Carroll Webb is a financial advisor with Fidelity in Durham, NC, holding a Series 66 designation and 11 years of industry experience. His background includes roles at Fidelity Investments, Regions Bank, H&R Block, LPL Financial, and Woodland Community College. 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 develop model portfolios using mutual funds, ETFs, and ETPs.

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.

Anastasia Council is a CFP®-designated financial advisor with 11 years of industry experience, currently serving clients at Edward Jones since 2014. She holds a Series 66 license and is based in Raleigh, NC. Edward Jones is a full-service wealth management firm serving more than 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 through a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Joshua Filyaw is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop comprehensive financial plans tailored to their unique goals and preferences. He began his role as a Financial Consultant in 2024, having previously served as a Planning Consultant at Fidelity from 2022 to 2024. Prior to joining Fidelity, Joshua worked as an Investment Resource Consultant at Wells Fargo Advisors from 2021 to 2022 and as a Personal Banker at Wells Fargo Bank from 2019 to 2021. Outside of his professional work, Joshua has interests in baseball, cars, football, running, singing, and traveling.

Brett Campbell is a financial advisor at Cetera with 18 years of industry experience. He holds the CFP® designation and Series 66 license. Brett is also the owner of Brett Campbell LLC, an entity established for personal tax strategy, and serves as an investment committee member for Apex Baptist Church, where he assists with financial recommendations and asset allocation decisions. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through a network of more than 10,000 advisors.

Cameron Pait is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, Bank of America, and Merrill. Outside of his advisory role, he is a minority owner of a real estate business that manages properties inherited from his late father. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Quinn Angel is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Quinn has worked at Merrill since 2022 and has a diverse background including roles in education and retail. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Adriana Turner is a financial advisor with Fidelity in Durham, NC, holding a Series 66 designation and three years of industry experience. Prior to joining Fidelity, she worked as a retail associate at lululemon athletica. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm’s investment approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios across mutual funds, ETFs, and ETPs.

Luke Hopkins is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Mass Mutual Investors Services and First Command Advisory Services. Outside of his advisory role, he holds a 25% ownership interest in Legacy Vault App LLC, a marketing-related business. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages roughly $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions supported by research and analytics.

Scott Blanchard is a financial advisor with LPL Financial in Raleigh, NC. He holds the Series 66 designation and has been active in the industry since 2024. Prior to joining LPL Financial, he was associated with Charles Schwab and Steward Wealth Strategies. Outside of finance, his background includes roles in education and the restaurant industry. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by internal and third-party research.

Michael Rowlands is a Planning Consultant specializing in financial planning. He collaborates with Financial Consultants to co-create financial plans tailored to clients' needs. His work centers on helping clients understand retirement planning and appropriate investment strategies. He holds insurance licenses in Arkansas and California, supporting his role in advising clients on suitable financial solutions.

R. Grove Jr. is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 32 years of experience. He specializes in working with a select number of high-net-worth families and businesses, developing, executing, and tracking sophisticated financial management and portfolio strategies. His approach combines investment management with personalized financial services to help clients achieve financial security by simplifying complex financial landscapes. He holds a Bachelor's Degree from the University of North Carolina and is a Certified Plan Fiduciary Advisor® designee. Grove takes a goals-based approach to wealth management that integrates his team's certifications with detailed knowledge of each client's family priorities and resources to design customized strategies. His areas of client focus include college education planning, divorce transition planning, family wealth management strategies, personal retirement planning, portfolio management services, and socially responsible, values-based, and ESG investing. Outside of his professional duties, Grove lives in Cary, NC with his wife and has three adult children. He enjoys golfing, running, and spending time with his family. He is the co-founder and Vice President of The Continuous Blessings Foundation and has served on the finance committee at his church, as a board member for the Y Guides of the Triangle, and Life Experiences, Inc.

Michelle Redman is a financial advisor at Fidelity with four years of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments since 2021, previously gaining experience at BB&T and Carter Bank and Trust. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver discretionary and non-discretionary advisory solutions, including fund advisory and model portfolios.

Thomas Karry is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Merrill and Bank of America. Fidelity’s Strategic Advisers LLC, where Karry is based, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it is notable for its use of AI and systematic methodologies in investment processes.

Mark Despagni is a financial advisor at Edward Jones in Cary, NC, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he is a baseball instructor. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Trevor Lawson is a CFP®-designated financial advisor with 13 years of industry experience, currently affiliated with OSAIC since 2018. Prior to joining OSAIC, he worked at Jhfn Sii from 2013 to 2018. He volunteers as an instructor, teaching courses on financial preparation for widowhood to individuals aged 50 and over. OSAIC serves a broad range of retail and institutional clients through a large network of advisors, offering integrated brokerage and advisory services along with various managed account solutions and access to third-party money managers. The firm employs a range of asset-allocation tools and maintains multiple platform relationships to support diverse client needs.

Erik Williams is a financial advisor with Morgan Stanley in Raleigh, NC, holding Series 66 and Series 63 licenses and four years of industry experience. His prior experience includes roles at Fidelity Investments, Kreative Intelligence LLC, UNC Greensboro, and Wells Fargo. Outside of his advisory work, he is an officer at Kreative Intelligence LLC, a company that sells custom goods. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers both direct and employer-sponsored financial planning services.

James McMahon is a financial advisor at Edward Jones with a Series 66 designation and experience in the financial industry dating back to 2017. Prior to joining Edward Jones in 2025, he worked at PhilomathPM, The Emmes Company, Q2 Solutions, and HHMI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including various household types, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Grady Sykes III is a CFP® professional with seven years of experience in the financial services industry. He is currently with LPL Enterprise and is also the owner of Sykes Capital LLC, a securities sales firm based in Jacksonville, FL. His prior experience includes roles at Revision Wealth Management, Trinity Wealth Securities, and Florida Financial Advisors. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and corporations, providing financial planning, advisory services, and access to model portfolios and third-party asset managers through an integrated platform that combines advisory programs with brokerage and insurance products.

Jordan Sellers is a financial advisor with J.P. Morgan Securities in Raleigh, NC, holding a Series 66 credential and having three years of industry experience. His career includes roles at Fidelity Investments and JPMorgan Chase Bank, N.A. He is also the owner of SELLERS Foundation LLC, a non-operating entity currently in the process of dissolution. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation models and centralized due diligence. The firm delivers services on a non-discretionary basis and applies an ESG eligibility framework in its investment recommendations.