James Ustby is a financial advisor with LPL Financial in Durham, NC, holding a Series 66 credential and four years of industry experience. He has worked at LPL Financial since 2024 and previously held positions at Ameriprise Financial Services Inc and was self-employed. Ustby is also an insurance representative with Karma Financial Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

David Gall is a financial advisor with Fidelity Investments, holding a Series 66 designation and 10 years of industry experience. He has been associated with various Fidelity entities since 2016, including Fidelity Brokerage Services LLC, FIDELITY Personal and Workplace Advisors, and Fidelity Investments. 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. The firm is also noted for its registration with the CFTC as a commodity pool operator and its advisory role to multiple registered investment companies and fund-of-funds.

Alexander Green is Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity for over 17 years, serving in various roles since 2007. His current position as Vice President began in 2021. Throughout his tenure at Fidelity, Alexander has held positions including Financial Consultant, Investment Consultant, and Financial Representative. He has experience in developing, implementing, and maintaining financial plans for clients. Outside of his professional work, Alexander enjoys camping, family activities, golf, outdoor adventures, tennis, and traveling.

Stephanie Bass is a CFP® professional with 27 years of experience in the financial industry, currently serving at Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. Outside of her advisory role, Bass is an investment committee member for the NC Symphony and serves as treasurer and finance committee member for Dress for Success of the Triangle. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Kevin Scott is a financial advisor at Fidelity with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including USAA Financial Advisors and USAA Investment Services prior to his current role. He serves on the finance committee of the Compassionate Tabernacle of Faith Baptist Church in Raleigh, assisting with financial reporting and fundraising. Kevin is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including registered investment companies and model portfolios for intermediary platforms.

Shawna Dunn is a financial advisor at Merrill with a Series 66 designation and 11 years of experience at the firm. She is based in Raleigh, NC. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates with Bank of America’s broader platform, providing access to a wide range of financial products and services.

Derek Parrish is a CFP® with 15 years of experience in the financial services industry, currently serving as an advisor at Edward Jones since 2011. He holds the Series 66 designation and is based in Durham, NC. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, 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.

Trent Storino is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fidelity Investments since 2021, following roles at Principal Financial Services, Principal Life Insurance Company, and First Citizens Investor Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies and a Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services, fund consulting, and model portfolio delivery.

Ryan Copley is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 12 years of industry experience. His career includes multiple roles within Wells Fargo entities since 2011, as well as a position at Oasis International School in Kuala Lumpur from 2018 to 2021. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

S Paul Lorusso Sr. is a financial advisor with Osaic and holds a Series 66 designation. He has 15 years of industry experience, including 13 years at FSC Securities Corporation and several years at Osaic since 2023. Outside of his advisory role, he owns a CPA firm and works as a contract pilot and flight instructor. He also serves as a director for a nonprofit that provides transportation for individuals with medical needs. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage, investment advisory services, financial planning, retirement consulting, and access to third-party asset managers. The firm utilizes various asset-allocation tools and supports discretionary and non-discretionary portfolios that may include diverse investment types.

Marvin Rauchbach is a financial advisor with OSAIC in Chapel Hill, NC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked for VALIC Financial Advisors for 38 years before joining Agia and then OSAIC. Outside of his advisory work, he performs as a drummer in jazz bands. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary account management.

Tyler Carter is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at Credit Union Investment Services, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process, and serves multiple registered investment companies and fund-of-funds.

Patrick Newsome is a financial advisor with Fidelity in Durham, NC, holding Series 63 and Series 66 licenses and two years of industry experience. His work history includes various roles at country and tennis clubs before joining Fidelity in 2023. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios and discretionary management through affiliated or unaffiliated sub-advisers.

Richard Zyczkiewicz is a financial advisor with Cetera, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He has worked at Cetera since 2025 and previously spent 11 years with Avantax Investment Services and Avantax Advisory Services. Outside of his advisory role, he owns and operates Zyczkiewicz Latour & Company, a CPA firm providing accounting and tax preparation services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporations, charities, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform that includes model portfolios, third-party managers, and custom strategies.

Suzanne Stroud is a Wealth Management Advisor with Merrill Lynch Wealth Management. She has over 27 years of experience in financial services, supporting corporate executives, business owners, and their families in achieving their financial goals through portfolio strategies, professional money management, and wealth outlook projections. Suzanne holds a Bachelor's Degree from Queens University Kingston in Ontario, Canada, and a Master's Degree from Florida State University. She is a CERTIFIED FINANCIAL PLANNER® certificant and a Senior Portfolio Advisor. Additionally, she has earned the Chartered Advisor in Philanthropy® designation. In her community involvement, Suzanne volunteers with organizations such as Girl Scouts North Carolina Coastal Pines, NC Reading Service, and Read and Feed. She also enjoys cooking, reading, and spending time with her family.

John Szwed II is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 36 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2013 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and based on modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Clayton Maner is a financial advisor at Morgan Stanley in Raleigh, NC, with six years of industry experience and a Series 66 credential. His work history includes roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019, as well as positions at The University of Tennessee, General Dynamics Mission Systems, and Oak Ridge National Lab. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and firm-approved tools but does not provide individual security recommendations within its standalone planning services.

Vimal Bisaria is a financial advisor at Edward Jones in Morrisville, NC, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he is a partner in Mindtree Investment LLC, a real estate venture in Cary, NC. Edward Jones is a wealth management firm serving over four million clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

William Alexander Jr. is a financial advisor with Edward Jones in Raleigh, NC, holding Series 63 and Series 66 designations and having nine years of industry experience. He joined Edward Jones in 2018 after working at Wells Fargo Clearing Services and Wells Fargo Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Michael Godwin is a financial advisor at Osaic with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Osaic since 2018, following five years at SII. Godwin is a board member of Building People and Communities, a nonprofit organization serving individuals on the autism spectrum. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through an extensive network of advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and various investment vehicles to construct portfolios managed on both discretionary and non-discretionary bases.