William Gregory is a financial advisor at Fidelity with nine years of industry experience. He holds a Series 66 designation and has worked at several firms including Edward Jones, Merrill, Bank of America, and Raymond James Financial Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a methodology that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its advisory roles with registered investment companies, use of algorithmic and AI-driven research, and formal proxy-voting and governance procedures.

Stephen Freeman is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Fidelity, he held various roles including positions at Jersey Mikes and East Carolina University. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as advisor to multiple registered investment companies and fund-of-funds.

Nathaniel Forkey is a financial advisor at Thrivent Investment Management with Series 63 and Series 66 credentials. He has been with Thrivent since 2026 and has previous experience at companies including Exact Sciences, Pfizer, and Wells Fargo. Outside of financial services, he has been involved with Square Cow Moovers. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers holistic, goal-based analyses covering a wide range of planning topics and allows clients to combine planning with managed-account services under a unified billing system.

Christopher Fletcher is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation and has prior work experience at Financial Resources Group, Fidelity Bank, and Wells Fargo. Additionally, he serves as a public notary in Apex, North Carolina. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management with access to model portfolios, third-party research, and various investment strategies.

Patricia Mccallop is a financial advisor at Cetera with 18 years of industry experience. She holds a Series 66 designation and has worked at various Cetera entities since 2019, as well as previously at National Planning Corporation from 2010 to 2018. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services across discretionary and non-discretionary program options.

Andrew Cappello is a Senior Financial Advisor and Managing Director with Merrill Lynch Wealth Management. He leads The Cappello Group and specializes in developing portfolio, wealth planning, and wealth transfer strategies tailored to high net worth individuals, families, business owners, and non-profit organizations. As a qualified Portfolio Manager within Merrill’s Investment Advisory Program, Andrew manages discretionary Personalized or Defined Strategies using a mix of individual securities, Merrill model portfolios, and third-party investment options. Andrew began his career in 1981 at Paine Webber and joined Smith Barney Harris Upham in 1983, where he worked for 30 years before transitioning to Merrill in 2012. He holds multiple FINRA registrations (Series 3, 7, 8, 63, and 65) and licenses in Variable and Life insurance. Over his career, Andrew has received industry recognition, including Barron’s "America’s Top 1,000 Financial Advisors" in 2012 and inclusion on the Forbes "Best-in-State Wealth Advisors" list for 2024, as well as recognition for The Cappello Group on Forbes’ "Best-in-State Wealth Management Teams" lists for 2023 and 2024. Born and raised in Tampa, Florida, Andrew earned his Bachelor’s degree in Business Administration from the University of South Florida in 1979. He is a Senior Member of Palma Ceia Golf & Country Club, the University Club of Tampa, and Ye Mystic Krewe of Gasparilla.

Bryan Brache is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 66 licenses and bringing six years of industry experience. His career includes roles at Northwestern Mutual and his own ventures, Brache Capital LLC and independent advisory services. Outside of his advisory work, he is involved in managing personal real estate investments. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Michael Hock Jr. is a financial advisor with Thrivent Investment Management in Raleigh, NC, holding a Series 66 designation and three years of industry experience. Prior to his current role, he worked at GE Healthcare for seven years and was involved with Ohana Homes. Outside of his advisory work, he is a member and manager of holding companies that administer LLCs owning real estate. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers planning as either a one-time or ongoing engagement, addressing a wide range of financial topics while keeping implementation and managed-account services separate.

Joel Reynolds is a Planning Consultant at Fidelity Investments, a position he has held since 2025. In this role, he works closely with clients to develop tailored financial plans and strategies aimed at achieving better outcomes for individuals, families, businesses, and future generations. Prior to his current role, Joel gained experience as a Central Relationship Manager and Workplace Planning Consultant at Fidelity Investments between 2022 and 2025. He began his financial services career as a Financial Representative with Northwestern Mutual from 2021 to 2022. Joel emphasizes providing a world-class experience by adapting his approach to meet the unique needs and situations of each client.

