Kimberly Elliott is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo in various capacities since 2009. Outside of her advisory role, she participates in the Brightleaf at the Park Homeowners Association in Durham, NC, where she helps plan community events and provides information to residents. 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 incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Brady Scheid is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, he held various roles including positions at NC State University and Capitol Careers LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, and utilizes a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI-driven research, and its advisory role to multiple registered investment companies.

William Richards II is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and has previously worked at Cambridge Investment Research, Edward Jones, and Merrill Wealth Management. Richards serves as president of the Hobby Farm Homeowners Association in Pittsboro, NC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, financial planning services, and brokerage solutions, utilizing both discretionary and non-discretionary management with support from proprietary and third-party research.

Rachelle Rosario is a financial advisor at Merrill with eight years of industry experience. She holds the Series 66 designation and has been with Merrill since 2000. Merrill, together 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sydney Miller is a financial advisor with Cetera, holding a Series 66 credential and three years of industry experience. Prior to joining Cetera, Miller held roles at Minnesota Life Insurance Company and Securian Financial Services Inc., among others. Miller is also involved with North Star Resource Group as a fixed insurance agent. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers across various account types and program structures.

Mikaela Bradshaw is a financial advisor at Edward Jones with a Series 66 credential and three years of industry experience. She has held positions at Edward Jones, Syneos Health, Stadia Ventures, and Washington University in St. Louis. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 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 nationwide.

Brad Creedle is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2022. He has over 20 years of experience in the financial services industry, during which he has held roles including Financial Solutions Advisor at Merrill from 2016 to 2022, Financial Advisor at AIG from 2011 to 2016, Regional Bank Private Banker at Wells Fargo from 2004 to 2011, Financial Advisor at Waddell & Reed from 2003 to 2004, and Financial Advisor at Foresters Equity Services, Inc. from 2001 to 2003. Brad focuses on building meaningful relationships with clients and their families, collaborating with them to provide education, tools, resources, and support to create and maintain personalized financial plans. He combines his passion for financial planning with the capabilities of Fidelity to help individuals and families work toward their financial goals. Outside of his professional role, Brad enjoys boating, camping, attending concerts, watching football, spending time at the lake, and engaging in outdoor adventures.

Linda Chabinsky is a Financial Consultant at Fidelity Investments, a position she has held since 2022. In this role, she works with clients to organize, protect, and grow their assets to help them achieve their personal financial goals. Prior to joining Fidelity Investments, Linda was a Financial Advisor at Edward Jones Investments from 2017 to 2022. She has experience in financial planning, budgeting, and disciplined long-term investing, and emphasizes understanding her clients' unique situations, priorities, and preferences to develop and implement financial plans. No information about her education, credentials, personal interests, or community involvement was provided.

Nicholas Doyle is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Fidelity Brokerage Services, LLC, and New Stone Realty. Doyle is based in Chapel Hill, NC. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines a non-discretionary advisory model with access to discretionary separately managed accounts and emphasizes multi-asset strategic portfolios alongside centralized custody and operational services.

Brett Walters is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he worked in healthcare settings including Duke University Health System and Village Physical Therapy. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving a wide range of individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Evan Heiner is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. His prior work includes roles at Footloose Sports and The Winston School of San Diego. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and registered investment companies.

Anita Reaves is a financial advisor at Morgan Stanley with 31 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support its advisory services.

William White III is a CFP® with 14 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He spent 13 years at Edward Jones before joining Raymond James in 2024. White operates W.C. White Private Wealth, L.L.C., his independent contractor business affiliated with Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutional investors, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal advisory and SIMPLE IRA employer consulting services.

Nidhi Alberti is a financial advisor with Equitable Advisors in Raleigh, NC. She holds the Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, she worked at Travel Perk and ACI Worldwide among other roles. Outside of financial advising, Alberti owns a public relations consulting business and serves as Vice President of Membership for AMA Triangle. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through third-party managers and LPL programs. The firm combines advisory and brokerage services with a hybrid referral and implementation model tailored to client goals and risk tolerance.

Thomas Presti is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021. Prior to his current role, he has experience with National Sign, Edward Jones, National Heritage Academies, and Johnston County Public Schools. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of systematic methodologies and AI in its investment process.

Matthew Lujan is a financial advisor at Fidelity with 14 years of industry experience. He holds the Series 66 designation and has worked at Fidelity since 2022. His prior experience includes roles at USAA in financial planning, investment services, and life insurance. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including managing model portfolios using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Jack Taylor is a financial advisor with Merrill in Raleigh, NC, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Merrill and Bank of America in 2026, he worked at Fidelity Investments and New York Life among other firms. Merrill, together 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Christopher Joyce is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. Prior to joining Fidelity, he held various roles in the hospitality sector and worked at Horry Georgetown Technical College. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

James Wallace III is a financial advisor with Cambridge Investment Research Advisors in Cary, NC, holding the CFP® designation and Series 66 license. He has 19 years of industry experience, previously working at Lincoln Financial Securities Corporation and Securities America. In addition to his advisory role, he operates as an independent insurance agent. Cambridge Investment Research Advisors serves a broad client base including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement advisory services through a network of independent professionals using a range of portfolio management and advisory platforms.

Brady Dickson is a financial advisor at Fidelity with Series 66 and Series 63 designations and one year of industry experience. Prior to joining Fidelity, he held various roles including positions at Walgreens and Food Lion. He studied at East Carolina University and has work experience going back to high school. 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, and it serves a broad client base with model portfolios composed of mutual funds, ETFs, and ETPs.