Zachary Nazario is a financial advisor at Morgan Stanley in Raleigh, NC, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Wells Fargo Advisors and Fidelity National Information Services (FIS), as well as experience at The University of Tampa. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools without providing individual security recommendations as part of standalone planning.

Allison Shumar is a financial advisor at Fidelity with four years of industry experience. She holds the Series 66 designation and has previously worked at Duke University from 2016 to 2022. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad range of clients, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund-of-funds and model portfolios delivered to intermediary platforms.

Jabora Belton is a financial advisor with Morgan Stanley Wealth Management in Raleigh, NC, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. Her career includes roles at Deutsche Bank Securities Inc., Wells Fargo Clearing Services, and Ameriprise Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs with a financial planning process supported by firm-approved tools and investment models.

Michael Hileman is a CFP®-designated financial advisor with seven years of industry experience. He has worked at Edward Jones since 2019 and previously spent three years at Personify Corp. based in Raleigh, NC. 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 through a broad network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment solutions along with affiliated mutual funds and other services.

Yun Lieh Chuu is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with LPL Financial since 2006. Outside of advisory services, he is involved in the sale of health and fixed insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and diverse operational tools.

Kolin McKelvey is a Planning Consultant at Fidelity Investments, based in Raleigh. Since 2023, Kolin has worked with individuals and families to simplify complex financial decisions and develop clear, actionable plans that support their goals. Kolin's approach emphasizes listening carefully to understand what matters most to clients and providing guidance to help them make informed choices for a secure and fulfilling future. Kolin believes that financial planning goes beyond numbers, focusing on creating practical strategies that allow clients to live life with confidence. Outside of professional responsibilities, Kolin enjoys golf, movies, music, and reading.

Jasper Lee Jr. is a financial advisor at Stifel with 55 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 66 credentials. Outside of his advisory role, he is the sole owner of an LLC established to provide a residence for his daughter and grandchildren. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Jacob Harris is a financial advisor with LPL Financial in Raleigh, NC, holding the CFP® designation along with Series 66 and Series 63 licenses. He has nine years of industry experience, including three years at Thomas Judy & Tucker P.A. prior to joining LPL Financial in 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment options including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors and extensive operational tools.

John Adams II is a CFP®-certified financial advisor with 18 years of industry experience, currently practicing at Cetera. He has held roles at Cetera Wealth Services, LLC since 2013 and operates John Adams, LLC, focusing on personal tax strategy. Outside of his advisory work, he volunteers as a budget counselor for Hope Community Church and coaches youth basketball with Carolina Legend. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager investment platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Eric Schroeder is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 66 and Series 63 licenses and has been with various Fidelity entities since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, model portfolios, and its advisory role to multiple registered investment companies.

Aiyahna Edwards is a financial advisor with Fidelity in Durham, NC, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity, she worked at Good Steward Financial Company for two years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across a broad investable universe.

Chani Oscavich is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Fidelity Brokerage Services since 2015. Outside of her advisory role, she works as an independent contractor for Amazon Flex, delivering packages during nights and weekends. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and supports its advisory roles with established governance and oversight procedures.

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 with Thrivent Investment Management based in Raleigh, NC. He holds the Series 66 and Series 63 licenses and has recent experience at Thrivent Financial. Prior to his current role, he worked at Exact Sciences, Pfizer, Wells Fargo, and several other firms. Outside of finance, he is involved with Square Cow Moovers, a business he has been associated with since 2021. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and written recommendations on a range of planning topics, with planning and managed-account services offered separately under a consolidated billing option called “WealthPlan.”

David Tate is a financial advisor with Ameriprise in Raleigh, NC, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has been with Ameriprise and its affiliate since 2013. Tate serves on the board of directors for Resurrection Lutheran Preschool in Cary, NC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies. The firm employs a centralized team for its retirement income recommendations, which complement the work of its financial advisors.

Christopher Fletcher is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2024, he worked at Financial Resources Group, Fidelity Bank, and Wells Fargo. He is also a licensed public notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning and portfolio management services through a broad network of investment adviser representatives.

Bryan Piccirillo is a CFP® professional financial advisor at Edward Jones in Durham, NC, with nine years of industry experience. Prior to joining Edward Jones in 2017, he worked at Duke University Hospital for one year. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a large nationwide advisor and branch network.

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 Jr. is a financial advisor with Merrill in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior work includes roles at JPMorgan Chase Bank and J.P. Morgan Securities before joining Merrill and Bank of America in 2017. Merrill serves a wide range of clients including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, discretionary portfolio management, brokerage execution, and custody services. The firm’s investment approach features multiple program strategies with various levels of client and advisor discretion, supported by extensive manager selection and tax-efficient implementation capabilities, along with integration through Bank of America affiliates.