Andrew Mills is a Planning Consultant at Fidelity Investments, where he collaborates with clients to develop personalized financial plans aligned with their long-term goals. Since joining Fidelity, he has held several roles, including Investment Consultant from 2024 to 2026 and Workplace Planning Consultant from 2022 to 2024. In his current position, Andrew works closely with individuals and families to co-create financial strategies that reflect their unique visions for the future. He invites clients to engage in discussions to explore how Fidelity's team can support their financial objectives moving forward.

Landon Mundell is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Raymond James Financial in Cary, NC. His prior experience includes roles at Elser Financial Planning, Teachers Credit Union, and Herman and Kittle Properties. Mundell is also involved with StillGreen Partners, LLC, a holding company connected to Stonegate Financial. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, corporations, and institutions. The firm employs tailored, non-discretionary advisory services using analytical tools and maintains unique offerings such as municipal advisory support and a SIMPLE IRA Employer Advisory & Consulting Services program.

Lucas Eriksen is a Series 66-credentialed financial advisor with Fidelity Investments in Raleigh, NC, currently with one year of experience at Fidelity. His prior experience includes roles at Lonnie Poole Golf Course, Cameron Mitchell Premier Events, and NCSU. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm is notable for its use of algorithmic methods and AI in research and serves as an advisor to registered investment companies and fund-of-funds.

Mark Stein is a financial advisor with LPL Financial in Raleigh, NC, holding Series 63 and Series 66 licenses and 22 years of industry experience. His prior roles include positions at MassMutual Life Insurance, Prudential Insurance Company of America, and CUNA Brokerage Services. He is also the owner and game designer of Dynamic Sports Sims, LLC, a separate business venture. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools for operational and research purposes.

Corey Harding is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo, he worked at Edward Jones and State Employees' Credit Union. 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 both brokerage and advisory solutions.

James Lassiter is a financial advisor at Merrill with Series 63 and Series 66 credentials and 54 years of industry experience. He has been associated with Merrill since 1971 and has worked at Bank of America, NA since 2009. Outside of his advisory role, he consults for a retail surf shop called Aussie Island Surf Shop. 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, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.