Christina Creech is a financial advisor at Robert W. Baird & Co. with 18 years of industry experience. She holds a Series 66 designation and has worked at Baird since 2018, following prior roles at Prospera Financial Services and AXA Advisors. Outside of her advisory work, she is an independent stylist selling nail polish strips through a direct sales organization. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and utilizes a combination of manager-traded and model-traded strategies supported by internal research and technology.

Benjamin Wagner is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. He has worked in various roles prior to joining Fidelity, including positions at Sleep Number and the University of North Carolina at Chapel Hill. Fidelity’s Strategic Advisers LLC division provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and manage multiple registered investment companies and fund-of-funds.

Thomas Binkley is a financial advisor with UBS Financial Services in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with UBS since 2000. Outside of his advisory role, he operates a small eBay business trading collectible cards. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining model-based asset allocations and proprietary research to tailor plans to client goals. The firm integrates institutional trading capabilities with wealth management services, offering brokerage, advisory, and capital markets activities.

Heather Godwin is a financial advisor at Merrill with 30 years of industry experience. She holds a Series 66 designation and has been with Merrill since 1996. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies constructed by internal teams and third-party managers.

Eric Carrillo is a financial advisor with Merrill in Cary, NC, holding Series 63 and Series 65 registrations and bringing 19 years of industry experience. He has worked at Merrill since 2010 and Bank of America since 2011. Outside of his advisory role, he works part-time delivering food for Postmates. 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Andrew Beckman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 14 years of industry experience. He previously worked at Cambridge Investment Research Advisors and Hamilton Financial Services. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, using an IPS-driven approach grounded in modern portfolio theory. The firm offers both non-discretionary and discretionary services, including investment policy statement preparation, investment recommendations, performance reporting, and participant education.

Amanda Klier is a financial advisor at Edward Jones in Pittsboro, NC, holding a Series 66 designation. She has experience working at Edward Jones since 2025 and previously held roles at Lowe's Home Improvement, IBM, and the Alliance of Professional Consultants. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Fernando Jimenez is a financial advisor with Equitable Advisors in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Outside of advisory work, he serves as a trustee without compensation for a family member. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, nonprofits, corporations, and institutional clients. The firm utilizes a range of advisory models and third-party programs to tailor investment solutions, offering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Onoufrios Megaloudis is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 66 designations and bringing 36 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has a longstanding involvement with the Triangle United Soccer Club since 2005. 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.

Nolan Ku is a financial advisor with LPL Financial, holding a Series 66 license and 14 years of industry experience. His prior roles include positions at Thrivent Financial, Sgc Financial Group, Securian Financial Services, and Ameriprise. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a wide range of investment strategies and operational tools for its network of over 22,800 advisors.

Heather Williamson is a financial advisor at Fidelity with 14 years of experience at the firm. She holds a Series 66 designation and is based in Durham, NC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services such as discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery.

Ward Johnson III is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. His work history includes roles at Fidelity Investments and UWM, Inc. 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. The firm also serves as an advisor to registered investment companies and employs systematic methodologies including AI-driven research.

Elise Wiley is a Series 66 licensed financial advisor with Edward Jones, based in Raleigh, NC, with four years of industry experience. She has been with Edward Jones since 2006 in various capacities. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Emmett Davis is a financial advisor at Fidelity with 10 years of industry experience and holds the Series 66 designation. He has been with Fidelity Brokerage Services LLC since 2015 and has worked within various Fidelity divisions, including Fidelity Personal and Workplace Advisors and Fidelity Investments. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios and managing funds with a focus on oversight and governance.

Lindsey Hitchcock is a financial advisor at Wells Fargo Clearing in Raleigh, NC, holding a Series 66 designation with three years of industry experience. She has been with Wells Fargo Clearing since 2010. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

Luke Mckinney is a Series 66-credentialed financial advisor at Fidelity with four years of industry experience. His prior roles include positions at Raleigh Wealth Solutions and Equitable Advisors, LLC. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research and quantitative analysis to construct model portfolios, serving a broad range of investors including charitable funds and registered investment companies.

Catherine Foxworth is a Series 66-licensed financial advisor with Merrill in Raleigh, NC, and has 25 years of industry experience. She has been with Merrill since 2008. 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 investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Blake Parker is a financial advisor with Edward Jones in Cary, NC, holding the Series 66 designation and four years of industry experience. His prior work includes positions at First Bank and Cypress Landing, as well as a role at Appalachian State University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Justina Cartner is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked in various roles at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2014. Outside of finance, she has been involved with Chicagoland Fitness HR LLC and Orangetheory Fitness. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research to develop model asset allocations, incorporating ESG considerations where applicable.

Donald Getman Jr. is a financial advisor at RBC Capital Markets in Raleigh, NC, holding the CFP®, ChFC®, and Series 66 credentials with 24 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, he serves as an officer for Ducks Unlimited, a nonprofit focused on wetlands conservation, where he is involved in event planning and local chapter leadership. RBC Wealth Management serves a diverse client base, including individual investors, institutions, and charitable organizations, and offers a range of advisory programs with customized portfolio management through both in-house and third-party providers.