Thomas Struckmeyer is a financial advisor with Edward Jones in Hillsborough, NC, holding the CFP® designation along with Series 63 and Series 66 licenses. He has 23 years of industry experience and has been with Edward Jones since 2002. Outside of his advisory role, he is president of Triple Ten LLC, a commercial rental property holding company. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 advisors.

Brandon Maynard is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 designations and previously worked for Oxford University Press for eight years. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple funds while employing systematic methodologies and oversight controls.

David Ryan is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity, he worked at Camden Property Trust for six years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across a broad investable universe.

Marvin Carver III is a financial advisor at Merrill with 47 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Carver has worked at Merrill since 1978 and has been with Bank of America, N.A. since 2011. He serves as a board member of the Murray Hill Condominium Association in Chapel Hill, North Carolina. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brady Mathias is a financial advisor at LPL Enterprise with two years of industry experience. He holds the Series 66 designation and has prior experience with firms including Pruco Securities LLC and Fidelity Investments. Outside of his advisory role, Mathias has worked in retail sales. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Kimberly Elliott is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo in various capacities since 2009. Outside of her advisory role, she participates in the Brightleaf at the Park Homeowners Association in Durham, NC, where she helps plan community events and provides information to residents. 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 incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Brady Scheid is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, he held various roles including positions at NC State University and Capitol Careers LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, and utilizes a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI-driven research, and its advisory role to multiple registered investment companies.

Domenic Battistella is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and eight years of industry experience. His career includes positions at NYLIFE Securities LLC, Eagle Strategies LLC, and First National Bank of PA. Outside of advising, he co-hosts two podcasts, The Joe Schmo Sports Show and Liquid Soap Box Podcast, which cover sports and a variety of discussion topics. Cetera Investment Advisers LLC serves individual and institutional clients through a nationwide network of independent advisors, offering portfolio management, financial planning, and retirement services across multiple program structures and custodial relationships.

William Richards II is a financial advisor at LPL Financial in Chapel Hill, NC, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at Cambridge Investment Research, Edward Jones, Merrill Wealth Management, and other financial firms. He serves as president of the Hobby Farm Homeowners Association in Pittsboro, NC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies on discretionary and non-discretionary bases.

Rachelle Rosario is a financial advisor at Merrill with eight years of industry experience. She holds the Series 66 designation and has been with Merrill since 2000. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sydney Miller is a financial advisor with Cetera, holding a Series 66 credential and three years of industry experience. Prior to joining Cetera, Miller held roles at Minnesota Life Insurance Company and Securian Financial Services Inc., among others. Miller is also involved with North Star Resource Group as a fixed insurance agent. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers across various account types and program structures.

Mikaela Bradshaw is a financial advisor at Edward Jones with a Series 66 credential and three years of industry experience. She has held positions at Edward Jones, Syneos Health, Stadia Ventures, and Washington University in St. Louis. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Brad Creedle is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2022. He has over 20 years of experience in the financial services industry, during which he has held roles including Financial Solutions Advisor at Merrill from 2016 to 2022, Financial Advisor at AIG from 2011 to 2016, Regional Bank Private Banker at Wells Fargo from 2004 to 2011, Financial Advisor at Waddell & Reed from 2003 to 2004, and Financial Advisor at Foresters Equity Services, Inc. from 2001 to 2003. Brad focuses on building meaningful relationships with clients and their families, collaborating with them to provide education, tools, resources, and support to create and maintain personalized financial plans. He combines his passion for financial planning with the capabilities of Fidelity to help individuals and families work toward their financial goals. Outside of his professional role, Brad enjoys boating, camping, attending concerts, watching football, spending time at the lake, and engaging in outdoor adventures.

Linda Chabinsky is a Financial Consultant at Fidelity Investments, a position she has held since 2022. In this role, she works with clients to organize, protect, and grow their assets to help them achieve their personal financial goals. Prior to joining Fidelity Investments, Linda was a Financial Advisor at Edward Jones Investments from 2017 to 2022. She has experience in financial planning, budgeting, and disciplined long-term investing, and emphasizes understanding her clients' unique situations, priorities, and preferences to develop and implement financial plans. No information about her education, credentials, personal interests, or community involvement was provided.

Nicholas Doyle is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Brokerage Services, LLC, and New Stone Realty. He is based in Chapel Hill, NC. Charles Schwab & Co., Inc. serves a large client base, 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 provides a combination of non-discretionary investment guidance and access to discretionary SMA portfolios, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Brett Walters is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he worked in healthcare settings including Duke University Health System and Village Physical Therapy. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving a wide range of individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Evan Heiner is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. His prior work includes roles at Footloose Sports, Ralphs Kroger Co., and Lewis & Clark College. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across a broad investable universe.

Anita Reaves is a financial advisor at Morgan Stanley with 31 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support its advisory services.

Thomas Presti is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021. Prior to his current role, he has experience with National Sign, Edward Jones, National Heritage Academies, and Johnston County Public Schools. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of systematic methodologies and AI in its investment process.

Matthew Lujan is a financial advisor at Fidelity with 14 years of industry experience. He holds the Series 66 designation and has worked at Fidelity since 2022. His prior experience includes roles at USAA in financial planning, investment services, and life insurance. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including managing model portfolios using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.