Halah Little is a financial advisor at Transamerica Retirement Advisors, LLC with two years of industry experience. She holds the Series 66 designation and has previously worked at Fidelity Investments and Barings. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services, utilizing proprietary software and third-party model portfolios to provide both discretionary and non-discretionary investment recommendations.

Blake Gaulden is a CFP®, CFA®, and Series 66-licensed financial advisor with 16 years of industry experience. He has worked at firms including Ameriprise Financial Services, Lincoln Financial Advisors, and LPL Financial before joining Osaic Advisory Services, LLC. Osaic Advisory Services, LLC is an SEC-registered investment adviser that serves individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and municipal entities. The firm offers a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, with portfolios managed through both proprietary and third-party platforms.

Landon Cross is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has previously worked at firms including Parson's General Construction, Brewer Insurance Group, Equis Financial Group, and Commodity Specialists Company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including both discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Daniel Bayait is a financial advisor with Edward Jones in Durham, NC, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of managed strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard. The firm is notable for its large nationwide network of advisors and branches, as well as its additional capabilities including a trust company and securities-based lending options.

Benjamen Parker is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has worked with Fidelity Brokerage Services LLC since 2008 and has been part of Fidelity Personal and Workplace Advisors since 2018. 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 discretionary and non-discretionary portfolios.

Lyben Hizkias is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America, Hizkias worked at Fidelity Investments and held roles in various companies, including Akula Security and Conquer Strategic Marketing. 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 model-based and discretionary investment strategies supported by internal and third-party managers, serving individual, high-net-worth, and institutional clients.

Matthew Cracchiolo is a financial advisor with LPL Financial, holding a Series 66 credential and two years of industry experience. Prior to joining LPL Financial, he held positions at Protronics Inc. and Chick-fil-a, and has also been involved in non-investment activities such as producing content as a YouTube Google Adsense partner and volunteering as a backstage helper at Louisburg College. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

Kyle Winder is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 12 years of industry experience. He has worked with multiple entities within the Flight Plan group since 2014 and has held roles at Principal Securities and Edward Spencer Employee Group Benefits. Winder serves as president of The Flight Plan Group LLC. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, employing a range of portfolio management strategies and platform arrangements.

Alan Collins is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2004. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios, and it maintains a distinctive role as a commodity pool operator and advisor to multiple registered investment companies.

William Gass III is a financial advisor at Edward Jones in Raleigh, NC, holding a Series 66 designation. He began his career at Edward Jones in 2025 and previously worked at Pella Carolina, INC for 13 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard.

Gabriel Bowman is a financial advisor at Edward Jones in Youngsville, NC, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at East Carolina University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Danny Bostic Jr. is a CFP®-designated financial advisor with 19 years of industry experience. He is currently with Edward Jones, joining the firm in 2023. His prior roles include positions at SeCU Life Insurance Company, Members Trust Company, Credit Union Investment Services, SeCU Brokerage Services, and State Employees' Credit Union. 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 through a nationwide network of over 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Carri Carter is a financial advisor with Edward Jones in Wake Forest, NC, holding a Series 66 designation and 14 years of experience at the firm. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the United States.

Seth Church is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 credential and six years of industry experience. His prior work includes roles at Minnesota Life Insurance Company and Securian Financial Services, as well as coaching CrossFit for several years. Outside of advising, he has worked as a CrossFit coach and substitute teacher. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement services through independent Financial Professionals using a variety of portfolio management strategies and platform arrangements.

Laura Radko is a CFP® with over 30 years of experience in the financial industry. She has worked at Fidelity Personal and Workplace Advisors since 2018 and has been with various Fidelity entities since 2009. She is based in Durham, NC. Her firm, Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage diversified portfolios.

Damon Lichtenberger is a financial advisor at Cetera with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including CRI Securities, Inc. and Securian Financial Services. Outside of advising, he is involved as an agent/broker with North Star Consultants focusing on fixed insurance sales. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and various program platforms, operating as a multi-manager platform with access to both affiliated and unaffiliated third-party managers.

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.

Gregory Daniels is a CFP®-certified financial advisor with eight years of industry experience, currently serving with Raymond James Financial. He previously worked at Edward Jones for seven years and at ElecTel Cooperative FCU for 14 years. Daniels is the owner of Daniels Financial Partners, an independent advisory business based in Wake Forest, NC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients, including high-net-worth individuals and organizations. The firm provides tailored non-discretionary planning using risk profiling and analytical tools, and supports a broad advisor network with specialized municipal and retirement plan consulting services.

Anthony Muttillo is a CFP® with 32 years of industry experience, affiliated with Osaic. He has worked at New Century Financial Group, LLC since 2015 and has held roles at Agm Financial Services, Inc. and Osaic Wealth, Inc. since 1994. Additionally, he serves as a trustee managing assets for a family trust. Osaic Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers and various advisory platforms. The firm provides integrated brokerage and investment advisory services with access to multiple asset types and third-party money managers, employing tools such as asset-allocation models, risk tolerance questionnaires, and automated rebalancing.

Bilan Stribling is a financial advisor with Cetera based in Durham, NC. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at Edward Jones, KPMG LLP, and Bloomberg LP. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, managing over $256 billion in assets with more than 10,000 advisors nationwide.