Audrey Kah is a CFP® professional with 10 years of industry experience, currently serving at RBC Capital Markets LLC since 2016. She is based in Raleigh, NC, and holds a Series 66 license. Outside of her advisory role, Audrey serves on the board of Benevolence Farms, a nonprofit supporting individuals affected by the criminal legal system in North Carolina. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies utilizing both in-house and third-party managers.

Christopher Bray is a CFP® professional with 24 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. since 2020. Prior to this, he worked at Bb&T Securities, LLC and Scott & Stringfellow. He serves as President of the Southern Order Memorial Foundation, a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients, emphasizing tailored, non-discretionary planning supported by analytical tools and a broad advisor network.

William Thompson is a financial advisor with Equitable Advisors in Cary, NC, holding a Series 66 designation and six years of industry experience. Prior to his advisory role, he spent 34 years with Nortel, Genband, and Ribbon Communications. Outside of his advisory work, he serves as the head coach for the varsity boys basketball team at Cary Christian School. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement consulting, and asset-management programs. The firm works through a network of Investment Adviser Representatives and partners with third-party asset managers and advisory programs to deliver tailored investment solutions.

Timothy Clarey is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wachovia Bank, N.A. from 2006. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. 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 sources.

Justin Groce is a CFP® with 24 years of industry experience, currently affiliated with Cetera. He has been with Cetera and Cetera Wealth Services, LLC since 2013. Outside of his primary advisory role, he operates Adams Financial, a financial services DBA, and also works as an insurance agent selling annuities. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to various third-party managers and investment strategies.

James McClary is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, McClary serves on the finance committee at Siler City First Baptist Church. 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 supported by research from Wells Fargo Investment Institute and third-party resources.

Phillip Sielatycki is a financial advisor with Ameriprise Financial Services, holding Series 65 and Series 66 licenses and bringing 28 years of industry experience. His career includes roles at Merrill, Banc Of America Investment Services, Inc., and Ameriprise since 2009. He serves on the board of The Heart of Cary Association and volunteers with Band Together, a local philanthropy that raises funds for the United Way through a rock concert event. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on written recommendations and ongoing tax-aware retirement income planning. The firm uses investment research, third-party data, and algorithmic tools to inform its advice, operating within a defined investment universe influenced by affiliated product relationships.

Katherine Johnson is a Series 66 licensed financial advisor with Edward Jones in Clayton, NC, where she has worked for 13 years. She has spent her entire advisory career at Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a broad network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated products under a fiduciary standard.

Sudha Gowrisankar is a Series 66-credentialed financial advisor at Fidelity with four years of industry experience. She has worked at Fidelity Investments since 2022 and previously held roles at FCBank, a division of CNB Bank, from 2015 to 2022. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management along with fund advisory and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, including the use of AI and systematic methodologies.

Natan Simoes Massarioli is an Investment Solutions Representative III at Fidelity Investments, where he currently serves in this role. His career with Fidelity Investments began in 2023 as a Customer Relationship Advocate, progressing through various positions including Investment Solutions Representative I, Fixed Income Specialist, and Investment Consultant before reaching his current role in 2026. His professional experience encompasses investment consulting and fixed income specialization, focusing on providing clients with clear guidance, education, and personalized strategies tailored to their financial goals. Massarioli's approach emphasizes trust, transparency, and simplifying complex financial concepts to help clients make informed decisions. Further details regarding his education, credentials, personal interests, or community involvement have not been provided.

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.

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.