Noah Hines is a financial advisor with Fidelity in Durham, NC, holding Series 63 and Series 66 credentials and seven years of industry experience. Prior to joining Fidelity Investments and Fidelity Brokerage Services, he worked at Baileys Health and Fitness and has been affiliated with Florida State College of Jacksonville for over a decade. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients, including IRS-qualified charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and provides oversight through affiliated and unaffiliated sub-advisers.

John Parham Jr. is a financial advisor with LPL Financial in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His career includes roles at South State Bank and Lincoln Financial Securities. He serves as a board member of the Triangle YMCA Development Committee. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services, including financial planning, retirement consulting, and various managed portfolio options supported by extensive research and technology tools.

Jonathan Davis is a CFP® professional with 19 years of industry experience. He is currently with Wells Fargo Clearing, where he has worked since 2016, following seven years at Wells Fargo Advisors LLC and over two decades at Wachovia Bank, N.A. 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 advisory services. The firm’s approach 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.

Leslie Merritt Jr. is a financial advisor with OSAIC based in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to joining OSAIC in 2023, he spent 14 years at Fsc Securities Corporation. Outside of his advisory role, he is president of Leslie Merritt, Inc., a consulting firm focused on estate and tax planning, and he manages family real estate and estate planning vehicles through various partnerships. OSAIC serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios that include diverse asset classes, supporting both discretionary and non-discretionary account management.

Jamilahre Mcdowell is a financial advisor at Fidelity with a Series 66 credential and three years of industry experience. Prior to joining Fidelity, Mcdowell worked as a hairstylist and barber at Lady Jane’s salon in Raleigh. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a systematic investment approach that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction.

Thomas Billington is a CFP® professional with 17 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, he worked with Wells Fargo Advisors LLC from 2011 to 2016. He holds Series 63 and Series 66 licenses and is based in Chapel Hill, NC. 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 modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jeremiah Knox is a financial advisor with LPL Financial in Raleigh, NC, holding a Series 66 designation and 16 years of industry experience. His career includes roles at Thorough Financial Group LLC and Waddell & Reed, INC. Outside of his advisory work, he has operated a DBA related to his LPL business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, providing discretionary and non-discretionary management supported by in-house and third-party research.

Thomas Park is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior work includes roles at TNT Construction, Skagit County Drainage District 19, and Washington State University. Fidelity Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction. The firm serves a range of clients, including registered investment companies, and utilizes systematic methodologies with oversight controls in its model portfolio offerings.

Michael Ackerman is a financial advisor at Cetera with 22 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at several firms including New York Life Insurance Company, MML Investors Services LLC, and Eagle Strategies. Based in Raleigh, NC, he has been with Cetera since 2022. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, supporting both discretionary and non-discretionary account structures.

David Trca is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity Investments in 2024, he held diverse roles across several organizations, including Oakwood Country Club and Auburnlea Catering. Outside of his financial advisory work, he has experience in various service and mission-related activities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that incorporates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its role in managing model portfolios, its registration as a commodity pool operator, and its advisory services to multiple registered investment companies.

Meredith Keever is a CFP® with three years of industry experience, currently affiliated with LPL Financial in Raleigh, NC. Her prior experience includes roles at OSAIC, FSC Securities, and Steward Wealth Strategies. Outside of advising, she has supported financial planning activities at Steward Wealth Strategies, assisting with client meetings and account management. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Eric Hilliard is a financial advisor with Raymond James Financial in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1996 and founded Hilliard Financial Group in 2002. Outside of his advisory work, he serves as a director on the United Methodist Church of North Carolina Board of Institutions, overseeing financial affairs for affiliated organizations. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutions. The firm emphasizes non-discretionary financial planning and investment consulting, providing tailored recommendations supported by in-depth analysis and a broad affiliate network.

Lionel Perkins III is a financial advisor with Wells Fargo Advisors in Raleigh, NC, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has been with Wells Fargo Advisors since 2015. Outside of advisory work, he serves as President of the Alumni Leadership Counsel and is a member of the Board of Trustees at Blue Ridge Boarding School. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, and business-owner transition planning, supported by Wells Fargo’s research and tools.

Anna Cantwell is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, she held various roles at Ohio University and UNC Health. Outside of her advisory work, she operates an Etsy shop creating t-shirt designs and provides dog walking and sitting services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base and engages in delegated management, fund advisory, and model portfolio delivery.

Joshua Beese is a financial advisor with Fidelity in Durham, NC, holding a Series 66 designation and having one year of industry experience. Prior to joining Fidelity, he was self-employed and has experience working in various roles outside the financial industry. Outside of his advisory work, he operates a private coaching business focused on developing hockey and skating skills for both youth and adults. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors as well as registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and model investment strategies.

Wendy Busby is a financial advisor at Merrill with 32 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill since 1990, also working at Bank of America since 2026. Outside of her advisory work, she is the sole owner of a rental property business in Cary, North Carolina. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Blaise Haubert is an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2022, progressing through roles from Customer Relationship Advocate to his current position. In his role, Blaise focuses on understanding clients' priorities and working collaboratively to develop personalized financial plans tailored to their needs, ensuring they receive comprehensive support from Fidelity. Blaise brings experience in investment solutions and customer relationship management within the financial services industry. His professional background includes advancing through several roles at Fidelity, demonstrating his commitment to client service and financial planning. Outside of his professional work, Blaise has interests that include baseball, beach activities, football, social events with friends, pets, and running.

Harold Russell III is a financial advisor at Morgan Stanley with one year of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2025. Prior to his advisory role, he held positions at West Marine and completed his education at North Carolina State University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and incorporates structured planning tools and modeling techniques in its financial planning process.

Stephen Scott 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 and its predecessor, AXA Advisors, since 2002. Outside of his advisory role, he is involved with various insurance companies and operates Legacy Wealth Strategies, including acting as power of attorney for a family trust. 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 third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to meet client needs.

Augustus Thompson Jr. is a CFP® with 39 years of industry experience, currently affiliated with Cetera. He has been with Cetera and its related entities since 2015 and has operated his own financial services business since 1986. In addition to his financial advisory work, he provides tax preparation and planning services and serves as an elder on the governing body of Covenant Presbyterian Church in Durham, NC. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services and operates a multi-manager platform with access to model portfolios, third-party managers, and customizable investment strategies.