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.

Austin Harris is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Raleigh, NC, holding Series 63 and Series 65 designations and 15 years of industry experience. He has worked at Raymond James since 2020 and previously was with Bb&T Securities and Scott & Stringfellow. Harris is also an insurance agent with Towne Insurance, focusing on non-variable insurance products. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary investment consulting and supports a large network of advisors, with specialized services in municipal finance and SIMPLE IRA employer advisory programs.

Samuel Sugg is a CFP® professional with 17 years of experience in the financial services industry. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wachovia Bank, N.A. He holds a 25% ownership interest in RBSM LLC, a small investment-related business in Raleigh, NC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s IPS-driven investment approach incorporates modern portfolio theory and offers both discretionary and non-discretionary services, including an expanded range of financial products such as insurance-related vehicles and bank deposit sweep options.

Kyle Jaquez is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2019. He partners with individuals and families to assist in making informed decisions regarding their financial plans. His work includes helping clients choose appropriate investments aligned with their future goals, building retirement income plans based on lifestyle and living expenses, discussing tax-efficient investing strategies, and assisting with estate planning considerations to ensure alignment with clients' preferences. Kyle has been with Fidelity Investments since 2008, progressing through various roles including Financial Consultant, Investment Consultant, Central Relationship Manager, Guidance Support Specialist, Workplace Planning and Guidance Representative, and 401k Specialist. He holds a California Insurance License. Outside of his professional life, Kyle enjoys boating, family activities, golf, lake-related activities, snowboarding, and traveling.

Cecilia Garcia Leija is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She has worked at Merrill since 2019 and previously held positions at Carolina Country Club and the Wake County District Attorney’s Office. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Jaden Beulah is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Fidelity, Jaden held various roles including work with The University of North Carolina at Chapel Hill and entrepreneurial ventures such as Music by Jaden and Leisure N Luxury LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base and supports its portfolios through oversight controls and the use of affiliated and unaffiliated sub-advisers.