James Mosrie is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding a Series 66 designation and four years of industry experience. He has been with Wells Fargo Clearing since 2021 and has worked with Wells Fargo bank since 2009. Mosrie serves as president of the Durham Orange Estate Planning Council, providing education and networking for estate planning professionals. Wells Fargo Clearing offers retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, providing both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs.

Amanda Dworznicki is a financial advisor at Edward Jones in Raleigh, NC, holding a Series 66 designation with seven years of industry experience. She has been with Edward Jones since 2014. 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, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

John Lowther is a financial advisor at Morgan Stanley in Raleigh, NC, holding a Series 66 designation with six years of industry experience. Prior to joining Morgan Stanley in 2018, he worked at Hanwha Azdel, System One, Areva, and Central Virginia Federal Credit Union. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment committee models to support its services.

Kurtis Nolan is a Financial Consultant at Fidelity Investments, a position he has held since 2026. Prior to this role, he worked as a Planning Consultant at Fidelity Investments from 2024 to 2026. He has held several roles at Principal Financial Group, including Financial Consultant II from 2023 to 2024, Financial Counselor from 2022 to 2023, Client Onboarding Manager from 2019 to 2022, and Client Service Specialist in 2019. Kurtis partners with individuals and families to assist them in making informed decisions about their financial futures. He employs a holistic planning approach to understand clients' goals, values, and financial situations, helping to develop personalized plans tailored to their priorities. His services include strategies related to investing, retirement planning, and managing financial milestones, with adaptability to clients' evolving needs over time. Outside of his professional work, Kurtis engages in activities such as biking, spending time with family, fitness, and golf.

Adrienne Sullivan is a financial advisor with RBC Capital Markets in Raleigh, NC, holding Series 63 and Series 66 credentials and 13 years of industry experience. She worked at Morgan Stanley for seven years before joining RBC Capital Markets in 2020. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailored to clients’ risk profiles and implemented through a combination of in-house and third-party investment managers.

William Bostic is a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he works with clients to understand their current financial situations and introduces them to solutions available through Merrill and Bank of America. His approach focuses on empowering clients with knowledge and tools to take control of their financial lives and select platforms that align with their immediate needs. William holds the Professional Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of North Carolina System. His philosophy centers on helping clients uncover their priorities and develop strategies to pursue their financial goals.

Harrison Wright is a Planning Consultant at Fidelity Investments, where he specializes in delivering personalized financial planning experiences that help clients align their goals with actionable strategies. He collaborates closely with Financial Consultants to identify opportunities, strengthen client relationships, and pursue long-term financial success. Harrison has progressed through various roles at Fidelity Investments, including Investment Solutions Representative II, Investment Solutions Representative I, and Customer Relationship Advocate. His professional focus includes a strong foundation in financial planning concepts and client advocacy, guiding clients through key decisions with clarity and confidence. He holds insurance licenses in Arkansas and California. Outside of his professional role, Harrison has personal interests in cooking and baking, golf, movies, and skiing.

John Brandon is a Series 66-licensed advisor with LPL Enterprise in Raleigh, NC. He has been with LPL Enterprise since 2026 and has prior experience working in educational roles at various institutions including Art of Problem Solving Academy and Central Wake High School. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm emphasizes model-driven investment implementation using portfolios developed by LPL’s Research Department and third-party strategists, while also offering access to financial planning, third-party asset managers, and affiliated insurance and trust services.

Richard Walsh is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, he worked at Uber and held positions at UNC Chapel Hill’s Office of Sponsored Research. Outside of finance, he is involved in delivering flowers during busy holidays for Fallons Flowers. 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 uses a combination of fundamental research, quantitative analysis, and systematic methodologies in its investment process.

Nicholas Kolb is a Series 66-credentialed advisor with Fidelity who has four years of industry experience. Prior to joining Fidelity, he held roles at various companies and has been involved in entrepreneurial ventures such as Colby's Ice Cream & Bake Shop LLC. Outside of his advisory work, he serves as a youth ice hockey referee on weekends. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

Julio Aguirre is a financial advisor at Merrill in Cary, NC, holding a Series 66 designation with one year of industry experience. He has been with Merrill since 2007 and also has experience at Bank of America, N.A. since 2025. 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 plans, corporations, and charitable organizations.

Elizabeth Sum Slaughter is a financial advisor at Merrill with 38 years of industry experience. She has held her current position since 1998. Her credentials include Series 63 and Series 65 licenses. 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 developed by internal and third-party teams for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Obudho is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Investments since 2021, following prior roles at TD Ameritrade and COR Clearing LLC. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios using mutual funds, ETFs, and ETPs.

Wells Clark is a financial advisor at Fidelity with a Series 66 credential and three years of industry experience. His prior work includes roles at RGA Investments and George Picket and Associates. Fidelity’s Strategic Advisers LLC unit provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of mutual funds, ETFs, and ETPs. The firm is noted for its regulatory registrations and its use of AI-driven research methodologies.

John Spivey is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2012. He has been with Fidelity since 1997, progressing through various roles including Senior Account Executive, Financial Planning Consultant, and Financial Representative. Prior to joining Fidelity, he was a Financial Consultant at D. E. Wine Investments from 1996 to 1997. With 28 years of experience at Fidelity, John specializes in retirement, wealth planning, and income planning. He assists clients in understanding Fidelity's broad platform of resources to build and execute personalized financial plans. Outside of his professional career, John is interested in family activities, fitness, hiking, reading, traveling, and volunteering.

Megan Brassil is a financial advisor with Merrill in Raleigh, NC, holding a Series 66 designation and bringing 24 years of industry experience. She has been with Merrill since 2014. 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, and various institutional accounts.

Sherry Kho is a CFP® professional with 18 years of experience in the financial services industry. She has been with Ameriprise since 2008, initially with Ameriprise Financial Services Inc. and continuing with Ameriprise since 2020. Based in Durham, NC, she holds the Series 66 designation. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm uses a centralized consulting team, algorithmic modeling, and tax-efficiency analysis to deliver written Recommendation Reports, emphasizing managed accounts and offering a range of advisory, brokerage, and insurance solutions.

Shaun Rowell is a Financial Consultant at Fidelity Investments, a position he has held since 2021. Prior to this role, he worked as a Financial Solutions Advisor at Merrill Lynch from 2014 to 2021. In his current capacity, he focuses on providing a comprehensive approach to managing wealth, emphasizing a holistic understanding of clients and their financial goals. Shaun collaborates with clients to build personalized financial plans that remain flexible to accommodate changing needs and market conditions. His work is centered on delivering an excellent client experience and supporting clients in pursuing their financial objectives. Outside of his professional responsibilities, Shaun enjoys activities such as biking, camping, scuba diving, skiing, surfing, and exploring food.

James Kraft is a financial advisor at Fidelity with two years of industry experience. He holds Series 63 and Series 66 designations and has prior work experience at Janney Montgomery Scott, LLC and Fidelity Investments, LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse range of clients, including retail and institutional investors, with a focus on discretionary portfolio management and model portfolios constructed through systematic methodologies combining fundamental research and quantitative analysis.

David Cove is a financial advisor with Mass Mutual Investors Services in Raleigh, NC, holding CFP®, Series 63, and Series 65 designations. He has 29 years of industry experience, including more than two decades at Mass Mutual Investors Services and roles at Massachusetts Mutual Life Insurance Company and MSI Financial Services. MassMutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses collaborative, software-driven planning tools and offers a range of investment and education programs.