Stephen Maguire Jr. is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has previously worked at OneMain Financial, Northwestern Mutual, and in academic and clinical settings. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund management, and model portfolios, with a focus on systematic methodologies and long-term asset allocation.

Patrick Fitzgerald is a financial advisor at Fidelity with Series 66 and Series 63 designations and four years of industry experience. He has worked at Fidelity Investments since 2021 and has prior experience at Bon Appetit and Southern New Hampshire University. Fidelity’s affiliate Strategic Advisers LLC provides investment management and advisory services to a diverse client base, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Thomas Caycedo is a financial advisor with Charles Schwab in Raleigh, NC, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC and Charles Schwab Bank SSB. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm provides a mix of non-discretionary and discretionary investment guidance, using multi-asset model portfolios, alternative investments, and an integrated operational structure.

Christopher Coman is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2020. His prior career includes roles at Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and Morgan Stanley DW Inc. He is also involved as a part-owner of First Flight Financial Advisors, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

John Mcaulay is a CFP®-certified financial advisor with 25 years of industry experience. He has worked at Wells Fargo Advisors since 2025 and previously spent 15 years with LPL Financial, LLC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options and utilizing proprietary research and tools to develop tailored recommendations.

Bryan Crolla is a financial advisor with Equitable Advisors in Raleigh, NC, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has been with Equitable Advisors since 2012, including time when the firm was known as Axa Advisors. Outside of his advisory role, he is involved with Oakbridge Financial Group, LLC as a partner and managing member, and also works as a sales associate for Reality Benefits Services and Dergalis Associates LLC, focusing on ancillary insurance products. Equitable Advisors serves individual clients across a broad range of wealth levels, as well as pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm’s approach involves personalized risk assessment and matching clients to third-party advisory programs or discretionary management options.

Timothy Holland is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. His background includes roles at Fidelity Investments and previous involvement with Boise Valley Habitat for Humanity. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides 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 deliver model portfolios and advisory services.

Steffen Perry is a financial advisor with Cetera in Raleigh, NC, holding Series 63 and Series 66 licenses and possessing 13 years of industry experience. He has previously worked at PNC Investments and SunTrust Advisory Services. Perry is also a wealth advisor at First National Trust Company and FNB Investment Advisors, where he does not make investment decisions or recommend specific portfolios. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform featuring both affiliated and third-party investment managers.

Joseph Cretella is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and analyses.

Nancy Winborne is a financial advisor with RBC Capital Markets in Raleigh, NC, holding a Series 66 designation and 11 years of industry experience. She has worked at RBC Capital Markets since 2017 and was previously with Wells Fargo Clearing. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ Advisory Risk Profiles, utilizing both in-house and third-party investment managers.

Aidan Barrett is a financial advisor at Charles Schwab in Raleigh, NC, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Financial Information Technologies and several positions within Charles Schwab and H-E-B. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment options supported by multi-asset model portfolios and centralized operational infrastructure.

Ci Ci Donnelly is a financial advisor with Raymond James Financial in Raleigh, NC, holding Series 63 and Series 66 credentials and 11 years of industry experience. Her prior work includes roles at Merrill and Wells Fargo. Raymond James Financial Services Advisors, Inc. provides tailored financial planning and investment consulting to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm employs analytical tools and risk profiling to support non-discretionary advisory services and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Timothy Holt is a Series 66-licensed financial advisor at Fidelity with 19 years of industry experience. He has worked at Fidelity Investments since 2008, including seven years with Fidelity Personal and Workplace Advisors. Prior to Fidelity, he was with Ameriprise for one year. 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios, and it holds distinctive roles such as registration with the CFTC as a commodity pool operator and advisory responsibilities for multiple registered investment companies.

Ashesh Chatterjee is a financial advisor with Fidelity Investments in Durham, NC, holding Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Fidelity, he worked at Wegmans and has been involved professionally in music, including teaching at Rich Music School and performing with Ashesh Chatterjee Music. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Renee Cooley is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at OSAIC since 2023. Her previous roles include positions at FSC Securities Corporation, Edward Jones, and Bb&T Asset Management, Inc. She is a licensed insurance agent and owns RDaniCo, LLC, which operates as her corporate structure for financial and insurance services. Renee also holds a Notary Public commission for the state of North Carolina. OSAIC Wealth serves a diverse clientele, including retail and institutional investors, retirement plan sponsors, and charities, offering a range of brokerage and advisory services. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, supported by risk-tolerance assessments and multiple program options tailored to client needs.

Damian Foreman is a financial advisor at Fidelity with two years of industry experience and holds the Series 66 designation. His prior work includes four years at Truist Financial Corporation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds structures, and employs systematic methodologies supported by oversight controls and advanced research techniques such as AI.

Jackson Phillips is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Prior to joining UBS in 2026, he worked at Wells Fargo for two years. His background includes diverse roles outside finance, such as positions with Jordan Lake State Park and various consulting and media-related engagements. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Anthony Delauney Jr. is a financial advisor with Ameriprise in Cary, NC, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he is the owner of Owning the Dash, LLC, through which he has published two adult self-help books on financial planning and retirement, six children’s picture books, and developed related educational products including a card game and a financial literacy kit. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency strategies to create tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Mita Kapila is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2014. 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, including tailored financial planning supported by firm-approved tools and strategies.

Meghan Woolard is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 21 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets through a large network of advisors and employs research-driven investment strategies based on diversification and modern portfolio theory.