Jonathan Drew is an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2021. In this role, he assists individuals and families in planning their finances according to their specific situations. Prior to joining Fidelity Investments, Jonathan worked as a Financial Advisor at Merrill Lynch from 2019 to 2021. He began his financial services career as a Financial Representative at OneMidwest Financial Partners from 2018 to 2019.

Ethan Mcelroy is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. His prior work includes roles in health and fitness consulting and at the Duke Center for Living at Fearrington. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its roles as a commodity pool operator and advisor to multiple registered investment companies.

Maliik Marcin is a Planning Consultant at Fidelity Investments, where he collaborates with clients and Financial Consultants to develop tailored financial plans that address the unique needs of individuals and their families. He has been in this role since 2024. Prior to this, Maliik worked as a Relationship Manager at Fidelity Investments from 2023 to 2024 and served as a High Net-Worth Associate at the same firm from 2022 to 2023. He began his financial advisory career as an Associate Wealth Management Advisor at Northwestern Mutual from 2019 to 2022. Maliik's professional experience includes working closely with clients to manage wealth and develop strategic financial planning. Outside of his professional responsibilities, he has interests in concerts, fitness, football, music, social events with friends, and pets.

John Hamilton is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior roles include positions at Cambridge Investment Research, Avantax Insurance Agency, and Morgan Keegan & Company. He is also owner of Hamilton Financial Associates Inc., where he provides tax services and trading activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors, utilizing various portfolio strategies and incorporating technology tools for operational support.

Bret Bledsoe is a financial advisor with Morgan Stanley in Chapel Hill, NC, holding a Series 66 designation and bringing 12 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill. Outside of financial advising, he is a partner at Goosey’s Books LLC, a retail and online bookstore in Hillsborough, North Carolina. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes advanced modeling tools.

Pamela Parker is a financial advisor at Merrill with 28 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Merrill since 2009. Prior to Merrill, she worked at Bank of America, N.A., where she remains associated. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions, with account administration and custody support.

Travis Kruse is a financial advisor at Fidelity with Series 63 and Series 66 licenses and 21 years of industry experience. He worked at Credit Suisse Securities (USA) LLC for 16 years before joining Fidelity, where he has been since 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of investment strategies and model portfolios.

William Link is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America/Merrill Lynch, Captrust, and Equitable. Outside of his advisory role, he is employed part-time at Liggett Ventures LLC, a restaurant business. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

William Thompson is a financial advisor with Equitable Advisors in Cary, NC, holding a Series 66 credential and five years of industry experience. He previously worked for Nortel, Genband, and Ribbon Communications from 1986 to 2020. Outside of finance, he serves as the head coach for the varsity boys basketball team at Cary Christian School. Equitable Advisors serves individual and institutional clients, providing financial planning, retirement plan consulting, and a variety of asset-management programs through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs to deliver tailored investment solutions.

Justin Groce is a CFP® with 24 years of industry experience, currently affiliated with Cetera. He has been with Cetera and Cetera Wealth Services, LLC since 2013. Outside of his primary advisory role, he operates Adams Financial, a financial services DBA, and also works as an insurance agent selling annuities. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to various third-party managers and investment strategies.

Phillip Sielatycki is a financial advisor with Ameriprise Financial Services, holding Series 65 and Series 66 licenses and bringing 28 years of industry experience. His career includes roles at Merrill, Banc Of America Investment Services, Inc., and Ameriprise since 2009. He serves on the board of The Heart of Cary Association and volunteers with Band Together, a local philanthropy that raises funds for the United Way through a rock concert event. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on written recommendations and ongoing tax-aware retirement income planning. The firm uses investment research, third-party data, and algorithmic tools to inform its advice, operating within a defined investment universe influenced by affiliated product relationships.

Sudha Gowrisankar is a Series 66-credentialed financial advisor at Fidelity with four years of industry experience. She has worked at Fidelity Investments since 2022 and previously held roles at FCBank, a division of CNB Bank, from 2015 to 2022. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management along with fund advisory and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, including the use of AI and systematic methodologies.

Eddie Ramirez is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds the Series 66 designation and previously worked at Stifel, West Bend Insurance, and EatStreet. Ramirez serves as a board member for Zero Dark Birdie, a nonprofit organization supporting veterans with mental health issues through golf and related therapies. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics to support a diversified investment approach and provides both brokerage and advisory solutions.

Natan Simoes Massarioli is an Investment Solutions Representative III at Fidelity Investments, where he currently serves in this role. His career with Fidelity Investments began in 2023 as a Customer Relationship Advocate, progressing through various positions including Investment Solutions Representative I, Fixed Income Specialist, and Investment Consultant before reaching his current role in 2026. His professional experience encompasses investment consulting and fixed income specialization, focusing on providing clients with clear guidance, education, and personalized strategies tailored to their financial goals. Massarioli's approach emphasizes trust, transparency, and simplifying complex financial concepts to help clients make informed decisions. Further details regarding his education, credentials, personal interests, or community involvement have not been provided.

Benjamin Wagner is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. He has worked in various roles prior to joining Fidelity, including positions at Sleep Number and the University of North Carolina at Chapel Hill. Fidelity’s Strategic Advisers LLC division provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and manage multiple registered investment companies and fund-of-funds.

Eric Carrillo is a financial advisor with Merrill in Cary, NC, holding Series 63 and Series 65 registrations and bringing 19 years of industry experience. He has worked at Merrill since 2010 and Bank of America since 2011. Outside of his advisory role, he works part-time delivering food for Postmates. 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Karla Flick is a financial advisor at UBS Financial Services with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 2002. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client solutions.

Amanda Klier is a financial advisor at Edward Jones in Pittsboro, NC, holding a Series 66 designation. She has experience working at Edward Jones since 2025 and previously held roles at Lowe's Home Improvement, IBM, and the Alliance of Professional Consultants. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee 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.

Nolan Ku is a financial advisor with LPL Financial, holding a Series 66 license and 14 years of industry experience. His prior roles include positions at Thrivent Financial, Sgc Financial Group, Securian Financial Services, and Ameriprise. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a wide range of investment strategies and operational tools for its network of over 22,800 advisors.

Heather Williamson is a financial advisor at Fidelity with 14 years of experience at the firm. She holds a Series 66 designation and is based in Durham, NC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services such as discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery.