Stephen Scott is a financial advisor with Equitable Advisors in Raleigh, NC, holding a Series 66 designation and 24 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 2002. Scott also has an outside business activity related to managing a power of attorney for a family trust under Legacy Wealth Strategies. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning and brokerage services through a variety of third-party asset management programs and maintains dual registration as an SEC-registered investment adviser and broker-dealer.

Karena Bagwell is a financial advisor at Edward Jones with 31 years of industry experience. She holds a Series 63 designation and has been with Edward Jones since 1994. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices across the United States.

Sarah Hancock is a financial advisor at Raymond James & Associates with 11 years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at BDO Wealth Advisors, LLC, and BDO USA, LLP. Outside of her advisory role, she was involved with the Restoration Church of the Nazarene for one year. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individual, institutional, and municipal clients, offering tailored financial planning and consulting services primarily through non-discretionary relationships.

Sean Sabol is a financial advisor at Ameriprise with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for The Vanguard Group for nine years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, utilizing a centralized team that produces recommendation reports addressing income sources, tax-aware withdrawals, and Social Security options.

Benjamin Goldstein is a financial advisor with UBS Financial Services in Raleigh, NC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with UBS since 1998. Outside of his advisory role, he manages several residential rental properties through various LLCs he owns. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, using proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management and offers a broad suite of capital markets services.

William Uthe is a financial advisor with Morgan Stanley in Raleigh, NC, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2010. Outside of his advisory role, he is the sole proprietor of BBOO LLC, an investment-related agriculture business. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools alongside broader investment and financial product offerings.

Maura Wyatt is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity, she held various roles in the service and retail sectors and was involved with the NC State University Crafts Center. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also advises multiple registered investment companies and constructs model portfolios for intermediary platforms.

Carri Carter is a financial advisor with Edward Jones in Wake Forest, NC, holding a Series 66 designation and 14 years of experience at the firm. 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, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the United States.

Brittany Hughes is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Her prior work includes roles at Merrill and Bank of America, as well as non-financial experience at Walt Disney World and in education. Outside of her advisory work, she bakes goods for friends on a regular basis. She is part of Strategic Advisers LLC, a Fidelity 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 manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Kenneth Debutts is a financial advisor at Fidelity with four years of industry experience. He holds the Series 66 designation and previously worked at Harker Research, Inc. for seven years. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its registration as a commodity pool operator and its use of AI in research.

Mark Kronenfeld is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

David Smith is a financial advisor at Fidelity with four years of industry experience. He holds the Series 66 and Series 63 credentials. Prior to joining Fidelity, he worked at Jewish for Good and Thought Leader Select LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a diverse range of investment products.

Justin Seager is a financial advisor with Morgan Stanley in Raleigh, NC, holding a Series 66 designation and one year of industry experience. He has been with Morgan Stanley since 2024 and has prior experience in sports and technology sectors, including roles at Play'n Sports and Blast Motion. Outside of his advisory role, he is involved as a partner at Play'n Sports and is a contractor with USA Baseball. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured tools and modeling techniques, serving clients through both direct and employer-related agreements.

Jeremy Lamm is a financial advisor with Fidelity in Durham, NC, holding a Series 66 designation and four years of industry experience. Prior to his work at Fidelity, he held positions in the retail and service sectors, including roles at Bailey's Fine Jewelry and Home Care Pulse. Outside of advising, he has experience driving sales and assisting customers in fine jewelry retail. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves both retail and institutional investors and is noted for its use of systematic methodologies and its advisory roles with registered investment companies.

Kimberly Modenbach is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 27 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2010 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 advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Hayden Leonard is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including The Vanguard Group, TD Ameritrade, and First Citizens Investor Services. Fidelity’s Strategic Advisers LLC offers 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 discretionary and non-discretionary accounts, including registered investment companies and fund-of-funds.

David Overholser is a financial advisor with Charles Schwab in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Charles Schwab and its affiliated bank since 2002 and 2005, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management alongside brokerage, custody, and cash-sweep services. The firm’s scale and integrated structure support a high client coverage per advisor through centralized supervisory and operational systems.

John Keiper is a financial advisor with LPL Financial in Raleigh, NC, holding Series 63 and Series 66 credentials and seven years of industry experience. His work history includes roles with Mariner Independent Advisor Network and Northwestern Mutual Investment Services, LLC. Outside of advising, he provides administrative support to Mariner Independent Advisor Network, LLC, an independent investment advisory firm. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a network of investment adviser representatives, offering financial planning, advisory programs, and retirement plan consulting.

Edward Tiryakian is a financial advisor with Osaic Wealth, Inc. in Durham, NC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He worked at Triad Advisors, Inc. for 18 years before joining Osaic in 2024. He also serves as an adjunct professor at Duke University, where he teaches a corporate finance course. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through an extensive network of affiliated advisors. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party money managers, utilizing advanced asset-allocation tools and portfolio management strategies.

Ashley Obryantwood is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 credentials and 14 years of industry experience. She has worked at Wells Fargo Clearing since 2017, with a brief tenure at Choice Equities Capital Management and MGO ONE SEVEN. Outside of finance, she has been involved with BeautyCounter for over a decade. 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, incorporating research and analytics from Wells Fargo Investment Institute and third-party sources in its investment approach.