Brian Ligett is a financial advisor at Fidelity with Series 65 and Series 66 licenses and five years of industry experience. His prior roles include positions at Encompass More, Appreciation Financial, Feedtrail, and Weatherby Healthcare. He is based in Durham, NC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios that utilize mutual funds, ETFs, and ETPs.

Alex Butler is a Planning Consultant at Fidelity Investments, where they support clients and their families in achieving financial clarity. In this role, Alex focuses on education, personalized goal setting, and holistic planning to address various aspects of clients' financial goals. Alex's expertise includes retirement lifestyle planning, tax-efficient investing, estate planning considerations, and charitable giving. Their professional experience at Fidelity Investments spans several positions, including Investment Solutions Representative I & II and Customer Relationship Advocate, demonstrating a progression in roles since 2023. Alex holds insurance licenses in Arkansas and California. Outside of work, Alex has interests in baseball, music, parenthood, running, and singing.

Chrisander Crisostomo is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 licenses. Prior to his current role at Fidelity, Crisostomo worked at Holly Springs Public Works and Infiniti of Apex. 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

L James is a Wealth Management Advisor at Merrill Lynch Wealth Management. He leads a team that has over 30 years of experience assisting affluent families with thoughtful investment guidance and comprehensive financial planning. His approach focuses on helping clients simplify their financial lives to support their lifestyle, legacy goals, and retirement income needs. James holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Retirement Planning Counselor™ (CRPC™), and Certified Plan Fiduciary Advisor® (CPFA®). He earned his bachelor's degree from North Carolina State University. Throughout his career, he has been recognized in Barron's America's Top Financial Advisors and Forbes Best-in-State Wealth Advisors. Outside of his professional responsibilities, James enjoys boating, hiking, music, singing, skiing, swimming, watching movies, and spending time with his family. He is committed to staying current on tax and estate planning issues and cutting-edge financial strategies to provide value to the families he serves.

Jeremy Potts is a financial advisor with LPL Financial in Raleigh, NC. He holds the Series 66 designation and has been with LPL Financial since 2019. Prior to joining LPL, he worked for Parata Systems LLC for 11 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Christian Kubista is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Wells Fargo entities since 2009, including seven years at Wells Fargo Advisors LLC and ten years at Wells Fargo Clearing. Kubista serves as treasurer for the North Carolina Veterans Business Association. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, relying on research and analytics to guide investment decisions.

Alyssa Potts is a financial advisor at Equitable Advisors based in Raleigh, NC, holding a Series 66 designation with one year of industry experience. Her prior roles include positions in the United States Navy and several retail and hospitality companies. Equitable Advisors serves a diverse range of clients including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing extensively LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.

Sean Fenton is a financial advisor with Morgan Stanley in Chapel Hill, NC, holding a Series 66 designation and 18 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and worked at Morgan Stanley Private Bank, National Association since 2015. Prior to that, he was employed by Citigroup Global Markets beginning in 2007. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and models, emphasizing that clients are responsible for implementing and updating their plans.

Jason Peck is a Certified Financial Planner (CFP®) with six years of industry experience, currently with Raymond James & Associates in Raleigh, NC. He has been with Raymond James since 2020, following seven years at Canvas Solutions, Inc. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets, serving a diverse client base including individuals, corporations, and government entities. The firm provides wealth advisory planning and investment consulting primarily on a non-discretionary basis, with integrated resources spanning public finance and institutional consulting.

Nathan Goulet is a CFP® professional with 24 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Caleb Hudson is a financial advisor with Merrill in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing four years of industry experience. His prior roles include positions at Bank of America, Morgan Stanley, and E*TRADE Securities. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors. The firm integrates investment management with additional services such as lending and custody within Bank of America’s broader platform.

Lawrence Allen is a financial advisor at Edward Jones in Cary, NC, holding the CFP® designation along with Series 63 and Series 65 licenses. He has eight years of industry experience, including seven years at Fidelity Bank/Capital Investment Group and five years at PNC prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Michalene Olson is a financial advisor at Fidelity with 17 years of industry experience. She holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2008. Olson is based in Durham, NC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, including charitable funds and registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs, and it also serves as an adviser to multiple registered investment companies.

Price French is a financial advisor with Osaic, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at The Potter Financial Group, Commonwealth Financial Network, Kestra Financial Services, Inc., and has operated The French Financial Firm, LLC since 2003. French is also a registered representative of Capital Financial Solutions, focusing on securities, insurance, and fixed annuities. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients, offering brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios and supports multiple advisory platforms and legacy program transitions.

Elizabeth Watkins is a financial advisor with OSAIC based in Raleigh, NC, holding Series 63 and Series 65 licenses and with 13 years of industry experience. She previously worked at Lincoln Financial Securities, Inc. and Ameriprise Financial Services, Inc. Outside of advising, she has served as a notary and acts as registered agent for multiple legal entities in North Carolina. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools and risk-tolerance assessments to build diversified portfolios managed on either a discretionary or non-discretionary basis.

Noah Brass is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop personalized financial plans aligned with their individual goals and preferences. His approach emphasizes a relationship-centered, collaborative planning process supported by Fidelity's resources to create and implement strategies aimed at helping clients achieve their unique definitions of success. Since joining Fidelity Investments in 2021, Noah has held multiple roles, including Investment Consultant and various levels of Workplace Planning Consultant, gaining experience that informs his current work. His professional journey within Fidelity has provided him with insight into investment consulting and workplace planning. Outside of his professional responsibilities, Noah engages in family activities and enjoys golf, spending time with pets, and reading.

Jolene Miles is a financial advisor at Robert W. Baird & Co. with 32 years of industry experience. She holds Series 63, 65, and 66 licenses and has been with Robert W. Baird since 2010. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies and manager options tailored to client goals and risk tolerances.

Becky Leever is a financial advisor at Fidelity with the Series 66 designation and four years of industry experience. Her prior roles include positions at Bank of America and Southern Bank and Trust before joining Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios using mutual funds, ETFs, and ETPs.

Mary Norton is a financial advisor at Cambridge Investment Research Advisors with 14 years of industry experience. She holds the CFP® designation along with Series 63 and 65 licenses. Her prior roles include positions at Vesta Wealth Advisors, Principal Securities Inc., and Waddell & Reed, Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing various portfolio management and model-based solutions tailored to client objectives.

Dante Porter is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, he worked at State Employees Credit Union for six years and has a background in retail through his ongoing role at Best Buy, where he manages inventory and merchandising. Fidelity, through its Strategic Advisers LLC subsidiary, offers 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 to deliver model portfolios and discretionary management, with notable activities including commodity pool operations and advisory roles for registered investment companies.