Larry Swaney is a financial advisor with Wells Fargo Advisors in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. His prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He serves as a finance committee member at Mount Moriah Baptist Church in Raleigh. Wells Fargo Advisors provides investment and fee-based financial planning services to individuals, trusts, and institutions, offering a wide range of planning options and integrating advisory services with other financial products through a large network of advisors.

Daniel Mc Entee is a financial advisor at Cetera with seven years of industry experience. He holds Series 66 and Series 63 licenses and has worked in various capacities within Cetera and related entities since 2021. Outside of advisory work, he serves as president of Investment Works Insurance Services, Inc., a property casualty insurance sales business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of over 10,000 advisors and features a multi-manager platform with access to affiliated and third-party investment managers.

Alicia Fitzsimmons is a financial advisor at Fidelity with 24 years of industry experience. She holds Series 63 and Series 65 designations and has worked across several Fidelity entities since 2005. Her previous roles include positions at Fidelity Personal and Workplace Advisors and Bb&T Asset Management. 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 employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Jennifer Curtis is Vice President and Wealth Planner at Fidelity Investments, a position she has held since 2018. She has been with Fidelity for 17 years, during which she has progressed through several roles including Financial Consultant, Investment Representative, Financial Representative, and Workplace Guidance specialist. Her experience encompasses partnering with clients and their families to navigate financial complexities and develop tailored plans to help achieve their goals. Jennifer emphasizes attentive listening to understand the specific needs and concerns of her clients, working collaboratively to create and execute personalized financial strategies.

Sarah Mc Clain is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors in Raleigh, NC, bringing two years of industry experience. She is also the owner of Wise Women Wealth, a budget coaching business she has operated since 2021. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a network of thousands of financial professionals.

Dylan Schaetzel is a financial advisor at Fidelity with Series 63 and 66 designations and three years of industry experience. He has worked at Fidelity Investments since 2022 and has prior experience at Reed Finance Center and other firms. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm serves retail and institutional investors and is notable for its use of systematic methodologies, AI tools, and its role as an advisor to multiple registered investment companies.

Abigail Emmett is a financial advisor with Fidelity in Durham, NC, holding Series 63 and Series 66 licenses and two years of industry experience. Her background includes roles at Fidelity Investments, Wells Fargo Clearing, and Vacasa, along with earlier positions in hospitality and university settings. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, leveraging a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios using systematic methodologies across mutual funds, ETFs, and ETPs, and provides advisory services including fund management and consultant roles.

Ryder Seiz is a financial advisor with Equitable Advisors in Raleigh, NC, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors in 2023, his work history includes roles at DoorDash and UNC Aquatics. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory models implemented by third-party sponsors and offers access to mutual funds, ETFs, separately managed accounts, and select alternative investments.

Matthew Conroy is a financial advisor with Charles Schwab in Cary, NC, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior work includes roles at TD Ameritrade Investment Management, LLC and TD Ameritrade, Inc. Charles Schwab & Co., Inc. serves 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 combines a large-scale, integrated structure with a client relationship model that blends non-discretionary advisory recommendations and access to discretionary separately managed accounts.

Cynthia Ward is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has worked at Wells Fargo Clearing since 2016, following prior roles at Merrill and Banc of America Investment Services. 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 a combination of brokerage and advisory solutions backed by research from Wells Fargo Investment Institute and third-party sources.

Carlos Martinez is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has previously worked at Bank of America, N.A., and held various roles outside of finance. 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 a range of individuals and institutions.

Nancy Ayers is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 credentials. She has been with Wells Fargo since 1993, including her current role at Wells Fargo Clearing starting in 2026. Nancy is based in Raleigh, NC. 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.

Anthony Dowling is a financial advisor with Wells Fargo Advisors in Raleigh, NC, holding Series 63 and Series 66 licenses and with 27 years of industry experience. He has been with Wells Fargo Advisors Financial Network since 2009. Dowling serves as a trustee for a 401(k) plan and owns Raleigh Wealth Management Inc. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, with recommendations developed using proprietary research and tools.

Mark Lockhart is a financial advisor at Fidelity with four years of industry experience. He holds the Series 66 designation and has prior experience with First Command Insurance Services and Military Service. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Jason Shore is a financial advisor at Cetera with 22 years of industry experience. He holds the Series 66 designation and has been with Cetera and its affiliated firms since 2013. In addition to his advisory role, Shore is involved with Adams Financial, a financial services DBA, and holds an insurance agent position selling life and annuities. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, and institutional accounts through a large nationwide network of independent advisors. The firm offers various portfolio management and financial planning services with access to multiple program structures, third-party managers, and automated investment solutions.

John Loesch is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked in various roles within Fidelity since 2006, including positions at Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. 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 combines proprietary research with quantitative analysis and algorithmic portfolio construction, employing model portfolios that utilize mutual funds, ETFs, and ETPs, and holds a distinctive role as a registered commodity pool operator and advisor to multiple registered investment companies.

Rylan Hall is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he held roles at Charles Schwab and worked in education for over a decade. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Morgan Litchfield is a CFP® with six years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing in Raleigh, NC. Prior to this role, Morgan worked at Wells Fargo Private Bank and U.S. Trust, accumulating over a decade of experience within the Wells Fargo organization. Morgan is a co-trustee for family trusts established for his children. 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 a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Matthew Brinkley is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at Robinhood Markets and Fidelity Brokerage Services. 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 with over 14,000 advisors and offers both brokerage and advisory solutions.

Morgan Mc Cullen is a financial advisor with Edward Jones in Cary, NC, holding Series 65 and Series 63 licenses. Mc Cullen has worked at Edward Jones since 2026 and previously held roles at Capital Investment Group, Capital Investment Advisory Services, Fidelity Bank, Advocacy Trust, and Cousin Couture. Outside of advisory work, Mc Cullen manages wealth administration operations at Fidelity Bank’s Trust Company of NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.