Avery Love is a financial advisor at Raymond James Financial with Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Raymond James, Avery held positions at Fidelity Investments and Hall Private Wealth Advisors. Outside of his advisory work, he serves as a financial associate at Stonegate Financial, a company owned by StillGreen Partners, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals, with specialized services in municipal and public finance as well as employer SIMPLE IRA consulting.

Lili Engelhardt is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, she was associated with Sky Leap LLC for nine years, a manufacturing business in which she retains ownership but no longer manages daily operations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Benjamin Greer is a Financial Consultant who focuses on building relationships with clients to understand their financial goals and collaboratively create plans aimed at growing and protecting their wealth. He has been with Fidelity Investments since 2021, progressing through roles including Customer Relationship Advocate, Investment Solutions Representative, and Planning Consultant. His professional experience spans various facets of financial planning and investment solutions. Benjamin's approach centers on working closely with clients to develop strategies aligned with their objectives. Outside of his professional life, Benjamin has interests in board games, football, and golf.

James Mertens is a CFA® charterholder based in Cary, NC, with 26 years of industry experience. He is currently affiliated with OSAIC and has previously worked at LPL Financial, Independent Advisor Alliance, and Founders Financial Alliance. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, using a range of portfolio construction tools and third-party solutions.

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 credential and one year of industry experience. Prior to joining Stifel, she held various roles including positions at Pizzeria Faulisi and Art of STEM. Stifel serves a broad range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies 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 32 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with AXA Advisors, LLC. Outside of his advisory role, he owns Brass N Sassy, a business based in Henderson, NC. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates a dual-registered model, delivering advisory and brokerage solutions through various program sponsors and third-party managers.

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.

Jennifer Lewis is a Series 66 licensed financial advisor with Edward Jones in Apex, NC, where she has worked since 2013. She has 12 years of industry experience. 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 programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices.

Connor Miles is a Financial Consultant at Fidelity Investments, a role he has held since 2023. Prior to this, he worked at Fidelity Investments as a Workplace Planning Consultant I, II, and III from 2022 to 2023. Connor partners with clients to understand their short and long-term financial goals and helps build customized financial plans tailored to their unique needs. He places importance on forming strong relationships with clients and their families, focusing on trust, reliability, and competency. Connor holds insurance licenses for Arkansas and California. Outside of his professional work, he engages in personal interests such as fishing, reading, running, and skiing.

Julia Lovejoy is a financial advisor with Stifel, holding Series 63 and Series 66 licenses and 15 years of industry experience. She has worked at several firms including Merrill, Wells Fargo Advisors, Prospera Financial Services, and Truist Investment Services before joining Stifel in 2024. Stifel serves a broad range of clients including individuals, institutional investors, and municipal entities, providing brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm offers episodic, fee-based financial planning and emphasizes diverse activities such as municipal market involvement and services to private funds.

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.

David Heffelfinger is a financial advisor at Raymond James Financial with 26 years of industry experience. He holds Series 63 and Series 66 licenses and currently serves as Managing Director at Atlantic Union Bank and Atlantic Union Financial Consultants, LLC. His career includes positions at Wells Fargo and First Citizens Investor Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains unique offerings such as municipal advisory services and a SIMPLE IRA Employer Advisory & Consulting Services program.

Leith Ali is a CFP® professional at Fidelity with two years of industry experience. He has held multiple roles within Fidelity Investments since 2023. Outside of his advisory work, he operates a retail and reselling business focused on collectibles and maintains a music recording and streaming venture as an owner and artist. Fidelity, through its subsidiary Strategic Advisers LLC, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research and quantitative analysis to construct model portfolios using a systematic, long-term asset allocation approach.

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.

Jarrett Corder is a financial advisor at Edward Jones in Cary, NC, holding a Series 66 credential with two years of industry experience. Prior to his current role, he worked in education and sports media, including positions at Chatham County Schools and 247Sports. Outside of advising, he owns an online store on Teachers Pay Teachers and has created YouTube content. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory strategies and affiliated investment products supported by a large nationwide network of advisors and branch offices.

David Mc Bride is a financial advisor with Merrill based in Chapel Hill, NC, holding a Series 66 designation and four years of industry experience. Prior to joining Merrill and Bank of America, N.A., he held positions at several firms including ChannelAdvisor and National Coating & Supplies. He was previously the owner of 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 investment strategies tailored to individuals, high-net-worth clients, and institutional investors.

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.