Allison Shumar is a financial advisor at Fidelity with four years of industry experience. She holds the Series 66 designation and has previously worked at Duke University from 2016 to 2022. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad range of clients, 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-of-funds and model portfolios delivered to intermediary platforms.

Jabora Belton is a financial advisor with Morgan Stanley Wealth Management in Raleigh, NC, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. Her career includes roles at Deutsche Bank Securities Inc., Wells Fargo Clearing Services, and Ameriprise Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs with a financial planning process supported by firm-approved tools and investment models.

Michael Hileman is a CFP®-designated financial advisor with seven years of industry experience. He has worked at Edward Jones since 2019 and previously spent three years at Personify Corp. based in Raleigh, NC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a broad network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment solutions along with affiliated mutual funds and other services.

Yun Lieh Chuu is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with LPL Financial since 2006. Outside of advisory services, he is involved in the sale of health and fixed insurance products. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and diverse operational tools.

Kolin McKelvey is a Planning Consultant at Fidelity Investments, based in Raleigh. Since 2023, Kolin has worked with individuals and families to simplify complex financial decisions and develop clear, actionable plans that support their goals. Kolin's approach emphasizes listening carefully to understand what matters most to clients and providing guidance to help them make informed choices for a secure and fulfilling future. Kolin believes that financial planning goes beyond numbers, focusing on creating practical strategies that allow clients to live life with confidence. Outside of professional responsibilities, Kolin enjoys golf, movies, music, and reading.

Seth Church is a financial advisor with LPL Financial in Durham, NC, holding a Series 66 designation and six years of industry experience. Prior to joining LPL Financial in 2026, he worked at Cambridge Investment Research Advisors and Cambridge Investment Research, among other firms. Outside of financial advising, he is also a CrossFit coach and has experience as a substitute teacher. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management, with a platform that supports both discretionary and non-discretionary strategies.

Jasper Lee Jr. is a financial advisor with Stifel in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 56 years of industry experience. He has been with Stifel since 2007 and previously worked at A. G. Edwards & Sons, Inc. from 2004 to 2007. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Jacob Harris is a financial advisor with LPL Financial in Raleigh, NC, holding the CFP® designation and Series 63 and 66 licenses. He has nine years of industry experience, including three years at Thomas Judy & Tucker P.A. prior to joining LPL Financial in 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm provides financial planning and investment management services through a broad platform featuring model portfolios, third-party asset managers, and institutional solutions.

John Adams II is a CFP®-certified financial advisor with 18 years of industry experience, currently practicing at Cetera. He has held roles at Cetera Wealth Services, LLC since 2013 and operates John Adams, LLC, focusing on personal tax strategy. Outside of his advisory work, he volunteers as a budget counselor for Hope Community Church and coaches youth basketball with Carolina Legend. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager investment platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Eric Schroeder is a financial advisor with Fidelity, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. He has worked within various branches of Fidelity since 2014, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines proprietary fundamental research with quantitative and algorithmic methods, and serves in advisory roles for multiple registered investment companies and fund-of-funds.

Aiyahna Edwards 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 worked at Good Steward Financial Company from 2020 to 2022. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios drawn from mutual funds, ETFs, and ETPs.

William Gregory is a financial advisor at Fidelity with nine years of industry experience and a Series 66 designation. He has held roles at several firms, including Edward Jones, Raymond James, Bank of America, Merrill, and now Fidelity. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions, and is noted for its registration as a commodity pool operator and advisory role to multiple registered investment companies.

Stephen Freeman is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, he held various positions including roles at Jersey Mikes and East Carolina University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management as well as fund advisory. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to build model portfolios from mutual funds, ETFs, and ETPs, and serves as an advisor to multiple registered investment companies.

Nathaniel Forkey is a financial advisor at Thrivent Investment Management based in Raleigh, NC. He holds Series 66 and Series 63 licenses and has been with Thrivent since 2026. Prior to joining Thrivent, he held positions at companies including Exact Sciences, Pfizer, and Wells Fargo. Outside of his advisor role, he has experience running Square Cow Moovers. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based financial planning across a broad range of topics and allows clients to combine planning with managed-account programs under a consolidated billing option called "WealthPlan."

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 Jr. is a financial advisor with Merrill in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior work includes roles at JPMorgan Chase Bank and J.P. Morgan Securities before joining Merrill and Bank of America in 2017. Merrill serves a wide range of clients including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, discretionary portfolio management, brokerage execution, and custody services. The firm’s investment approach features multiple program strategies with various levels of client and advisor discretion, supported by extensive manager selection and tax-efficient implementation capabilities, along with integration through Bank of America affiliates.

Laura Radko is a Certified Financial Planner (CFP®) with 30 years of industry experience. She has held roles at Fidelity Investments since 2009, including positions with Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC, and briefly worked at LPL Financial. She is based in Durham, NC. Laura is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Bryan Brache is a financial advisor with J.P. Morgan Securities in Cary, NC, holding Series 63 and Series 66 licenses and bringing seven years of industry experience. His prior experience includes roles at Northwestern Mutual and founding Brache Capital LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager selection, and customized performance reporting within a non-discretionary program.