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.

Karla Flick is a financial advisor at UBS Financial Services with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 2002. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client solutions.

Grant Muir is a Series 66-licensed financial advisor with Edward Jones in Durham, NC, and has 10 years of industry experience. He has worked at Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors. The firm manages approximately $1.01 trillion in assets and provides services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and overlay and tax-efficient solutions.

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.

Keith Crabtree is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with First Clearing, LLC since 2015. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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 29 years of industry experience. His prior work includes roles at PFS Investments Inc. and Edward Jones, and he has been affiliated with Primerica Financial Services since 2017. Outside of advising, he is involved in sales of loan products and home security referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, using model-driven strategies managed by unaffiliated asset managers and supported by custodial services from Pershing.

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.

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.

Jon Bell is the Vice President and Branch Leader at Fidelity Investments' Raleigh Investor Center. In this role, he focuses on fostering a high-performance work culture by supporting associates to develop their talents and assist clients in planning for their long-term financial well-being. Jon has been with Fidelity Investments since 2006, initially serving as a Regional Consultant before assuming his current leadership position in 2011. His professional experience spans various roles in the financial industry, including positions as a Portfolio Analyst at Stanford Group Company, Financial Advisor at UBS Financial Services, US Equity Product Specialist at Baring Asset Management, and Senior Portfolio Accountant at State Street Bank. Outside of his professional responsibilities, Jon engages in family activities, hiking, reading, and volunteering.

Samuel Mordecai is a financial advisor with RBC Capital Markets in Raleigh, NC. He holds a Series 66 designation and has one year of industry experience. Prior to joining RBC and City National Bank in 2026, he worked at S&P Global for eight years and Capital Bank for one year. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs with customized portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Conall Callen is a Series 66-registered advisor at Wells Fargo Clearing with 32 years of experience at the firm. He is based in Raleigh, NC. 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.

Clark Preston is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His prior roles include positions at Guaranteed Rate and Angel Oak Home Loans. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.