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.

Travis White is a financial advisor at Cetera with 16 years of industry experience. He holds a Series 66 designation and has worked at Cetera Investment Advisors, Cetera Investment Services, and First National Bank of PA since 2017, following three years at Securities America Advisors and Securities America Inc. Outside of Cetera, he is involved in fixed life insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individual investors, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform that includes affiliated and third-party managers, providing clients access to diverse investment strategies and program structures.

Jonathan Phillips is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Raleigh, NC. He previously worked with Bank of America, N.A. and Merrill for 14 years. Outside of his advisory role, Phillips is involved in agricultural ventures as a partner at Aldonia Farms and Aldonia Farms II, and holds board positions with the NC Coastal Land Trust and the Jones Island Club. Morgan Stanley Wealth Management provides a wide array of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and various investment approaches but does not provide individual security recommendations as part of its standalone financial planning services.

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.

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.

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.

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.

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.

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.

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.

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.

Samuel Poehlmann is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, he worked at L&E Research, Apex Tool Group, Johnson & Johnson, and held various roles at Rider University and other organizations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, advisory roles to registered investment companies, and incorporation of AI in its research processes.

Daniel Corley is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Outside of his advisory role, he serves as the managing member of Prestige Financial Holdings LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through various third-party programs. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

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.

Stephen Maguire Jr. is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has previously worked at OneMain Financial, Northwestern Mutual, and in academic and clinical settings. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund management, and model portfolios, with a focus on systematic methodologies and long-term asset allocation.