Craig Nelson is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with Fidelity Personal and Workplace Advisors since 2018, as well as FBS since 2007. Nelson is currently based in Durham, NC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it also serves as an advisor to multiple registered investment companies.

Victoria Cornett is a financial advisor at Wells Fargo Advisors with four years of industry experience. She previously worked at Morgan Stanley, Fidelity Investments, and Ameriprise Financial Services. Outside of her advisory role, she has an ownership interest in a barrel manufacturing and industrial landfill business in West Virginia. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering investment and fee-based financial planning services that include retirement, education, risk, and wealth-transfer planning, as well as specialized planning services for business owners and other client needs. The firm’s advisors use proprietary research and tools to develop tailored recommendations delivered through meetings and client summary letters.

Kevin Swan is a financial advisor with Osaic Wealth, Inc. based in Cary, NC. He holds the ChFC® designation and Series 63 and 65 licenses, bringing 30 years of industry experience. His prior roles include long tenures at Mutual of Omaha Investor Services and Securities America Advisors. He also serves as an Investment Adviser Representative and insurance agent with ECN Legacy Advisors. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, advisory, and financial planning services. The firm employs various investment tools and third-party platforms to construct diversified portfolios tailored to client risk tolerance and preferences.

Obyda Abushaib is a financial advisor at Fidelity with eight years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Bank of America N.A. His career also includes roles outside finance, such as work with Uber (Xchange Leasing) and several healthcare-related organizations. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management services.

Timothy Seitzer is a financial advisor with Fidelity Investments in Durham, NC, holding Series 63 and Series 66 licenses with four years of industry experience. His prior work includes roles at North Carolina State Employee's Credit Union and Wal-Mart. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a variety of portfolios, including multi-manager and fund-of-funds structures, and serves as a registered commodity pool operator with established governance and proxy-voting procedures.

Jennifer Pettengill is a financial advisor with Wells Fargo Advisors in Raleigh, NC, holding a Series 66 designation and bringing 24 years of industry experience. Her career has been primarily with Wells Fargo Clearing Services and Wells Fargo Advisors since 2009. Outside of her advisory role, she is an independent consultant for skincare product sales and crafting sales, and she works part-time as a server. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers a broad range of investment and financial planning services to individuals, trusts, and institutional clients, with specialized planning options for clients meeting certain net-worth thresholds.

Ryan Monteleone is a financial advisor with Edward Jones in Holly Springs, NC, holding the ChFC® designation and Series 63 and 66 licenses. He has 21 years of industry experience, all with Edward Jones since 2004. Outside of his advisory role, Monteleone serves as president of Pace Yourself Run Company, a specialty running store, umpires NCAA and minor league baseball games, and is involved in local education and property management organizations. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates through a nationwide network of financial advisors and branch offices.

William Smith is a financial advisor with OSAIC in Raleigh, NC, holding Series 63 and Series 65 credentials and having 22 years of industry experience. Prior to joining OSAIC in 2018, he worked for SII/John Hancock Financial Services from 2002 to 2018. He serves as Investment Committee Chairman at Wake Technical Community College, providing oversight on the college's investment portfolio. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs asset-allocation tools and risk analysis to construct diversified portfolios, managing accounts on both discretionary and non-discretionary bases.

Michael Van De Venter is the Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2023. In this role, he collaborates with clients and their families to develop financial plans tailored to their unique needs and goals. His approach is grounded in treating others with respect, compassion, and empathy, aiming to build lasting relationships based on trust. Michael has been with Fidelity Investments since 2014, advancing through various roles including Financial Consultant, Portfolio Specialist, Client Management Representative, Fixed Income Specialist, and Financial Representative. This progression reflects his comprehensive experience across multiple aspects of financial services. Outside of his professional responsibilities, Michael enjoys camping, fishing, golf, hiking, parenthood, and traveling.

Jennifer Kahoul is a financial advisor with Morgan Stanley in Chapel Hill, NC, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. She has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate agreements.

