Maria Litzinger is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Edward Jones in Cary, NC. She has eight years of industry experience, having worked at Edward Jones since 2018 and previously at United Therapeutics from 2013 to 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,000 advisors, offering discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment options.

Ryan Fenniman is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 65 credentials and three years of industry experience. His career includes roles at Wells Fargo Bank, Wells Fargo Securities, Robinhood, and UBS Financial Services. 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 combines brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party sources.

Dominique McQueen is Vice President and Financial Consultant at Fidelity Investments, a position held since 2025. She has been with Fidelity Investments since 2022, advancing from Financial Consultant I to her current role. Prior to joining Fidelity, Dominique served as Head of Wealth Management and Head of Financial Planning at Finwell, Inc. between 2017 and 2022. Her earlier experience includes various roles at the Bank of The Bahamas, KPMG (Bahamas) Ltd., and JP Morgan Trust (Bahamas) Ltd. Throughout her career, Dominique has focused on building customized financial plans tailored to meet the unique needs of her clients. She emphasizes professionalism and compassion in her partnerships and values strong, trust-based relationships with clients and their families. Dominique holds a California Insurance License. In her personal time, Dominique enjoys cooking and baking, spending time with family, golf, hiking, reading, and traveling.

James Mosrie is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding a Series 66 designation and four years of industry experience. He has been with Wells Fargo Clearing since 2021 and has worked with Wells Fargo bank since 2009. Mosrie serves as president of the Durham Orange Estate Planning Council, providing education and networking for estate planning professionals. Wells Fargo Clearing offers retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, providing both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs.

Amanda Dworznicki is a financial advisor at Edward Jones in Raleigh, NC, holding a Series 66 designation with seven years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over 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 nationwide network of more than 23,700 financial advisors.

John Lowther is a financial advisor at Morgan Stanley in Raleigh, NC, holding a Series 66 designation with six years of industry experience. Prior to joining Morgan Stanley in 2018, he worked at Hanwha Azdel, System One, Areva, and Central Virginia Federal Credit Union. 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 strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment committee models to support its services.

Kurtis Nolan is a Financial Consultant at Fidelity Investments, a position he has held since 2026. Prior to this role, he worked as a Planning Consultant at Fidelity Investments from 2024 to 2026. He has held several roles at Principal Financial Group, including Financial Consultant II from 2023 to 2024, Financial Counselor from 2022 to 2023, Client Onboarding Manager from 2019 to 2022, and Client Service Specialist in 2019. Kurtis partners with individuals and families to assist them in making informed decisions about their financial futures. He employs a holistic planning approach to understand clients' goals, values, and financial situations, helping to develop personalized plans tailored to their priorities. His services include strategies related to investing, retirement planning, and managing financial milestones, with adaptability to clients' evolving needs over time. Outside of his professional work, Kurtis engages in activities such as biking, spending time with family, fitness, and golf.

Adrienne Sullivan is a financial advisor with RBC Capital Markets in Raleigh, NC, holding Series 63 and Series 66 credentials and 13 years of industry experience. She worked at Morgan Stanley for seven years before joining RBC Capital Markets in 2020. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailored to clients’ risk profiles and implemented through a combination of in-house and third-party investment managers.

William Bostic is a financial advisor with Merrill in Raleigh, NC, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Wells Fargo Advisors and Wells Fargo Clearing, and he has been with Merrill and Bank of America since 2024. 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, and institutional accounts.

Harrison Wright is a Planning Consultant at Fidelity Investments, where he specializes in delivering personalized financial planning experiences that help clients align their goals with actionable strategies. He collaborates closely with Financial Consultants to identify opportunities, strengthen client relationships, and pursue long-term financial success. Harrison has progressed through various roles at Fidelity Investments, including Investment Solutions Representative II, Investment Solutions Representative I, and Customer Relationship Advocate. His professional focus includes a strong foundation in financial planning concepts and client advocacy, guiding clients through key decisions with clarity and confidence. He holds insurance licenses in Arkansas and California. Outside of his professional role, Harrison has personal interests in cooking and baking, golf, movies, and skiing.

Robert Turner is a financial advisor with Osaic Wealth, Inc. in Raleigh, NC, holding Series 63 and Series 65 credentials and possessing 33 years of industry experience. He worked at Signator Investors, Inc. for 24 years before joining Osaic in 2018. Turner is also the CEO of Capitol Financial Solutions, LLC, an investment-related entity, and serves as President and CEO of Capitol Financial Solutions, an insurance brokerage general agency. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering brokerage and investment advisory services, financial planning, and access to various managed account platforms. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to construct diversified portfolios, and supports both discretionary and non-discretionary account management.

Devin Butler is a CFP® certified financial advisor with nine years of industry experience, currently affiliated with Osaic Wealth, Inc. He has worked at Osaic since 2018 and previously held roles at SII and Capitol Financial Solutions, where he has been involved in financial planning and fixed insurance brokerage. Butler also volunteers as an instructor, teaching courses on financial preparation for widowhood for individuals aged 50 and older. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a focus on portfolio construction using various asset classes, supported by multiple advisory platforms and third-party money managers.

John Brandon is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation and based in Raleigh, NC. He joined LPL Enterprise in 2026 and has experience working in various educational roles, including positions at Central Wake High School and the Art of Problem Solving Academy. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, providing financial planning, advisory services, and access to model portfolios and third-party asset management through both advisory and brokerage channels.

Richard Walsh is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, he worked at Uber and held positions at UNC Chapel Hill’s Office of Sponsored Research. Outside of finance, he is involved in delivering flowers during busy holidays for Fallons Flowers. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and systematic methodologies in its investment process.

Nicholas Kolb is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, he worked in various roles including at Colby's Ice Cream & Bake Shop LLC and as an independent contractor. Outside of his advisory work, he serves as a youth ice hockey referee on weekends. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Julio Aguirre is a financial advisor at Merrill in Cary, NC, holding a Series 66 designation with one year of industry experience. He has been with Merrill since 2007 and also has experience at Bank of America, N.A. since 2025. Merrill, together 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Elizabeth Sum Slaughter is a financial advisor at Merrill with 38 years of industry experience. She has held her current position since 1998. Her credentials include Series 63 and Series 65 licenses. Merrill, together 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 model-based and discretionary strategies developed by internal and third-party teams for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Obudho is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Investments since 2021, following prior roles at TD Ameritrade and COR Clearing LLC. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios using mutual funds, ETFs, and ETPs.

Wells Clark is a financial advisor at Fidelity with a Series 66 credential and three years of industry experience. His prior work includes roles at RGA Investments and George Picket and Associates. Fidelity’s Strategic Advisers LLC unit provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of mutual funds, ETFs, and ETPs. The firm is noted for its regulatory registrations and its use of AI-driven research methodologies.

John Spivey is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2012. He has been with Fidelity since 1997, progressing through various roles including Senior Account Executive, Financial Planning Consultant, and Financial Representative. Prior to joining Fidelity, he was a Financial Consultant at D. E. Wine Investments from 1996 to 1997. With 28 years of experience at Fidelity, John specializes in retirement, wealth planning, and income planning. He assists clients in understanding Fidelity's broad platform of resources to build and execute personalized financial plans. Outside of his professional career, John is interested in family activities, fitness, hiking, reading, traveling, and volunteering.