Courtney Peters is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. She has worked at Wells Fargo Clearing since 2022 and previously held roles at Ward and Smith, P.A. and Wells Fargo Bank, N.A. 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 manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Jack Bolen Jr. is a financial advisor with Fidelity, holding a Series 66 designation and three years of industry experience. Before joining Fidelity, he worked for Flow Automotive Companies for 11 years. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios using mutual funds, ETFs, and ETPs.

Mary Twiddy is a CFP® and holds a Series 66 license with 11 years of industry experience, all spent at Edward Jones since 2015. She is based in Fuquay Varina, NC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Henry Fiumara is a financial advisor with Equitable Advisors in Cary, NC, holding a Series 66 designation and 27 years of industry experience. He has been with Equitable Advisors since 1999, including time when the firm operated as AXA Advisors. Outside of his advisory role, he serves on multiple homeowners association boards. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm employs a range of advisory programs and third-party asset managers to tailor solutions based on client risk tolerance and needs.

Will Hale is an Investment Solutions Representative III at Fidelity Investments. In his role, he assists clients and their families in navigating their financial lives by co-creating and developing tailored financial plans that align with their goals, priorities, and preferences. He has progressed through various positions at Fidelity Investments, including Investment Solutions Representative II, Investment Solutions Representative I, High Net Worth Service Associate, and Customer Relationship Advocate. This experience has contributed to his expertise in investment solutions and client service within the financial industry. Outside of his professional responsibilities, Will Hale enjoys family activities, fishing, fitness, football, social events with friends, and traveling.

Brandi Beghtel is a financial advisor with Fidelity Investments in Durham, NC, holding Series 63 and Series 66 licenses and 10 years of industry experience. Her prior work includes roles at the YMCA as a fitness instructor and positions in other sectors such as automotive and wellness. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a proprietary investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction.

Colleen Williams is a Wealth Management Planning Consultant at Fidelity Investments, a position she has held since 2026. She collaborates with clients and their advisors to develop financial plans tailored to the unique needs of clients and their families. Colleen has extensive experience in the financial services industry, having held various roles at Fidelity Investments since 2008. Her professional background includes positions as a Planning Consultant, Managing Director, Senior Relationship Manager, Relationship Manager, Financial Representative, and Defined Contribution Representative. Outside of her professional work, Colleen has personal interests that include cars, horseback riding, museums, running, skiing, and traveling.

Amee Earl is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing. She has held multiple roles at Wells Fargo Clearing since 2016, with additional experience at Facet Wealth and Prudential Equity Group. Wells Fargo Advisors is a national securities firm that offers investment advisory, financial planning, and retirement plan consulting services to a broad client base, including individuals, corporations, and institutions. The firm manages significant assets and provides both brokerage and advisory solutions supported by extensive research and analytics.

Carrie Slaughter is Vice President and Branch Leader at Fidelity Investments, where she leads the Cary office and coaches a team of financial professionals. She collaborates with clients to co-create financial plans designed to be actionable and aligned with their financial goals, while ensuring a positive client experience. Her career at Fidelity Investments spans from 2007, beginning as a 401(k) Service Representative, progressing through various roles including Financial Representative, Relationship Manager, Senior Relationship Manager, Planning Consultant, Assistant Branch Leader, and currently serving as Vice President and Branch Leader since 2022. This extensive experience reflects her deep knowledge in financial planning and client relationship management. Carrie has expressed personal interests in the beach and traveling.

Jon Narducci is a financial advisor at Ameriprise with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise since 2015. Outside of his advisory role, he is involved in the fast-casual restaurant business as an owner and investor in NC Lobster LLC and BN Lobster LLC. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm provides a combination of advisory, brokerage, and insurance solutions, utilizing algorithmic automation and research-supported recommendations tailored to clients’ needs.

Faisal Almubaslat is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 designation. His prior work experience includes positions at the University of North Carolina at Greensboro and the University of North Carolina at Pembroke, as well as involvement with various soccer organizations. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Zachary Guntz is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 credentials and two years of industry experience. His work history includes roles at Wells Fargo Bank and Servpro, as well as positions in education and retail prior to his financial services career. 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 employs over 14,000 advisors and manages approximately $671 billion in assets, offering a range of brokerage and advisory solutions supported by research and analytics.

Roger Paton is a financial advisor with UBS Financial Services in Raleigh, NC, holding a Series 66 designation and 22 years of industry experience. He worked at Merrill from 1984 to 2017 before joining UBS in 2017. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers a range of capital markets activities and proprietary research.

Jillian Walker is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2012, including a role at Morgan Stanley Private Bank, N.A. since 2021. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its financial planning process.

Timothy Jennings is a financial advisor at Fidelity with 13 years of industry experience and holds a Series 66 designation. His career includes roles at Wells Fargo Clearing, Wells Fargo Bank, Bank of America, and Merrill. He is based in Durham, NC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and offers model portfolios utilizing mutual funds, ETFs, and ETPs.

Tyler Dean is a financial advisor at Edward Jones in Cary, NC, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he briefly operated a car rental business, Royal Roadsters LLC, which was closed in early 2024. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Katerina Brynda is a financial advisor with Fidelity in Cary, NC, holding a Series 66 designation. She has recently entered the industry, with prior work experience at Edward Jones and multiple roles ranging from education to athletic hospitality. 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 across mutual funds, ETFs, and ETPs. The firm serves a broad client base including charitable funds and registered investment companies, and is noted for its use of systematic methodologies and formal advisory roles to multiple funds.

Matthew Cronlund is a Wealth Management Advisor with Merrill Lynch Wealth Management. He is part of The Bell, Bell & Cronlund Group, where he focuses on portfolio analytics and assisting clients with wealth management strategies to help increase the probability of achieving their financial goals. Matthew joined Merrill Lynch Wealth Management in 2010 and Bank of America in 1997. He has spent the majority of his career in banking and investments. Matthew holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Chartered Advisor in Philanthropy (CAP) designation and is a Personal Investment Advisor (PIA). He earned his bachelor's degree in business administration from Wake Forest University, specializing in East Asian languages and cultures. Outside of his professional work, Matthew serves on the Harrington Grove Community Association Board of Directors and manages a youth soccer team for NCFC. He enjoys reading, playing soccer, spending time with his family, and traveling.

Avion Jenkins is a financial advisor with Fidelity in Durham, NC, holding a Series 66 designation and three years of industry experience. Prior to joining Fidelity, he worked at Mariner Finance and has experience in various roles outside finance, including at Liberty University and Southern Sugar Bakery. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base, including charitable funds and registered investment companies, and is noted for its use of systematic methodologies and formal advisory roles with multiple registered investment entities.

Henry Clark is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior work includes roles at National General Insurance Company and various positions connected to Appalachian State University. Henry has also been employed at Raleigh Founded/HQ Raleigh and Chick-Fil-A. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm’s investment process combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios made up of mutual funds, ETFs, and ETPs that align with long-term asset allocation benchmarks.