Patrick Wigington is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity Investments, he worked in various roles at Whole Foods Market, Paramount Realty, Starbucks, and Emerald View Landscape & Design. 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 employs a combination of fundamental research and quantitative analysis to construct systematic model portfolios from mutual funds, ETFs, and ETPs.

Carlton Edwards II is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has worked at Avantax Advisory Services and Avantax Investment Services prior to joining Cetera in 2025. Edwards is also a partner at Cozart & Edwards PA, a tax preparation and accounting firm, and serves as chairman on the board of Converting Hearts Ministries, a nonprofit organization. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management options through a multi-manager platform, providing access to affiliated and unaffiliated managers as well as customizable strategies.

Ashley Howell is a financial advisor with OSAIC based in Raleigh, NC, holding Series 63 and Series 66 licenses and 16 years of industry experience. Prior to joining OSAIC, she worked at Royal Alliance Associates, Inc. for eight years and Signator Investors Inc for seven years. Outside of advisory work, Howell serves as a director of compliance for Capitol Financial Solutions and acts as a FINRA arbitrator. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations, offering brokerage and advisory services through a multi-advisor platform. The firm utilizes a model-based investment approach with tools like risk-tolerance questionnaires and portfolio optimization, supporting discretionary and advisor-managed strategies along with third-party managers and proprietary models.

Nathaniel Roberts is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Bank of America and State Employees Credit Union. He has worked in diverse environments, including a year with the North Carolina General Assembly and involvement with 1 in 6 Snacks. Fidelity, through its Strategic Advisers LLC division, offers investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Louis Jones is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Wells Fargo since 2016. Outside of his advisory role, he serves as the Investment Advisory Board Chairman for the Greater Greenville Community Foundation and owns a limousine transport company. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research and analytics with both brokerage and advisory solutions, serving a broad client base including pension and charitable organizations.

Brock Doran is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has dedicated his entire career to the financial services industry, focusing on helping clients achieve their personal goals through comprehensive wealth management. Brock holds the Chartered Retirement Planning Counselor™ (CRPC) designation from The College for Financial Planning Institutes Corp. He specializes in goals-based wealth management that includes investment management, banking services through Bank of America, life and long-term care insurance solutions, trust planning, and college savings strategies. He collaborates closely with clients' CPAs, estate planning attorneys, and other specialists to develop tailored and holistic wealth management plans centered around a Personal Wealth Analysis®. Brock prioritizes providing best-in-class brokerage and banking services to address clients' financial issues and life events. Outside of his professional work, Brock enjoys spending time with his two children, family, and friends. His personal interests include boating, skiing, golfing, biking, fishing, live music, and traveling. He earned a Bachelor's Degree from Virginia Polytechnic Institute & State University.

William Teague is a Series 66-licensed financial advisor with 50 years of industry experience. He is currently affiliated with OSAIC and has held roles at Royal Alliance, Lincoln Investment, and Capital Analysts, Incorporated. He also serves as Vice President of Fidelity Capital Management and works as a life insurance settlement agent and fixed insurance product solicitor. OSAIC Wealth serves a wide range of retail and institutional clients, providing brokerage and advisory services through a multi-advisor platform. The firm’s investment approach features model-based asset allocation, portfolio optimization, and a variety of managed account options supported by proprietary tools and third-party managers.

Ryan Homer is a financial advisor at Fidelity with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with various Fidelity entities since 2001, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, managing model portfolios composed of mutual funds, ETFs, and ETPs across a range of asset allocation strategies.

Cheryl White is a CFP® professional with 29 years of industry experience, currently serving at Wells Fargo Clearing since 2016. She previously worked at Prudential Equity Group, LLC from 2001 to 2003. Outside of her advisory role, she has acted as power of attorney for her mother and administrator for her father’s estate, and holds an ownership interest in a family business, Pilgrim’s Progeny, LLC. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, 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 databases.

Timothy Rutt is a financial advisor at Ameriprise with 21 years of industry experience. He holds Series 63 and Series 65 registrations and has been with Ameriprise Financial Services since 2015. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Louis Weitz is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 2 years of industry experience. He has been with Wells Fargo Clearing since 2012. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Steven Halko is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill since 2003, focusing on serving high-net-worth individuals and families. Steven's client base includes physicians, business owners, couples, and families, with relationships often spanning multiple generations and over twenty states. He concentrates on long-term investing and wealth planning, helping clients determine their financial needs and risk tolerance. Steven also coordinates efforts with clients' CPAs and attorneys to align tax-minimization and estate planning strategies and provides access to Bank of America specialists for additional banking and lending needs. Before joining Merrill, Steven had a seven-year professional hockey career in the NHL with the Carolina Hurricanes and in the American Hockey League. He graduated from the University of Michigan, where he captained the National Championship hockey team in 1996. Steven holds several professional credentials, including the CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Plan Fiduciary Advisor® (CPFA®), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) designations. Steven resides in Morrisville, North Carolina, with his wife Sherene. They have two adult sons who live and work locally. Steven has coached hockey at various levels and remains active in sports as an avid curler with the Triangle Curling Club. He is also a volunteer with the Carolina Hockey Alumni Association. His personal interests include music, reading, spending time with family, and traveling.

Shayla Jones is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. Her career includes roles at Fidelity Investments since 2022 and prior experience in retail positions at Ulta and DTLR. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm uses a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Erin Beavers is a financial advisor at Morgan Stanley in Raleigh, NC, holding a Series 66 designation with 10 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2013. Outside of her advisory role, she is a partner in an automotive business, PrimeTime Motors of Garner, LLC. Morgan Stanley Wealth Management is a large SEC-registered adviser and broker-dealer serving individual and institutional clients with comprehensive financial planning and investment advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside advisory services.

Melanie Regner is a financial advisor with Morgan Stanley in Raleigh, NC, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. She has been with Morgan Stanley and its Private Bank since 2011 and 2015, respectively. Regner serves on the Finance Committee of Leadership North Carolina, a civic organization focused on various community and educational initiatives. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services ranging from estate planning to corporate financial plans.

Krista Cavalieri Carr is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Fidelity Brokerage Services LLC since 2015. Outside of her advisory role, she is involved in event planning through Southern Skies Events, LLC, where she assists with wedding planning and vendor partnerships. Fidelity's Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios, including fund advisory and model portfolio services.

John Amendola is a financial advisor at Osaic with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Virginia Asset Management and Minnesota Life. Outside of his advisory role, Amendola operates a sole proprietorship as an insurance broker selling fixed insurance products and is involved with Capitol Financial Solutions, LLC, focusing on planning, investment advisory, analysis, and reviews. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers brokerage and advisory services through a multi-advisor platform, employing model-based asset allocation and portfolio optimization supported by various tools and third-party managers.

Nicholas Pangakis is a financial advisor with OSAIC in Raleigh, NC, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He previously worked at Signator Investors Inc JHFN for eight years before joining OSAIC in 2018. Outside of advising, he is also a musician. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, complex affiliate network, and recent consolidation activities.

Michael Jordan is a financial advisor with Morgan Stanley in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Morgan Stanley since 2012 and has worked at Morgan Stanley Private Bank, National Association since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that integrates firm-approved tools and modeling techniques.

George Holden III is a financial advisor with Morgan Stanley in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Bank of America and Merrill, and he has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2021. Outside of his advisory work, he is involved with NSH Properties LLC, a real estate business based in Cary, North Carolina, in which he holds a passive role. 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 a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides services that include investment advisory, estate planning, and access to various financial products and strategies.