John Dickinson is a financial advisor with Morgan Stanley Wealth Management in Raleigh, NC, holding a Series 66 designation and 26 years of industry experience. His career includes roles at Morgan Stanley Private Bank, MORGAN STANLEY SMITH BARNEY llc, Citigroup Global Markets, and UBS Financial Services. Outside of his advisory work, he is involved in a musical group as a recreational hobby. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and a comprehensive investment approach supported by committees and proprietary modeling.

Brandon Swindell is a financial advisor with Fidelity in Durham, NC, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He previously worked at J.P. Morgan Securities and J.P. Morgan Chase NA for over a decade before joining Fidelity. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm integrates proprietary fundamental research with quantitative and algorithmic methods to construct portfolios and oversees its sub-advisers and share allocations to manage conflicts of interest.

Nicholas Pino is a financial advisor with OSAIC based in Raleigh, NC, holding Series 63 and Series 65 designations and 22 years of industry experience. He previously worked at John Hancock Financial Services for 13 years before joining OSAIC in 2018. Outside of his role at OSAIC, he is involved as a financial planner with Capitol Financial Solutions and also operates as an insurance broker through a sole proprietorship. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment process focused on model-based asset allocation, portfolio optimization, and multiple program options delivered through a complex network of affiliated broker-dealer and advisory entities.

Rodney Adderley is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Wells Fargo Clearing, and Merrill. He is based in Raleigh, NC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process with firm-approved tools and modeling techniques.

John Soles is a CFP® and Series 66-registered financial advisor with Edward Jones in Raleigh, NC. He has 10 years of industry experience, all of which have 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 offers a variety of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Leonardo Cardenas is a financial advisor at Edward Jones in Raleigh, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked with organizations including the New Jersey Devils and Philadelphia 76ers. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Jack Giamportone is a CFP® professional with 34 years of industry experience. He has been with Edward Jones since 1999 and holds Series 63 and Series 65 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of managed solutions and advisory services, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a large network of advisors and branch offices.

Paige Ruland is a financial advisor with Edward Jones in Raleigh, NC, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, she worked in education with various North Carolina school districts and North Carolina State University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branch offices.

Stephanie Selemani is an advisor with Wells Fargo Clearing in Raleigh, NC. She holds Series 63 and Series 65 designations and has been with Wells Fargo Bank and Wells Fargo Clearing since 2023. Prior to her financial services career, she worked in other industries, including a role at the United Nations Development Program and experience in hospitality and retail. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute alongside diversification principles and modern portfolio theory.

Michael Stone is a CFP® with 12 years of experience and has been with Edward Jones since 2014. He is based 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 advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Elizabeth Sternkopf is a financial advisor at Fidelity with four years of industry experience. She holds Series 63 and Series 66 designations and has previous work experience at ChannelAdvisor and Indovance. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across a broad investable universe. The firm is noted for its commodity pool operator registration, advisory role to multiple registered investment companies, and use of systematic methodologies including AI in its research processes.

Joseph Spendley is a financial advisor at Edward Jones with 8 years of industry experience. He holds the Series 66 designation and previously worked at Credit Suisse Securities (USA) LLC for 31 years before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a broad network of financial advisors and branch offices nationwide.

Jake Zilles is an Investment Solutions Representative III at Fidelity Investments. In this role, he assists clients in identifying their unique financial goals and developing tailored investment strategies. He also implements these strategies and provides resources to help clients expand their financial knowledge. Jake has progressed through several positions at Fidelity, starting as a Customer Relationship Advocate in 2023, then advancing through three levels of Investment Solutions Representative from 2024 to the present. This progression reflects his growing experience and expertise in financial planning and client support. Outside of his professional responsibilities, Jake has interests in food, music, outdoor adventures, and pets.

Heather Baalke is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. Prior to joining Wells Fargo in 2025, she worked at JP Morgan Chase Bank and JP Morgan Securities LLC from 2016 to 2025. Before her career in finance, she spent nine years at Jewelry Barn. 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 and offers both brokerage and advisory solutions, utilizing research from its investment institute and third-party sources to evaluate managers and investment options.

Alexander Fields is a financial advisor with Wells Fargo Clearing in Cary, NC, holding Series 63 and Series 65 licenses and having eight years of industry experience. He has been with Wells Fargo Clearing Services since 2017 and Wells Fargo Bank NA since 2015. Outside of his advisory role, Fields serves as an Aviation Operations Specialist in the NC Army National Guard and provides notary public services. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional funds.

Jennifer Bell is a Senior Financial Advisor at Merrill Lynch Wealth Management. She began her financial services career in retail banking in 2000 and joined Merrill Lynch Wealth Management in 2006. In her role as team relationship manager, she offers service and advice to individuals, families, and business executives. Jennifer focuses on building relationships with clients and helping them pursue their lifelong goals and aspirations by developing personalized, goals-based wealth management strategies. She holds the Chartered Retirement Planning Counselor™ (CRPC™) designation and the Personal Investment Advisor (PIA) designation. Her education includes a high school diploma from Cary High School and attendance at Wake Technical Community College. Jennifer's client focus areas include college education planning, family wealth management strategies, personal retirement planning, philanthropic planning, portfolio management services, and working with women and wealth. Outside of her professional role, Jennifer enjoys listening to music, traveling, and spending time with her husband, Geoff, and their four children, Adrian, Declan, Tyson, and Ava.

Tarick Odeh is a Financial Consultant currently working at Fidelity Investments since 2021. In this role, he focuses on helping clients invest and plan for their future to strengthen their financial well-being. Prior to his current position, Tarick gained experience as a Premier Banker at Wells Fargo Bank from 2017 to 2019. He holds insurance licenses in Arkansas and California. Outside of his professional work, Tarick has interests in art, cooking and baking, fitness, football, golf, and traveling.

Lionel Mitchell is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. Prior to joining Fidelity, he held various roles across multiple companies including Alsco, Green Enterprises, and Corning Life Sciences. Outside of his advisory work, he serves as an independent contractor responsible for weekly maintenance at Peaces Chapel Baptist Church. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage diversified portfolios and model strategies across mutual funds, ETFs, and ETPs.

Carter Weeks is a Financial Advisor with Merrill Lynch Wealth Management, specializing in developing and implementing financial strategies for individuals, families, and businesses. He collaborates closely with clients to create tailored plans focused on areas such as retirement planning, tax minimization, estate planning, and wealth management. His approach emphasizes aligning strategies with each client’s unique priorities to help pursue their financial goals. With expertise in college education planning, family wealth management, philanthropic planning, portfolio management, and small business strategies, Carter employs a holistic planning method. He holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from North Carolina State University. Outside of his professional work, Carter engages in adventure sports, boating, fishing, football, golfing, ice hockey, pickleball, traveling, and spending time with his family.

David Stamper is a financial advisor with Cetera in Cary, NC, holding Series 63 and Series 65 registrations and bringing 33 years of industry experience. He has worked with firms including Summit Financial Group Inc and Cetera Wealth Services, LLC, and he owns Stamper Wealth Management. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, with over $256 billion in assets under management and more than 10,000 advisors nationwide.