Scott Abee is a financial advisor at Raymond James & Associates with 39 years of industry experience. He holds Series 63 and Series 66 designations and has been with Raymond James & Associates since 2015. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research.

Bizzy Craft is the Vice President and Financial Consultant at Fidelity Investments, a role held since 2025. She has been with Fidelity Investments since 2021, progressing through various positions including Financial Consultant, Planning Consultant, and Workplace Planning Consultant. Her career reflects a continuous commitment to developing expertise in financial planning and consulting. As a Certified Financial Planner, Bizzy focuses on understanding clients' unique goals to develop personalized financial strategies. She emphasizes empathy and transparency in her approach, aiming to create a welcoming environment for clients to share their financial objectives. Bizzy is dedicated to continuous learning to provide informed insights that support clients in making confident financial decisions. Outside of her professional role, Bizzy engages in outdoor adventures, scuba diving, snowboarding, traveling, volunteering, and yoga.

Thomas Poleski Jr. is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2013. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage portfolios from a broad universe of mutual funds, ETFs, and ETPs.

Ellis Minton is a Series 66-licensed financial advisor with Morgan Stanley, based in Raleigh, NC, and has 12 years of industry experience. He has worked with Morgan Stanley and its affiliate Morgan Stanley Private Bank, National Association since 2014 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Brian Singsank is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked at Wachovia Bank, N.A. since 2002. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing 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 and analytics from Wells Fargo Investment Institute.

Anna Johnson is an Investment Consultant at Fidelity Investments, where she has been serving clients since 2023. She previously worked as a Financial Representative at the same firm from 2022 to 2023. In her role, Anna focuses on collaborating with clients to develop financial plans that aim to provide confidence in their long-term financial goals. She combines her professional experience with a dedication to understanding what clients deem important in managing their savings. Outside of her professional career, Anna enjoys family activities, hiking, visiting museums, attending theater performances, exploring new cuisines as a foodie, and traveling.

Alexander Sacco is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he operates a freelance digital marketing business focusing on content creation, copywriting, and online advertising. Fidelity, through its Strategic Advisers LLC affiliate, provides investment management and advisory services to retail and institutional clients using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Daniel Geiger is a financial advisor with UBS Financial Services in Raleigh, NC, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at NWN Corporation and North Carolina State University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Gregory Sieber is a financial advisor at UBS Financial Services in Raleigh, NC, holding a Series 66 designation with 26 years of industry experience. He has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets services and proprietary research.

Jeffrey Mc Claugherty is a financial advisor with Ameriprise in Apex, NC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he owns and manages Serving To Multiply, Inc., an advisory-related business. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering non-discretionary, research-driven recommendations that incorporate tax-smart strategies and asset management through a centralized consulting team.

Garrett Anderson is a financial advisor with Morgan Stanley in Raleigh, NC, holding a Series 66 designation and 19 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets from 2006 to 2009. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and investment committee estimates.

Jacob Oconner is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. His background includes diverse roles in education and property management prior to joining Fidelity. He works at 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 model portfolios across mutual funds, ETFs, and ETPs.

Thomas Giroux Jr. is a financial advisor with Ameriprise in Clayton, NC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2006. Outside of his advisory role, he is involved in non-investment-related real estate ownership. Ameriprise is an institutional firm that offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Noah Hines is a financial advisor with Fidelity in Durham, NC, holding Series 63 and Series 66 credentials and seven years of industry experience. Prior to joining Fidelity Investments and Fidelity Brokerage Services, he worked at Baileys Health and Fitness and has been affiliated with Florida State College of Jacksonville for over a decade. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients, including IRS-qualified charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and provides oversight through affiliated and unaffiliated sub-advisers.

Jacob Haas is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds the Series 66 designation and has worked at Merrill and Bank of America prior to joining Raymond James. He is based in Cary, NC. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, pension and profit-sharing plans, charitable organizations, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles and affiliated research to support its advisory services.

John Parham Jr. is a financial advisor with LPL Financial based in Raleigh, NC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His prior roles include positions at South State Bank, Lincoln Financial Securities, and Equitable Advisors. He is also a member of the Triangle YMCA Development Committee, serving on its nonprofit board. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Jonathan Davis is a CFP® professional with 20 years of experience in the financial services industry. He has worked at Wells Fargo Clearing since 2016 and has a longer history with Wachovia Bank, N.A. dating back to 2005. He holds Series 63 and Series 65 licenses and is based in Raleigh, NC. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Leslie Merritt Jr. is a financial advisor at OSAIC with 32 years of industry experience. He holds the Series 63 and Series 65 licenses and was previously with Fsc Securities Corporation for 14 years. Outside of his advisory role, he serves as a certified public accountant and is involved in estate and tax planning consulting through his own corporation. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services. The firm employs a model-based investment process with access to multiple program types, third-party managers, and alternative investments.

Jamilahre Mcdowell is a financial advisor with Fidelity in Durham, NC, holding a Series 66 designation and four years of industry experience. Prior to joining Fidelity, Mcdowell worked as a hairstylist and barber at Lady Jane's, a hair salon in Raleigh, NC, for five years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios including mutual funds, ETFs, and fund-of-funds.

Thomas Billington is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. He holds Series 63 and Series 66 licenses and is based in Raleigh, NC. 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 combines brokerage and advisory solutions supported by research and analytics from its investment institute.