William Gregory is a financial advisor at Fidelity with nine years of industry experience. He holds a Series 66 designation and has worked at several firms including Edward Jones, Merrill, Bank of America, and Raymond James Financial Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a methodology that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its advisory roles with registered investment companies, use of algorithmic and AI-driven research, and formal proxy-voting and governance procedures.

Stephen Freeman is a financial advisor with Fidelity Investments in Durham, NC. He holds Series 63 and Series 66 licenses and has one year of industry experience. Prior to joining Fidelity, he worked at Jersey Mike's and held various positions in retail and food service. Strategic Advisers LLC, a Fidelity company, provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies. The firm employs a mix of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios composed of mutual funds, ETFs, and ETPs.

Nathaniel Forkey is a financial advisor at Thrivent Investment Management in Raleigh, NC. He holds Series 63 and Series 66 licenses and has been with Thrivent since 2026. His prior experience includes roles at Exact Sciences, Pfizer, Wells Fargo, and other companies. Outside of finance, he has been involved with Square Cow Moovers, a business active since 2021. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides holistic, goal-based financial planning with periodic reviews, allowing clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.

David Tate is a financial advisor with Ameriprise in Raleigh, NC, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has been with Ameriprise and its affiliate since 2013. Tate serves on the board of directors for Resurrection Lutheran Preschool in Cary, NC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies. The firm employs a centralized team for its retirement income recommendations, which complement the work of its financial advisors.

Christopher Fletcher is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2024, he worked at Financial Resources Group, Fidelity Bank, and Wells Fargo. He is also a licensed public notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning and portfolio management services through a broad network of investment adviser representatives.

Bryan Piccirillo is a CFP® professional financial advisor at Edward Jones in Durham, NC, with nine years of industry experience. Prior to joining Edward Jones in 2017, he worked at Duke University Hospital for one year. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a large nationwide advisor and branch network.

Patricia Mccallop is a financial advisor at Cetera with 18 years of industry experience. She holds a Series 66 designation and has worked at various Cetera entities since 2019, as well as previously at National Planning Corporation from 2010 to 2018. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services across discretionary and non-discretionary program options.

Andrew Cappello Jr. is a financial advisor with Merrill in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior work includes roles at JPMorgan Chase Bank and J.P. Morgan Securities before joining Merrill and Bank of America in 2017. Merrill serves a wide range of clients including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, discretionary portfolio management, brokerage execution, and custody services. The firm’s investment approach features multiple program strategies with various levels of client and advisor discretion, supported by extensive manager selection and tax-efficient implementation capabilities, along with integration through Bank of America affiliates.

Laura Radko is a CFP® with over 30 years of experience in the financial industry. She has worked at Fidelity Personal and Workplace Advisors since 2018 and has been with various Fidelity entities since 2009. She is based in Durham, NC. Her firm, Strategic Advisers LLC, a Fidelity Investments company, 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 manage diversified portfolios.

Bryan Brache is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Northwestern Mutual and J.P. Morgan entities. His outside activities include managing personal real estate investments. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Michael Hock Jr. is a financial advisor with Thrivent Investment Management in Raleigh, NC, holding a Series 66 designation and three years of industry experience. Prior to his current role, he worked at GE Healthcare for seven years and was involved with Ohana Homes. Outside of his advisory work, he is a member and manager of holding companies that administer LLCs owning real estate. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers planning as either a one-time or ongoing engagement, addressing a wide range of financial topics while keeping implementation and managed-account services separate.

Joel Reynolds is a Planning Consultant at Fidelity Investments, a position he has held since 2025. In this role, he works closely with clients to develop tailored financial plans and strategies aimed at achieving better outcomes for individuals, families, businesses, and future generations. Prior to his current role, Joel gained experience as a Central Relationship Manager and Workplace Planning Consultant at Fidelity Investments between 2022 and 2025. He began his financial services career as a Financial Representative with Northwestern Mutual from 2021 to 2022. Joel emphasizes providing a world-class experience by adapting his approach to meet the unique needs and situations of each client.

Eric Stafford is a CFP® professional with 20 years of experience in financial advising. He has worked at Raymond James Financial since 2012 and previously spent five years at Ameriprise. Stafford serves on the board of directors for Garner Baseball Inc., a nonprofit organization. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation.

Joseph Burnette is a financial advisor with Fidelity in Durham, NC, holding Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he held various roles across several industries, including security and lawn care. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, AI in research, and oversight of multiple registered investment companies and fund-of-funds.

Katie Nestlerode is a financial advisor at Fisher Investments with 22 years of industry experience. She has held roles at Sanford C. Bernstein for 15 years prior to joining Fisher Investments in 2017. Nestlerode holds Series 63 and Series 65 licenses and is based in Chapel Hill, NC. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals. The firm employs a centralized investment approach combining quantitative and qualitative research to manage diversified portfolios across various asset classes.

Renee Sorrell is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and Mediant Communications. Outside of her advisory role, she works as a cashier at Home Depot. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Jayme Dimitroff is a Series 66-registered financial advisor at Edward Jones with 14 years of industry experience. He has been with Edward Jones since 2011. Outside of advising, he assists with managing a family business. Edward Jones is a full-service wealth management firm serving a broad client base including individual, institutional, and charitable organizations. The firm offers a range of advisory programs and investment solutions, supported by a large network of advisors and branch offices across the country.

Alayna Sherwood is a Financial Consultant at Fidelity Investments, a position she has held since 2023. In her role, she focuses on providing tailored financial planning services that aim to make the process simple and pleasant for clients. She emphasizes building long-term partnerships to support clients' goals through education and confidence. Alayna's expertise lies in personalized financial planning that addresses the unique needs of each client. She is committed to delivering support and guidance throughout the financial planning journey. Outside of her professional work, Alayna enjoys boating, golf, spending time with her pets, and traveling.

Adair Salgado is a financial advisor with Edward Jones in Cary, NC, holding the Series 66 designation and 10 years of industry experience. Salgado has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies and access to separately managed accounts, operating under a fiduciary standard.

Dustin Mccaughey is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity Brokerage Services LLC, he held roles at several companies including Shipt Inc., GrubHub Inc., and TaskRabbit Inc. He has also been involved in entrepreneurial ventures such as LoO and LoO Yoga LLC and Embers of Florida, LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research and quantitative analysis to construct model portfolios featuring mutual funds, ETFs, and ETPs. The firm’s approach includes algorithmic portfolio construction, delegated management, and oversight controls, supporting a range of registered investment companies and charitable funds.