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.

Patrick Wigington is a financial advisor at Fidelity with Series 66 and Series 63 credentials and three years of industry experience. Prior to joining Fidelity Investments in 2022, he worked at Whole Foods Market, Paramount Realty, Starbucks, and Emerald View Landscape & Design. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction using a combination of fundamental research, quantitative analysis, and algorithmic methods. The firm serves a diverse client base and maintains roles in regulatory oversight and fund advisory.

Krista Biondolillo is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation. Krista has been with Edward Jones since 2000, including a recent role starting in 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Carlton Edwards II is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has worked at Avantax Advisory Services and Avantax Investment Services prior to joining Cetera in 2025. Edwards is also a partner at Cozart & Edwards PA, a tax preparation and accounting firm, and serves as chairman on the board of Converting Hearts Ministries, a nonprofit organization. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management options through a multi-manager platform, providing access to affiliated and unaffiliated managers as well as customizable strategies.

Ashley Howell is a financial advisor with Osaic Wealth, Inc. based in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. Prior to joining Osaic, she worked at Royal Alliance Associates, Inc. since 2018 and Signator Investors Inc from 2011 to 2018. Outside of advising, she serves as a Director of Compliance for Capitol Financial Solutions and acts as a non-public FINRA arbitrator. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios, with offerings that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Nathaniel Roberts is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at Bank of America and State Employees Credit Union. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and constructs model portfolios using systematic methodologies.

Louis Jones is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, Jones serves as the Investment Advisory Board Chairman for the Greater Greenville Community Foundation and owns a limousine transport company. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering IPS-driven investment advice and discretionary services. The firm’s approach includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options, and it acts as an ERISA fiduciary when advising clients.

Brock Doran is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has dedicated his entire career to the financial services industry, focusing on helping clients achieve their personal goals through comprehensive wealth management. Brock holds the Chartered Retirement Planning Counselor™ (CRPC) designation from The College for Financial Planning Institutes Corp. He specializes in goals-based wealth management that includes investment management, banking services through Bank of America, life and long-term care insurance solutions, trust planning, and college savings strategies. He collaborates closely with clients' CPAs, estate planning attorneys, and other specialists to develop tailored and holistic wealth management plans centered around a Personal Wealth Analysis®. Brock prioritizes providing best-in-class brokerage and banking services to address clients' financial issues and life events. Outside of his professional work, Brock enjoys spending time with his two children, family, and friends. His personal interests include boating, skiing, golfing, biking, fishing, live music, and traveling. He earned a Bachelor's Degree from Virginia Polytechnic Institute & State University.

William Teague is a financial advisor with OSAIC based in Raleigh, NC, holding a Series 66 designation and nearly five decades of industry experience. His prior work includes longstanding roles at Capital Analysts, Incorporated and FIDELITY Capital Management, where he serves as Vice President and acts as a life insurance settlement agent and fixed insurance product solicitor. OSAIC Wealth, Inc. serves a diverse client base including individual and institutional investors through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services with access to third-party money managers and a variety of investment products.

Ryan Homer is a financial advisor at Fidelity with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various Fidelity divisions since 2001. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing portfolios that include mutual funds, ETFs, and ETPs.

Timothy Rutt is a financial advisor at Ameriprise with 21 years of industry experience. He holds Series 63 and Series 65 registrations and has been with Ameriprise Financial Services since 2015. 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 written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Nicole Santos is a financial advisor with Mass Mutual Investors Services in Cary, NC, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has worked at MML Investors Services LLC and Massachusetts Mutual Life Insurance Company since 2017, following a year at Merrill. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with an emphasis on collaborative, goal-based planning using firm-approved analytical tools.

Louis Weitz is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 2 years of industry experience. He has been with Wells Fargo Clearing since 2012. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Taylor Rayburn is a financial advisor at Edward Jones in Raleigh, NC, holding a Series 66 designation with one year of industry experience. Prior to entering financial services, Rayburn worked for the National Aeronautics & Space Administration from 2018 to 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Shayla Jones is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. Her career includes roles at Fidelity Investments since 2022 and prior experience in retail positions at Ulta and DTLR. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm uses a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Bryan Pacuch is a financial advisor with LPL Financial in Raleigh, NC, holding a Series 66 designation and four years of industry experience. His prior work includes positions at Fidelity Investments, Bank of America, and Enterprise Holdings. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Erin Beavers is a financial advisor at Morgan Stanley in Raleigh, NC, holding a Series 66 designation with 10 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2013. Outside of her advisory role, she is a partner in an automotive business, PrimeTime Motors of Garner, LLC. Morgan Stanley Wealth Management is a large SEC-registered adviser and broker-dealer serving individual and institutional clients with comprehensive financial planning and investment advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside advisory services.