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.

Jack Schenk is a financial advisor at Fidelity with four years of industry experience. He holds the Series 66 designation and has previously worked with the YMCA of the Triangle and Enterprise Rent-A-Car. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Christopher Diaz is a financial advisor with Wells Fargo Clearing in Raleigh, NC. He holds Series 63 and Series 65 designations and has one year of industry experience. Prior to his current role, he worked at Wells Fargo Bank, NA, Belk, and Vision NC. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and provides both brokerage and advisory solutions.

Tina MacMillan is Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2022. She works closely with clients to develop tailored financial strategies that align with their individual goals. Her professional experience includes serving as a Financial Consultant at Fidelity Investments from 2018 to 2022 and as an Investment Consultant at TD Waterhouse Investor Services from 1998 to 2005. Tina holds a California Insurance License.

Maria Williams is a CFP® professional with 17 years of industry experience. She has worked at Edward Jones since 2021 and previously held positions at Fidelity Personal and Workplace Advisors and Fidelity Investments. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Bradley Hipps is a financial advisor at Robert W. Baird & Co. with 8 years of industry experience. He holds the Series 66 designation and has previously worked at Truist Advisory Services, BB&T Securities, and Fidelity Brokerage Services. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, employing a combination of manager-traded and model-traded SMA strategies along with tax-management and direct-indexing capabilities.

Matthew Szymanski is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in providing traditional financial advice and guidance, building and managing custom investment strategies that incorporate a wide range of Merrill model portfolios and third-party investment options. As part of the firm's Investment Advisory Program, Matthew may manage client strategies on a discretionary basis. He began his career at Merrill Lynch Wealth Management in 2003. Matthew holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor's Degree from Vanderbilt University. Matthew resides in downtown Raleigh with his wife Emily and their son Barrett. The family is actively involved with the Make a Wish® foundation.

Paula Gilovich is an Investment Solutions Representative III at Fidelity Investments, where she has been working since 2022. In her role, she helps clients connect to their financial goals by translating complex financial concepts into clear and practical steps. She specializes in addressing the unique financial issues women face and supports women in planning confidently at every stage of life. Prior to her current position, Paula held roles at Fidelity Investments as a High Net Worth Service Associate in 2022 and as a Customer Relations Advocate from 2021 to 2022. Her experience at Fidelity has equipped her with a comprehensive understanding of investment solutions and client service. Outside of her professional work, Paula has interests in art, Pilates, soccer, surfing, theater, and writing.

Kimberly O'bannon is a financial advisor at Merrill with 36 years of industry experience. She has been with Merrill Lynch, Pierce Fenner & Smith Inc. since 2001, totaling 25 years at the firm. She holds Series 63 and Series 65 licenses and is based in Raleigh, NC. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary strategies developed by internal and third-party managers.

David Marion is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His work history includes roles at Fidelity Investments since 2021 and prior experience at NC State Employees Credit Union. Outside of finance, he operated Marion's Jewelry and Marion's Engravables from 2002 to 2018. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs, while also engaging in fund advisory and consulting services.

Andrew Blanchard is a Series 66-credentialed financial advisor with Thrivent Investment Management in Raleigh, NC, with two years of industry experience. Prior to his financial advisory role, he served nine years in the U.S. Air Force and was a homemaker for five years. Outside of his advisory work, he is involved as an actor represented by a talent agency and serves as a board member for the Apex Public School Foundation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive financial planning focused on goals such as retirement, tax, estate, and special needs planning. The firm combines planning with managed-account programs under consolidated billing while maintaining separate planning and investment services.

Melinda Poulton is a Series 66 licensed financial advisor at Thrivent Investment Management with four years of industry experience. She has worked at Thrivent Financial and Thrivent Investment Management since 2022. Outside of her advisory role, she acts as a brand ambassador for nutritional supplements and wellness products in a limited capacity. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across various financial planning topics. The firm offers a planning service separate from portfolio management and allows clients to combine planning with managed-account programs under consolidated billing.