Timothy Holland is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, he held positions at Boise Valley Habitat for Humanity and Partners Healthcare System. He is based in Durham, NC. 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 uses a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and offers specialized advisory roles and model portfolio delivery.

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.

Joseph Cretella is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and analyses.

Nancy Winborne is a financial advisor at RBC Capital Markets with 11 years of industry experience. She holds a Series 66 designation and has worked at RBC Capital Markets since 2017, with prior roles at Wells Fargo Clearing and Wells Fargo Advisors, LLC. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ Advisory Risk Profiles.

Aidan Barrett is a financial advisor at Charles Schwab in Raleigh, NC, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Financial Information Technologies and several positions within Charles Schwab and H-E-B. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 offers a combination of non-discretionary and discretionary investment options supported by multi-asset model portfolios and centralized operational infrastructure.

Ci Ci Donnelly is a financial advisor at Raymond James Financial with 11 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at Merrill and Wells Fargo in various advisory and banking roles. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients. The firm uses analytical tools for non-discretionary planning and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Timothy Holt is a financial advisor with Fidelity, holding a Series 66 designation and 18 years of industry experience. He has been associated with Fidelity Investments in various capacities since 2008, including roles at Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a proprietary investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory role to registered investment companies, use of systematic methodologies, and incorporation of AI and algorithmic tools in portfolio management.

Ashesh Chatterjee is a financial advisor at Fidelity with four years of industry experience. He holds Series 66 and Series 63 credentials. Outside of his advisory role, he works as a private music teacher and performs professionally as a musician. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of investment products including model portfolios, mutual funds, and ETFs.

Renee Cooley is a financial advisor at Osaic with 19 years of industry experience. She holds the CFP® designation and Series 65 and 66 licenses. Her prior work history includes roles at FSC Securities Corporation and Edward Jones. Cooley is also a licensed insurance agent and owner of RDaniCo, LLC, which operates under the name Lily Wealth Partners. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a broad network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing firm-provided tools and third-party solutions to construct diversified portfolios tailored to client needs.

Damian Foreman is a financial advisor at Fidelity with two years of industry experience and holds the Series 66 designation. His prior work includes four years at Truist Financial Corporation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds structures, and employs systematic methodologies supported by oversight controls and advanced research techniques such as AI.

Anthony Delauney Jr. is a financial advisor with Ameriprise in Cary, NC, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he is the owner of Owning the Dash, LLC, through which he has published two adult self-help books on financial planning and retirement, six children’s picture books, and developed related educational products including a card game and a financial literacy kit. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency strategies to create tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Mita Kapila is a financial advisor with Morgan Stanley in Raleigh, NC, holding a Series 66 designation and 11 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutions, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Meghan Woolard is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2012 to 2016. 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 advisory services. The firm’s process is IPS-driven and based on modern portfolio theory, with a broader range of investment options that include insurance-related vehicles and bank deposit sweep programs.

John Dickinson is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley in various roles since 2009. Outside of his financial career, he is a member of a musical group based in Raleigh, North Carolina. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools supported by its Global Investment Committee.

Brandon Swindell is a financial advisor with Fidelity in Durham, NC, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He previously worked at J.P. Morgan Securities and J.P. Morgan Chase NA for over a decade before joining Fidelity. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm integrates proprietary fundamental research with quantitative and algorithmic methods to construct portfolios and oversees its sub-advisers and share allocations to manage conflicts of interest.

Nicholas Pino is a financial advisor at OSAIC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for John Hancock Financial Services for 13 years before joining OSAIC in 2018. Pino also operates a financial planning LLC and is involved in insurance brokerage through a sole proprietorship. OSAIC serves a diverse client base that includes individual investors, institutions, pension plans, corporations, and charitable organizations. The firm provides a range of advisory and brokerage services, utilizing asset-allocation tools and third-party solutions to construct and manage portfolios across multiple investment types.

Rodney Adderley is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2022, as well as Morgan Stanley Smith Barney LLC since 2017. Prior to that, he held positions at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and advisory programs, managing approximately $2.74 trillion in client assets.

John Soles is a CFP® and Series 66-registered financial advisor with Edward Jones in Raleigh, NC. He has 10 years of industry experience, all of which have 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 offers a variety of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jack Giamportone is a CFP® professional with 34 years of industry experience. He has been with Edward Jones since 1999 and holds Series 63 and Series 65 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of managed solutions and advisory services, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a large network of advisors and branch offices.

Paige Ruland is a financial advisor with Edward Jones in Raleigh, NC, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, she worked in education with various North Carolina school districts and North Carolina State University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branch offices.