Kurtis Grant is a financial advisor at Morgan Stanley in Raleigh, NC, holding Series 63 and Series 66 licenses with two years of industry experience. Prior to joining Morgan Stanley, he worked at Pinehurst Resort and Country Club and has academic experience from West Virginia University and South Lakes High School. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a wide range of advisory programs supported by structured planning tools and extensive resources.

James Hulsey is a CFP® and Series 66-credentialed financial advisor with Edward Jones in Raleigh, NC. He has 10 years of industry experience, including over 11 years with Edward Jones. Outside of his advisory role, he owns and operates an agricultural timber tract through James Barrett Farms and serves on the finance committee of Cool Springs Baptist Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, managing approximately $1.01 trillion in assets with a broad range of advisory and investment services.

Ashwin Aggarwal is a financial advisor with Morgan Stanley in Raleigh, NC, holding Series 63 and Series 66 credentials and with 21 years of industry experience. He has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services using structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Craig Nelson is a financial advisor at Fidelity with 22 years of industry experience. He holds Series 63 and Series 66 designations. His career includes roles at Fidelity Personal and Workplace Advisors and FBS. Fidelity’s Strategic Advisers LLC, where Nelson works, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, with a notable focus on systematic methodologies and long-term asset allocation.

Victoria Cornett is a financial advisor at Wells Fargo Advisors with four years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Morgan Stanley, Fidelity Investments, and Ameriprise Financial Services. Outside of her advisory role, she has partial ownership in an industrial business related to barrel manufacturing and landfill operations. Wells Fargo Advisors provides investment and financial planning services to individuals, trusts, and institutional clients through a broad menu of planning options, using proprietary research and planning tools. The firm offers discrete planning engagements and integrates advisory services with multiple financial product sales and referral channels.

Kevin Swan is a financial advisor at Osaic with 30 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Osaic, he worked for Mutual of Omaha Investor Services and Securities America Advisors. Swan is also involved in advisory and insurance activities through ECN Legacy Advisors. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization, supported by various discretionary and third-party investment strategies.

Obyda Abushaib is a financial advisor at Fidelity with eight years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Bank of America N.A. His career also includes roles outside finance, such as work with Uber (Xchange Leasing) and several healthcare-related organizations. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management services.

Katherine Bellamy is a financial advisor at Merrill with 18 years of industry experience. She holds the Series 66 designation and has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2011, following brief tenures at Stifel and Morgan Stanley. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies supported by internal teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Timothy Seitzer is a financial advisor with Fidelity Investments in Durham, NC, holding Series 63 and Series 66 licenses with four years of industry experience. His prior work includes roles at North Carolina State Employee's Credit Union and Wal-Mart. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a variety of portfolios, including multi-manager and fund-of-funds structures, and serves as a registered commodity pool operator with established governance and proxy-voting procedures.

Jennifer Pettengill is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and bringing 24 years of industry experience. She has been associated with Wells Fargo Clearing and its related entities since 2016 and joined Wells Fargo Advisors Financial Network in 2026. Outside of her advisory role, she is an independent consultant for skincare products and crafts, and she works as a server in Morrisville, NC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services and utilizes Wells Fargo research and tools to develop tailored client recommendations.

Ryan Monteleone is a financial advisor with Edward Jones in Holly Springs, NC, holding the ChFC® designation and Series 63 and 66 licenses. He has 21 years of industry experience, all with Edward Jones since 2004. Outside of his advisory role, Monteleone serves as president of Pace Yourself Run Company, a specialty running store, umpires NCAA and minor league baseball games, and is involved in local education and property management organizations. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates through a nationwide network of financial advisors and branch offices.

William Smith is a financial advisor with Osaic Wealth in Raleigh, NC, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He previously worked at SII/John Hancock Financial Services for 16 years before joining Osaic in 2018. Smith serves as Investment Committee Chairman at Wake Technical Community College, where he helps oversee the alignment of foundation funds with investment goals. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a wide range of brokerage and advisory services using model-based asset allocation, portfolio optimization tools, and a multi-advisor platform designed to meet varied investment needs.

Michael Van De Venter is the Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2023. In this role, he collaborates with clients and their families to develop financial plans tailored to their unique needs and goals. His approach is grounded in treating others with respect, compassion, and empathy, aiming to build lasting relationships based on trust. Michael has been with Fidelity Investments since 2014, advancing through various roles including Financial Consultant, Portfolio Specialist, Client Management Representative, Fixed Income Specialist, and Financial Representative. This progression reflects his comprehensive experience across multiple aspects of financial services. Outside of his professional responsibilities, Michael enjoys camping, fishing, golf, hiking, parenthood, and traveling.

Geremiah Bair is a financial advisor with Fidelity Investments in Durham, NC, holding Series 66 and Series 63 licenses with two years of industry experience. Prior to joining Fidelity, he worked in the automotive sales industry for several firms including Capital Mazda of Cary and Ron Marhofer Nissan. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves as an adviser to multiple registered investment companies and fund-of-funds.

Thomas Warren IV is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Bank of America, N.A., and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides advisory services alongside other institutional financial offerings.

Daniel Stewart is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been assisting clients since 2016. He specializes in areas including executive compensation, family wealth management strategies, institutional investment consulting, services for endowments, foundations, and non-profits, managing new wealth, portfolio management services, socially responsible and values-based investing, tax minimization, and retirement income. Daniel focuses on helping clients articulate long-term goals, establish priorities, and develop tailored wealth strategies utilizing Merrill's comprehensive financial resources. Daniel holds a Bachelor's Degree from the University of North Carolina System and earned his CERTIFIED FINANCIAL PLANNER™ certification in 2018. He also holds the Personal Investment Advisor (PIA) designation. During his time at UNC Asheville, he served as president of the economics club and was active in the sports performance program as both an athlete and trainer. Outside of his professional role, Daniel enjoys various adventure sports including whitewater kayaking, biking, camping, fishing, hiking, skiing, surfing, and woodworking. He actively volunteers with organizations such as Habitat for Humanity, Homeward Bound, Serve to Lead, and the Special Olympics, reflecting his commitment to community involvement.

Diana Menjivar is a financial advisor at Wells Fargo Clearing with four years of industry experience. She holds a Series 66 designation and has previously worked at Gardner-Webb University and Wells Fargo Bank, NA. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, 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 backed by research from Wells Fargo Investment Institute and third-party databases.

Tyler Newton is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments, where he has worked since 2021. In his current role, he partners with executives to help them understand their employer benefits and develop plans aligned with their financial goals. He employs a consultative approach to support clients in building confidence in their financial strategies and fostering strong relationships with Fidelity. Tyler's experience at Fidelity spans several positions, including Investment Solutions Representative at multiple levels from 2022 to 2025, and High Net Worth Service Associate from 2021 to 2022. He holds insurance licenses in Arkansas and California. Outside of his professional work, Tyler enjoys activities such as beach outings, boating, fishing, golf, traveling, and spending time with family.

Jonah Kaufman is a financial advisor with LPL Financial based in Raleigh, NC, holding Series 63 and Series 66 licenses and possessing 17 years of industry experience. He has worked previously at Cuso Financial Services and Fidelity, and also maintains a role with Coastal Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers various advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, with a focus on combining technology and a broad range of financial products.

Nathan Philbrook is a financial advisor with Edward Jones in Apex, NC, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Dick’s Sporting Goods and the Portland Sea Dogs. Outside of finance, he has experience in customer service and sales within the golf equipment sector. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.