Jami Guarascio is a financial advisor at Wells Fargo Clearing with a Series 63 designation and two years of industry experience. She has been with Wells Fargo Clearing since 2017 and previously worked for Finish Line Laminating for ten years. Outside of her advisory role, she works as a delivery driver for DoorDash. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. 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.

Tyler Vodicka is a financial advisor at Fidelity with seven years of industry experience and holds the Series 66 designation. His work history includes roles at Fidelity Brokerage Services LLC since 2018 and Fidelity Investments since 2025. Prior to his financial services career, he worked at Linda's Bar and Grill and the University of North Carolina at Chapel Hill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and model strategies.

Vanessa Haythorn is a CFP® with 16 years of industry experience, currently with Stifel since 2020. She previously worked at Morgan Stanley Private Bank, N.A. from 2015 to 2020. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, providing asset allocation and financial planning analyses to support client decisions.

Hanna Dolegowska is a financial advisor with Merrill in Raleigh, NC, holding Series 63 and Series 65 credentials and 21 years of industry experience. She has been with Merrill since 2008 and also worked at Bank of America, N.A. since 2025. Outside of her advisory role, she is a limited partner in a for-profit hotel partnership. 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, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.

James Leonard is a financial advisor with Wells Fargo Advisors in Raleigh, NC, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. He previously worked at UBS Financial Services for 10 years before joining Wells Fargo Advisors in 2025. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting a net-worth threshold, utilizing Wells Fargo research and planning tools to develop and deliver recommendations.

Dana Drury is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments, Drury held roles at several organizations including Captiv8 and the University of Colorado. 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 employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

William Teague Jr. is a financial advisor at OSAIC with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Investment and Capital Analysts Incorporated. In addition to his advisory role, he is president of Fidelity Capital Management, where he provides financial solutions to clients, and operates a sole proprietorship focused on life insurance, fixed annuities, and long-term care insurance. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services with an investment process centered on model-based asset allocation and portfolio optimization.

Tyler Davis is a financial advisor at Edward Jones in Chapel Hill, NC, holding a Series 66 designation. He joined Edward Jones in 2026 after working at CISCO Systems for six years and the Texas Rangers Baseball Organization for four years. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the United States.

Leah Bouchard is a financial advisor at Edward Jones in Raleigh, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked at James Bell Associates and has been involved with StepUp Ministry and Virginia Commonwealth University. She serves as an adjunct instructor at Virginia Commonwealth University, teaching courses in Human-Behavior and Substance Use Prevention for the Online Master of Social Work program. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Marc Baquerizo is a financial advisor at Raymond James Financial with 39 years of industry experience. He holds a Series 63 designation and has been with Raymond James Financial since 2009. In addition to his advisory role, he owns and operates Wealth Management Financial Group, a support company based in Raleigh, NC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning using analytical tools to align with client goals and supports a wide network of advisors through various advisory programs.

Brenda Dobrick is a financial advisor with Ameriprise in Wake Forest, NC, holding a Series 66 designation and 22 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of advising, she serves on the board of directors for Wind Chime Plaza and holds roles managing business activities related to real estate. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

Jessica Villagrana is a financial advisor at Edward Jones with 14 years of industry experience. She holds the CFP® designation along with Series 63 and Series 66 licenses. Prior to joining Edward Jones in 2019, she worked at Apex Systems and Grand Villa Sales & Marketing Solutions. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Paige Thomas is a Financial Advisor Trainee at Merrill Lynch Wealth Management. She focuses on a diverse range of client services including Corporate Executive Services, Family Wealth Management Strategies, Legacy Planning, LGBT Wealth Planning, Managing New Wealth, Personal Retirement Planning, Philanthropic Planning, Portfolio Management Services, Women and Wealth, and Individual and Corporate Investment Strategy. In her professional capacity, Paige applies her skills across these areas to meet the varied needs of her clients. Outside of her work, Paige has personal interests that include antiquing, drawing and sketching, music, painting, and running.

Daniel Haines Jr. is a CFP® professional with 43 years of industry experience, currently with OSAIC since 2020. His prior roles include positions at First National Bank of PA, Cetera Investment Advisers, Securities America Advisors, MSI Financial Services, and AdvisorsOne Wealth Management Group. In addition to his advisory work, he operates Capitol Financial Solutions and serves as an insurance broker for fixed insurance products. Osaic Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, and charities, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process emphasizing portfolio optimization and risk management, and it is notable for its scale, complex affiliate network, and recent consolidation activities.

William Allen is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Raymond James & Associates, Morgan Keegan & Company, First Citizens Investor Services, Northwestern Mutual Investment Management, and Davenport & Company. 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 combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Nicholas Gesell is a financial advisor at Morgan Stanley with 27 years of industry experience. He has held positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill. He holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools as part of its advisory process.

Jacob Matthews is a Series 66-credentialed financial advisor with Raymond James & Associates in Raleigh, NC, and has 10 years of industry experience. He is also the proprietor of Hammered Pig Ironworks, a metal sculpting business, and is involved with McGinnis Outfitters, assisting with hunting and fishing outings on a rare basis. Additionally, Matthews leases farming rights to land he owns through Whiskey Run Farm. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

David Altman is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding a Series 66 designation and 13 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and has been with Wells Fargo Bank NA since 2011. 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.

Marva Livingston is a financial advisor with Edward Jones in Morrisville, NC. She holds a Series 66 designation and has three years of experience in banking, previously working at First National Bank of Pennsylvania and PNC Bank. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Michael Divittorio is a financial advisor at Fidelity with Series 66 and Series 63 licenses and three years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments and Thrivent Advisor Network DBA 49 Financial. Outside of finance, he has experience in the restaurant industry, including positions at Chillfire Bar and Grill, Hibachi Japan, Jersey Mikes, and Chow Pizza & Burger Bar. 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 combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios that incorporate mutual funds, ETFs, and ETPs through systematic methodologies and long-term asset allocation benchmarks.