Leith Ali is a CFP® professional with three years of industry experience, currently advising at Fidelity in Durham, NC. Prior to joining Fidelity, Leith worked at NVR Mortgage Finance Inc. and US Tax Express. Outside of financial advising, Leith operates a retail and reselling business and is involved in music recording and streaming as an owner and artist. Leith is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm integrates fundamental research with quantitative analysis and algorithmic portfolio construction to create diversified model portfolios.

Michael Dunaway is a CFP® and ChFC® financial advisor with nine years of industry experience. He is currently affiliated with Raymond James Financial Services Advisors, Inc. and is the owner and president of Corval Strategic Wealth Management, a financial advisory firm based in Holly Springs, NC. Prior to joining Raymond James, he worked at Edward Jones for eight years. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting services and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Jarrett Corder is a financial advisor at Edward Jones in Cary, NC, holding a Series 66 credential with two years of industry experience. Prior to his current role, he worked in education and sports media, including positions at Chatham County Schools and 247Sports. Outside of advising, he owns an online store on Teachers Pay Teachers and has created YouTube content. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory strategies and affiliated investment products supported by a large nationwide network of advisors and branch offices.

David Mc Bride is a financial advisor with Merrill in Chapel Hill, NC, holding a Series 66 designation and four years of industry experience. Prior to joining Merrill and Bank of America in 2022, he worked in various roles including self-employment and positions at National Coating & Supplies, ChannelAdvisor, and US Buildings / Elephant Structures. He previously owned Quality Steel Structure LLC, a business focused on metal building sales and installation, which he is in the process of closing. 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 a range of model-based and discretionary strategies supported by internal and third-party investment teams, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Shane Rawlings is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His prior work includes positions at Credit Suisse and roles outside finance with Jordans Heating and Cooling and Raleigh Marketing Consultants. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts.

Jillian Hood is a financial advisor with Wells Fargo Advisors in Raleigh, NC, holding the Series 66 designation and bringing 20 years of industry experience. Her career includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. She is also a commissioned notary public. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services. The firm provides tailored recommendations supported by in-house research and planning tools, with optional implementation through brokerage or advisory programs.

Ryan Verdery is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at LPL Financial since 2009, following prior roles at Merrill and UBS Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing both proprietary and third-party strategies across various account types.

Sharon Dickens is a CFP® professional with 16 years of industry experience. She has worked at Edward Jones since 2009. Edward Jones is a wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Thomas Shiel is a financial advisor at Fidelity with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His career includes long-term roles within Fidelity companies, including Fidelity Brokerage Services LLC since 2001 and Fidelity Personal and Workplace Advisors from 2018 to 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, including funds and model portfolios, and utilizes systematic methodologies supported by AI and algorithmic methods.

Sean Madden is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His work history includes roles at Fidelity Investments, UPS, and Cengage Group, as well as entrepreneurial experience with Madden Home. Fidelity's Strategic Advisers LLC 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, with a focus on long-term asset allocation and oversight of affiliated sub-advisers.

Mark Vincent Morales is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He worked at Scottrade, Inc. for 17 years before joining Charles Schwab Bank and Charles Schwab in 2018. Outside of financial advising, he is involved in the retail sale of collectibles and collectible sneakers on a part-time basis. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm offers both non-discretionary and discretionary investment services, utilizing multi-asset model portfolios and alternative investment options delivered through an integrated and large-scale operational platform.

Autumn Yamamura is a financial advisor at Morgan Stanley with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2016 and Morgan Stanley Smith Barney LLC since 2009. She is based in Chapel Hill, NC. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Joshua Spear is a Financial Consultant currently working at Fidelity Investments since 2024. He has accumulated seven years of experience in the financial services industry, previously serving as an Investment Consultant at Fidelity Investments from 2023 to 2024, a Wealth Advisor at Level Four Advisory Services from 2022 to 2023, and a Relationship Banker at Southern Bank and Trust from 2018 to 2022. Joshua focuses on creating an open and comfortable environment to discuss clients' financial goals. He emphasizes understanding each client's personal story to develop tailored financial strategies that empower informed decision-making toward financial success and security. Outside of his professional career, Joshua enjoys camping, comedy, golf, skiing, traveling, and volunteering.

Jessica Standifer is a financial advisor with Morgan Stanley in Chapel Hill, NC, holding Series 63 and Series 65 designations and having 24 years of industry experience. She has worked with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. She serves as a representative for the NC State Student Aid Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Joseph Disanto is a financial advisor with Fidelity Investments in Durham, NC, holding Series 63 and Series 66 credentials and five years of industry experience. His prior experience includes roles at The Vanguard Group and JP Morgan Chase & Co. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory roles to registered investment companies and use of systematic methodologies in managing model portfolios.

Harrison Durmus is a financial advisor at Fidelity with a Series 66 credential and four years of industry experience. His prior work includes roles at Keller Williams and various real estate firms. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to diverse clients including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory roles to multiple registered investment companies, and incorporation of AI and algorithmic tools in its research.

Kelly Meshaw is a financial advisor at Robert Baird & Co. with five years of industry experience. She holds the Series 66 designation and has worked at Baird since 2018. Prior to joining Baird, she was with Mosaic Capital and Palladium Healthcare, and has also been involved in community volunteering. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group provides tailored financial planning and portfolio management services, utilizing a range of investment strategies and manager options.

Edward Muse is a financial advisor with Ameriprise in Raleigh, NC, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he oversees the business operations of his practice through DGM Financial LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning advice focused on retirement income, utilizing proprietary research and third-party data within a non-discretionary implementation framework.

Cale Herndon is a financial advisor with Merrill in Cary, NC, holding a Series 66 designation and 14 years of industry experience. He has worked at Merrill since 2012 and Bank of America, N.A. since 2013. Outside of financial advising, Herndon is the president and owner of True Custom Homes, a custom homebuilding company that he founded in 2010 but is not currently active in building. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Shayl Patel is an Investment Solutions Representative III at Fidelity Investments, a role held since 2026. Prior to this, Patel progressed through positions within Fidelity including Investment Solutions Representative II from 2025 to 2026, Investment Solutions Representative I from 2023 to 2025, and Customer Relationship Advocate from 2022 to 2023. Patel's experience in the financial sector includes roles such as Tax Assistant at ASR Tax and Accounting Services from 2019 to 2022, and Financial Assistant at Equitable Advisors in 2021. Patel focuses on providing personalized investment guidance and long-term planning to help clients build confidence in their financial future.