Joshua Wagenaar is a financial advisor with Edward Jones in Durham, NC, holding CFP® and Series 66 credentials and bringing 10 years of industry experience. He has been with Edward Jones since 2015 and is also affiliated with Louisiana Tech University since 2013. 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 and offers a range of investment strategies and affiliated services under a fiduciary standard.

Christopher Bausback is a financial advisor at LPL Financial in Raleigh, NC, holding Series 65 and Series 63 licenses with three years of industry experience. His prior work includes roles at Coastal Credit Union, First Citizens Bank, TD Ameritrade, and Sprouts Farmers Market. 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 and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Brenda Aguilar Banda is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and one year of industry experience. Her prior roles include positions at Wells Fargo Bank, nA, Teleflex, TAPIF, and the University of North Carolina at Chapel Hill. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances, and includes a broader range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Jeremy Pelchar is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2016 and at Fidelity Investments since 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm’s investment process combines fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios that incorporate mutual funds, ETFs, and ETPs.

Harrison Clement is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. He has held positions at Fidelity Investments since 2022 and previously worked in education and small business operations. Outside of advising, he operates an e-commerce business focused on website design and advertising. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolios constructed through a combination of fundamental research, quantitative analysis, and algorithmic methodologies.

Craig Spell is a Financial Consultant at Fidelity Investments, a position he has held since 2026. He previously worked at Fidelity Investments as a Planning Consultant from 2024 to 2026, a Relationship Manager from 2023 to 2024, and a Financial Representative from 2022 to 2023. Craig specializes in developing tailored, purpose-driven financial plans for individuals and families. He focuses on understanding each client's unique situation to create personalized and practical strategies that simplify complexity and empower confident decision-making. Outside of his professional work, Craig has interests in baseball, board games, movies, traveling, and writing.

Gregory Daniels is a CFP®-certified financial advisor with eight years of industry experience, currently serving with Raymond James Financial. He previously worked at Edward Jones for seven years and at ElecTel Cooperative FCU for 14 years. Daniels is the owner of Daniels Financial Partners, an independent advisory business based in Wake Forest, NC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients, including high-net-worth individuals and organizations. The firm provides tailored non-discretionary planning using risk profiling and analytical tools, and supports a broad advisor network with specialized municipal and retirement plan consulting services.

Bruce Sharpe Jr. is a financial advisor with UBS Financial Services based in Raleigh, NC, holding a Series 66 credential and six years of industry experience. He previously worked at JLT Specialty Insurance Services Inc. for five years before joining UBS in 2019. Sharpe has been active in the Washington & Lee Alumni Association since his 2003 graduation and manages business administration for a small investment LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor strategies based on proprietary research and capital market assumptions.

Samuel Poehlmann is a financial advisor with Fidelity Investments holding Series 66 and Series 63 credentials and has two years of industry experience. His prior work includes roles at L&E Research, Apex Tool Group, Johnson & Johnson, Rider University, The UPS Store, and Souderton Area High School. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its advisory role to registered investment companies and use of systematic methodologies in managing model portfolios.

Daniel Corley is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, he is the managing member of Prestige Financial Holdings LLC and serves as power of attorney for a family member. Equitable Advisors serves individuals across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives. The firm emphasizes matching clients to program models or discretionary managers, using a range of investment vehicles and offering ERISA fiduciary services to qualified plans.

Anthony Muttillo is a CFP® with over 32 years of industry experience, currently affiliated with Osaic Wealth, Inc. He has previously worked with New Century Financial Group, LLC and Agm Financial Services, Inc. He serves as trustee for a family trust established under his mother’s will. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services through a multi-advisor platform. The firm’s investment approach features model-based asset allocation and portfolio optimization, with multiple program options including Unified Managed Accounts and third-party manager programs.

Nicole Robertson is a financial advisor at LPL Financial with 20 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 66 licenses. Her prior roles include positions at SunTrust Investment Services, SunTrust Advisory Services, Fsc Securities Corp, Opus Financial Advisors, and OSAIC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions with a range of financial planning, brokerage, and advisory services. The firm supports a large network of advisors with diverse investment strategies and tools alongside various non-advisory financial services.

Stephen Maguire Jr. is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has previously worked at OneMain Financial, Northwestern Mutual, and in academic and clinical settings. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund management, and model portfolios, with a focus on systematic methodologies and long-term asset allocation.

Patrick Fitzgerald is a financial advisor at Fidelity with Series 66 and Series 63 designations and four years of industry experience. He has worked at Fidelity Investments since 2021 and has prior experience at Bon Appetit and Southern New Hampshire University. Fidelity’s affiliate Strategic Advisers LLC provides investment management and advisory services to a diverse client base, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Thomas Caycedo is a financial advisor with Charles Schwab in Raleigh, NC, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC and Charles Schwab Bank SSB. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm provides a mix of non-discretionary and discretionary investment guidance, using multi-asset model portfolios, alternative investments, and an integrated operational structure.

Christopher Coman is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2020. His prior career includes roles at Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and Morgan Stanley DW Inc. He is also involved as a part-owner of First Flight Financial Advisors, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

John Mcaulay is a CFP®-certified financial advisor with 25 years of industry experience. He has worked at Wells Fargo Advisors since 2025 and previously spent 15 years with LPL Financial, LLC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options and utilizing proprietary research and tools to develop tailored recommendations.

Bryan Crolla is a financial advisor with Equitable Advisors in Raleigh, NC, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has been with Equitable Advisors since 2012, including time when the firm was known as Axa Advisors. Outside of his advisory role, he is involved with Oakbridge Financial Group, LLC as a partner and managing member, and also works as a sales associate for Reality Benefits Services and Dergalis Associates LLC, focusing on ancillary insurance products. Equitable Advisors serves individual clients across a broad range of wealth levels, as well as pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm’s approach involves personalized risk assessment and matching clients to third-party advisory programs or discretionary management options.

Timothy Holland is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. His background includes roles at Fidelity Investments and previous involvement with Boise Valley Habitat for Humanity. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Steffen Perry is a financial advisor with Cetera in Raleigh, NC, holding Series 63 and Series 66 licenses and possessing 13 years of industry experience. He has previously worked at PNC Investments and SunTrust Advisory Services. Perry is also a wealth advisor at First National Trust Company and FNB Investment Advisors, where he does not make investment decisions or recommend specific portfolios. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform featuring both affiliated and third-party investment managers.