Tammy King is a financial advisor at Ameriprise with 18 years of industry experience and holds a Series 66 designation. She has been with Ameriprise and its affiliates since 2009. Outside of her advisory role, she volunteers with the Triangle Church of Christ. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm provides advisory, brokerage, and insurance solutions through affiliated entities, utilizing research and modeling techniques to deliver tailored income and tax strategies.

Jonathan Phillips is a CFP®-designated financial advisor with Morgan Stanley, based in Raleigh, NC, with 27 years of industry experience. His career includes roles at Bank of America and Merrill prior to joining Morgan Stanley. Outside of his advisory work, he is a partner in Aldonia Farms and Aldonia Farms II and serves on the finance committee of the NC Coastal Land Trust as well as the board of the Jones Island Club. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning supported by firm-approved tools and a structured discovery process.

Andrea Mendoza is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding a Series 63 license and 11 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC and Wells Fargo Bank NA. 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 sources.

Evan Guinn is a Financial Consultant at Fidelity Investments, a role he has held since 2026. He has been with Fidelity Investments since 2022, progressing through several positions including Planning Consultant, Relationship Manager, and Financial Representative. He works with clients to develop personalized retirement and investment plans tailored to their specific needs. His expertise includes insurance planning, retirement planning, education planning, and tax-efficient investing. Evan aims to collaborate with clients to create and adjust plans as their needs evolve.

James Walker is a Series 66 licensed financial advisor with Fidelity in Durham, NC, and has three years of industry experience. His prior work includes roles at Artz Estate Sales, H&R Block, and a period of full-time education at the University of North Carolina Greensboro. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including advisory roles for registered investment companies and delivery of model portfolios.

Tanner Gilbert is a Financial Consultant at Fidelity Investments, where he began his current role in 2024. Prior to this, he held positions as an Investment Consultant and Financial Representative at Fidelity Investments since 2022. Tanner started his career with an internship at Betty Andrews Investment Management in 2020. In his role, Tanner focuses on building relationships and solving problems to assist individuals, families, and businesses in achieving their financial goals. He emphasizes understanding each client's personal situation to implement tailored strategies that support their financial planning needs. Outside of his professional responsibilities, Tanner has interests in football, golf, movies, pets, and reading.

Charles Meder is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing personalized wealth planning services, including retirement and legacy planning, executive compensation, tax minimization, and family wealth management strategies. Charles works closely with clients across diverse industries such as healthcare, technology, and government, as well as small privately-owned businesses, tailoring financial strategies to meet their unique goals and priorities. With extensive experience in investment risk management, business succession planning, and creating customized financial plans, Charles emphasizes transparency, collaboration, and clear communication to help clients make informed decisions. He holds a Personal Investment Advisor (PIA) designation and earned his Bachelor's Degree from Kent State University. Outside of his professional duties, Charles enjoys fishing, golfing, ice hockey, traveling, and spending time with his family.

Tina Miyagawa is a financial advisor at Fidelity with four years of industry experience, holding a Series 66 designation. Her previous work includes roles at Truist and Bank of America. Outside of her advisory duties, she co-manages Rising Sun Retreats LLC with her husband. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Brandon Harris is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. He is also the owner of Brandomar LLC, an investment-related business based in Raleigh, NC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients who meet a net-worth threshold, utilizing proprietary research and tools to develop customized recommendations.

Bryan Miller is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to his current role, he worked in various capacities in the coffee and hospitality sectors. Outside of his advisory work, he performs as a musician and assists in running local coffee shops. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, utilizing proprietary research combined with quantitative and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, including fund advisory and model portfolio delivery.

Amanda Hahn is a financial advisor at Fisher Investments with 11 years of industry experience. She holds a Series 66 designation and previously worked at FIDELITY Brokerage Services LLC and VALIC Financial Advisors. Fisher Investments serves institutional and private clients worldwide, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management and sub-advisory services. The firm employs a centralized investment approach combining quantitative and qualitative analysis to manage globally diversified portfolios.

Walter Brady is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds a Series 66 designation and has previously worked at J.P. Morgan Securities, UBS Financial Services, and Zero Chaos. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non‑qualified deferred compensation plans, offering both discretionary and non‑discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Scott Tippins is a financial advisor at Ameriprise with 21 years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2019, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Tippins serves on the Board of Directors for the East Carolina University Foundation and is a past president of the Raleigh Downtown Lions Club. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and adaptive withdrawal advice through a centralized consulting team, with a product emphasis on affiliated funds and a structured approach to asset management.

Joshua Wagenaar is a financial advisor with Edward Jones in Durham, NC, holding CFP® and Series 66 credentials and bringing 10 years of industry experience. He has been with Edward Jones since 2015 and is also affiliated with Louisiana Tech University since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated services under a fiduciary standard.

Christopher Bausback is a financial advisor with LPL Financial in Raleigh, NC, holding Series 65 and Series 63 licenses and three years of industry experience. His prior experience includes roles at Coastal Credit Union, Sprouts Farmers Market, and First Citizens Investor Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide, offering a range of advisory programs and financial planning services.

Brenda Aguilar Banda is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and one year of industry experience. Her prior roles include positions at Wells Fargo Bank, nA, Teleflex, TAPIF, and the University of North Carolina at Chapel Hill. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances, and includes a broader range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Jeremy Pelchar is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Fidelity Brokerage Services LLC since 2016, transitioning to Fidelity Investments in 2025. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and delivers model portfolios to intermediary platforms.

Harrison Clement is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. He has held positions at Fidelity Investments since 2022 and previously worked in education and small business operations. Outside of advising, he operates an e-commerce business focused on website design and advertising. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolios constructed through a combination of fundamental research, quantitative analysis, and algorithmic methodologies.

Craig Spell is a Financial Consultant at Fidelity Investments, a position he has held since 2026. He previously worked at Fidelity Investments as a Planning Consultant from 2024 to 2026, a Relationship Manager from 2023 to 2024, and a Financial Representative from 2022 to 2023. Craig specializes in developing tailored, purpose-driven financial plans for individuals and families. He focuses on understanding each client's unique situation to create personalized and practical strategies that simplify complexity and empower confident decision-making. Outside of his professional work, Craig has interests in baseball, board games, movies, traveling, and writing.

Bruce Sharpe Jr. is a financial advisor with UBS Financial Services based in Raleigh, NC, holding a Series 66 credential and six years of industry experience. He previously worked at JLT Specialty Insurance Services Inc. for five years before joining UBS in 2019. Sharpe has been active in the Washington & Lee Alumni Association since his 2003 graduation and manages business administration for a small investment LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor strategies based on proprietary research and capital market assumptions.