Travis Harris is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding a Series 66 designation and 17 years of industry experience. He has worked at Wells Fargo Clearing since 2020 and previously spent five years at Fifth Third Securities. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options, serving institutional clients with tailored investment solutions.

Dominik Maas is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. He previously worked at James Miller Financial and served in roles at Western Michigan University and Prestwick Village Golf Club. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, and it is noted for its use of systematic methodologies, formal advisory roles, and integration of AI in its investment process.

Evan Springfield Cobb is a financial advisor with Edward Jones in Morrisville, NC, holding Series 63 and Series 66 credentials and six years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC, the Association of International CPAs, and Durham Public School systems. He serves as finance chair for the nonprofit Webb Squared in Pittsboro, NC, overseeing fund allocation and donation tracking. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a network of approximately 23,701 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Amy Oh is a financial advisor at Merrill with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 1998, following a recent association with Bank of America, N.A. since 2025. 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 supported by internal and third-party managers for a range of clients including individuals, high-net-worth clients, and institutional entities.

Rylee Williams is a Financial Consultant at Fidelity Investments, a position held since 2024. She has progressed through various roles within Fidelity, including Workplace Planning Consultant III from 2023 to 2024, Workplace Planning Consultant II from 2022 to 2023, and Workplace Planning Consultant I in 2022. Her professional focus is on improving the financial wellbeing of her clients by understanding their priorities and those of their families. Rylee holds insurance licenses in Arkansas and California, supporting her expertise in financial and insurance planning. Outside of her professional work, Rylee enjoys outdoor activities such as camping, golf, hiking, and running, as well as watching movies.

Scott Swift is a CFP® designated financial advisor with Edward Jones in Cary, NC, bringing 32 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1993. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a broad range of investment strategies and affiliated services through a large network of financial advisors and branch offices.

Christine Noble is a financial advisor with Fidelity Investments in Durham, NC, holding Series 66 and Series 63 licenses and six years of industry experience. Her work history includes multiple roles within Fidelity Investments since 2020 and prior experience with entities such as Gentle Harvest and the New Hampshire Army National Guard. She 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including advisory services for registered investment companies and model portfolio delivery.

Eric Belanger is a CFP® professional with eight years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. He previously worked for First Citizens Bank & Trust Co for 13 years. Outside of his advisory role, he is also an associate at Alger Financial, where he manages client relationships and provides day-to-day investment management and financial planning. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and nonprofit organizations. The firm employs tailored, non-discretionary planning and utilizes advanced analytical tools, supporting its offerings with a broad advisor network and unique municipal finance capabilities.

Timothy Britt is a financial advisor with Edward Jones in Cary, NC, holding Series 63 and Series 65 credentials and 14 years of industry experience. Prior to joining Edward Jones, he worked at Fidelity Bank, KS Bank, INC, and two investment advisory firms. He is also the Chief Wealth Management Officer and Executive Vice President at the Trust Company of NC, the trust department of Fidelity Bank. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and strategies. The firm operates an extensive nationwide network and offers discretionary and non-discretionary investment solutions, alongside affiliated mutual funds and a trust company.

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.

Elliot Brodfuehrer is a Benefits & Planning Consultant in Executive Services at Fidelity Investments, a position he has held since 2026. He has been with Fidelity Investments since 2021, progressing through various roles including Investment Solutions Representative I, II, and III, as well as Customer Relationship Advocate. Elliot collaborates closely with clients to understand their financial goals and develops personalized plans tailored to their unique needs. He emphasizes building lasting relationships with clients and their families, prioritizing trust through reliability, integrity, and expertise. He holds insurance licenses in Arkansas and California. Outside of his professional work, Elliot has interests in baseball, fitness, football, golf, hiking, and spending time with pets.

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.