Angelo Posillico is a financial advisor at Edward Jones in Durham, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he was affiliated with Duke University and the Army West Point Athletic Association. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a 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 nationwide network of financial advisors and branch offices.

Scott Swift is a CFP® designated financial advisor with Edward Jones in Cary, NC, bringing 32 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1993. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a broad range of investment strategies and affiliated services through a large network of financial advisors and branch offices.

Christine Noble is a financial advisor at Fidelity with six years of industry experience. She holds Series 66 and Series 63 credentials and has worked at Fidelity Investments and Fidelity Investments LLC since 2020. Her prior roles include positions at George Mason University, Little Red Caboose, and service in the New Hampshire Army National Guard. Fidelity’s Strategic Advisers LLC division provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm employs a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction, and serves as an adviser to multiple registered investment companies and fund-of-funds.

Eric Belanger is a CFP® professional with eight years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. He previously worked for First Citizens Bank & Trust Co for 13 years. Outside of his advisory role, he is also an associate at Alger Financial, where he manages client relationships and provides day-to-day investment management and financial planning. 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, institutions, and nonprofit organizations. The firm employs tailored, non-discretionary planning and utilizes advanced analytical tools, supporting its offerings with a broad advisor network and unique municipal finance capabilities.

Timothy Britt is a financial advisor with Edward Jones in Cary, NC, holding Series 63 and Series 65 credentials and 14 years of industry experience. Prior to joining Edward Jones, he worked at Fidelity Bank, KS Bank, INC, and two investment advisory firms. He is also the Chief Wealth Management Officer and Executive Vice President at the Trust Company of NC, the trust department of Fidelity Bank. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and strategies. The firm operates an extensive nationwide network and offers discretionary and non-discretionary investment solutions, alongside affiliated mutual funds and a trust company.

Damon Lichtenberger is a financial advisor with Cetera and holds a Series 66 designation. He has 22 years of industry experience, including roles at Securian Financial Services and Minnesota Life Insurance Company. He is also an agent/broker with North Star Consultants, Inc., where he has been involved for over 20 years. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers.

Tammy King is a financial advisor at Ameriprise with 18 years of industry experience and holds a Series 66 designation. She has been with Ameriprise and its affiliates since 2009. Outside of her advisory role, she volunteers with the Triangle Church of Christ. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm provides advisory, brokerage, and insurance solutions through affiliated entities, utilizing research and modeling techniques to deliver tailored income and tax strategies.

Travis White is a financial advisor at Cetera with 16 years of industry experience. He holds a Series 66 designation and has worked at Cetera Investment Advisors, Cetera Investment Services, and First National Bank of PA since 2017, following three years at Securities America Advisors and Securities America Inc. Outside of Cetera, he is involved in fixed life insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individual investors, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform that includes affiliated and third-party managers, providing clients access to diverse investment strategies and program structures.

Jonathan Phillips is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Raleigh, NC. He previously worked with Bank of America, N.A. and Merrill for 14 years. Outside of his advisory role, Phillips is involved in agricultural ventures as a partner at Aldonia Farms and Aldonia Farms II, and holds board positions with the NC Coastal Land Trust and the Jones Island Club. Morgan Stanley Wealth Management provides a wide array of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and various investment approaches but does not provide individual security recommendations as part of its standalone financial planning services.

Andrea Mendoza is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 11 years of industry experience. She has been with Wells Fargo Clearing since 2016 and also works with Wells Fargo Bank NA, where she has been employed since 2014. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Evan Guinn is a Financial Consultant at Fidelity Investments, a role he has held since 2026. He has been with Fidelity Investments since 2022, progressing through several positions including Planning Consultant, Relationship Manager, and Financial Representative. He works with clients to develop personalized retirement and investment plans tailored to their specific needs. His expertise includes insurance planning, retirement planning, education planning, and tax-efficient investing. Evan aims to collaborate with clients to create and adjust plans as their needs evolve.

James Walker is a Series 66 licensed financial advisor with Fidelity in Durham, NC, and has three years of industry experience. His prior work includes roles at Artz Estate Sales, H&R Block, and a period of full-time education at the University of North Carolina Greensboro. He 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including advisory roles for registered investment companies and delivery of model portfolios.

Riley Cecil is a financial advisor with LPL Financial in Raleigh, NC. He holds Series 65 and Series 63 licenses and has been in the industry since 2025. Prior to joining LPL Financial, he has been involved with Cecil Financial and has held roles outside the financial industry, including positions at Forever Clean and Fresh Local Ice Cream. 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 services, including financial planning and model portfolio programs, supported by a broad platform of technology and non-advisory financial products.

Tanner Gilbert is a Financial Consultant at Fidelity Investments, where he began his current role in 2024. Prior to this, he held positions as an Investment Consultant and Financial Representative at Fidelity Investments since 2022. Tanner started his career with an internship at Betty Andrews Investment Management in 2020. In his role, Tanner focuses on building relationships and solving problems to assist individuals, families, and businesses in achieving their financial goals. He emphasizes understanding each client's personal situation to implement tailored strategies that support their financial planning needs. Outside of his professional responsibilities, Tanner has interests in football, golf, movies, pets, and reading.

Charles Meder is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing personalized wealth planning services, including retirement and legacy planning, executive compensation, tax minimization, and family wealth management strategies. Charles works closely with clients across diverse industries such as healthcare, technology, and government, as well as small privately-owned businesses, tailoring financial strategies to meet their unique goals and priorities. With extensive experience in investment risk management, business succession planning, and creating customized financial plans, Charles emphasizes transparency, collaboration, and clear communication to help clients make informed decisions. He holds a Personal Investment Advisor (PIA) designation and earned his Bachelor's Degree from Kent State University. Outside of his professional duties, Charles enjoys fishing, golfing, ice hockey, traveling, and spending time with his family.

Tina Miyagawa is a financial advisor at Fidelity with four years of industry experience, holding a Series 66 designation. Her previous work includes roles at Truist and Bank of America. Outside of her advisory duties, she co-manages Rising Sun Retreats LLC with her husband. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Brandon Harris is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. He is also the owner of Brandomar LLC, an investment-related business based in Raleigh, NC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients who meet a net-worth threshold, utilizing proprietary research and tools to develop customized recommendations.

Amanda Hahn is a financial advisor at Fisher Investments with 11 years of industry experience. She holds a Series 66 designation and previously worked at FIDELITY Brokerage Services LLC and VALIC Financial Advisors. Fisher Investments serves institutional and private clients worldwide, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management and sub-advisory services. The firm employs a centralized investment approach combining quantitative and qualitative analysis to manage globally diversified portfolios.

Walter Brady is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds a Series 66 designation and has previously worked at J.P. Morgan Securities, UBS Financial Services, and Zero Chaos. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non‑qualified deferred compensation plans, offering both discretionary and non‑discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Scott Tippins is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Principal Financial Services, and Valic Financial Advisors. Tippins serves on the Board of Directors for the East Carolina University Foundation and is a past president of the Raleigh Downtown Lions Club. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.