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, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Travel Perk and ACI Worldwide. She is also the owner of Nidhi Alberti Public Relations and serves as Vice President of Membership for AMA Triangle. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party managers.

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 at Merrill based in Raleigh, NC, with two years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Fidelity Investments and New York Life. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension 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 CFP® professional with 19 years of industry experience, currently serving at Cambridge Investment Research Advisors. He has previously worked at Lincoln Financial Securities Corporation, Securities America Advisors, Osaic FS, and Equitable Advisors. Outside of his advisory role, he is an independent insurance agent affiliated with Oakhouse Advisors in Cary, NC. Cambridge Investment Research Advisors serves a diverse clientele including individual, pension, and charitable organization clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Brady Dickson is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Fidelity in 2025, he worked in various roles at Walgreens and Food Lion, and completed his education at East Carolina University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its role as a commodity pool operator and advisor to multiple registered investment companies.

Amelia Schumacher is a financial advisor at Fidelity with a Series 66 designation. She has one year of industry experience and joined Fidelity in 2026. Prior to entering the financial industry, she worked in fitness and hospitality roles and was involved with aquatics organizations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Brent Walker 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 in 2025, he worked at North Star Resource Group in 2024 and was a full-time student from 2010 to 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a large network of financial advisors and branch offices.

Tayler Terranova is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, Terranova served multiple terms in the U.S. Marine Corps. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Sean Chapman is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity Investments in 2023, he held various roles including at Brunches and Figure 8 Island Yacht Club. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, delegation to sub-advisers, and formal advisory roles to registered investment companies.

David Schoening Jr. is a CFP® professional with four years of industry experience, currently working at Mass Mutual Investors Services. His background includes roles at MML Investor Services, LLC and MassMutual Life Insurance Co since 2021. Prior to his advisory career, he was involved with Appalachian State Tutoring Services and played for the Manchester Marlins. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, structuring client engagements as collaborative annual relationships.

Bryan Smith is a financial advisor with LPL Financial in Raleigh, NC, holding the CFP® and ChFC® designations and with 36 years of industry experience. He previously worked at Kestra Investment Services and Signator Investors. He also devotes a portion of his time to non-variable insurance. 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 and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Cecil Jester is a financial advisor with Robert W. Baird & Co., holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. Prior to joining Baird in 2017, he worked at Morgan Stanley in various capacities from 2009 to 2017. He is based in Chapel Hill, NC. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group provides tailored consulting and portfolio services, including discretionary management and separately managed accounts, employing both traditional and non-traditional investment strategies.

Laura Cooper is a Series 66-licensed financial advisor with nine years of industry experience, currently with LPL Financial since 2020. She has previously worked with First Allied Advisory Services and Edward Jones, and maintains a business entity, The Fox Alliance Wealth Advisors, established in 2018. 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 asset management services, including access to model portfolios and institutional platforms.

Joshua Spainhour is a financial advisor at Fidelity with a Series 66 registration and three years of industry experience. His prior work includes positions at Fifth Third Bank, Truist, and Rhino Sports Entertainment. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios composed of mutual funds, ETFs, and ETPs.

Laurence Chapman is a CFP® with Series 65 and Series 66 licenses and has four years of industry experience. He is currently with Fidelity Investments, where he has worked since 2021 following prior roles at The Collaborative and Reinvestment Partners. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction using proprietary research, quantitative analysis, and algorithmic methods.

Jonathan Frank is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America, N.A., prior to joining Fidelity. Before entering financial services, he spent seventeen years at Walgreens Co. 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 employs a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Nicholas Carter is a financial advisor at Fidelity with 10 years of industry experience. He holds a Series 66 designation and has worked across several Fidelity entities since 2016. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.