R Flintom is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2009, including eleven years with Morgan Stanley Private Bank, National Association. Prior to that, he spent eight years at Citigroup Global Markets. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers both direct client plans and corporate financial planning 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.

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 designations and 27 years of industry experience. She has been with Wells Fargo since 2016 and previously worked at Morgan Stanley and Morgan Stanley & Co. LLC from 2008 to 2010. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a broad range of investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets across more than 14,000 financial advisors.

Hayden Leonard is a financial advisor at Fidelity with Series 63 and Series 66 credentials and nine years of industry experience. His career includes roles at Fidelity Investments, First Citizens Investor Services, TD Ameritrade, and The Vanguard Group. Leonard's background also includes service in the North Carolina National Guard. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research and quantitative analysis to construct model portfolios, and it serves as an advisor to multiple 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 credentials and possessing 28 years of industry experience. He has been with Charles Schwab since 2002 and Charles Schwab Bank since 2005. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment guidance through multi-asset model portfolios and combines these with integrated brokerage, custody, and cash-sweep services.

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 at OSAIC with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Triad Advisors, Inc., Anderson & Strudwick, Incorporated, and UBS Financial Services. In addition to his advisory role, he teaches a corporate finance class as an adjunct professor at Duke University. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services across various programs such as financial planning, managed portfolios, and retirement plan consulting. The firm utilizes model-based asset allocation and portfolio optimization supported by multiple custodial and legacy program arrangements.

Ashley Obryantwood is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Wells Fargo Clearing in multiple periods as well as at Choice Equities Capital Management and MGO ONE SEVEN (Park City Wealth Advisors). Outside of advising, 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

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 with Stifel in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 56 years of industry experience. He has been with Stifel since 2007 and previously worked at A. G. Edwards & Sons, Inc. from 2004 to 2007. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Jacob Harris is a financial advisor with LPL Financial in Raleigh, NC, holding the CFP® designation and Series 63 and 66 licenses. He has nine years of industry experience, including three years at Thomas Judy & Tucker P.A. prior to joining LPL Financial in 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm provides financial planning and investment management services through a broad platform featuring model portfolios, third-party asset managers, and institutional solutions.

John Adams II is a CFP®-certified financial advisor with 18 years of industry experience, currently practicing at Cetera. He has held roles at Cetera Wealth Services, LLC since 2013 and operates John Adams, LLC, focusing on personal tax strategy. Outside of his advisory work, he volunteers as a budget counselor for Hope Community Church and coaches youth basketball with Carolina Legend. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager investment platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.