Claren Englebreth is a CFP® and Series 66-designated financial advisor with 17 years of industry experience. Currently at Edward Jones since 2017, Englebreth previously worked at Wells Fargo Advisors and Wells Fargo Clearing. 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 solutions supported by a large nationwide network of financial advisors and branch offices.

Andrew Shapiro is a financial advisor at Fidelity with Series 66 and Series 63 licenses and three years of industry experience. His prior work includes roles at Liberty Mutual Insurance and Plymouth Rock Assurance. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to multiple registered investment companies, use of systematic methodologies including AI, and formal governance procedures.

Scott Markel is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for five years and Standard Furniture for seven years. Fidelity, through its Strategic Advisers LLC affiliate, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and actively manages oversight of delegated investment strategies.

Stephen Murray is a financial advisor with Equitable Advisors in Raleigh, NC, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors in 2023, he worked at Oakbridge Financial Group and has a background that includes roles in education and community recreation. 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 a variety of third-party asset managers and advisory programs. The firm employs a hybrid referral and implementation model and supports both advisory and brokerage/insurance channels to deliver client recommendations.

Samuel Harris is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. Prior to joining Fidelity, he worked at Drakes and SpotOn, among other roles. Outside of financial advising, he is a partner in an online clothing store and a hobby game shop in Durham, North Carolina. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients using a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its management of registered investment companies, use of AI in research, and delivery of model portfolios for Fidelity Institutional Wealth Adviser.

Holly Ashby is a financial advisor at Raymond James & Associates with 27 years of industry experience. She holds Series 63, 65, and 66 licenses. Prior to joining Raymond James in 2013, she was associated with CrossFit Durham for one year. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, pension plans, corporations, and government entities, providing wealth advisory planning and investment consulting primarily on a non-discretionary basis.

Ryan Bachmann is a Financial Advisor with Merrill Lynch Wealth Management, a role he has held since 2018 as part of the Bank of America and Merrill family. He provides a 360-degree approach to financial management, focusing on clarity and transparency through a thoughtful, personalized process. He works with high net worth and ultra high net worth individuals and families, assisting them in simplifying complex financial matters. His areas of expertise include college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Ryan develops and manages personalized strategies that align with each client's goals, values, and long-term vision. Ryan holds a Bachelor of Science degree in Economics from Pennsylvania State University and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Outside of his professional role, he is involved as a Bank of America Community Volunteer and has personal interests in chess, golfing, music, painting, and woodworking.

Eliot Barton is a financial advisor at Edward Jones in Morrisville, NC, holding Series 63 and Series 66 licenses with 15 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charities. The firm offers discretionary and non-discretionary investment strategies, access to separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Joseph Hubbard is a Series 66-licensed financial advisor with 12 years of industry experience. He is currently with Wells Fargo Clearing, where he has worked since 2021, and previously held roles at PNC Investments, MML Investors Services LLC, and MassMutual Life Insurance Company. Outside of his advisory work, Hubbard coaches and teaches lacrosse at Seaforth High School in Pittsboro, North Carolina. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Christy Josephs is a financial advisor at Wells Fargo Clearing with nine years of industry experience. She holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016. Prior to this, she worked at Wells Fargo Advisors, LLC and Wells Fargo Bank NA. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Brent Little is a financial advisor with Thrivent Investment Management based in Raleigh, NC. He holds the Series 66 designation and has five years of industry experience. Prior to his current role, Brent worked with 323 Sports for six years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across various financial topics and combines planning with managed-account programs through a consolidated billing option called “WealthPlan.”

Nicholas Vourakis is a financial advisor with Charles Schwab in Cary, NC, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. His prior experience includes roles at TD Ameritrade Investment Management and TD Ameritrade, Inc. Outside of his advisory work, he is involved as a marketing executive with Melaleuca, Inc., a consumer packaged goods manufacturer. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining brokerage, custody, and advisory in an integrated model.

Paul Birkenstock is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His work history includes roles at Marketing Ventures of America and The Turas Group, as well as several years in educational and camp settings prior to joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to both retail and institutional clients, including registered investment companies. The firm employs a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from a broad universe of mutual funds, ETFs, and ETPs, and it serves a range of clients through discretionary and non-discretionary advisory services.

Amy Peters is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2010 in various roles. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs featuring discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Benjamin Swaney is a CFP®, CFA®, and Series 66-licensed financial advisor with 17 years of industry experience. He has been with Wells Fargo Advisors since 2020 and previously worked within other Wells Fargo entities from 2009 to 2020. He holds a significant ownership stake in Mifflin Capital S Corp and serves as a trustee for several related 401(k) plans. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, employing proprietary research and planning tools to develop tailored recommendations. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning.

Andrew Love is a financial advisor at Fidelity with three years of industry experience. He previously worked for Onemain Financial from 2013 to 2022. Fidelity’s Strategic Advisers LLC provides 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 research, quantitative analysis, and algorithmic portfolio construction with oversight of sub-advisers, and it offers model portfolios through systematic methodologies and long-term asset allocation benchmarks.

John Holder is a financial advisor at Raymond James & Associates with 14 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill, and NetApp Inc. Outside of his advisory role, he serves as Treasurer for Brooks Avenue Church of Christ and is a board member of Wake Monarch Academy, both nonprofit organizations in Raleigh, NC. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, supporting both discretionary and non-discretionary advisory relationships.

Alexander Starnes is a Wealth Management Advisor with Merrill Lynch Wealth Management and holds the designations of Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Wofford College. His practice emphasizes creating personalized wealth management strategies that align with clients' unique goals and situations. Starnes focuses on areas such as college education planning, family wealth management, legacy planning, retirement planning, small business strategies, special needs planning, women and wealth, sports and entertainment, tax minimization, and retirement income. A significant aspect of his work involves assisting special needs families with the transfer of assets to special needs trusts to help beneficiaries qualify for or maintain government benefits. Born and raised in Raleigh, North Carolina, Starnes participates in multiple community organizations including the Autism Society of North Carolina, Autism Speaks Raleigh/Charlotte, Down Syndrome Association of Greater Charlotte, North Raleigh United Methodist Church, Special Blessings, Special Olympics NC, The Arc of Charlotte Mecklenburg County, and Trusted Parents. He also has interests in outdoor activities, sports, and music, and he rappels annually off the Wells Fargo building in downtown Raleigh to support the Special Olympics.

Gregory Archer is a CFP® professional with over 21 years of experience in the financial industry. He has been with Edward Jones in Durham, NC since 2004. 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 under management and operates a nationwide network of over 23,700 financial advisors.

Christian Hill is a financial advisor at LPL Financial with seven years of industry experience. He holds a Series 66 designation and previously worked at Fidelity Brokerage Services and Fidelity Investments. Hill also has experience outside finance, including employment at Bonefish Grill and Campus Towers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management strategies supported by proprietary and third-party research.