Newman Townsend III is a financial advisor with LPL Financial in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. Prior to joining LPL Financial in 2026, he worked at OSAIC for three years and FSC Securities Corporation for 14 years. He is also involved in wealth management through his practice, Steward Wealth Strategies. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing both proprietary and third-party research, and supports over 22,800 advisors with extensive operational resources.

David White is a financial advisor at OSAIC with 33 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Lincoln Financial Securities Corp and Osaic FS, Inc. In addition to his advisory role, he is a partner at The Capital Planning Group LLC, where he offers insurance products including disability and life insurance. Osaic Wealth serves a diverse client base through a multi-advisor platform, providing brokerage and advisory services with a focus on model-based asset allocation, portfolio optimization, and a range of managed account and financial planning solutions.

Andrew Lange is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. He has worked at Fidelity Investments since 2023 and previously held roles at Northwestern Mutual and several other organizations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

James Gillespie III is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. His prior roles include positions at SunTrust Advisory Services and Suntrust Investment Services, Inc. He also serves as a trustee for a family trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services grounded in modern portfolio theory and tailored to plan objectives and risk tolerances.

Ryan Jacobs is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, he held positions at Equitable Advisors and worked outside the financial sector, including as a bartender at La Terrazza in Raleigh, NC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Stephen Hedrick is a financial advisor at Edward Jones in Apex, NC, holding the ChFC® designation and Series 66 license with seven years of industry experience. He joined Edward Jones in 2019 after six years at Davis Chevrolet Buick GMC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and maintaining a large network of advisors and branch offices nationwide.

Kyle Jackson is a Planning Consultant at Fidelity Investments, a role he has held since 2025. In this capacity, he collaborates with clients to develop financial plans aimed at helping them achieve their financial goals, and he creates engagement strategies tailored to each client's unique planning needs. Prior to this, Kyle held several positions within Fidelity Investments, including Investment Solutions Representative 2 and 1, as well as Customer Relationship Advocate, gaining experience across various facets of client service and investment solutions from 2023 to 2025. Outside of his professional work, Kyle is interested in baseball, beach activities, football, social events with friends, and movies.

Haley Egbert is a Planning Consultant at Fidelity Investments, where she collaborates with clients and advisors to develop personalized and holistic financial plans. She focuses on building client relationships founded on trust, honesty, integrity, and reliability, aiming to empower clients in achieving their financial goals. Prior to her current role, Haley worked as a Financial Services Representative at Fidelity Investments. She holds insurance licenses in Arkansas and California, supporting her work in financial planning and advisory services. Outside of her professional work, Haley has personal interests including boating, food, football, gardening, lake activities, and swimming.

Gordon Richardson Jr. serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. With a career in the financial services industry beginning in 1983, he brings a comprehensive perspective to wealth planning and financial advice. Prior to his current role, Gordon worked as a senior tax manager at a major global accounting firm and has extensive experience in the brokerage industry. He holds several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Gordon earned his bachelor's degree from the University of Alabama System. He has been recognized on the Forbes “Best-in-State Wealth Advisors” list consecutively from 2019 through 2026 and is a member of the Richardson Team, which has been named to the Forbes “Best-in-State Wealth Management Teams” list multiple years.

David Stuckey is a financial advisor at OSAIC with 41 years of industry experience. He holds Series 63 and Series 66 designations and has been with OSAIC since 1997. He also has a long tenure at Northwestern Mutual Life Insurance Company beginning in 1984. Outside of his advisory role, he assists clients with life insurance, disability insurance, fixed annuities, and long-term care insurance through his sole proprietorship. OSAIC Wealth serves a broad client base including retail and institutional investors, offering a range of brokerage and advisory services with a model-based investment approach that incorporates asset allocation, portfolio optimization, and multiple program options. The firm is notable for its large scale, affiliate network, and recent consolidation activities.

John Lyle is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at Valic Financial Advisors and experience in retail at Polo Ralph Lauren Factory Store. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Emily Johnson is a financial advisor at Robert W. Baird & Co. in Raleigh, NC, holding a Series 66 designation with 10 years of industry experience. She has been with Robert W. Baird & Co. since 2015. Outside of her advisory role, she is a member of Wellington Westwood LLC. Emily works within The DDK Group at Robert W. Baird & Co., which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning, portfolio management, and brokerage services using a combination of in-house and third-party managers, including both traditional and non-traditional investment strategies.

Jon Stephenson is a financial advisor with UBS Financial Services in Raleigh, NC, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor strategies to client goals.

George Moseley is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Bank of America, Merrill, and Raymond James. 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 roughly $671 billion in assets and provides both brokerage and advisory solutions.

Constance Mix is a financial advisor at OSAIC with Series 63 and Series 65 credentials and three years of industry experience. Her prior work includes roles at Wells Fargo Clearing and Oklahoma Central Credit Union. OSAIC serves a diverse clientele, including retail and institutional investors, with a multi-advisor platform offering brokerage and advisory services such as financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach relies on model-based asset allocation and portfolio optimization supported by various analytical tools and options for discretionary and third-party managed strategies.

Jessica Rudin is a financial advisor at Merrill with four years of industry experience. She holds the Series 66 designation and previously worked at Equitable Advisors and The Preiss Company. 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, offering model-based and discretionary strategies for a range of client types including individuals, high-net-worth clients, and institutions.

Carolyn Leith is a financial advisor with Robert W. Baird & Co. in Raleigh, NC, holding Series 63 and Series 65 credentials and 41 years of industry experience. She has been with Robert W. Baird & Co. since 2010. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individual, corporate, pension, and charitable clients with services including financial planning, portfolio management, and custody and brokerage solutions. Baird employs a combination of manager-traded and model-traded strategies, tax management, and internal research tools, managing approximately $394 billion in regulatory assets as of December 31, 2025.

Eric Svenson is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has been with various Fidelity entities since 2007. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad universe of mutual funds, ETFs, and ETPs.

Bradley Eisenberg is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been advising clients within the financial industry for over a decade, focusing on guiding individuals through their financial journeys with clarity and purpose. Prior to his current position, Bradley served as a Financial Consultant at Fidelity Investments from 2020 to 2023, and held roles as a Wealth Management Advisor at TIAA from 2017 to 2020, and as a Guidance Support Specialist at Fidelity Investments from 2014 to 2017. Bradley's approach emphasizes a holistic and collaborative strategy, aligning financial planning with clients' most important goals and long-term retirement needs. He aims to simplify financial complexities and empower clients to make informed decisions throughout different stages of life. He holds a California Insurance License. Outside of his professional work, Bradley engages in family activities and personal interests including fitness, golf, movies, pets, and tennis.

Caroline Sinclair is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. She has worked at various divisions within Raymond James since 2014. In addition to her role at Raymond James, she owns Caroline Sinclair Wealth Partners, LLC, where she also serves as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary advice using advanced analytical tools and supports municipal finance work uncommon among large institutional advisors.