Michael Baer is a CFP® professional with 32 years of industry experience, currently working at Edward Jones since 1994. He holds a Series 63 license and serves as a board member for the Salvation Army of Wake County. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and affiliated investment products, managing over $1 trillion in assets through a large network of advisors and branch offices nationwide.

Brendan Rodden is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds the CFP® and Series 66 designations. His prior roles include positions at Bank of America, Merrill, LPL Financial, and Raymond James & Associates. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s approach 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.

Lisa Workman is a financial advisor at Raymond James & Associates with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has previous experience with Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she serves on the finance and investment committee of Richland Creek Community Church. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Nathan Grooms is a financial advisor at LPL Financial with 26 years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 18 years before joining LPL Financial in 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by model portfolios, research, and technology-driven solutions.

Robert Larose is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding a Series 66 designation and three years of industry experience. He previously worked at Bank of America, Merrill, Wal-Mart, and TJMaxx. 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 IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Michael Shovlain is a financial advisor at Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 65 credentials with one year of industry experience. His prior work includes roles at Wells Fargo Bank, N.A. since 2017 and Furniture Fair from 2016 to 2017. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory options. The firm’s IPS-driven approach incorporates modern portfolio theory and a broader range of financial products, including insurance-related vehicles and bank deposit sweep options.

George Openshaw is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery, firm-approved tools, and modeling techniques such as Monte Carlo simulations.

Courtney Peters is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. She has worked at Wells Fargo Clearing since 2022 and previously held roles at Ward and Smith, P.A. and Wells Fargo Bank, N.A. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, 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.

Jack Bolen Jr. is a financial advisor with Fidelity, holding a Series 66 designation and three years of industry experience. Before joining Fidelity, he worked for Flow Automotive Companies for 11 years. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios using mutual funds, ETFs, and ETPs.

Henry Fiumara is a financial advisor with Equitable Advisors in Cary, NC, holding a Series 66 designation and 26 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Outside of his advisory role, he serves on homeowner association boards in Cary, providing governance and administrative oversight. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels tailored to client goals and risk tolerance.

Will Hale is an Investment Solutions Representative III at Fidelity Investments. In his role, he assists clients and their families in navigating their financial lives by co-creating and developing tailored financial plans that align with their goals, priorities, and preferences. He has progressed through various positions at Fidelity Investments, including Investment Solutions Representative II, Investment Solutions Representative I, High Net Worth Service Associate, and Customer Relationship Advocate. This experience has contributed to his expertise in investment solutions and client service within the financial industry. Outside of his professional responsibilities, Will Hale enjoys family activities, fishing, fitness, football, social events with friends, and traveling.

Brandi Beghtel is a financial advisor with Fidelity Investments in Durham, NC, holding Series 63 and Series 66 licenses and 10 years of industry experience. Her prior work includes roles at the YMCA as a fitness instructor and positions in other sectors such as automotive and wellness. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a proprietary investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction.

Nathan Davidson is a CFP® with 18 years of experience in financial advising. He is currently with Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc., having joined in 2023 after eight years at Ameriprise Financial Services, Inc. Davidson is also associated with Davidson & Sons and Davidson & Sons, Inc., where he has worked since 2007, performing client-facing roles and tax consulting. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and corporate clients. The firm utilizes risk profiling and analytical tools to deliver tailored, non-discretionary advice and supports municipal and public finance work through a unique municipal advisor affiliation.

Colleen Williams is a Wealth Management Planning Consultant at Fidelity Investments, a position she has held since 2026. She collaborates with clients and their advisors to develop financial plans tailored to the unique needs of clients and their families. Colleen has extensive experience in the financial services industry, having held various roles at Fidelity Investments since 2008. Her professional background includes positions as a Planning Consultant, Managing Director, Senior Relationship Manager, Relationship Manager, Financial Representative, and Defined Contribution Representative. Outside of her professional work, Colleen has personal interests that include cars, horseback riding, museums, running, skiing, and traveling.

Lauren Tyndall is a financial advisor with Edward Jones in Wake Forest, NC. She holds a Series 66 designation and has 13 years of experience with Edward Jones. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Amee Earl is a Certified Financial Planner (CFP®) with 24 years of industry experience. She is currently with Wells Fargo Clearing, where she has worked since 2016, with prior service also at Wells Fargo Advisors LLC. 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 options. The firm’s advisory process is IPS-driven and includes a range of investment products such as insurance-related vehicles and bank deposit sweep options.

Carrie Slaughter is Vice President and Branch Leader at Fidelity Investments, where she leads the Cary office and coaches a team of financial professionals. She collaborates with clients to co-create financial plans designed to be actionable and aligned with their financial goals, while ensuring a positive client experience. Her career at Fidelity Investments spans from 2007, beginning as a 401(k) Service Representative, progressing through various roles including Financial Representative, Relationship Manager, Senior Relationship Manager, Planning Consultant, Assistant Branch Leader, and currently serving as Vice President and Branch Leader since 2022. This extensive experience reflects her deep knowledge in financial planning and client relationship management. Carrie has expressed personal interests in the beach and traveling.

Faisal Almubaslat is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 designation. His prior work experience includes positions at the University of North Carolina at Greensboro and the University of North Carolina at Pembroke, as well as involvement with various soccer organizations. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Anna Lewis 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 in 2024, she worked at Atlassian, Inc. for seven years and Trello, Inc. for one year. Outside of her advisory role, she receives book royalties through Wiseblood Books and has participated in a research study at the Bardone-Cone Lab at UNC-Chapel Hill. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,000 advisors and more than 15,000 branch offices.

Zachary Guntz is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 65 and Series 63 licenses and with two years of industry experience. His work history includes roles at Wells Fargo Bank, Servpro, and Houghton University. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets through over 14,000 advisors and offers both brokerage and advisory solutions.