Obyda Abushaib is a financial advisor at Fidelity with eight years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Bank of America N.A. His career also includes roles outside finance, such as work with Uber (Xchange Leasing) and several healthcare-related organizations. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management services.

Katherine Bellamy is a financial advisor at Merrill with 18 years of industry experience. She holds the Series 66 designation and has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2011, following brief tenures at Stifel and Morgan Stanley. Merrill, along 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 teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Timothy Seitzer is a financial advisor with Fidelity Investments in Durham, NC, holding Series 63 and Series 66 licenses with four years of industry experience. His prior work includes roles at North Carolina State Employee's Credit Union and Wal-Mart. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a variety of portfolios, including multi-manager and fund-of-funds structures, and serves as a registered commodity pool operator with established governance and proxy-voting procedures.

Jennifer Pettengill is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and bringing 24 years of industry experience. She has been associated with Wells Fargo Clearing and its related entities since 2016 and joined Wells Fargo Advisors Financial Network in 2026. Outside of her advisory role, she is an independent consultant for skincare products and crafts, and she works as a server in Morrisville, NC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services and utilizes Wells Fargo research and tools to develop tailored client recommendations.

Bilan Stribling is a financial advisor with Cetera in Durham, NC, holding a Series 66 designation and one year of industry experience. Prior to joining Cetera, Bilan worked at Edward Jones and KPMG LLP, as well as Bloomberg LP. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform. The firm offers a range of portfolio management and financial planning services, utilizing model portfolios, third-party managers, and bespoke strategies.

William Smith is a financial advisor with Osaic Wealth in Raleigh, NC, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He previously worked at SII/John Hancock Financial Services for 16 years before joining Osaic in 2018. Smith serves as Investment Committee Chairman at Wake Technical Community College, where he helps oversee the alignment of foundation funds with investment goals. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a wide range of brokerage and advisory services using model-based asset allocation, portfolio optimization tools, and a multi-advisor platform designed to meet varied investment needs.

Michael Van De Venter is the Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2023. In this role, he collaborates with clients and their families to develop financial plans tailored to their unique needs and goals. His approach is grounded in treating others with respect, compassion, and empathy, aiming to build lasting relationships based on trust. Michael has been with Fidelity Investments since 2014, advancing through various roles including Financial Consultant, Portfolio Specialist, Client Management Representative, Fixed Income Specialist, and Financial Representative. This progression reflects his comprehensive experience across multiple aspects of financial services. Outside of his professional responsibilities, Michael enjoys camping, fishing, golf, hiking, parenthood, and traveling.

Jennifer Kahoul is a financial advisor with Morgan Stanley in Chapel Hill, NC, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. She has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate agreements.

Geremiah Bair is a financial advisor with Fidelity Investments in Durham, NC, holding Series 66 and Series 63 licenses with two years of industry experience. Prior to joining Fidelity, he worked in the automotive sales industry for several firms including Capital Mazda of Cary and Ron Marhofer Nissan. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves as an adviser to multiple registered investment companies and fund-of-funds.

Thomas Warren IV is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Bank of America, N.A., and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides advisory services alongside other institutional financial offerings.

James Summers is a financial advisor with Edward Jones in Durham, NC. He holds the CFP® and ChFC® designations as well as the Series 63 license, and has 40 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branch offices.

Diana Menjivar is a financial advisor at Wells Fargo Clearing with four years of industry experience. She holds a Series 66 designation and has previously worked at Gardner-Webb University and Wells Fargo Bank, NA. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions backed by research from Wells Fargo Investment Institute and third-party databases.

Jonah Kaufman is a financial advisor with LPL Financial based in Raleigh, NC, holding Series 63 and Series 66 licenses and possessing 17 years of industry experience. He has worked previously at Cuso Financial Services and Fidelity, and also maintains a role with Coastal Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers various advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, with a focus on combining technology and a broad range of financial products.

Brandon Cousanca is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been working in the financial services industry since 2008 and holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification as well as the Personal Investment Advisor (PIA) designation. Brandon earned a Bachelor of Science in Business Administration with a focus on Finance and Banking from Appalachian State University. His professional experience includes personal wealth management, executive compensation, qualified and non-qualified plans, and asset management for non-profits. He works with clients on areas such as college education planning, family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, portfolio management services, socially responsible and ESG investing, tax minimization, and retirement income. Outside of his professional role, Brandon spends time with his wife Elizabeth and their two sons, James and Will. The family enjoys activities near water at the beach or lake, attending sporting events, and traveling together. Brandon's personal interests include baseball, football, golfing, and spending time with his family.

Karla Zuniga Rivera is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and three years of industry experience. She has worked at Wells Fargo Bank and Wells Fargo Clearing since 2021. Prior to her financial services career, she held roles at Target and Panera Bread. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services including investment advisory, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Essence Murphy Miller is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Wells Fargo Clearing in 2023, she worked at Wells Fargo Bank, N.A. since 2018 and has experience at Humana and Conduent. Additionally, she is a commissioned notary public. 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 offers brokerage and advisory solutions supported by research and analytics and manages approximately $671 billion in assets with a network of over 14,000 financial advisors.

Emelyn Sebastian is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and three years of industry experience. She has been associated with Wells Fargo Bank, N.A. since 2013. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Natalie Ostendorff is a financial advisor at Merrill with a Series 66 credential and two years of industry experience. Her prior roles include positions at Emerald Holdings LLC and Mofu Shoppe. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Eric Carter is an Investment Solutions Representative III at Fidelity Investments, a role he has held since 2023. Prior to this, he worked as a Customer Relationship Advocate at Fidelity Investments from 2022 to 2023. In his current position, Eric focuses on providing tailored investment guidance by understanding each client's individual goals and offering clear perspectives on the risks and opportunities associated with investing. He aims to build long-term relationships with clients through trust, consistency, and open communication as their financial needs evolve. Eric's professional approach centers on a client-first philosophy, emphasizing intentional listening and informed decision-making. His experience at Fidelity Investments spans roles that concentrate on customer relationship management and investment solutions, allowing him to support clients effectively in navigating their financial journeys.

Joseph Robbins is a CFP® professional with nine years of industry experience, currently serving at OSAIC since 2023. He previously worked at FSC Securities Corporation and Wells Fargo Clearing. Robbins is involved in his community as a finance committee member for North Raleigh Presbyterian Church. OSAIC Wealth serves a diverse client base, including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment approach utilizing asset allocation and portfolio optimization tools and supports various managed account programs and third-party manager selections.