William Gregory is a financial advisor at Fidelity with nine years of industry experience. He holds a Series 66 designation and has worked at several firms including Edward Jones, Merrill, Bank of America, and Raymond James Financial Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a methodology that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its advisory roles with registered investment companies, use of algorithmic and AI-driven research, and formal proxy-voting and governance procedures.

Stephen Freeman is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Fidelity, he held various roles including positions at Jersey Mikes and East Carolina University. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as advisor to multiple registered investment companies and fund-of-funds.

Nathaniel Forkey is a financial advisor at Thrivent Investment Management with Series 63 and Series 66 credentials. He has been with Thrivent since 2026 and has previous experience at companies including Exact Sciences, Pfizer, and Wells Fargo. Outside of financial services, he has been involved with Square Cow Moovers. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers holistic, goal-based analyses covering a wide range of planning topics and allows clients to combine planning with managed-account services under a unified billing system.

David Tate is a financial advisor with Ameriprise in Raleigh, NC, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has been with Ameriprise and its affiliate since 2013. Tate serves on the board of directors for Resurrection Lutheran Preschool in Cary, NC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies. The firm employs a centralized team for its retirement income recommendations, which complement the work of its financial advisors.

Bryan Piccirillo is a CFP® professional financial advisor at Edward Jones in Durham, NC, with nine years of industry experience. Prior to joining Edward Jones in 2017, he worked at Duke University Hospital for one year. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a large nationwide advisor and branch network.

Patricia Mccallop is a financial advisor at Cetera with 18 years of industry experience. She holds a Series 66 designation and has worked at various Cetera entities since 2019, as well as previously at National Planning Corporation from 2010 to 2018. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services across discretionary and non-discretionary program options.

Andrew Cappello is a Senior Financial Advisor and Managing Director with Merrill Lynch Wealth Management. He leads The Cappello Group and specializes in developing portfolio, wealth planning, and wealth transfer strategies tailored to high net worth individuals, families, business owners, and non-profit organizations. As a qualified Portfolio Manager within Merrill’s Investment Advisory Program, Andrew manages discretionary Personalized or Defined Strategies using a mix of individual securities, Merrill model portfolios, and third-party investment options. Andrew began his career in 1981 at Paine Webber and joined Smith Barney Harris Upham in 1983, where he worked for 30 years before transitioning to Merrill in 2012. He holds multiple FINRA registrations (Series 3, 7, 8, 63, and 65) and licenses in Variable and Life insurance. Over his career, Andrew has received industry recognition, including Barron’s "America’s Top 1,000 Financial Advisors" in 2012 and inclusion on the Forbes "Best-in-State Wealth Advisors" list for 2024, as well as recognition for The Cappello Group on Forbes’ "Best-in-State Wealth Management Teams" lists for 2023 and 2024. Born and raised in Tampa, Florida, Andrew earned his Bachelor’s degree in Business Administration from the University of South Florida in 1979. He is a Senior Member of Palma Ceia Golf & Country Club, the University Club of Tampa, and Ye Mystic Krewe of Gasparilla.

Laura Radko is a CFP® with over 30 years of experience in the financial industry. She has worked at Fidelity Personal and Workplace Advisors since 2018 and has been with various Fidelity entities since 2009. She is based in Durham, NC. Her firm, Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage diversified portfolios.

Bryan Brache is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 66 licenses and bringing six years of industry experience. His career includes roles at Northwestern Mutual and his own ventures, Brache Capital LLC and independent advisory services. Outside of his advisory work, he is involved in managing personal real estate investments. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Michael Hock Jr. is a financial advisor with Thrivent Investment Management in Raleigh, NC, holding a Series 66 designation and three years of industry experience. Prior to his current role, he worked at GE Healthcare for seven years and was involved with Ohana Homes. Outside of his advisory work, he is a member and manager of holding companies that administer LLCs owning real estate. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers planning as either a one-time or ongoing engagement, addressing a wide range of financial topics while keeping implementation and managed-account services separate.

Joel Reynolds is a Planning Consultant at Fidelity Investments, a position he has held since 2025. In this role, he works closely with clients to develop tailored financial plans and strategies aimed at achieving better outcomes for individuals, families, businesses, and future generations. Prior to his current role, Joel gained experience as a Central Relationship Manager and Workplace Planning Consultant at Fidelity Investments between 2022 and 2025. He began his financial services career as a Financial Representative with Northwestern Mutual from 2021 to 2022. Joel emphasizes providing a world-class experience by adapting his approach to meet the unique needs and situations of each client.

Eric Stafford is a CFP®-certified financial advisor with 19 years of industry experience, currently with Raymond James Financial Services Advisors Inc. since 2012. He serves on the board of Garner Baseball Inc., a nonprofit organization, where he participates in operational and financial decisions for the league. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, corporations, and institutional clients, delivering tailored, non-discretionary advice supported by analytical tools and risk profiling.

Joseph Burnette is a financial advisor with Fidelity in Durham, NC, holding Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he held various roles across several industries, including security and lawn care. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, AI in research, and oversight of multiple registered investment companies and fund-of-funds.

Katie Nestlerode is a financial advisor at Fisher Investments with 22 years of industry experience. She has held roles at Sanford C. Bernstein for 15 years prior to joining Fisher Investments in 2017. Nestlerode holds Series 63 and Series 65 licenses and is based in Chapel Hill, NC. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals. The firm employs a centralized investment approach combining quantitative and qualitative research to manage diversified portfolios across various asset classes.

Renee Sorrell is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and Mediant Communications. Outside of her advisory role, she works as a cashier at Home Depot. 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, including tailored financial planning supported by firm-approved tools and methodologies.

Jayme Dimitroff is a Series 66-registered financial advisor at Edward Jones with 14 years of industry experience. He has been with Edward Jones since 2011. Outside of advising, he assists with managing a family business. Edward Jones is a full-service wealth management firm serving a broad client base including individual, institutional, and charitable organizations. The firm offers a range of advisory programs and investment solutions, supported by a large network of advisors and branch offices across the country.

Adair Salgado is a financial advisor with Edward Jones in Cary, NC, holding the Series 66 designation and 10 years of industry experience. Salgado has been with Edward Jones since 2016. 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 under management and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies and access to separately managed accounts, operating under a fiduciary standard.

Dustin Mccaughey is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity Brokerage Services LLC, he held roles at several companies including Shipt Inc., GrubHub Inc., and TaskRabbit Inc. He has also been involved in entrepreneurial ventures such as LoO and LoO Yoga LLC and Embers of Florida, LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research and quantitative analysis to construct model portfolios featuring mutual funds, ETFs, and ETPs. The firm’s approach includes algorithmic portfolio construction, delegated management, and oversight controls, supporting a range of registered investment companies and charitable funds.

Katie Belin is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2020. She works closely with clients to understand their financial goals, values, and vision for the future, creating personalized strategies aimed at growing and protecting wealth while building reliable retirement income streams. Prior to her role at Fidelity, she was a Financial Advisor at Edward Jones Investments from 2016 to 2020. Before entering financial advisory, she gained experience as a Capital Markets Operations Associate at Fannie Mae Federal National Mortgage Association from 2014 to 2016. With over 10 years of experience, Katie specializes in assisting clients with retirement planning, wealth preservation, and legacy planning. She emphasizes client education to enable informed and confident financial decisions. Her approach focuses on clarity, confidence, and disciplined financial management.

Donald Steichen is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Wells Fargo Clearing in 2022, he worked at Edward Jones from 2015 to 2022. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a broad range of investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and applying diversification principles and modern portfolio theory in its investment approach.