Lori Stark is a financial advisor with Morgan Stanley in Chapel Hill, NC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Her career includes roles at Morgan Stanley Smith Barney since 2009, Morgan Stanley Private Bank since 2015, and Citigroup Global Markets from 1991 to 2009. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by proprietary tools and modeling techniques.

Julie Kelly is a CFP® and holds a Series 66 license, with 21 years of experience in the financial industry. She has been with Edward Jones since 2010. Outside of her advisory role, she volunteers as a teacher at the Olli Learning Center at Duke. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, affiliated mutual funds, and other fiduciary services through a large network of advisors and branch offices.

Tyler Slate is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, he worked at Peraton for four years. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management as well as fund advisory. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios from a diverse range of mutual funds, ETFs, and ETPs.

Sam Brotherton is a Planning Consultant with the Durham Wealth Management team at Fidelity Investments, where he collaborates with clients to develop financial plans aligned with their life objectives. He focuses on simplifying complex financial concepts to help clients make informed and confident decisions. Sam's experience at Fidelity Investments includes roles as a Planning Consultant since 2026, a Workplace Planning Consultant from 2025 to 2026, and a Workplace Planning Associate from 2024 to 2025. Through these positions, he has gained expertise in financial planning and client support. Outside of his professional work, Sam's personal interests include spending time at the beach, fitness, socializing with friends, golf, soccer, and traveling.

Eric Delaney is a financial advisor with LPL Financial in Raleigh, NC, holding the CFP® designation and Series 63 and 66 licenses. He has 29 years of industry experience, including 14 years at Cambridge Investment Research Advisors prior to joining LPL Financial. 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 services including financial planning, model portfolio programs, and participant-level retirement advice, supported by various advisor-facing tools and a broad platform of advisory and non-advisory financial activities.

Caleb Brown is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at Fidelity Investments, as well as work with educational institutions and a media production company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction.

Craig Crawford is an Investment Consultant at Fidelity Investments, a position he has held since 2023. He works closely with clients to develop personalized investment strategies and comprehensive financial plans that align with their goals, emphasizing a client-centered approach to understand unique needs and build roadmaps for long-term success. Craig's professional experience includes roles at Fidelity Investments, where he served as a Relationship Manager from 2022 to 2023 and as a Financial Representative in 2022. Prior to joining Fidelity, he worked at First Citizens Bank in various capacities, including Senior Financial Service Representative from 2021 to 2022, Financial Service Representative from 2020 to 2021, and Senior Sales and Service Representative from 2019 to 2020.

Marcus Allen is a financial advisor with Equitable Advisors in Raleigh, NC, holding a Series 66 designation and nine years of industry experience. His career includes roles at Appalachian Ski Mountain and Appalachian State University before joining Equitable Advisors in 2017. He also operates a business under the name Legacy Wealth Strategies. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers a range of advisory programs implemented through a network of Investment Adviser Representatives and third-party asset managers, focusing on customized client solutions without sponsoring its own wrap fee program.

Scott Sorrell is a financial advisor at OSAIC with 21 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Royal Alliance Associates, Inc. and John Hancock Financial Network/Signator Investors. Outside of his advisory role, he serves on the stewardship committee at Bay Leaf Baptist Church and is a board member for Amanda Bailey Studios, where he participates in scholarship decisions for local music students. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform that offers brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by discretionary strategies and third-party manager programs.

Malcolm Norton is a financial advisor at J.P. Morgan Securities in Chapel Hill, NC, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Fidelity and PNC Bank. Outside of finance, he has experience working with BowerBird Flowers. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence using quantitative and qualitative research, with capabilities in derivatives and commodities reflecting unique regulatory registrations.

Jordan Kornegay is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. He previously worked at First Citizens Investor Services and Equitable Advisors, LLC. Outside of his advisory role, Kornegay serves as a part-time Emergency Medical Technician for Wayne County EMS. 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 employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

Lauren Convertini is a financial advisor at Fidelity with three years of industry experience. She holds a Series 66 designation and previously worked at Biologics by McKesson and Wal-mart. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage funds.

Lane Inchalik is an Investment Solutions Representative III at Fidelity Investments, a position held since 2025. Lane has been with Fidelity Investments since 2021, progressing through roles from Investment Solutions I to III. Prior to joining Fidelity, Lane worked as a Financial Advisor at Edward Jones from 2019 to 2021. Lane focuses on helping individuals and families work towards better financial outcomes by simplifying complex financial information and market conditions. Lane partners with households to tailor financial plans customized to their unique financial goals, aiming to provide peace of mind and confidence in financial decision making. Outside of work, Lane's interests include family activities, fitness, movies, pets, reading, and tennis.

Charlene Gladden is a financial advisor at Raymond James Financial with 12 years of industry experience. She holds the Series 66 designation and has worked previously at Stifel, Nicolaus & Company and Morgan Stanley. She is also involved with The Bray-Harris Group and Towne Wealth Management in roles supporting banking operations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, while also maintaining specialized programs such as municipal advisory services and SIMPLE IRA consulting.

Patrick Voldness is a CFP® certificant with 15 years of experience in the financial industry. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he works as a driver for ride-sharing services in San Francisco. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Brandon Lushene is a financial advisor at OSAIC with three years of industry experience. He holds a Series 66 designation and has worked at OSAIC since 2024, including prior roles at Equitable Advisors LLC and Appalachian State University. Outside of advising, he is an agent with Capital Planning Group, focusing on the sale and service of equity indexed annuities, fixed annuities, and traditional life insurance. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services tailored to individual investors, retirement plans, charities, and corporate clients. The firm emphasizes model-based asset allocation and portfolio optimization supported by a range of program options and maintains multiple custodial and legacy arrangements.

Matthew Striffler is a financial advisor at Charles Schwab with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at TD Ameritrade before joining Charles Schwab in 2023. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, combining multi-asset model portfolios with access to alternative investments and centralized operational support.

Constance Thurman is a financial advisor with Morgan Stanley in Raleigh, NC, holding a Series 66 designation and eight years of industry experience. She has worked at Morgan Stanley since 2019 and previously spent four years with Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools.

Pei Ng is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 22 years of industry experience. Prior to joining Ameriprise in 2011, Ng worked at Morgan Stanley in various capacities from 2004 to 2011. Outside of advising, Ng is involved in multi-family real estate ownership. 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 retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Devin Randale is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity, he worked at Duke Energy Progress and HR Directions LLC. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver diversified model portfolios.