Craig Buzak is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo in various capacities since 2009, including Wells Fargo Bank NA and Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Bruce Honeycutt Jr. is a CFP®-certified financial advisor with 31 years of industry experience. He has been with LPL Financial since 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs and financial planning services.

Jamie Claytor is a Series 66-licensed financial advisor with Morgan Stanley in Raleigh, NC, where he has worked since 2014. He has three years of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs for individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes supported by its Global Investment Committee’s return estimates and modeling tools.

Thuy Dung Nguyen is a financial advisor at Fidelity with one year of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments since 2024. Prior to her current role, her background includes positions at Brex, Curology, and The Washington Center, as well as employment while attending the University of North Carolina at Chapel Hill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, involvement with registered investment companies, and deployment of model portfolios through Fidelity Institutional Wealth Adviser.

Nathaniel Sale is a financial advisor with Wells Fargo Clearing in Durham, NC, holding a Series 66 designation and four years of industry experience. He has previously worked at Wells Fargo Bank, NA and Pitboss LLC. 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 process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Elaine Jolley is a Series 66-credentialed financial advisor with 11 years of industry experience. She is currently affiliated with Cambridge Investment Research Advisors and has previously worked at Vesta Wealth Advisors, Principal Securities Inc., Principal Life Insurance Company, and Edward Jones. Outside of her advisory work, she is a founder of Vesta Divorce Solutions, a service focused on divorce planning, and serves as a volunteer board member for Sherry Braswell Ministries. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, employing both proprietary model strategies and third-party solutions across multiple platform arrangements.

Joel Hudson is a financial advisor at Morgan Stanley in Raleigh, NC, with 33 years of industry experience. He has been with Morgan Stanley since 2009 and also works with Morgan Stanley Private Bank, National Association. Outside of his advisory role, he is involved with American Defense Systems Inc., which provides bulletproof armor and contracts with the U.S. Army. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to support client financial plans.

Shay Pond is a CFP® professional affiliated with LPL Financial, based in Raleigh, NC, with four years of industry experience. Prior to joining LPL Financial in 2026, Pond held roles at OSAIC, FSC, Equitable Advisors, and several other organizations. Pond also serves as a Wealth Associate at Steward Wealth Strategies, where responsibilities include client meetings, investment performance review, financial planning recommendations, and participation on the internal investment committee. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, retirement plan consulting, and utilizes research from internal and third-party sources to support diverse investment strategies.

Michelle Cejudo is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and three years of industry experience. Her prior work includes roles at Truist and Wells Fargo Bank N.A., along with several years of experience at The Cheesecake Factory. Wells Fargo Advisors is a national securities firm offering 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 provides both brokerage and advisory solutions.

Drewry Littlewood serves as a Wealth Management Advisor and leads the Littlewood & Associates Wealth Management team. In this role, he provides customized wealth strategies and integrated advice to individuals and families. His approach includes investment management, retirement planning, trust and estate planning services, cash-flow analysis, education savings, and charitable giving. Drewry focuses on helping clients address their priorities and work towards their financial goals efficiently, anticipating critical points in their personal and professional wealth to support informed decision-making. Drewry holds a Bachelor's degree from the University of Georgia and is a CERTIFIED FINANCIAL PLANNER® certificant. He is also a Personal Investment Advisor (PIA). His client focus areas include college education planning, employee benefits planning, services for endowments, foundations, and non-profits, legacy planning, personal retirement planning, portfolio management services, tax minimization, and retirement income. Raised in Durham, North Carolina, Drewry is active in his community as a member of White Memorial Presbyterian Church and YMCA Camp Thunderbird. He lives in Raleigh, North Carolina, with his wife and two children. They enjoy spending time outdoors, particularly fishing and boating on North Carolina's Outer Banks.

Jody Mansfield is a Wealth Management Advisor with Merrill Lynch Wealth Management and a member of the Rapp Mansfield & Associates Team. She has over twenty years of experience in the financial industry, having held roles on a trading desk at the Delaware Group in Philadelphia and with an International Finance Group in Richmond, VA. Jody also worked at Wachovia Securities, a predecessor of Wells Fargo Advisors, in Regional Management and later as a Wealth Management Advisor for nearly two decades before joining Merrill Lynch Wealth Management in 2016. Jody’s expertise lies in delivering personalized wealth management and comprehensive planning strategies for individuals and families. She emphasizes building relationships defined by integrity, honesty, and trust, focusing on understanding her clients’ unique life priorities to create tailored financial plans. Her client focus areas include college education planning, family wealth management strategies, personal retirement planning, portfolio management services, women and wealth, and retirement income. Jody holds Bachelor of Arts degrees in Economics and Business Management from North Carolina State University and a Master of Business Administration from Meredith College. She holds the designations of Chartered Financial Consultant® (ChFC), Certified Divorce Financial Analyst® (CDFA), and CERTIFIED FINANCIAL PLANNER™ (CFP). A native of North Carolina, Jody is raising two sons, William and Max, with whom she enjoys outdoor activities such as snow skiing, boating, and scuba diving.

