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 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity Investments, he worked in various roles 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 registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of fundamental research and quantitative analysis to construct systematic model portfolios from mutual funds, ETFs, and ETPs.

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 at Osaic with 16 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at Signator Investors Inc. Howell also serves as a Director of Compliance at Capitol Financial Solutions and acts as a non-public FINRA arbitrator. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and portfolio management involving a variety of investment vehicles and third-party solutions.

Nathaniel Roberts is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Bank of America and State Employees Credit Union. He has worked in diverse environments, including a year with the North Carolina General Assembly and involvement with 1 in 6 Snacks. Fidelity, through its Strategic Advisers LLC division, offers investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

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 designations and has been affiliated with various Fidelity entities since 2001, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, managing model portfolios composed of mutual funds, ETFs, and ETPs across a range of asset allocation strategies.

Cheryl White is a CFP® with 28 years of industry experience, currently advising at Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she manages investment-related responsibilities as power of attorney for her mother and administrator for her father's estate, and holds a minority ownership in Pilgrim's Progeny, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s advisory process includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

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.

James Mishoe III is a CFP® professional with 11 years of industry experience, currently serving at J.P. Morgan Securities in Chapel Hill, NC. His career includes roles at JPMorgan Chase Bank, Wells Fargo, Morgan Stanley, and Bank of America. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

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.

Steven Halko is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill since 2003, focusing on serving high-net-worth individuals and families. Steven's client base includes physicians, business owners, couples, and families, with relationships often spanning multiple generations and over twenty states. He concentrates on long-term investing and wealth planning, helping clients determine their financial needs and risk tolerance. Steven also coordinates efforts with clients' CPAs and attorneys to align tax-minimization and estate planning strategies and provides access to Bank of America specialists for additional banking and lending needs. Before joining Merrill, Steven had a seven-year professional hockey career in the NHL with the Carolina Hurricanes and in the American Hockey League. He graduated from the University of Michigan, where he captained the National Championship hockey team in 1996. Steven holds several professional credentials, including the CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Plan Fiduciary Advisor® (CPFA®), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) designations. Steven resides in Morrisville, North Carolina, with his wife Sherene. They have two adult sons who live and work locally. Steven has coached hockey at various levels and remains active in sports as an avid curler with the Triangle Curling Club. He is also a volunteer with the Carolina Hockey Alumni Association. His personal interests include music, reading, spending time with family, and traveling.

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 roles at Fidelity Investments and Bank of America. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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.

Melanie Regner is a financial advisor with Morgan Stanley in Raleigh, NC, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. She has been with Morgan Stanley and its Private Bank since 2011 and 2015, respectively. Regner serves on the Finance Committee of Leadership North Carolina, a civic organization focused on various community and educational initiatives. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services ranging from estate planning to corporate financial plans.

Krista Cavalieri Carr is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 securities licenses and has worked with Fidelity and its brokerage services since 2015. Outside of her advisory role, she is involved in event planning through Southern Skies Events, LLC, where she assists with wedding planning and vendor partnerships. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across a broad investable universe.