Kyle Tricarick is a Benefits & Planning Consultant within the Executive Services division at Fidelity Investments, a position he has held since 2026. He began his career at Fidelity in 2021, progressing through roles including Customer Relationship Advocate, High Net Worth Associate, and multiple levels of Investment Solutions Representative before assuming his current consultant role. Prior to Fidelity, he was a Broker Trainee at Aegis Capital Corp from 2020 to 2021. Kyle focuses on leveraging planning tools and disciplined investment principles to assist clients in navigating their benefits and establishing a clear path toward their financial goals. His approach emphasizes structure, thoughtful analysis, and maintaining a long-term perspective. He holds insurance licenses in Arkansas and California. Outside of his professional work, Kyle enjoys board games, family activities, fitness, social events with friends, and playing tennis.

Kristina Paget is a financial advisor at Edward Jones in Raleigh, NC, holding Series 65 and Series 66 licenses with one year of industry experience. Her previous roles include positions at Wells Fargo Bank, Buckley Wealth Management, and McClarren Financial Advisors. She has also been involved with the Tri Area Ministry Food Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.

Andrew Mckay is a financial advisor with Morgan Stanley in Raleigh, NC, holding a Series 66 designation and 19 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2010 and the Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved in managing commercial and residential real estate properties through several investment entities. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and research, with assets under management totaling approximately $2.74 trillion.

John Johnson Jr. is a financial advisor with Ameriprise in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Ameriprise since 2010. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency strategies to provide personalized, written Recommendation Reports delivered by a centralized consulting team, supporting clients primarily through Ameriprise-managed accounts.

Joseph Lushene Jr. is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Lincoln Financial Securities Corporation and Woodbury Financial Services. He owns Lushene & Associates, LLC, which manages his financial planning business, and is actively involved in insurance sales and group benefits. OSAIC serves a broad range of clients including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, providing access to discretionary strategies, third-party managers, and alternative investments.

Robert Eastmann is a financial advisor with Cetera who holds Series 63 and Series 66 designations and has 31 years of industry experience. His career includes roles at New England Securities, LPL Financial, and Cetera Advisors LLC. Outside of his advisory work, he coaches girls' basketball teams, including the North Raleigh Lady Vipers and Neuse Christian Academy. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform that allows advisors to implement diverse investment strategies across various account types.

Richard Eisenreich is a financial advisor with LPL Financial based in Raleigh, NC. He holds a Series 66 designation and has six years of industry experience. Prior to his current role, he worked at Strata Solar and Channel Partners Capital, and has operated RetirementGeeks since 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with advice primarily delivered through a large network of investment adviser representatives.

Becca Stockdale is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 18 years of industry experience. Her prior experience includes roles at Principal Securities, Bank of America, and Merrill. In addition to her advisory work, she is an associate at Alger Financial, where she focuses on planning, Social Security analysis, Medicare, and insurance. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, and institutional clients. The firm provides tailored, non-discretionary planning and portfolio management using analytical tools and supports municipal and public finance advisory services uncommon among large institutional advisors.

Kristen Yablonsky is a financial advisor with Morgan Stanley in Raleigh, NC, holding a Series 66 designation and having 22 years of industry experience. She has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and models to assist clients in developing financial plans.

David Bowie is a financial advisor with UBS Financial Services in Raleigh, NC, holding Series 63 and Series 66 licenses and having 24 years of industry experience. He has been with UBS since 2014. Outside of his advisory role, Bowie is involved in financial education through teaching and lecturing with the Financial Education Network and holds a passive ownership interest in a music venue and restaurant. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management through a platform that includes proprietary research, market-making, and affiliated banking services.

Casey Edwards is a Wealth Management Advisor with Littlewood & Associates Wealth Management, having joined the firm in 2023. He began his career in financial services in 2014 in New York City and relocated to Raleigh, North Carolina in 2017. Prior to his current role, he worked at Merrill Lynch Wealth Management starting in 2020 as a Wealth Management Banking Specialist, where he focused on delivering private banking products and services. Casey brings nearly a decade of experience in the financial services industry and holds both Series 7 and Series 66 FINRA registrations. He is also a Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). His expertise includes creating personalized wealth management plans, portfolio construction, asset manager due diligence, and client-focused strategies such as college education planning, family wealth management, retirement income, and investment strategy. He earned a bachelor's degree in Business Administration and Finance from High Point University. Casey is involved in community activities including participation in the Susan G. Komen Race For The Cure. Originally from upstate New York, he now resides in Raleigh where he enjoys golfing, traveling, and spending time with family and friends exploring the North Carolina mountains and coastline.

Loy Adkins is a financial advisor with Edward Jones in Raleigh, NC, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked in various roles at firms including Populus Group, LLC, Trane Technologies, and Iqvia. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ross Whiteley is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds a Series 66 designation and has worked previously at Fidelity Investments, JPMorgan Chase Bank, First Citizens Bank, and Wells Fargo Funds Management. 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 supported by research from the Wells Fargo Investment Institute.

Nathan Brown is a financial advisor with Ameriprise in Raleigh, NC, holding Series 65 and Series 66 licenses and 24 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2000. Outside of his advisory role, Brown serves on the Board of Directors for the Kiwanis of Raleigh and engages in independent insurance brokering focused on long-term care. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research and modeling to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Alexander Green is Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity for over 17 years, serving in various roles since 2007. His current position as Vice President began in 2021. Throughout his tenure at Fidelity, Alexander has held positions including Financial Consultant, Investment Consultant, and Financial Representative. He has experience in developing, implementing, and maintaining financial plans for clients. Outside of his professional work, Alexander enjoys camping, family activities, golf, outdoor adventures, tennis, and traveling.

Stephanie Bass is a Certified Financial Planner (CFP®) with 27 years of industry experience. She is currently with Wells Fargo Clearing, where she has worked since 2016. Her prior experience includes roles at Merrill, Banc of America Investment Services, and BB&T Investment Services. She serves as an investment committee member for the NC Symphony and holds finance and treasurer roles with Dress for Success of the Triangle. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Shawna Dunn is a financial advisor at Merrill with a Series 66 designation and 11 years of experience at the firm. She 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 offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Alfredo Camargo II is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Bank and State Farm Insurance Agency. Outside of his advisory role, he is involved in real estate investing and property management through Camrez, LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary advisory framework.

Ryan Copley is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding a Series 66 designation and 13 years of industry experience. His work history includes multiple roles within Wells Fargo entities since 2011, as well as positions at Morgan Stanley and Northwestern Mutual Investment Management. He also spent three years affiliated with Oasis International School in Kuala Lumpur. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, and retirement plan consulting, leveraging research from Wells Fargo Investment Institute and third-party sources while offering both brokerage and advisory solutions.

S Paul Lorusso Sr. is a financial advisor at OSAIC with 15 years of industry experience. He holds a Series 66 designation and previously worked at FSC Securities Corporation for 13 years. Outside of his advisory work, he is the owner of a CPA firm and provides contract pilot and flight instruction services. He also serves as a director for a nonprofit organization that offers transportation for individuals with medical needs. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supporting a range of portfolio strategies and third-party manager options.