Quintin Ellis is a financial advisor at Fidelity with four years of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments since 2021. Prior to joining the financial industry, he spent six years with the Frisco RoughRiders. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves multiple registered investment companies and fund-of-funds.

Frederic Anders is a CFP®-certified financial advisor with 17 years of industry experience, currently serving at Raymond James Financial in Raleigh, NC. His prior experience includes roles at BB&T and its affiliates. Anders also works as a Licensed Bank Advisor with Pinnacle Bank, assisting clients with banking and investment needs and coordinating with Raymond James advisors for investment services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm emphasizes tailored, non-discretionary planning and consulting, supported by analytical tools and a broad advisor network, and has notable municipal and public-finance capabilities.

Nick Harrison is a Financial Consultant based in Raleigh, where he has been serving clients for over a decade. He currently works at Fidelity, a position he has held since 2022. Prior to this, he was Vice President Financial Consultant at Charles Schwab from 2020 to 2022, Senior Financial Consultant at TD Ameritrade from 2011 to 2020, Client Service Specialist at TD Ameritrade from 2009 to 2011, and Financial Advisor at Edward Jones from 2007 to 2008. Throughout his career, Nick has focused on building strong relationships with clients and their families, emphasizing trust and reliability. He partners with clients to understand their short- and long-term financial goals and co-creates customized financial plans tailored to their unique needs. Nick's personal interests include cars, fitness, football, golf, and soccer.

Malvea Jones is a financial advisor at Merrill with a Series 66 credential and seven years of industry experience. She previously worked at Wells Fargo Bank for 13 years before joining Merrill in 2018. Outside of advising, she works part-time as a hotel front desk associate and is also a Mary Kay sales consultant. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for 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 plans, corporations, and charitable organizations.

Willard Varnum II is a CFP® with 31 years of industry experience, currently serving at Wells Fargo Clearing since 2024. He previously spent nearly three decades at Morgan Stanley Private Bank, N.A. and its predecessor, Morgan Stanley Private Bank, National Association. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Jennifer Riley is a financial advisor at Thrivent Investment Management in Raleigh, NC, holding a Series 66 designation. She has prior work experience with EspriGas and Coca Cola Consolidated, Inc. and began her advisory career with Thrivent in 2025. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various planning topics. The firm integrates planning with managed-account programs through its WealthPlan option while maintaining separate service structures and does not offer portfolio management for institutional clients.

Gaurav Judge is a financial advisor at Morgan Stanley with eight years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2017. Prior to his career in finance, he was involved with Amorino Gelato and Coffee for five years. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that offers advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations.

Dustin Hatcher is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2016, progressing through various positions including Financial Consultant, Investment Consultant, and Workplace Planning Consultant. Prior to joining Fidelity, Dustin gained experience as an Associate Financial Consultant at Charles Schwab and as an intern at Captrust Financial Advisors. Throughout his career, Dustin has focused on helping clients navigate financial, retirement, and investment planning. He works collaboratively with clients to create and implement customized strategies tailored to their individual goals. A native of Raleigh, Dustin brings over a decade of experience in the financial services industry. Outside of his professional work, Dustin enjoys family activities, fitness, football, social events with friends, golf, and traveling.

Jonathan Perry is a CFP® with 15 years of experience in the financial industry. He currently works at Osaic and previously spent 13 years with Lincoln Financial Securities Corporation. In addition to his advisory role, Perry serves as a board member and assistant scoutmaster for the Boy Scouts of America Occoneechee Council. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing across various investment products.

Adam Whitesell is a financial advisor at Ameriprise with 20 years of industry experience. He holds a Series 66 credential and has been with Ameriprise and its affiliated firms since 2006. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income, tax-aware withdrawals, and Social Security claiming strategies.

Collin Butler is a Planning Consultant focused on helping clients develop meaningful financial plans aligned with their personal goals and priorities. He works to understand what matters most to each client in order to create thoughtful, practical plans designed to support their vision for the future. Collin emphasizes building strong, trust-based relationships and providing a planning experience that is transparent, collaborative, and tailored to individual circumstances. His approach centers on gaining a deep understanding of clients' objectives and concerns to guide the financial planning process. Collin is committed to offering personalized service throughout the journey, ensuring that each plan reflects the unique situations of those he works with. Outside of his professional role, Collin has interests in fitness and golf.

Quinn Wieber is a financial advisor at LPL Financial with a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2022, Quinn worked at CLW Financial Planning, LLC, and has professional experience outside finance in the hospitality and retail sectors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs, financial planning, and access to model portfolios and research through a national network of investment adviser representatives.

Garrett Stringer is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 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 options. 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 in its investment offerings.

Stuart Strickland is a CFP®-certified financial advisor with 17 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. He is based in Raleigh, NC. Outside of his advisory role, Strickland is involved in managing farmland and rental property holdings. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Maggie Burke is a financial advisor at Wells Fargo Clearing with eight years of industry experience. Her previous roles include positions at Charles Schwab Bank, PIMCO Investments LLC, and Pacific Investment Management Company LLC. She holds Series 63 and Series 66 licenses. 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Michael Wheat is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and previously worked at Merrill Lynch, Bank of America, and Tesla. Fidelity’s Strategic Advisers LLC, where Wheat is based, provides 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Matthew Gerner is a financial advisor at Fidelity with two years of industry experience. He holds the Series 66 designation and has worked at Romtech and ATI prior to joining Fidelity. Outside of his advisory role, he is employed at Triangle Rock Club, where he is involved in front desk operations and facility maintenance. 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 proprietary fundamental research with quantitative analysis and systematic portfolio construction, incorporating mutual funds, ETFs, and ETPs, and has a notable advisory role to multiple registered investment companies.

Michael J. Lappin is a financial advisor with UBS Financial Services in Raleigh, NC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with UBS since 2012. Outside of his advisory role, he is involved in several business ventures including partnerships in fishing tournaments, professional ice hockey ownership, and a charter fishing business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing proprietary capital market assumptions and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.

Scott Abee is a financial advisor at Raymond James & Associates with 39 years of industry experience. He holds Series 63 and Series 66 designations and has been with Raymond James & Associates since 2015. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research.

Bizzy Craft is the Vice President and Financial Consultant at Fidelity Investments, a role held since 2025. She has been with Fidelity Investments since 2021, progressing through various positions including Financial Consultant, Planning Consultant, and Workplace Planning Consultant. Her career reflects a continuous commitment to developing expertise in financial planning and consulting. As a Certified Financial Planner, Bizzy focuses on understanding clients' unique goals to develop personalized financial strategies. She emphasizes empathy and transparency in her approach, aiming to create a welcoming environment for clients to share their financial objectives. Bizzy is dedicated to continuous learning to provide informed insights that support clients in making confident financial decisions. Outside of her professional role, Bizzy engages in outdoor adventures, scuba diving, snowboarding, traveling, volunteering, and yoga.