Demarc White is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with various Fidelity entities since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Christopher Ellis is a financial advisor with Edward Jones in Creedmoor, NC, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Michael Langley is a financial advisor at Equitable Advisors in Raleigh, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Equitable Advisors, he worked in the hospitality sector and spent time at Defender Capital and East Carolina University. Equitable Advisors serves a diverse clientele including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional entities. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, relying heavily on LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.

Sonya Kilian is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. She has worked with Wells Fargo Advisors, LLC from 2013 to 2016 before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Andrew Metz is a Certified Financial Planner® (CFP®) with 14 years of industry experience. He has been with Edward Jones in Durham, NC since 2011. Outside of his advisory role, he owns a rental property business in Holden Beach, NC, managed through a third-party company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of investment strategies and affiliated financial services under a fiduciary standard.

Ward Marslender is a financial advisor with Wells Fargo Advisors in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 44 years of industry experience. He has been with Wells Fargo Advisors since 2013 and is also the owner of Marslender-West Asset Management. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions by offering investment and fee-based financial planning services across a broad range of areas, including retirement, education, risk, and wealth-transfer planning. The firm uses proprietary research and planning tools to develop tailored recommendations delivered through meetings and client summaries.

Jennifer Pianelli is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 designation. Her prior roles include working at Equitable Advisors and Envision Science Academy. Outside of finance, she has experience working as a server and bartender at The Cowfish Sushi Burger Restaurant in Raleigh, North Carolina. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

David Difilippo is a CFP® professional with 45 years of industry experience. He is currently with Wells Fargo Clearing, where he has worked since 2019. His prior experience includes six years at Raymond James & Associates and 24 years at Morgan Keegan & Company, Inc. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Jason Curfman is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 licenses and with eight years of industry experience. He has been with Ameriprise since 2016 and was briefly involved with Triangle Futbol Club in 2016. Curfman is also a co-owner of Serving to Multiply, Inc., a business created to support an Ameriprise franchise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice. The firm’s approach includes asset allocation, withdrawal strategies, and Social Security planning within an investment universe influenced by affiliated product relationships.

Jenna Diehl is a Wealth Management Advisor with Merrill Lynch Wealth Management. She specializes in customized wealth planning and implementation, employing a goals-based wealth management approach. Jenna is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional, a designation awarded by the Certified Financial Planner Board of Standards, Inc., and also holds the Personal Investment Advisor (PIA) designation. Jenna joined Merrill in 2015, bringing over a decade of experience in financial services. She focuses on connecting clients' lives with their finances, serving client needs in areas such as college education planning, family wealth management strategies, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, socially responsible investing, women and wealth, tax minimization, and retirement income. Along with her team, the GOLDS Group, Jenna helps families and businesses develop customized financial strategies designed to last for generations. She graduated from North Carolina State University with a Bachelor's degree in Business Management/Finance. In her personal time, Jenna enjoys football, golfing, reading, soccer, and spending time with her family. She also participates in community volunteer activities aligned with the Merrill tradition of community involvement.

William Cunningham is a Planning Consultant at Fidelity Investments, a role he has held since 2026. He has been with Fidelity Investments since 2023, progressing through positions including Workplace Planning Associate, Workplace Planning Consultant, and Workplace Planning Consultant II. In his current position, William focuses on understanding clients' priorities and helping translate them into clear, workable financial plans. He emphasizes building strong, trusting relationships to provide a planning experience that is supportive, transparent, and tailored to each client's unique situation. William's approach centers on empathy and recognizing the individuality of every client. Outside of his professional work, he has interests in baseball, football, and pets.

John Short is a financial advisor at OSAIC with 39 years of industry experience. He holds the CFP® designation and Series 63 license. Prior to joining OSAIC in 2024, he worked at Securities America Advisors, Inc. and SSN Advisory, Inc. Among his other business activities, he owns a tax preparation service and is involved in life insurance and long-term care product sales. OSAIC serves a diverse range of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to multiple investment platforms. The firm employs firm-provided asset-allocation tools and supports both discretionary and non-discretionary account management across various investment types.

Michael Moore is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 19 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Outside of his advisory role, Moore is involved in managing a rental property jointly owned with his spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, using an IPS-driven approach grounded in modern portfolio theory and offering both discretionary and non-discretionary options.

Shawn Wilson is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Cary, NC. He has six years of industry experience, including six years with Greater Kinston Credit Union before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Dillon Burdette is a financial advisor with Equitable Advisors in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has been with Equitable Advisors since 2015 and previously worked at Axa Advisors. Burdette is the owner and managing member of Oakbridge Financial Group, LLC, and serves as a guest lecturer at NC State University’s Poole College of Management. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage channels to deliver customized client solutions.

Ericka Archie Conner is a financial advisor at Morgan Stanley with 18 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 66 credentials. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Lindsay Elliott is a financial advisor at Merrill in Raleigh, NC, holding a Series 66 designation with three years of industry experience. Prior to joining Merrill in 2022, Elliott spent ten years at State Employees' Credit Union. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries by implementing model-based and discretionary investment strategies aligned with Bank of America's fiduciary standards.

Gregory Seamster is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Stifel since 2022. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he is a partner and owner of Buckfins and Feathers LLC, a hunting farm in North Carolina. Stifel serves a diverse client base ranging from individuals to institutional investors, offering brokerage and investment advisory services with a focus on fee-based financial planning and proprietary investment analysis developed by its Investment Strategy Group.

Muhmad Alzpair is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 designation. His prior work includes roles at Bio-Diesel Productions and DeSimone Research Group, as well as a five-year period at the University of North Carolina - Chapel Hill. 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 across mutual funds, ETFs, and ETPs. The firm also serves as an adviser to multiple registered investment companies and develops model portfolios for Fidelity Institutional Wealth Adviser.

Patrick Hartley is a financial advisor with Morgan Stanley in Chapel Hill, NC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Morgan Stanley since 2011, including time with Morgan Stanley Private Bank, National Association since 2015. He serves on the advisory board of the Kenan Institute of Private Enterprise, focusing on education-related business development and fundraising. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and supports clients through structured planning tools while acting primarily in an advisory capacity.