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.

R Flintom is a financial advisor with Morgan Stanley in Chapel Hill, NC, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets beginning in 2001. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

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.

Micah Miller is a Financial Consultant at Fidelity Investments, a role held since 2026. In this capacity, he works with clients to develop personalized financial plans that aim to simplify complex decisions and help clients maintain focus on their key financial goals. Before becoming a Financial Consultant, Micah served as an Investment Consultant at Fidelity Investments from 2024 to 2026. Prior to that, he was a Workplace Planning Consultant at the same company from 2022 to 2024. These roles have contributed to his experience in various aspects of financial planning and consulting. Outside of his professional work, Micah has interests in comedy, golf, pets, and yoga.

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.

William Peyton Jr. is a Series 66-registered financial advisor with UBS Financial Services in Chapel Hill, NC, with 17 years of industry experience. He has been with UBS Financial Services since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers proprietary research and a broad range of capital markets solutions.

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 at LPL Financial based in Raleigh, NC, with seven years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms including Northwestern Mutual Investment Services and CAPTrust. Outside of advisory work, he has experience in restaurant management, having worked at Cozzolinos Pizzeria for six years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing both in-house models and third-party strategies.

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.

Jonathan Bandy is a financial advisor at Edward Jones in Apex, NC, with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. Prior to his financial services roles, he was employed by the N.C. Governor's Highway Safety Program from 2015 to 2018. Outside of advising, he is involved as a Chapter Consultant for Triangle BNI, a local business networking group. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial services across a nationwide network of advisors and branches.

Zachary Nazario is a financial advisor at Morgan Stanley in Raleigh, NC, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Wells Fargo Advisors and Fidelity National Information Services (FIS), as well as experience at The University of Tampa. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools without providing individual security recommendations as part of standalone planning.

Allison Shumar is a financial advisor at Fidelity with four years of industry experience. She holds the Series 66 designation and has previously worked at Duke University from 2016 to 2022. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad range of clients, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund-of-funds and model portfolios delivered to intermediary platforms.

Jabora Belton is a financial advisor with Morgan Stanley Wealth Management in Raleigh, NC, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. Her career includes roles at Deutsche Bank Securities Inc., Wells Fargo Clearing Services, and Ameriprise Financial Services. 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 with a financial planning process supported by firm-approved tools and investment models.

Michael Hileman is a CFP®-designated financial advisor with seven years of industry experience. He has worked at Edward Jones since 2019 and previously spent three years at Personify Corp. based in Raleigh, NC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a broad network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment solutions along with affiliated mutual funds and other services.

Yun Lieh Chuu is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with LPL Financial since 2006. Outside of advisory services, he is involved in the sale of health and fixed insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and diverse operational tools.

Kolin McKelvey is a Planning Consultant at Fidelity Investments, based in Raleigh. Since 2023, Kolin has worked with individuals and families to simplify complex financial decisions and develop clear, actionable plans that support their goals. Kolin's approach emphasizes listening carefully to understand what matters most to clients and providing guidance to help them make informed choices for a secure and fulfilling future. Kolin believes that financial planning goes beyond numbers, focusing on creating practical strategies that allow clients to live life with confidence. Outside of professional responsibilities, Kolin enjoys golf, movies, music, and reading.

Jasper Lee Jr. is a financial advisor at Stifel with 55 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 66 credentials. Outside of his advisory role, he is the sole owner of an LLC established to provide a residence for his daughter and grandchildren. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.