Henry Stilley III is a financial advisor with Raymond James Financial Services, Inc. He holds a Series 66 designation and has six years of industry experience. Prior to joining Raymond James, he worked at Hargett Hunter Capital Management LLC and WWM Group, LLC. He serves on the finance and investment committee of the Frankie Lemmon School and Foundation, a nonprofit organization. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm provides tailored, non-discretionary planning using risk profiling and modeling tools, supporting clients through a broad network of advisors and specialized programs.

James Cobb is a Planning Consultant at Fidelity Investments, where he collaborates with clients to understand their personal values and financial goals, working together to develop tailored financial plans. He is part of a team dedicated to helping clients build personalized plans that they feel comfortable and confident with. He joined Fidelity Investments in 2021, progressing from Workplace Planning Consultant I to Planning Consultant within the organization. Prior to Fidelity, James worked as an Associate Financial Advisor at Fortress Financial Partners from 2020 to 2021.

Tyler Parker is a financial advisor at Cetera with four years of industry experience and holds a Series 66 designation. His prior roles include positions at Minnesota Life Insurance, Securian Financial Services, and North Star Resource Group. Outside of advisory work, he is involved as an agent/broker offering fixed insurance and group benefits through North Star Consultants and North Star Brokerage Group. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a range of portfolio management and financial planning services through a multi-manager platform with various program structures and access to third-party money managers.

Thomas Mcgowen Jr. is a financial advisor at OSAIC with 18 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors for 18 years. Mcgowen is also a partner at a CPA firm, Stout Stuart Mcgowen & King LLP, where he provides tax preparation and consulting services. He serves as a volunteer board member and endowment committee chair for the Old North State Council Boy Scouts of America. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a broad range of advisory and brokerage services with an investment approach centered on model-based asset allocation, portfolio optimization, and discretionary or third-party managed strategies.

Zachary Sholtz is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His prior work includes roles at Save-A-Lot Inc. and Publix. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients using a combination of proprietary fundamental research and quantitative analysis. The firm is noted for its use of algorithmic portfolio construction, management of registered investment companies, and advisory services that include model portfolios and fund-of-funds structures.

Garrett Ellinger is a financial advisor with Fidelity Investments in Durham, NC, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Minnesota Life Insurance Co, Securian Financial Services, and a position with the District Attorney for Catawba County. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with specialized advisory roles in fund structures and model portfolio delivery.

Henry Newton is a financial advisor at Edward Jones with 27 years of industry experience. He has held roles at Edward Jones since 1998, with a two-year period at Wells Fargo Clearing from 2018 to 2020. Newton holds the CFP® designation as well as Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds.

Joseph Hagen is a financial advisor at Stifel in Chapel Hill, NC, with 43 years of industry experience. He has held his current position at Stifel Nicolaus since 2008. Hagen holds Series 63 and Series 65 licenses. Stifel serves a diverse client base that includes individuals, institutional clients, charitable organizations, and municipal entities. The firm offers brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

James Sessoms is a financial advisor with Morgan Stanley in Chapel Hill, NC, holding Series 63, 65, and 66 licenses and possessing 40 years of industry experience. His career includes long tenures at Merrill and Bank of America prior to joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through Corporate Financial Planning agreements with employers.

Lashawnda Crouch is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Her prior work includes roles at OE Enterprises and Richmond Community Support. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction in its investment approach.

Adrian Marshall is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with various Fidelity brokerage services roles since 2006. He works within 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 deliver model portfolios and manages multiple registered investment companies and fund-of-funds.

Craig Esposito is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he was affiliated with Duke University’s Fuqua School of Business and Cornell University, and has worked in sports media organizations including Major League Baseball Network and the National Hockey League. He has also served as a camp instructor at the Cornell Golf and Hockey Camp. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a national network of over 23,000 advisors. The firm offers a range of advisory programs, managed accounts, and affiliated investment products, operating under a fiduciary standard.

Roseena Hardcastle is a financial advisor at Fidelity with two years of industry experience. She holds Series 63 and Series 66 designations. Her prior work includes positions at Maxim Healthcare Staffing, Wake County Public Schools, and the University of Central Florida. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services along with fund advisory and model portfolio delivery.

John Murray is a financial advisor at J.P. Morgan Securities with 34 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at TD Ameritrade and JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Matthew Lovette is a financial advisor at Edward Jones with seven years of industry experience. He has worked at Edward Jones since 2018 and previously spent eight years at Paychex. Outside of his advisory role, he is an owner of MLB Productions, an entertainment business, and serves on the finance committee for the Denise Marie Flaherty Foundation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm manages over $1 trillion in assets and is notable for its large network of advisors and affiliated financial services beyond traditional advisory offerings.

Willard Causey Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 66 and Series 63 licenses and has 23 years of industry experience, including 20 years with Edward Jones. Causey is also the CEO of Causey Financial Group LLC, a financial services organization. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm uses tailored, non-discretionary planning supported by analytical tools and offers specialized programs such as municipal advisory services and a SIMPLE IRA Employer Advisory & Consulting Services program.

William Phelan Sr. is a financial advisor with Edward Jones in Durham, NC, holding Series 63 and Series 66 licenses and 26 years of industry experience, all with Edward Jones since 2000. Outside of his advisory role, his name appears on a rental property title for estate planning purposes. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment advisory programs and discretionary and non-discretionary strategies, managing approximately $1.01 trillion in assets.

Bradford Wilson is a CFP® professional with 21 years of industry experience, serving as a financial advisor at Edward Jones since 2005. He holds Series 63 and Series 66 licenses. Outside of his advisory work, he is the owner of Wilsonball LLC, a business involved in rental property management in Holly Springs, NC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated financial products. The firm operates under a fiduciary standard and maintains a large network of advisors and branch offices nationwide.

Ashton Hohnstein is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, he worked at First Citizens Bank and Trust Company and held various roles in hospitality and education sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across multiple asset classes.

Demetria Richardson is a financial advisor with Fidelity Investments in Durham, NC, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity, she has worked in various roles across education, public service, and corporate sectors. She is also a partner in Neat Freaks Cleaning Services, providing residential and commercial cleaning. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage a diverse range of investment products and model portfolios.