Benjamin Wagner is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments, his work history includes roles at Sleep Number, The Carolina Inn, and the University of North Carolina at Chapel Hill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios across mutual funds, ETFs, and ETPs. The firm also engages in discretionary portfolio management, fund advisory, and employs algorithmic methodologies in its investment process.

Thomas Cannan is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with MCM Partners Erie, LLC and Waddell & Reed, Inc. He has also been involved with community organizations such as the Spencerport Chamber of Commerce and Daystar for Medically Fragile Children, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by proprietary research and third-party models.

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.

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.

Joshua Wall is a CFP® and ChFC® with 13 years of industry experience, currently serving as a financial advisor at OSAIC since 2025. He previously worked at Northwestern Mutual and its affiliated entities from 2011 to 2025. Wall is involved in insurance brokerage and operates an independent wealth management LLC in Raleigh, NC. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and nonprofits, offering integrated brokerage and advisory services with a range of investment options and third-party management solutions.

Fernando Jimenez is a financial advisor with Equitable Advisors in Raleigh, NC, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at AXA Advisors, LLC from 1999 to 2020. Outside of his advisory role, he serves as a trustee for a family member without compensation. Equitable Advisors provides financial planning, retirement-plan support, and access to asset management for individuals, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model, utilizing third-party asset managers and LPL programs to tailor advisory services based on clients’ goals, risk tolerance, and time horizons.

Onoufrios Megaloudis is a financial advisor with Wells Fargo Clearing in Durham, NC, holding Series 63 and Series 66 designations and 35 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he has been involved with the Triangle United Soccer Club since 2005. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm follows an IPS-driven approach grounded in modern portfolio theory and acts as an ERISA fiduciary when providing investment advice.

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. She has four years of industry experience and has been with Edward Jones since 2023, continuing a previous tenure at the firm from 2006 to 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Emmett Davis is a financial advisor at Fidelity with a Series 66 designation and 10 years of industry experience. He has worked within various Fidelity divisions since 2015, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory role to multiple registered investment companies and its use of systematic methodologies in managing model portfolios.

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.

Russell Anwar is a financial advisor with Primerica Advisors in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior experience includes roles at Edward Jones and Circassia Pharmaceutical. Outside of advisory work, he is involved in the sale of home security and automation products through a Primerica affiliate. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients under a wrap-fee structure.

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.

Justina Cartner is a financial advisor with J.P. Morgan Securities in Raleigh, NC, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. Her career includes multiple roles within J.P. Morgan Chase Bank and J.P. Morgan Securities since 2014, as well as prior work at Fidelity Investments and involvement with fitness-related businesses. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations. The firm operates within the larger J.P. Morgan organization, offering a range of products including security-based swaps and futures commission merchant services.

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.

Alexander Khan is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He joined Fidelity in 2018 as a Financial Consultant and has been working in this role until his promotion in 2022. In his role, Alexander focuses on helping clients build out their unique vision for success by developing goal-based financial plans. He aims to understand clients' goals, concerns, family needs, and individual investment styles to equip and empower them to make sound financial decisions. He is involved in educating clients on achieving financial freedom. Outside of his professional responsibilities, Alexander enjoys concerts, family activities, golf, hiking, music, and soccer.

Donovan Mccullough is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. His work history includes roles at Fidelity Investments and companies such as Bellhop, Opendoor, DoorDash, and UNC Charlotte. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, and it is noted for its use of systematic methodologies and advisory roles to multiple registered investment companies.