Bryan Brache is a financial advisor with J.P. Morgan Securities in Cary, NC, holding Series 63 and Series 66 licenses and bringing seven years of industry experience. His prior experience includes roles at Northwestern Mutual and founding Brache Capital LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager selection, and customized performance reporting within a non-discretionary program.

Michael Hock Jr. is a financial advisor with Thrivent Investment Management in Raleigh, NC, holding a Series 66 designation and three years of industry experience. Prior to his current role, he worked at GE Healthcare for seven years and was involved with Ohana Homes. Outside of his advisory work, he is a member and manager of holding companies that administer LLCs owning real estate. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers planning as either a one-time or ongoing engagement, addressing a wide range of financial topics while keeping implementation and managed-account services separate.

Joel Reynolds is a Planning Consultant at Fidelity Investments, a position he has held since 2025. In this role, he works closely with clients to develop tailored financial plans and strategies aimed at achieving better outcomes for individuals, families, businesses, and future generations. Prior to his current role, Joel gained experience as a Central Relationship Manager and Workplace Planning Consultant at Fidelity Investments between 2022 and 2025. He began his financial services career as a Financial Representative with Northwestern Mutual from 2021 to 2022. Joel emphasizes providing a world-class experience by adapting his approach to meet the unique needs and situations of each client.

Eric Stafford is a CFP® professional with 20 years of experience in financial advising. He has worked at Raymond James Financial since 2012 and previously spent five years at Ameriprise. Stafford serves on the board of directors for Garner Baseball Inc., a nonprofit organization. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation.

Joseph Burnette is a financial advisor with Fidelity in Durham, NC, holding Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he held various roles across several industries, including security and lawn care. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, AI in research, and oversight of multiple registered investment companies and fund-of-funds.

Jayme Dimitroff is a Series 66-registered financial advisor at Edward Jones with 14 years of industry experience. He has been with Edward Jones since 2011. Outside of advising, he assists with managing a family business. Edward Jones is a full-service wealth management firm serving a broad client base including individual, institutional, and charitable organizations. The firm offers a range of advisory programs and investment solutions, supported by a large network of advisors and branch offices across the country.

Alayna Sherwood is a Financial Consultant at Fidelity Investments, a position she has held since 2023. In her role, she focuses on providing tailored financial planning services that aim to make the process simple and pleasant for clients. She emphasizes building long-term partnerships to support clients' goals through education and confidence. Alayna's expertise lies in personalized financial planning that addresses the unique needs of each client. She is committed to delivering support and guidance throughout the financial planning journey. Outside of her professional work, Alayna enjoys boating, golf, spending time with her pets, and traveling.

Adair Salgado is a financial advisor with Edward Jones in Cary, NC, holding the Series 66 designation and 10 years of industry experience. Salgado has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies and access to separately managed accounts, operating under a fiduciary standard.

Dustin Mccaughey is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity Brokerage Services LLC, he held roles at several companies including Shipt Inc., GrubHub Inc., and TaskRabbit Inc. He has also been involved in entrepreneurial ventures such as LoO and LoO Yoga LLC and Embers of Florida, LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research and quantitative analysis to construct model portfolios featuring mutual funds, ETFs, and ETPs. The firm’s approach includes algorithmic portfolio construction, delegated management, and oversight controls, supporting a range of registered investment companies and charitable funds.

Donald Steichen is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Wells Fargo Clearing in 2022, he worked at Edward Jones from 2015 to 2022. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a broad range of investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and applying diversification principles and modern portfolio theory in its investment approach.

Sean Clark is a Financial Consultant based in the Cary Investor Center at Fidelity Investments. He collaborates with the Wealth Management team and leverages Fidelity's resources to assist clients in achieving their financial goals. Sean has been with Fidelity Investments since 2023, holding roles as Investment Consultant and Planning Consultant before his current position as Financial Consultant starting in 2024. Prior to joining Fidelity, he was a Financial Advisor at Corebridge Financial Services from 2020 to 2023. He holds a California Insurance License.

Matthew VanAuker is a Financial Consultant currently working at Fidelity Investments since 2023. He collaborates with clients to understand their financial priorities and co-create personalized plans aimed at helping them pursue their goals. His approach emphasizes clear guidance, consistent support, and building a client experience grounded in trust and long-term partnership. Before his current role, Matthew served as an Investment Solutions Representative at Fidelity Investments from 2021 to 2023. Prior to that, he worked as a Personal Banker at Wells Fargo from 2019 to 2021. He holds insurance licenses in Arkansas and California.

Scott Blankenship is a Senior Financial Advisor at Merrill Lynch Wealth Management with 30 years of experience in the financial services industry. He focuses on creating personalized wealth management strategies that align with his clients’ life priorities and goals, offering expertise in areas such as family wealth management strategies, legacy planning, liquidity management, retirement planning, portfolio management, and both individual and corporate investment strategies. Scott holds a Bachelor of Science degree in Business Administration with a concentration in Finance from the University of North Carolina at Chapel Hill, where he also served as the Investment Club President. He maintains the Personal Investment Advisor (PIA) designation. Outside of his professional role, Scott is active in his community, volunteering as a coach for recreational youth sports. He enjoys spending time with his family, golfing, and woodworking.

Travis Harris is a financial advisor at Osaic Wealth with 18 years of industry experience. He holds the Series 66 designation and has worked at several firms including Wells Fargo Clearing, Fifth Third Securities, Merrill, and Edward Jones. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services supported by a model-based investment process and a multi-advisor platform.

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.

Gary Harris is a financial advisor with LPL Financial in Raleigh, NC, holding Series 63 and Series 66 designations and 27 years of industry experience. He has been with LPL Financial since 2006, following a brief tenure at Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual and institutional clients through a large network of investment adviser representatives. The firm offers a range of financial planning and portfolio management solutions, including access to third-party asset managers and model portfolios.

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.