Geremiah Bair is a financial advisor with Fidelity Investments in Durham, NC. He holds Series 66 and Series 63 licenses and has one year of industry experience. Prior to joining Fidelity, he worked in various roles including positions at Capital Mazda of Cary and Ron Marhofer Nissan. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, fund advisory services, and delivers model portfolios to intermediary platforms.

Thomas Warren IV is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Bank of America, N.A., and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides advisory services alongside other institutional financial offerings.

Daniel Stewart is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been assisting clients since 2016. He specializes in areas including executive compensation, family wealth management strategies, institutional investment consulting, services for endowments, foundations, and non-profits, managing new wealth, portfolio management services, socially responsible and values-based investing, tax minimization, and retirement income. Daniel focuses on helping clients articulate long-term goals, establish priorities, and develop tailored wealth strategies utilizing Merrill's comprehensive financial resources. Daniel holds a Bachelor's Degree from the University of North Carolina System and earned his CERTIFIED FINANCIAL PLANNER™ certification in 2018. He also holds the Personal Investment Advisor (PIA) designation. During his time at UNC Asheville, he served as president of the economics club and was active in the sports performance program as both an athlete and trainer. Outside of his professional role, Daniel enjoys various adventure sports including whitewater kayaking, biking, camping, fishing, hiking, skiing, surfing, and woodworking. He actively volunteers with organizations such as Habitat for Humanity, Homeward Bound, Serve to Lead, and the Special Olympics, reflecting his commitment to community involvement.

Diana Menjivar is a financial advisor at Wells Fargo Clearing with four years of industry experience. She holds a Series 66 designation and has previously worked at Gardner-Webb University and Wells Fargo Bank, NA. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions backed by research from Wells Fargo Investment Institute and third-party databases.

Tyler Newton is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments, where he has worked since 2021. In his current role, he partners with executives to help them understand their employer benefits and develop plans aligned with their financial goals. He employs a consultative approach to support clients in building confidence in their financial strategies and fostering strong relationships with Fidelity. Tyler's experience at Fidelity spans several positions, including Investment Solutions Representative at multiple levels from 2022 to 2025, and High Net Worth Service Associate from 2021 to 2022. He holds insurance licenses in Arkansas and California. Outside of his professional work, Tyler enjoys activities such as beach outings, boating, fishing, golf, traveling, and spending time with family.

Jonah Kaufman is a financial advisor with LPL Financial in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. Prior to joining LPL Financial in 2025, he spent 14 years at Cuso Financial Services and has been associated with Coastal Federal Credit Union since 2011. 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 a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Nathan Philbrook is a financial advisor with Edward Jones in Apex, NC, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Dick’s Sporting Goods and the Portland Sea Dogs. Outside of finance, he has experience in customer service and sales within the golf equipment sector. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Brandon Cousanca is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been working in the financial services industry since 2008 and holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification as well as the Personal Investment Advisor (PIA) designation. Brandon earned a Bachelor of Science in Business Administration with a focus on Finance and Banking from Appalachian State University. His professional experience includes personal wealth management, executive compensation, qualified and non-qualified plans, and asset management for non-profits. He works with clients on areas such as college education planning, family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, portfolio management services, socially responsible and ESG investing, tax minimization, and retirement income. Outside of his professional role, Brandon spends time with his wife Elizabeth and their two sons, James and Will. The family enjoys activities near water at the beach or lake, attending sporting events, and traveling together. Brandon's personal interests include baseball, football, golfing, and spending time with his family.

Karla Zuniga Rivera is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses and two years of industry experience. She has worked at Wells Fargo Clearing since 2023 and was previously employed at Wells Fargo Bank, NA, Target, and Panera Bread. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Draven Sneed is a CFP® and holds a Series 66 license, currently serving as an advisor at LPL Financial with three years of industry experience. His prior roles include positions at OSAIC and FSC, and he has also worked with NC State University and served five years in the US Army. Outside of his advisory role, he is involved with Steward Wealth Strategies as a Wealth Associate. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, and organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.