Phillip Sielatycki is a financial advisor with Ameriprise in Cary, NC, holding Series 65 and Series 66 licenses and bringing 27 years of industry experience. He has been with Ameriprise and its related entities since 2009. Outside of his advisory role, he serves on the Board of Directors for The Heart of Cary Association and volunteers with Band Together, a local philanthropy that raises funds for the United Way through rock concerts. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with a centralized consulting team to deliver tailored, algorithm-supported recommendations.

Sudha Gowrisankar is a financial advisor with Fidelity in Durham, NC, holding a Series 66 designation and three years of industry experience. Her work history includes multiple roles at Fidelity Investments since 2022 and prior experience at FCBank, a division of CNB Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and model portfolios constructed through a combination of fundamental research, quantitative analysis, and algorithmic techniques. The firm is registered as a commodity pool operator and serves as a formal advisor to multiple registered investment companies.

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 one year of industry experience. Prior to joining Fidelity Investments, his work history includes roles at Sleep Number, The Carolina Inn, and the University of North Carolina at Chapel Hill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios across mutual funds, ETFs, and ETPs. The firm also engages in discretionary portfolio management, fund advisory, and employs algorithmic methodologies in its investment process.

Heather Godwin is a financial advisor at Merrill with 30 years of industry experience. She has worked at Merrill since 1996 and holds a Series 66 designation. 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 supported by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.

Grant Muir is a Series 66-licensed financial advisor with Edward Jones in Durham, NC, and has 10 years of industry experience. He has worked at Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors. The firm manages approximately $1.01 trillion in assets and provides services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and overlay and tax-efficient solutions.

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.

Ward Johnson III is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. His work history includes roles at Fidelity Investments and UWM, Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to registered investment companies and employs systematic methodologies including AI-driven research.

Keith Crabtree is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with First Clearing, LLC since 2015. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Emmett Davis is a financial advisor at Fidelity with a Series 66 designation and 10 years of industry experience. He has worked within various Fidelity divisions since 2015, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. 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 advisory role to multiple registered investment companies and its use of systematic methodologies in managing model portfolios.

Luke Mckinney is a Series 66-credentialed financial advisor at Fidelity with four years of industry experience. His prior roles include positions at Raleigh Wealth Solutions and Equitable Advisors, LLC. He is part of 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 proprietary fundamental research and quantitative analysis to construct model portfolios, serving a broad range of investors including charitable funds and registered investment companies.

Alexander Khan is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He joined Fidelity in 2018 as a Financial Consultant and has been working in this role until his promotion in 2022. In his role, Alexander focuses on helping clients build out their unique vision for success by developing goal-based financial plans. He aims to understand clients' goals, concerns, family needs, and individual investment styles to equip and empower them to make sound financial decisions. He is involved in educating clients on achieving financial freedom. Outside of his professional responsibilities, Alexander enjoys concerts, family activities, golf, hiking, music, and soccer.

Donovan Mccullough is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. His work history includes roles at Fidelity Investments and companies such as Bellhop, Opendoor, DoorDash, and UNC Charlotte. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, and it is noted for its use of systematic methodologies and advisory roles to multiple registered investment companies.

Jon Bell is the Vice President and Branch Leader at Fidelity Investments' Raleigh Investor Center. In this role, he focuses on fostering a high-performance work culture by supporting associates to develop their talents and assist clients in planning for their long-term financial well-being. Jon has been with Fidelity Investments since 2006, initially serving as a Regional Consultant before assuming his current leadership position in 2011. His professional experience spans various roles in the financial industry, including positions as a Portfolio Analyst at Stanford Group Company, Financial Advisor at UBS Financial Services, US Equity Product Specialist at Baring Asset Management, and Senior Portfolio Accountant at State Street Bank. Outside of his professional responsibilities, Jon engages in family activities, hiking, reading, and volunteering.

Clark Preston is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His prior roles include positions at Guaranteed Rate and Angel Oak Home Loans. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Patrick Wigington is a financial advisor at Fidelity with Series 66 and Series 63 credentials and three years of industry experience. Prior to joining Fidelity Investments in 2022, he worked at Whole Foods Market, Paramount Realty, Starbucks, and Emerald View Landscape & Design. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction using a combination of fundamental research, quantitative analysis, and algorithmic methods. The firm serves a diverse client base and maintains roles in regulatory oversight and fund advisory.

Carlton Edwards II is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has worked at Avantax Advisory Services and Avantax Investment Services prior to joining Cetera in 2025. Edwards is also a partner at Cozart & Edwards PA, a tax preparation and accounting firm, and serves as chairman on the board of Converting Hearts Ministries, a nonprofit organization. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management options through a multi-manager platform, providing access to affiliated and unaffiliated managers as well as customizable strategies.