He holds multiple FINRA registrations (Series 3, 7, 8, 63, and 65) and licenses in Variable and Life insurance. Over his career, Andrew has received industry recognition, including Barron’s "America’s Top 1,000 Financial Advisors" in 2012 and inclusion on the Forbes "Best-in-State Wealth Advisors" list for 2024, as well as recognition for The Cappello Group on Forbes’ "Best-in-State Wealth Management Teams" lists for 2023 and 2024. Born and raised in Tampa, Florida, Andrew earned his Bachelor’s degree in Business Administration from the University of South Florida in 1979. He is a Senior Member of Palma Ceia Golf & Country Club, the University Club of Tampa, and Ye Mystic Krewe of Gasparilla.

Bryan Brache is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 66 licenses and bringing six years of industry experience. His career includes roles at Northwestern Mutual and his own ventures, Brache Capital LLC and independent advisory services. Outside of his advisory work, he is involved in 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 applying an ESG eligibility framework in its recommendations.

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.