Eric Stafford is a CFP®-certified financial advisor with 19 years of industry experience, currently with Raymond James Financial Services Advisors Inc. since 2012. He serves on the board of Garner Baseball Inc., a nonprofit organization, where he participates in operational and financial decisions for the league. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, corporations, and institutional clients, delivering tailored, non-discretionary advice supported by analytical tools and risk profiling.

Joseph Burnette is a financial advisor with Fidelity in Durham, NC, holding Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he held various roles across several industries, including security and lawn care. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, AI in research, and oversight of multiple registered investment companies and fund-of-funds.

Jayme Dimitroff is a Series 66-registered financial advisor at Edward Jones with 14 years of industry experience. He has been with Edward Jones since 2011. Outside of advising, he assists with managing a family business. Edward Jones is a full-service wealth management firm serving a broad client base including individual, institutional, and charitable organizations. The firm offers a range of advisory programs and investment solutions, supported by a large network of advisors and branch offices across the country.

Alayna Sherwood is a Financial Consultant at Fidelity Investments, a position she has held since 2023. In her role, she focuses on providing tailored financial planning services that aim to make the process simple and pleasant for clients. She emphasizes building long-term partnerships to support clients' goals through education and confidence. Alayna's expertise lies in personalized financial planning that addresses the unique needs of each client. She is committed to delivering support and guidance throughout the financial planning journey. Outside of her professional work, Alayna enjoys boating, golf, spending time with her pets, and traveling.

Adair Salgado is a financial advisor with Edward Jones in Cary, NC, holding the Series 66 designation and 10 years of industry experience. Salgado has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies and access to separately managed accounts, operating under a fiduciary standard.

Dustin Mccaughey is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity Brokerage Services LLC, he held roles at several companies including Shipt Inc., GrubHub Inc., and TaskRabbit Inc. He has also been involved in entrepreneurial ventures such as LoO and LoO Yoga LLC and Embers of Florida, LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research and quantitative analysis to construct model portfolios featuring mutual funds, ETFs, and ETPs. The firm’s approach includes algorithmic portfolio construction, delegated management, and oversight controls, supporting a range of registered investment companies and charitable funds.

Kevin Perrault is a financial advisor at Merrill with a Series 66 designation and seven years of experience in the industry. His prior work includes roles at AAFMAA, Wells Fargo, and PNC Bank. 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 strategies for a diverse client base including individuals and institutional investors.

Donald Steichen is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Wells Fargo Clearing in 2022, he worked at Edward Jones from 2015 to 2022. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a broad range of investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and applying diversification principles and modern portfolio theory in its investment approach.

Sean Clark is a Financial Consultant based in the Cary Investor Center at Fidelity Investments. He collaborates with the Wealth Management team and leverages Fidelity's resources to assist clients in achieving their financial goals. Sean has been with Fidelity Investments since 2023, holding roles as Investment Consultant and Planning Consultant before his current position as Financial Consultant starting in 2024. Prior to joining Fidelity, he was a Financial Advisor at Corebridge Financial Services from 2020 to 2023. He holds a California Insurance License.

Matthew VanAuker is a Financial Consultant currently working at Fidelity Investments since 2023. He collaborates with clients to understand their financial priorities and co-create personalized plans aimed at helping them pursue their goals. His approach emphasizes clear guidance, consistent support, and building a client experience grounded in trust and long-term partnership. Before his current role, Matthew served as an Investment Solutions Representative at Fidelity Investments from 2021 to 2023. Prior to that, he worked as a Personal Banker at Wells Fargo from 2019 to 2021. He holds insurance licenses in Arkansas and California.

Scott Blankenship is a Senior Financial Advisor at Merrill Lynch Wealth Management with 30 years of experience in the financial services industry. He focuses on creating personalized wealth management strategies that align with his clients’ life priorities and goals, offering expertise in areas such as family wealth management strategies, legacy planning, liquidity management, retirement planning, portfolio management, and both individual and corporate investment strategies. Scott holds a Bachelor of Science degree in Business Administration with a concentration in Finance from the University of North Carolina at Chapel Hill, where he also served as the Investment Club President. He maintains the Personal Investment Advisor (PIA) designation. Outside of his professional role, Scott is active in his community, volunteering as a coach for recreational youth sports. He enjoys spending time with his family, golfing, and woodworking.