Jerod Allen is a financial advisor with Raymond James Financial in Raleigh, NC, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has worked at Raymond James since 2022 and previously at Pinnacle Financial Partners and Wells Fargo Clearing. Outside of his advisory role, he is also an associate with Pinnacle Asset Management, providing banking and loan services and making investment referrals to partners. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and uses analytical tools to align investment strategies with client goals while supporting municipal and public finance work through unique affiliations.

Nicholas Bodnar is a CFP® professional with 12 years of industry experience, currently serving at Edward Jones in Chapel Hill, NC since 2013. He holds the Series 66 designation and has spent his entire advisory career with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Eric O'Brien is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Bank of America, Merrill, Citizens Securities, and Transamerica Capital. Prior to entering the financial sector, he was involved with The Chef's Table for nine years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm’s approach combines fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios using systematic methodologies and long-term benchmarks.

Austin Taylor is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. His prior experience includes roles at Morgan Stanley Smith Barney LLC and multiple financial and insurance firms. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide through a large network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and both discretionary and non-discretionary management approaches.

Jennifer Hoselton is a financial advisor with UBS Financial Services in Chapel Hill, NC, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. She has been with UBS Financial Services since 2009. UBS Financial Services offers brokerage and investment advisory services to individual, corporate, and institutional clients, combining fiduciary financial planning with institutional trading capabilities and research-driven portfolio management.

David Nichols is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, written recommendation reports through a centralized consulting team.

Mark Kean is a financial advisor at Raymond James & Associates with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill. Outside of his advisory practice, he serves as a trustee for Landmark Free Will Baptist Church in Cary, NC. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutions, and municipal entities, providing tailored, non-discretionary financial planning and consulting supported by diverse portfolio management styles and in-house research.

Alan Hughes is a financial advisor with Raymond James & Associates, holding a ChFC® designation and Series 63 and 65 licenses. He has 38 years of industry experience and has been with Raymond James for 13 years. Outside of his advisory role, he serves as a board member of the Milburnie Fishing Club in Raleigh, NC. Raymond James & Associates is a large, dually registered 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 municipal advisory services.

Scott Lyons is a financial advisor at Fidelity with 15 years of industry experience and holds a Series 66 designation. He has been with various divisions of Fidelity since 2011. 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 to deliver model portfolios and fund advisory services.

Tanner Elwood is a financial advisor with J.P. Morgan Securities in Raleigh, NC, holding Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at JPMorgan Chase Bank and First Command, as well as military service in the United States Marine Corps from 2020 to 2025. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Nicole Guernsey is a financial advisor with Equitable Advisors in Cary, NC, holding a Series 66 credential and two years of industry experience. Prior to joining Equitable Advisors, she worked in various roles including marketing consulting through her own firm, Teal House Consulting, LLC. She also serves on the marketing committee of the Harmony LGBT+ Allied Chamber of Commerce. 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 LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model that offers both advisory and brokerage/insurance channels to implement client recommendations.

Scotty Crouthamel is a Financial Consultant based in Raleigh, North Carolina. He specializes in helping individuals and families make informed financial decisions through tailored planning. His focus areas include long-term wealth building, retirement preparation, and legacy creation. Prior to his current role, Scotty served as a Workplace Planning Consultant III at Fidelity Investments from 2022 to 2024. He holds an AR Insurance License and is a Certified Financial Planner™. Outside of his professional work, Scotty enjoys boating, fishing, football, golf, spending time at the lake, and skiing.

William Miller is a CFP®-credentialed financial advisor with 18 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at South State Bank and FTB Advisors. He is also engaged as a private banker with South State Bank in Raleigh, NC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides various advisory programs, financial planning, and retirement consulting, supported by in-house and third-party research and portfolio management options.

Lindsy Lassere is a financial advisor at Fidelity with five years of industry experience. She holds a Series 66 designation and has held roles at Fidelity Investments since 2021, following a year at MassMutual Life Insurance Co and MML Investors Services LLC. Prior to her financial career, she worked for Wake County Public Schools at Vance Elementary School for five years. Fidelity’s Strategic Advisers LLC 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, offering model portfolios composed of mutual funds, ETFs, and ETPs.

Matthew Purdy is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. 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, supports more than 14,000 advisors, and combines brokerage and advisory solutions with research-driven investment approaches.

Kwabena Adabor is a financial advisor at Fidelity with a Series 66 credential and two years of industry experience. His prior work includes roles at DACE LLC, Charter Communications Inc., Conduent Inc., and Wright State University. 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 discretionary and non-discretionary portfolios as well as fund advisory services.

Ryan McCauley is a Financial Consultant at Fidelity Investments, where he has been serving since 2024. He works with clients to build customized financial plans tailored to their individual needs, focusing on education to help clients gain comfort and confidence with their financial strategies. His approach emphasizes simplifying clients' financial lives through collaboration. Ryan has accumulated experience in various roles at Fidelity Investments since 2018, including positions as Investment Consultant, Workplace Planning Consultant, Workplace Planning Associate, and Financial Associate. This range of experience has contributed to his expertise in financial planning and investment consultation. Outside of his professional responsibilities, Ryan has interests in baseball, football, golf, reading, and running.

Anthony Licht is a financial advisor at Fidelity with four years of industry experience and holds the Series 66 designation. His prior work includes roles at Levitate/Real Magic, Harris Teeter, Hilton North Raleigh, and DoubleTree Raleigh/Durham. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management, fund advisory, and model portfolio delivery. The firm’s investment process integrates proprietary fundamental research with quantitative analysis and uses algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Christopher Gray is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He assists clients and their families in achieving financial clarity through education, personalized goal setting, and holistic planning. His work encompasses retirement lifestyle planning, tax-efficient investing, estate planning considerations, charitable giving, and complex strategies tailored to each client's unique goals and values. Prior to his current role, Christopher held several positions at Fidelity Investments, including Financial Consultant I and Investment Solutions Representative, spanning from 2021 to 2024. Before joining Fidelity, he worked as a Personal Banker and Home Preservation Specialist at Wells Fargo Bank NA from 2019 to 2021. He holds insurance licenses in Arkansas and California. Outside of his professional career, Christopher has interests in comedy, family activities, food, outdoor adventures, parenthood, and traveling.

Clayton Charland is a CFP® with eight years of industry experience, currently affiliated with Charles Schwab in Cary, NC. His prior roles include positions at TD Ameritrade, Domani Wealth, LPL Financial, Atlas Private Wealth Advisors, and John Driscoll & Co. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wealth advisory wrap fee programs alongside affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.