Alexanderia Moore is a financial advisor with Merrill holding a Series 66 designation and three years of industry experience. She has previously worked at Western Carolina University and Bank of America. Moore has created a business entity named Great Moorening LLC, but it is currently inactive. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Dylan Schaetzel is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2022. Prior to this, he held roles at Elon University and various companies in different sectors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts and model portfolios.

Abigail Emmett is a financial advisor with Fidelity in Durham, NC, holding Series 63 and Series 66 licenses and two years of industry experience. Her background includes roles at Fidelity Investments, Wells Fargo Clearing, and Vacasa, along with earlier positions in hospitality and university settings. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, leveraging a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios using systematic methodologies across mutual funds, ETFs, and ETPs, and provides advisory services including fund management and consultant roles.

Ryder Seiz is a financial advisor at Equitable Advisors in Raleigh, NC, holding a Series 66 credential with three years of industry experience. Prior to joining Equitable Advisors in 2023, Ryder's work history includes various roles outside the financial sector, such as positions at DoorDash and UNC Aquatics. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing program sponsors and third-party managers to deliver advisory and brokerage solutions.

Matthew Conroy is a financial advisor with Charles Schwab in Cary, NC, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior work includes roles at TD Ameritrade Investment Management, LLC and TD Ameritrade, Inc. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines a large-scale, integrated structure with a client relationship model that blends non-discretionary advisory recommendations and access to discretionary separately managed accounts.

Cynthia Ward is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 65 licenses and 26 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2014 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 investment options, including insurance-related vehicles and bank deposit sweep programs.

Nancy Ayers is a financial advisor with Wells Fargo Clearing in Raleigh, NC. She holds Series 65 and Series 63 licenses and has worked at Wells Fargo Bank since 1993. Her experience at Wells Fargo Clearing began in 2026. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions, relying on research from Wells Fargo Investment Institute and third-party databases to guide investment selections.

Anthony Dowling is a financial advisor with Wells Fargo Advisors in Raleigh, NC, holding Series 63 and Series 66 licenses and with 27 years of industry experience. He has been with Wells Fargo Advisors Financial Network since 2009. Dowling serves as a trustee for a 401(k) plan and owns Raleigh Wealth Management Inc. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, with recommendations developed using proprietary research and tools.

Mark Lockhart is a financial advisor at Fidelity with four years of industry experience. He holds the Series 66 designation and has prior experience with First Command Insurance Services and Military Service. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Jason Shore is a financial advisor at Cetera with 22 years of industry experience. He holds the Series 66 designation and has been with Cetera and its affiliated firms since 2013. In addition to his advisory role, Shore is involved with Adams Financial, a financial services DBA, and holds an insurance agent position selling life and annuities. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, and institutional accounts through a large nationwide network of independent advisors. The firm offers various portfolio management and financial planning services with access to multiple program structures, third-party managers, and automated investment solutions.

John Loesch is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been associated with various Fidelity entities since 2006. 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 portfolios that include mutual funds, ETFs, and ETPs. The firm also utilizes systematic methodologies and long-term asset allocation benchmarks while overseeing affiliated and unaffiliated sub-advisers.

Rylan Hall is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, he held positions at Charles Schwab and worked at Lieber State Recreation Area. 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 systematic portfolio construction across mutual funds, ETFs, and ETPs. The firm also uses algorithmic methods and AI in its research and manages multiple registered investment companies and fund-of-funds.

Morgan Litchfield is a CFP® with six years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing in Raleigh, NC. Prior to this role, Morgan worked at Wells Fargo Private Bank and U.S. Trust, accumulating over a decade of experience within the Wells Fargo organization. Morgan is a co-trustee for family trusts established for his children. 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 incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Matthew Brinkley is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Robinhood Markets and Fidelity Brokerage Services. Brinkley 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.

Morgan Mc Cullen is a financial advisor at Edward Jones in Cary, NC, holding Series 63 and Series 65 registrations. Mc Cullen has experience managing wealth administration at Fidelity Bank and has worked in various roles within financial services since 2019. Prior to entering the advisory field, Mc Cullen was involved with Cousin Couture from 2015 to 2019. 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 strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Jack Schenk is a financial advisor at Fidelity with four years of industry experience. He holds the Series 66 designation and has previously worked with the YMCA of the Triangle and Enterprise Rent-A-Car. 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 combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Christopher Diaz is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses and one year of industry experience. His prior work includes roles at Wells Fargo Bank, Belk, and Vision NC. 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 provides both brokerage and advisory solutions across a broad client base.

Tina MacMillan is Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2022. She works closely with clients to develop tailored financial strategies that align with their individual goals. Her professional experience includes serving as a Financial Consultant at Fidelity Investments from 2018 to 2022 and as an Investment Consultant at TD Waterhouse Investor Services from 1998 to 2005. Tina holds a California Insurance License.

Maria Williams is a CFP® professional with 17 years of industry experience. She has worked at Edward Jones since 2021 and previously held positions at Fidelity Personal and Workplace Advisors and Fidelity Investments. 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.

Bradley Hipps is a financial advisor at Robert W. Baird & Co. with 8 years of industry experience. He holds the Series 66 designation and has previously worked at Truist Advisory Services, BB&T Securities, and Fidelity Brokerage Services. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, employing a combination of manager-traded and model-traded SMA strategies along with tax-management and direct-indexing capabilities.