Christopher Koppen is a financial advisor with LPL Financial in Raleigh, NC, holding Series 63 and Series 65 registrations and 22 years of industry experience. His prior work includes roles at Susan Phares-Aldrich, CPA, and Waddell & Reed, Inc. He is also involved in tax preparation and accounting through his association with Susan Phares-Aldrich CPA, PLLC. 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 portfolio programs, third-party asset management, and institutional platforms, supported by over 22,800 advisors and extensive operational resources.

Thomas Mcgowen Jr. is a financial advisor with OSAIC, holding a Series 66 designation and 18 years of industry experience. He previously worked at Lincoln Financial Advisors for 18 years and is a partner at the CPA firm Stout Stuart Mcgowen & King LLP, where he has served since 1984. Mcgowen is a volunteer board member and endowment committee chair of the Old North State Council Boy Scouts of America. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a broad network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers using asset-allocation tools and automated rebalancing.

Zachary Sholtz is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His prior work includes roles at Save-A-Lot Inc. and Publix. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients using a combination of proprietary fundamental research and quantitative analysis. The firm is noted for its use of algorithmic portfolio construction, management of registered investment companies, and advisory services that include model portfolios and fund-of-funds structures.

Garrett Ellinger is a financial advisor with Fidelity Investments in Durham, NC, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Minnesota Life Insurance Co, Securian Financial Services, and a position with the District Attorney for Catawba County. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with specialized advisory roles in fund structures and model portfolio delivery.

Joseph Hagen is a financial advisor at Stifel in Chapel Hill, NC, with 43 years of industry experience. He has held his current position at Stifel Nicolaus since 2008. Hagen holds Series 63 and Series 65 licenses. Stifel serves a diverse client base that includes individuals, institutional clients, charitable organizations, and municipal entities. The firm offers brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

James Sessoms is a financial advisor with Morgan Stanley in Chapel Hill, NC, holding Series 63, 65, and 66 licenses and possessing 40 years of industry experience. His career includes long tenures at Merrill and Bank of America prior to joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through Corporate Financial Planning agreements with employers.

Ronald Davis is a financial advisor at Mass Mutual Investors Services with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Mass Mutual Investors Services since 2017, following eight years at Metlife Securities Inc. In addition to his advisory role, he is an independent insurance agent specializing in annuities and various insurance products. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning, asset management, and educational services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, annual financial planning engagements that use advanced analytical tools and offers specialized planning programs including divorce and estate-settlement services.

Lashawnda Crouch is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Her prior work includes roles at OE Enterprises and Richmond Community Support. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction in its investment approach.

Adrian Marshall is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with various Fidelity brokerage services roles since 2006. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages multiple registered investment companies and fund-of-funds.

Khristopher Andrews is a financial advisor with LPL Financial in Holly Springs, NC, holding Series 63 and Series 65 credentials and having 12 years of industry experience. He has worked at LPL Financial since 2016 and has prior experience with Fidelity Bank of North Carolina, Edward Jones, Wells Fargo Clearing, and the Herald Sun Newspaper. Outside of his advisory role, Andrews currently serves as a Relationship Manager for Fidelity Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment solutions including financial planning, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Craig Esposito is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he was affiliated with Duke University’s Fuqua School of Business and Cornell University, and has worked in sports media organizations including Major League Baseball Network and the National Hockey League. He has also served as a camp instructor at the Cornell Golf and Hockey Camp. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a national network of over 23,000 advisors. The firm offers a range of advisory programs, managed accounts, and affiliated investment products, operating under a fiduciary standard.

James Nowak is a financial advisor with LPL Financial in Raleigh, NC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with LPL Financial since 2006. Nowak is also an adjunct instructor at Wake Technical Community College and is involved in a construction business where he serves as a member, manager, and president. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, and supports its advisors with research and operational tools while overseeing extensive discretionary assets.

William Gahagan is a financial advisor at Raymond James Financial with 26 years of industry experience. He holds Series 63 and Series 66 credentials. His career includes roles at several firms, including Compass Securities Corporation and independent consulting. Gahagan is also an independent contractor providing financial planning services with Williamson Wealth Group, Inc. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm utilizes tailored, non-discretionary planning and risk profiling tools and supports municipal and public-finance advisory services.

Roseena Hardcastle is a financial advisor at Fidelity with two years of industry experience. She holds Series 63 and Series 66 designations. Her prior work includes positions at Maxim Healthcare Staffing, Wake County Public Schools, and the University of Central Florida. 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 fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services along with fund advisory and model portfolio delivery.

John Murray is a financial advisor at J.P. Morgan Securities with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TD Ameritrade Investment Management and JPMorgan Chase Bank. Based in Chapel Hill, NC, he has been with J.P. Morgan Securities since 2021. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

William Phelan Sr. is a CFP® professional with 25 years of experience in the financial services industry, currently serving at Edward Jones since 2000. His tenure at Edward Jones spans over 26 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm offers a variety of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

Benjamin Uysmith is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked at Equitable Advisors since 2014 and previously at Axa Advisors, LLC. Outside of his advisory role, he serves as a board director and treasurer for the LGBTQ+ Center of Durham and holds a board treasurer position with the Home Builders Association of Durham, Orange, and Chatham County. He also operates a photography and bartending business in Durham, NC. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm employs a range of advisory programs through Investment Adviser Representatives and external managers, focusing on matching client needs with appropriate portfolio models and offering ERISA fiduciary services to qualified plans.

Bradford Wilson is a CFP® professional with 21 years of industry experience, serving as a financial advisor at Edward Jones since 2005. He holds Series 63 and Series 66 licenses. Outside of his advisory work, he is the owner of Wilsonball LLC, a business involved in rental property management in Holly Springs, NC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated financial products. The firm operates under a fiduciary standard and maintains a large network of advisors and branch offices nationwide.

Ashton Hohnstein is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, he worked at First Citizens Bank and Trust Company and held various roles in hospitality and education sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across multiple asset classes.

Demetria Richardson is a financial advisor with Fidelity Investments in Durham, NC, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity, she has worked in various roles across education, public service, and corporate sectors. She is also a partner in Neat Freaks Cleaning Services, providing residential and commercial cleaning. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage a diverse range of investment products and model portfolios.