Clementine Cigna is an Investment Solutions Representative III at Fidelity Investments. In this role, she collaborates with clients to build confidence around financial goals and investment decisions, helping them clarify priorities, understand risk, and set clear, measurable objectives for long-term growth. She provides ongoing support and perspective as markets change, maintaining focus on what matters most to her clients and their families. Clementine has been with Fidelity Investments since 2022, progressing through roles from Customer Relationship Advocate to Investment Solutions Representative II and I before her current position. Prior to joining Fidelity, she gained experience as a Mortgage Loan Officer at AmeriFirst Financial and Revolution Mortgage, as well as serving as a Financial Services Officer at State Employees’ Credit Union. Outside of her professional work, Clementine enjoys art, camping, concerts, gardening, hiking, and visiting museums.

Parker Smith is a financial advisor with UBS Financial Services in Raleigh, NC. He holds a Series 66 designation and began his advisory career in 2025 after prior roles at United Community Bank and the University of Mississippi. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Daniel Ryon is a financial advisor at Edward Jones with 21 years of industry experience. He has been with Edward Jones since 2004 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he owns a rental property in Raleigh, North Carolina. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Moira Trott is a financial advisor at UBS Financial Services with seven years of industry experience. She holds a Series 66 designation and has been with UBS since 2017. Prior to her advisory role, she worked at B&B Catering Inc. and Fayetteville Technical Community College. She is also involved as secretary in a plumbing and mechanical services business operated by her partner. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm blends institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor strategies to client goals.

Elizabeth Alexander is a financial advisor at UBS Financial Services with 11 years of industry experience. She has been with UBS since 2016 and holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

Ted Laporte is a CERTIFIED FINANCIAL PLANNER™ professional with 27 years of experience in the financial industry. He is currently with Wells Fargo Clearing and has previously worked at John Hancock, The Smith Company, The Leaders Group, Inc., and Financial Advisory Associates. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines research from the Wells Fargo Investment Institute with third-party data to support its investment recommendations.

Todd Rust is a financial advisor with Wells Fargo Clearing in Durham, NC, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. He serves as treasurer for the Church of the Good Shepherd in Durham. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Candeece Shannon is a financial advisor at Edward Jones in Raleigh, NC, holding a Series 66 designation with four years of industry experience. Prior to her current role at Edward Jones, she worked at Rent Ready and Neuse Tile Service. 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 strategies, supported by a nationwide network of more than 23,700 financial advisors.

Zachary Lawson is a CFP®-certified financial advisor with eight years of industry experience. He is currently affiliated with Cetera and Financial Directions Group, where he serves as a retirement plan advisor. His prior roles include positions at Northwestern Mutual Wealth Management and Wells Fargo. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to affiliated and unaffiliated third-party managers.

Melvin Ellis III is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. He serves as an executor and trustee for estate and trust matters in Raleigh, North Carolina. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and a variety of investment strategies to serve its diverse client base.

Morgan Sardzinski is a financial advisor at Raymond James & Associates in Raleigh, NC, holding Series 65 and Series 63 licenses with one year of industry experience. Prior to joining Raymond James, Sardzinski worked at Cognizant Technology Solutions, Collaborative Solutions, and held various roles in education and business. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, institutions, and government entities, with a notable focus on municipal and public finance services.

Jason York is a Series 66-licensed financial advisor at Edward Jones with 11 years of industry experience. Prior to joining Edward Jones in 2026, he worked at several firms including LPL Financial and BB&T. He also serves as a Senior Vice President and Wealth Consultant at the Trust Company of North Carolina, assisting clients with financial planning, investments, and trust and estate planning. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies. The firm manages over $1 trillion in assets and maintains a large network of advisors and branch offices nationwide.

David Jester is a financial advisor with Robert W. Baird & Co. in Chapel Hill, NC, holding a Series 66 designation and 11 years of industry experience. He has been with R.W. Baird since 2017 and previously worked at Franklin School of Innovation. He is part of The DDK Group within Baird’s Private Wealth Management department, which provides financial planning, discretionary and non-discretionary portfolio management, and other services to individuals, corporate clients, pension plans, and charitable organizations. Robert W. Baird manages approximately $394 billion in regulatory assets and offers investment strategies that include manager-traded and model-traded SMA solutions, tax-management, and direct-indexing capabilities.

John Stone III is a financial advisor with Morgan Stanley in Raleigh, NC, holding Series 63 and Series 65 designations and 28 years of industry experience. He has been with Morgan Stanley and its affiliate Morgan Stanley Private Bank, National Association since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by firm-approved tools and analytical methods, managing approximately $2.74 trillion in client assets.

Parrish Goodman is a financial advisor with Fidelity Investments in Durham, NC, holding Series 63 and Series 66 licenses and with two years of industry experience. Prior to joining Fidelity, he held positions in real estate and automotive services and was employed at North Carolina State University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, 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 advisory and model portfolio delivery.

Nathan Neely is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at various Fidelity entities since 2007. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines proprietary research with quantitative analysis and algorithmic portfolio construction, and it manages model portfolios utilizing systematic methodologies and long-term asset allocation benchmarks.

Lorinda Spivey is a CFP®-designated financial advisor with 29 years of industry experience, currently with Cetera. Her work history includes long tenures at First Allied Advisory Services and Financial Directions Group, where she also holds ownership and performs insurance-related activities. Spivey serves on the Pureflow Advisory Committee and participates in non-profit and seed investment fund operations in committee and administrative roles. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, institutional, and charitable clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services delivered via a multi-manager platform with access to affiliated and third-party managers across multiple program structures.

Charles Moehrke is a financial advisor with Morgan Stanley in Chapel Hill, NC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management delivers a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services that are generally advisory in nature without individual security recommendations in standalone plans.

Andrew Mckay is a financial advisor with Morgan Stanley in Raleigh, NC, holding a Series 66 designation and 19 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2010 and the Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved in managing commercial and residential real estate properties through several investment entities. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and research, with assets under management totaling approximately $2.74 trillion.

Patrick Towne is a Financial Consultant currently working at Fidelity Investments, where he has been serving clients since 2023. Prior to this role, he was a Workplace Planning and Advice Consultant at Fidelity Investments from 2016 to 2023 and a Financial Consultant at PNC Bank from 2014 to 2016. His mission is to help clients navigate uncertainty and work toward better futures through financial planning. Patrick holds insurance licenses in Arkansas and California, supporting his work in providing financial and insurance advice. Outside of his professional career, he has personal interests in comedy, hiking, music, and traveling.