Craig Esposito is a financial advisor with Edward Jones in Morrisville, NC, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he spent several years in academic roles at Duke University’s Fuqua School of Business and Cornell University. Esposito has also worked with Major League Baseball Network and the National Hockey League. Outside of advising, he has experience as a camp instructor teaching golf and hockey at Cornell University youth camps. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

William Gahagan is a financial advisor at Raymond James Financial with 26 years of industry experience. He holds Series 63 and Series 66 credentials. His career includes roles at several firms, including Compass Securities Corporation and independent consulting. Gahagan is also an independent contractor providing financial planning services with Williamson Wealth Group, Inc. 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, pension plans, corporations, and institutions. The firm utilizes tailored, non-discretionary planning and risk profiling tools and supports municipal and public-finance advisory services.

Roseena Hardcastle is a financial advisor at Fidelity with two years of industry experience. She holds Series 63 and Series 66 designations. Her prior work includes positions at Maxim Healthcare Staffing, Wake County Public Schools, and the University of Central Florida. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services along with fund advisory and model portfolio delivery.

John Murray is a financial advisor at J.P. Morgan Securities with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TD Ameritrade Investment Management and JPMorgan Chase Bank. Based in Chapel Hill, NC, he has been with J.P. Morgan Securities since 2021. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Willard Causey Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 66 and Series 63 registrations and has 23 years of industry experience, including 20 years at Edward Jones before joining Raymond James in 2023. Causey is the CEO of Causey Financial Group LLC, a financial services organization based in Durham, NC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary investment consulting using analytical tools and supports a broad network of advisors and affiliated firms.

William Phelan Sr. is a CFP® professional with 25 years of experience in the financial services industry, currently serving at Edward Jones since 2000. His tenure at Edward Jones spans over 26 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm offers a variety of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

Benjamin Uysmith is a financial advisor with Equitable Advisors in Cary, NC, holding Series 65 and Series 63 licenses and 13 years of industry experience. He has been with Equitable Advisors since 2014 and previously worked at Axa Advisors. Outside of financial services, Uysmith is involved with the LGBTQ+ Center of Durham as Treasurer and Board Director and serves as Treasurer on the board of the Home Builders Association of Durham, Orange, and Chatham County. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutional investors. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a model that emphasizes LPL-sponsored and endorsed third-party programs.

Bradford Wilson is a CFP® professional with 21 years of industry experience, serving as a financial advisor at Edward Jones since 2005. He holds Series 63 and Series 66 licenses. Outside of his advisory work, he is the owner of Wilsonball LLC, a business involved in rental property management in Holly Springs, NC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated financial products. The firm operates under a fiduciary standard and maintains a large network of advisors and branch offices nationwide.

Ashton Hohnstein is a financial advisor at Fidelity with Series 66 and Series 63 licenses and three years of industry experience. Prior to joining Fidelity, he held various roles across hospitality and education sectors, including positions at First Citizens Bank and East Carolina University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios consisting of mutual funds, ETFs, and ETPs and serves as an advisor to multiple registered investment companies and fund-of-funds.

Demetria Richardson is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. She has previously worked in education and administrative roles, including positions at Wake County Public Schools and East Carolina University. Outside of finance, she is a partner in Neat Freaks Cleaning Services, providing cleaning solutions for residential and commercial clients. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Stephen Abdella is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 63 and Series 65 licenses and has prior work history at PNC, NC State Employees Credit Union, and Western Governors University. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, using a quantitative asset-allocation approach combined with centralized due diligence.

Stephen Ellis is a CFA® charterholder with 32 years of experience in the financial industry. He is currently with Cetera Wealth Services, LLC and Cetera, where he has worked since 2025. Ellis has served as a mediator and arbitrator for FINRA and the National Futures Association since 2012 and is a volunteer board member of the Green Level Crossing Community Association. He also volunteers on the nominating committee for Coastal Federal Credit Union. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple third-party money managers through a multi-manager platform with over $256 billion in assets under management.

Michael Cornwell is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has worked in various capacities at Fidelity since 2005, including roles at Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. He is associated with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it serves as an adviser to multiple registered investment companies and manages model portfolios for Fidelity Institutional Wealth Adviser.

Andrew Ruggiero is a financial advisor at Fidelity with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at Princor Financial Services Co and Principal Life Insurance Co. Outside of his advisory role, he owns an LLC involved in managing rental properties. 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’s investment process combines fundamental research with quantitative analysis and algorithmic portfolio construction, serving a range of clients through both discretionary and non-discretionary approaches.

Daniel Ashe is a financial advisor with Fidelity Investments in Durham, NC, holding Series 66 and Series 63 credentials and three years of industry experience. His prior work includes roles at Blue Raven Solar and the Vermont Department of Corrections. 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 employs a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services as well as fund advisory and model portfolio delivery.

Kendall Weller is a financial advisor with Edward Jones in Durham, NC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Prior to joining Edward Jones in 2022, Kendall worked at SunTrust Advisory Services, Truist Investment Services, Suntrust Investment Services, and Suntrust Bank from 2015 to 2022. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branches nationwide.

Seidy Rivas Rosales is a financial advisor at Fidelity with two years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Fidelity, she worked at Wells Fargo and has experience in bookkeeping through an employee role at SED Services LLC, a residential remodeling company in Durham, NC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, with model portfolios built from mutual funds, ETFs, and ETPs, and manages advisory roles for multiple registered investment companies.

Keegan Coolbaugh is a Series 66 licensed financial advisor with Fidelity in Durham, NC, with three years of industry experience. His prior roles include positions at Solomon Edwards Group and various non-financial experience before joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment funds. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Thomas Teeple is a financial advisor with Morgan Stanley in Chapel Hill, NC, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, and Enhanced Mortgage Solutions. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and comprehensive asset management.

Kiana Wright is a financial advisor at Fidelity with two years of industry experience. She holds Series 63 and Series 66 licenses and has a background that includes six years at Walmart prior to entering the financial services industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm serves a diverse client base and employs systematic methodologies alongside algorithmic portfolio construction and oversight controls.