Charles Stewart is a financial advisor with Equitable Advisors in Raleigh, NC, holding a Series 66 designation and nine years of industry experience. He has been with Equitable Advisors since 2016, including the firm's previous identity as AxA Advisors. He also operates a business under the name Legacy Wealth Strategies. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pensions, corporations, and charitable organizations. The firm utilizes a range of advisory models and third-party asset managers to deliver customized investment solutions.

Dixi Jin is an Investment Consultant currently working at Fidelity Investments since 2022. In this role, Dixi collaborates with clients to build financial plans tailored to their unique needs, focusing on understanding their short- and long-term goals, identifying ways to improve those plans, and helping track progress as circumstances evolve. Building strong relationships based on trust, reliability, and competency is a central aspect of Dixi's professional approach. Prior to joining Fidelity Investments, Dixi held several positions in the financial services industry, including Registered Wealth Management Client Associate and Merrill Financial Solutions Advisor at Merrill Lynch between 2019 and 2022, Financial Advisor at Merrill Lynch from 2015 to 2019, and Relationship Manager at Bank of America from 2010 to 2015. This experience spans client relationship management and wealth management services. Outside of professional responsibilities, Dixi enjoys activities such as going to the beach, comedy, exploring food, reading, running, and traveling.

Jeffrey Hall is a CFP® with 10 years of industry experience, currently serving at Fidelity in Durham, NC. He has held roles across Fidelity Investments, Fidelity Personal and Workplace Advisors, and FIDELITY Brokerage Services LLC since 2015. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its roles as a commodity pool operator and advisor to multiple registered investment companies, as well as its use of AI and systematic methodologies in portfolio management.

Christopher Moody is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. His career includes roles at Fidelity Investments and Qurate Retail Group, with prior experience at FedEx Ground, United Parcel Service, and Arizona State University. He works with 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Leah Ogden is a CFA® charterholder and holds a Series 66 license, with 23 years of experience in the financial services industry. She currently works at Morgan Stanley in Chapel Hill, NC, having previously spent 11 years at Raymond James & Associates. Ogden serves on the board and finance committee of Carolina Meadows CCRC, a nonprofit organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs including financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Barry Davis is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America and Merrill for 14 years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base including registered investment companies and offers specialized services such as fund advisory and model portfolio delivery.

Demarc White is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity Investments in various capacities since 2007. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Christopher Ellis is a financial advisor with Edward Jones in Creedmoor, NC, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. He has been with Edward Jones since 2003. 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 strategies supported by a large nationwide network of advisors and branch offices.

Sonya Kilian is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding a Series 66 designation and 22 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, using research and analytics to support its investment approach.

Andrew Metz is a CFP®-certified financial advisor with Edward Jones in Durham, NC, where he has 15 years of industry experience. He has been with Edward Jones since 2011. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated funds, supported by a large network of financial advisors and branch offices nationwide.

Ward Marslender is a financial advisor with Wells Fargo Advisors in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 44 years of industry experience. He has been with Wells Fargo Advisors since 2013 and is also the owner of Marslender-West Asset Management. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions by offering investment and fee-based financial planning services across a broad range of areas, including retirement, education, risk, and wealth-transfer planning. The firm uses proprietary research and planning tools to develop tailored recommendations delivered through meetings and client summaries.

Jennifer Pianelli is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 designation. Her prior roles include working at Equitable Advisors and Envision Science Academy. Outside of finance, she has experience working as a server and bartender at The Cowfish Sushi Burger Restaurant in Raleigh, North Carolina. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

David Difilippo is a CFP® professional with 45 years of industry experience. He is currently with Wells Fargo Clearing, where he has worked since 2019. His prior experience includes six years at Raymond James & Associates and 24 years at Morgan Keegan & Company, Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

James Sessoms is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. He previously worked at Capitol Comics of Raleigh and was involved with Knightdale Baptist Church for ten years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and offers a distinctive advisory role with various registered investment companies and fund-of-funds.

Jenna Diehl is a Wealth Management Advisor with Merrill Lynch Wealth Management. She specializes in customized wealth planning and implementation, employing a goals-based wealth management approach. Jenna is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional, a designation awarded by the Certified Financial Planner Board of Standards, Inc., and also holds the Personal Investment Advisor (PIA) designation. Jenna joined Merrill in 2015, bringing over a decade of experience in financial services. She focuses on connecting clients' lives with their finances, serving client needs in areas such as college education planning, family wealth management strategies, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, socially responsible investing, women and wealth, tax minimization, and retirement income. Along with her team, the GOLDS Group, Jenna helps families and businesses develop customized financial strategies designed to last for generations. She graduated from North Carolina State University with a Bachelor's degree in Business Management/Finance. In her personal time, Jenna enjoys football, golfing, reading, soccer, and spending time with her family. She also participates in community volunteer activities aligned with the Merrill tradition of community involvement.

William Cunningham is a Planning Consultant at Fidelity Investments, a role he has held since 2026. He has been with Fidelity Investments since 2023, progressing through positions including Workplace Planning Associate, Workplace Planning Consultant, and Workplace Planning Consultant II. In his current position, William focuses on understanding clients' priorities and helping translate them into clear, workable financial plans. He emphasizes building strong, trusting relationships to provide a planning experience that is supportive, transparent, and tailored to each client's unique situation. William's approach centers on empathy and recognizing the individuality of every client. Outside of his professional work, he has interests in baseball, football, and pets.

John Short is a CFP® professional with 39 years of industry experience, currently serving as an advisor at Osaic since 2024. His prior experience includes roles at Securities America Advisors, Inc., SSN Advisory, Inc., and Securities Service Network, Inc. Outside of advisory work, he is involved in tax preparation and life insurance and long-term care product sales. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning, advisor-managed portfolios, and retirement plan consulting. The firm’s investment approach centers on model-based asset allocation and portfolio optimization with tools for discretionary management, client restrictions, and third-party manager selection.

Michael Moore is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016 and previously at Wachovia Bank, N.A. since 2007. Wells Fargo Advisors provides investment advisory services, financial planning, 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, relying on research and analytics to guide investment options.

Ericka Archie Conner is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Smith Barney since 2009, following a one-year tenure at Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process involving firm-approved tools and scenario modeling.

Lindsay Elliott is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She previously worked for ten years at State Employees' Credit Union before joining Merrill in 2022. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party teams.