Andrew Turner IV is a financial advisor with Edward Jones in Raleigh, NC, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and supports its clients through a large nationwide network of financial advisors and branch offices.

Toni Drapkin is a financial advisor with Cetera, holding a Series 66 credential and 16 years of industry experience. She has worked at Cetera since 2025 and owns Drapkin Financial Services, LLC. Drapkin is also involved in North Home Remodeling LLC, where she performs general office work. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors and serves individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management and financial planning services across multiple program structures and custodians.

Owen MacIntyre is an Investment Solutions Representative III at Fidelity Investments. He has held various roles within the company, progressing from Customer Relationship Advocate in 2023 to Investment Solutions Representative I in 2024, then to Investment Solutions Representative II in 2026, and currently holds the Investment Solutions Representative III position starting in 2026. In his current role, Owen focuses on connecting with clients to understand them as individuals and investors, aiming to grasp their definitions of financial success. This approach allows him to actively listen and engage with clients, helping them work towards their financial goals. Details regarding Owen's education, credentials, personal interests, or community involvement were not provided.

Garrett Railsback is a CFP® professional with 12 years of industry experience, currently affiliated with OSAIC in Cary, NC. His prior experience includes roles at Founders Financial Alliance, LLC, LPL Financial LLC, Edward Jones, and Scottrade, Inc. Railsback also operates an independent investment advisory business through Founders Financial Alliance, LLC. OSAIC serves a diverse client base ranging from individual investors to corporations and charitable organizations through an extensive network of advisors. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage a variety of investment portfolios.

Troy Konzen is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021. Outside of his advisory role, he sells Pokémon and Yu-Gi-Oh cards on eBay during his spare time. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Madeline Amberg is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Prior to joining UBS, she worked at FareHarbor for nine years and Havas Helia for four years. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans based on clients’ goals and risk tolerances. The firm also provides institutional trading capabilities alongside wealth management services.

Kevin Overcash is a financial advisor at Edward Jones in Apex, NC, holding CFP® and Series 66 credentials with seven years of industry experience. He worked previously at Piedmont Service Group from 2011 to 2019 before joining Edward Jones. Outside of advising, he manages a vacation rental property in Atlantic Beach, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial services, supported by a large network of advisors and branch offices nationwide.

Maria Horta is a financial advisor with Morgan Stanley in Chapel Hill, NC, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and tailored financial planning supported by structured discovery processes and proprietary planning tools.

Robert Garrett is a financial advisor at Stifel with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Stifel Nicolaus & Co Inc since 2020, following a six-year tenure at Morgan Stanley Private Bank, National Association. Stifel serves a wide range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology developed by its Investment Strategy Group.

Marquita Hylton is a Financial Consultant at Fidelity Investments, a role she has held since 2022. She has extensive experience advising high net worth individuals and families on navigating complex financial situations and enhancing their long-term financial outcomes. Prior to her current position, she worked as an Investment Consultant at Fidelity Investments from 2020 to 2022 and at SECU from 2011 to 2020. Marquita is a CERTIFIED FINANCIAL PLANNER™ with 14 years of experience as an investment advisor. She focuses on wealth planning and builds strong relationships with clients to identify underutilized opportunities, helping them pursue their financial goals with clarity and confidence. Outside of her professional work, Marquita enjoys kayaking and outdoor adventures.

Alexander Ruffin is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2022. Prior to joining Fidelity, he was employed at Fast Forward for five years and spent one year working with Eno River State Park. Ruffin is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage funds, including unique roles in commodity pool operations and fund advisory.

James Castleman is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has worked at several firms, including AdvisorTrust Partners LLC and various roles outside finance such as at Carolina Ale House and Nicola's Italian Restaurant. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages multiple registered investment companies and fund-of-funds.

Cyrus Durham is a financial advisor at Ameriprise in Raleigh, NC, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Millenium Planning Group RIA, Imperial Insurance and Financial Services, and Oldhouse Bookkeeping and Tax. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

David Arrington is a financial advisor with Fidelity, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Policygenius and various companies outside the financial sector, such as Fullsteam Brewery and Restaurant Provence Inc. 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of systematic methodologies, AI-driven research, and advisory roles to multiple registered funds.

Tan Tang is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, Tan worked at First Citizens Bank and has operated as a sole proprietor. Outside of advisory services, Tan occasionally assists with client reception at a family-owned nail salon. Fidelity Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Elisha Hicks is a financial advisor with Edward Jones, holding a Series 66 designation and 13 years of industry experience. She has been with Edward Jones since 2012. 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 through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Rodney Fauth Jr. is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and previously served in the United States Air Force from 2016 to 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services through a nationwide network of financial advisors and branch offices.

Karla Valas is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 66 licenses and is based in Raleigh, NC. Valas has been with Fidelity Investments since 1998. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and oversees day-to-day management through affiliated and unaffiliated sub-advisers.

Sean O’Riley is a financial advisor at Fidelity with 13 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Fidelity, he worked at Sterling Fox Financial Services and Franklin Templeton Distributors, Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also advises multiple registered investment companies and develops model portfolios for intermediary platforms.

Arya Gor is a Planning Consultant at Fidelity Investments, a role they have held since 2025. In this position, Arya partners with clients to understand their financial goals and helps build customized financial plans. They prioritize forming strong relationships with clients and maintaining trust and transparency. Prior to their current role, Arya served as a Relationship Manager and Financial Representative at Fidelity Investments between 2023 and 2025. Before joining Fidelity, Arya worked in finance and accounts receivables at Seesaw Learning, Inc. from 2021 to 2023. Arya holds a California Insurance License. Outside of their professional work, Arya enjoys spending time at the beach, cooking and baking, engaging in family activities, fitness, social events with friends, and skiing.