Philip Romano is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors in Raleigh, NC. His prior roles include positions at OSAIC Wealth, Royal Alliance Associates, Capitol Financial Solutions, Signator Investors, and Allegheny Financial Group. Romano also owns and operates his financial planning firm, ROMANO LLC, and holds partial ownership in Concord Private Wealth, both located in Raleigh. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting net-worth thresholds, utilizing proprietary research and tools, with flexible implementation options through brokerage or advisory programs.

Kyle Beverly is a Financial Consultant at Fidelity Investments, where he has been working since 2024. Prior to this role, he served as an Investment Management Consultant and a Workplace Planning Consultant at Fidelity Investments from 2019 to 2024. Before joining Fidelity, he worked as an Associate Financial Advisor at Northwestern Mutual from 2016 to 2019. Kyle specializes in tax-efficient investment strategies, retirement distribution planning, and portfolio construction. He focuses on creating financial plans tailored to each client's unique situation and helps clients understand how their financial decisions impact their long-term goals. He holds insurance licenses for Arkansas and California. Outside of his professional work, Kyle enjoys family activities, fitness, football, movies, music, and parenthood.

Alexandra Tyburski is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. Before joining Stifel, she worked in various roles including at Pizzeria Faulisi and Art of STEM. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

Wilton Drake III is a financial advisor with Equitable Advisors in Chapel Hill, NC, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Outside of his advisory work, he owns Brass N Sassy, a business based in Henderson, NC. Equitable Advisors serves individual clients, retirement plans, corporations, charitable organizations, and institutional clients, offering financial planning, retirement consulting, and a variety of asset-management programs. The firm utilizes a range of advisory models, including third-party TAMPs and LPL-sponsored programs, and provides ERISA fiduciary services through credentialed representatives.

Francisco Itriago Santaella 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, he worked at Equitable Advisors and held roles at AES Corporation subsidiaries from 2015 to 2022. He is a screening committee member of the Wolfpack Investor Network, an angel investor network affiliated with North Carolina State University. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and affiliated financial services, managing approximately $1.01 trillion in assets supported by a nationwide network of more than 23,700 advisors.

Julia Bonjour is a financial advisor at Stifel with 15 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Truist Investment Services, Prospera Financial Services, Merrill, and Wells Fargo Clearing. Bonjour is based in Raleigh, NC. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s proprietary investment methodology incorporates forward-looking capital market assumptions and probabilistic modeling to support financial planning and asset allocation.

Carla Sachs is a financial advisor with Ameriprise in Raleigh, NC, holding Series 63 and Series 66 designations and bringing 12 years of industry experience. Her career includes roles at Securities America, Inc. and Ameriprise Financial Services, Inc. prior to her current position. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, with a specialized Premier Retirement Income service that offers retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Zane Hill is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity, he worked at multiple elementary schools from 2015 to 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, applying a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Leith Ali is a CFP® professional with three years of industry experience, currently advising at Fidelity in Durham, NC. Prior to joining Fidelity, Leith worked at NVR Mortgage Finance Inc. and US Tax Express. Outside of financial advising, Leith operates a retail and reselling business and is involved in music recording and streaming as an owner and artist. Leith is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm integrates fundamental research with quantitative analysis and algorithmic portfolio construction to create diversified model portfolios.

Tami Ellen Schlossberg is a financial advisor with UBS Financial Services in Durham, NC, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. She has been with UBS Financial Services since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client plans.

David Mc Bride is a financial advisor with Merrill in Chapel Hill, NC, holding a Series 66 designation and four years of industry experience. Prior to joining Merrill and Bank of America in 2022, he worked in various roles including self-employment and positions at National Coating & Supplies, ChannelAdvisor, and US Buildings / Elephant Structures. He previously owned Quality Steel Structure LLC, a business focused on metal building sales and installation, which he is in the process of closing. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary strategies supported by internal and third-party investment teams, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Shane Rawlings is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His prior work includes positions at Credit Suisse and roles outside finance with Jordans Heating and Cooling and Raleigh Marketing Consultants. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts.

Samuel Briggs is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 65 registrations and one year of industry experience. Prior to his current role, he has worked at Wells Fargo Bank, Fidelity Investments, and held positions across various companies in different sectors. 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, utilizing research and analytics grounded in diversification and modern portfolio theory.

David Smith Jr. is a financial advisor with Morgan Stanley, holding a Series 63 designation and over 43 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a planning process that uses firm-approved tools and scenario modeling to support client goals.

Jillian Hood is a financial advisor with Wells Fargo Advisors in Raleigh, NC, holding the Series 66 designation and bringing 20 years of industry experience. Her career includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. She is also a commissioned notary public. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services. The firm provides tailored recommendations supported by in-house research and planning tools, with optional implementation through brokerage or advisory programs.

John Allman is a financial advisor at Robert W. Baird & Co. in Raleigh, NC, holding Series 63 and Series 65 licenses with 34 years of industry experience. He has been with Robert W. Baird since 2012. He is part of The DDK Group within Baird’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio management services, utilizing a range of investment strategies and overlay approaches to meet client goals and risk tolerances.

Sharon Dickens is a CFP® professional with 16 years of industry experience. She has worked at Edward Jones since 2009. Edward Jones is a wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Alonso is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and two years of industry experience. He has worked at Wells Fargo Bank, N.A. since 2019 and previously at People's United Bank. Outside of his advisory role, he is a partial owner of a business selling household items. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach includes a range of investment options and acts as an ERISA fiduciary when advising clients.

Thomas Shiel is a financial advisor at Fidelity with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His career includes long-term roles within Fidelity companies, including Fidelity Brokerage Services LLC since 2001 and Fidelity Personal and Workplace Advisors from 2018 to 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, including funds and model portfolios, and utilizes systematic methodologies supported by AI and algorithmic methods.

Evan Jones is a financial advisor at Merrill with 12 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America for over a decade. Outside of his advisory role, he serves as a committee member for the Lambda Chi Alpha-Gamma Upsilon Foundation, a charitable organization where he is involved in fundraising efforts. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.