Cynthia Nnochiri is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. She previously worked at Zenith Bank PLC for eight years and has held roles at Cornell University and Recruiter Tea Consulting. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory role to registered investment companies, and incorporation of AI and algorithmic tools in its investment process.

Morgan Thrasher is a financial advisor with Edward Jones in Durham, NC, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held roles at McGriff Insurance Services, Northwestern Mutual, Dan Gilbert Insurance, Ferguson Enterprises LLC, Headway HR Solutions, and worked at Appalachian State University and Georgia State University. Outside of his advisory work, Thrasher has interests in mineral rights royalties connected to Devon Energy and Vintage Oil & Gas LLC. 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 managed solutions supported by a large national network of financial advisors and branch offices.

Meghan Hanna is a Planning Consultant at Fidelity Investments, where she collaborates with clients to develop thoughtful financial plans and provide guidance tailored to their individual needs. In her role, she emphasizes building trust, understanding client goals, and equipping clients with the knowledge and resources necessary to make confident financial decisions. Meghan joined Fidelity Investments in 2023 as a Financial Representative and subsequently served as a Relationship Manager before assuming her current position as Planning Consultant in 2025. Her progressive experience at Fidelity Investments reflects her continued commitment to supporting clients' financial planning needs.

Angela Mackinnon is a financial advisor with Equitable Advisors in Raleigh, NC, holding Series 63 and Series 65 credentials and seven years of industry experience. Her career includes roles at Equitable Advisors, W&S Brokerage Services, Inc., and Omnistar Financial Group, as well as periods of self-employment. She serves as Vice President on the executive board of a Child Development Center in Wilmington, NC. Equitable Advisors serves a diverse client base, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm provides financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating through a range of sponsored programs and endorsed third-party managers.

Alexander Greene is a financial advisor at Raymond James Financial with 11 years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2014. Greene is also involved with StillGreen Partners, LLC and Stonegate Financial, both support companies related to his advisory work. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, and institutions, offering tailored, non-discretionary advice supported by risk profiling and analytical tools.

Whitney Merrill is a CFP® professional with 31 years of experience in the financial industry. She is currently with OSAIC and previously worked at American Portfolios Financial Services, Inc. for 11 years. Merrill serves as a board member for the Apex Friendship Business Alliance and volunteers with the Brown Bag Ministry, assisting homeless individuals. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a broad network of advisers and platforms. The firm employs a range of investment tools and offers integrated brokerage and advisory services tailored to client needs.

Jeffrey Klein is a financial advisor with Charles Schwab based in Cary, NC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at Integrity Funds Distributor, LLC and Nationwide Investment Services Corporation. He is also president of JSK Dreamachine Inc., a financial services company. Charles Schwab serves primarily 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 management solutions supported by multi-asset model portfolios and centralized operational infrastructure.

Colleen Lyons is a financial advisor at Edward Jones with six years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2019. Prior to her current role, she worked at McGraw Hill Education for eleven years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Arthur Everett is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 66 designation and has worked at Fidelity Brokerage Services LLC since 2018, joining Fidelity Investments in 2025. Prior to that, he held positions at Veritude and Target. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, as well as registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to build model portfolios using mutual funds, ETFs, and ETPs.

Rachel Betzwieser is a financial advisor with LPL Financial in Raleigh, NC, holding a Series 66 designation and nine years of industry experience. She previously worked at Fidelity Brokerage Services for three years and has been with LPL Financial since 2020. Outside of her advisory role, she is a Notary Public. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, combining discretionary and non-discretionary management with model portfolios and research from multiple sources.

Derek Sox is a CFP® professional with 30 years of industry experience, currently affiliated with Wells Fargo Clearing in Raleigh, NC. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Robert Mccarthy Jr. is a financial advisor at RBC Capital Markets with 31 years of industry experience. He holds the Series 63 and Series 65 designations and has been with RBC Capital Markets since 2008. Outside of his advisory role, he serves on the finance committee of the nonprofit Emily K Center. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Austin Meunier is a Planning Consultant based out of the Durham office of Fidelity Investments. He partners closely with individuals and families in the local community to co-create personalized financial plans tailored to their goals, priorities, and long-term vision. His role focuses on building meaningful client relationships and simplifying complex financial decisions through guidance, education, and support. Austin joined Fidelity Investments in 2023 and has held several roles, including Financial Services Representative, Financial Representative, Relationship Manager, and currently Planning Consultant. This progression reflects his growing experience and expertise in financial planning and client relationship management. Outside of his professional work, Austin has interests in baseball, football, skiing, traveling, and food.

Chandrani Ghosh is a financial advisor at Charles Schwab with a Series 66 designation and two years of industry experience. She previously worked at Fifth Third Bank and has been with Charles Schwab since 2023. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated financial planning services. The firm combines non-discretionary advisory models with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by the Schwab Center for Financial Research.

Jeremy Rascoe is a financial advisor with Fidelity in Durham, NC, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity, he worked at Duke University Health and has experience working as an employee at Angus Barn, a steak restaurant. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and it is noted for its use of systematic methodologies and formal advisory roles to multiple registered investment companies.

John Gammons is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 2004 and brings over 18 years of experience working with individuals and families to create personalized wealth management strategies. John focuses on client needs in liquidity management, personal retirement planning, portfolio management services, and retirement income, helping clients plan effectively for financial obligations across different stages of life. John holds a Bachelor of Science in Business Administration and a Master of Business Administration from East Carolina University. His professional designations include CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). John’s approach centers on collaborating with clients to define what matters most to them, addressing key life priorities such as family, finances, health, home, leisure, work, and giving, and helping navigate the financial complexities that arise through life’s changes. Outside of his professional role, John enjoys spending time with his wife and two children. His personal interests include traveling, golfing, tennis, camping, scuba diving, skiing, and other outdoor activities.

Franklin Dunn III is a financial advisor with Morgan Stanley in Raleigh, NC, holding a Series 66 designation and 19 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2010 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as a volunteer firefighter with the Bayleaf Volunteer Fire Department and is a board member of Western Wake Fire and Rescue. Morgan Stanley Wealth Management offers a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through tailored strategies and firm‑approved planning tools.

Christopher Koon is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. His prior roles include positions related to tennis and fitness organizations. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, leveraging proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage registered investment companies.

Philip Johnson is a Senior Financial Advisor with the Bono & Kline Group at Merrill Lynch Wealth Management. In this role, he collaborates with team members to pursue optimal asset allocations tailored to clients’ objectives, cash-flow needs, and timeframes. He applies his quantitative skills to evaluate external investment managers and research market themes. His client focus areas include Family Wealth Management Strategies, Services for Endowments, Foundations, and Non-profits, Liquidity Management, Sports & Entertainment, and Tax Minimization. Philip holds a B.S. in Accounting and Finance from Mercyhurst University and an M.S. in Finance from The Vanderbilt Owen Graduate School of Management. He is a Chartered Financial Analyst (CFA®) charterholder and a Certified Financial Planner (CFP®) certificant. He is an active member of the CFA Society of Washington, DC, and participates in the Northern Virginia Estate Planning Council. Philip resides in Raleigh, NC. Outside of work, he enjoys hiking, camping, football, reading, and spending time outdoors with his dog.

Simran Dhaliwal is a financial advisor at Raymond James Financial Services Advisors, Inc. with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including SunTrust Investment Services and Pinnacle Bank. In addition to her advisory role, she is an associate with Pinnacle Asset Management, where she assists in client services and business development. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers non-discretionary planning tailored to client goals, supported by advanced analytical tools, and maintains specialized programs such as municipal advisory services and SIMPLE IRA employer consulting.