Jack Gould is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. His prior work experience includes roles outside the financial sector, such as at FedEx and retail companies. Fidelity Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base including retail and institutional investors. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios comprising mutual funds, ETFs, and ETPs, while also serving as a formal advisor to multiple registered investment companies.

Ryan Lun is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on helping individuals and families develop personalized financial plans that align with their unique goals. Ryan works with clients to address priorities such as retirement savings, education funding, wealth management, and long-term financial security. Ryan holds a Master's Degree from East Carolina University and has earned the Personal Investment Advisor (PIA) designation. His approach emphasizes understanding each client’s financial situation to create tailored strategies that support their objectives. Outside of his professional work, Ryan enjoys spending time with his family and engaging in activities such as baseball, cooking, football, golfing, reading, running, softball, table tennis, and watching movies.

Robert Lorelli is a financial advisor at Fidelity with 31 years of industry experience. He holds the CFP® designation along with Series 65, 66, and 63 licenses. His prior roles include positions at Regions Bank, United Parcel Service, Cetera, and TIAA. Fidelity’s Strategic Advisers LLC, where he is based, provides investment management and advisory services to retail and institutional clients. The firm utilizes proprietary fundamental research combined with quantitative and algorithmic portfolio construction to manage diversified model portfolios across mutual funds, ETFs, and ETPs.

Martin Coward is a financial advisor at Edward Jones in Raleigh, NC, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard across its advisory programs.

Rupert Sizemore III is a financial advisor at Morgan Stanley with 27 years of industry experience. He has held roles at Morgan Stanley & Co., Incorporated since 2007 and at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association since 2009 and 2015, respectively. Sizemore holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Cody Boone is a financial advisor at Fidelity with two years of industry experience. He holds the Series 66 designation and has prior roles at firms including Matheson Inc, Automatic Data Processing Inc, Techtronic Industries Inc, and Orthofix. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a proprietary investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its advisory role to multiple registered investment companies and its use of algorithmic methods and AI in research.

Maria Litzinger is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Edward Jones in Cary, NC. She has eight years of industry experience, having worked at Edward Jones since 2018 and previously at United Therapeutics from 2013 to 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,000 advisors, offering discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment options.

Madhulavi Majumder is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over two decades of experience to her role. She specializes in family wealth management strategies, legacy planning, liquidity management, and retirement income among other areas. Madhulavi employs a goals-based approach to wealth management, developing and consistently reviewing personalized financial strategies aimed at helping clients pursue their long-term goals. She holds an MBA from the Simon School of Business in Rochester, NY, as well as a Bachelor's Degree from Lady Shriram College and a Master's Degree from Delhi University. Her professional designations include Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Madhulavi is an active member of several professional and community organizations such as the Bengali Association of North Carolina and Shukr7. Outside of her financial advisory work, Madhulavi is involved in social and charitable activities through non-profits like Shukr7 and SankalptRTP. She enjoys spending time with her husband and two children and participates in acting and music with her band, Shukr7. Additionally, she pursues interests in music, singing, traveling, and yoga.

Dominique McQueen is Vice President and Financial Consultant at Fidelity Investments, a position held since 2025. She has been with Fidelity Investments since 2022, advancing from Financial Consultant I to her current role. Prior to joining Fidelity, Dominique served as Head of Wealth Management and Head of Financial Planning at Finwell, Inc. between 2017 and 2022. Her earlier experience includes various roles at the Bank of The Bahamas, KPMG (Bahamas) Ltd., and JP Morgan Trust (Bahamas) Ltd. Throughout her career, Dominique has focused on building customized financial plans tailored to meet the unique needs of her clients. She emphasizes professionalism and compassion in her partnerships and values strong, trust-based relationships with clients and their families. Dominique holds a California Insurance License. In her personal time, Dominique enjoys cooking and baking, spending time with family, golf, hiking, reading, and traveling.