Devin Randale is a financial advisor with Fidelity in Durham, NC, holding Series 66 and Series 63 designations and having three years of industry experience. Prior to joining Fidelity, Devin worked at Duke Energy Progress and HR Directions LLC. 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 to manage diversified portfolios and advise registered investment companies.

Christopher Stanley is a financial advisor at Fidelity with 15 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Wells Fargo and MetLife. Outside of his advisory role, Stanley is involved in buying and selling residential real estate as a sole proprietor. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a broad client base including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund-of-funds and model portfolios.

John Robinson is a CFP® professional with 18 years of experience, currently with Raymond James & Associates since 2015. He holds the Series 66 designation and is based in Raleigh, NC. Outside of his advisory role, he is a partner in BRIG LLC, a business involved in passive real estate investment. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, supported by a nationwide adviser network and a range of portfolio management styles.

Sean O'Keefe is currently an Investment Solutions Representative III at Fidelity Investments. In this role, he partners with clients to understand their short and long-term financial goals and helps build customized financial plans tailored to their unique needs. Sean has progressively advanced within Fidelity Investments, beginning as a Customer Relationship Advocate in 2022, then serving as Investment Solutions Representative I from 2023 to 2024, Investment Solutions Representative II from 2024 to 2026, before assuming his current position. This experience has provided him with a comprehensive understanding of investment solutions and client relationship management. Outside of his professional responsibilities, Sean enjoys camping, golf, hiking, and watching movies.

Joel Oliver is a CFP® with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. He previously worked at Fidelity Investments and has been involved with Christ Baptist Church in Raleigh, NC, where he provides financial literacy and budget coaching. 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 strategies, affiliated mutual funds, and trust services. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,000 financial advisors.

Glenn Woodlief is a financial advisor with Equitable Advisors in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm employs a hybrid referral and implementation model, utilizing multiple advisory programs and emphasizes individualized client plans based on goals, risk tolerance, and time horizon.

Shihong Duan is a financial advisor at Merrill with a Series 66 designation and seven years of industry experience. Duan's prior work includes roles at Bank of America, JPMorgan Chase Bank, J.P. Morgan Securities, and HSBC. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Alan Morgan is a financial advisor with Ameriprise in Raleigh, NC, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Morgan serves as President of the Board of Directors for Cardinal Grove HOA. 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 advice focused on dependable income sources and tax-aware withdrawal strategies.

Thomas Mense is a CFP®-certified financial advisor with eight years of experience, currently practicing at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Ferguson Enterprises, Inc. from 2015 to 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,000 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

John Healey is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in creating personalized financial strategies that align with clients' lifelong goals. He focuses on areas including college education planning, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, socially responsible and ESG investing, and women and wealth. Born and raised near Albany, New York, John earned both his bachelor's degree and MBA from The College of Saint Rose. He holds the Personal Investment Advisor (PIA) designation. In 2015, he and his family relocated to Raleigh, North Carolina, where they enjoy staying active outdoors year-round. John participates in community service with organizations such as the Food Bank of Central & Eastern North Carolina, the Greater Cleveland Athletic Association, and the U.S. Committee for Refugees and Immigrants. His approach as a financial professional emphasizes understanding clients' priorities to develop strategies that help pursue long-term goals.

Yah'kiel White is a financial advisor with Fidelity in Durham, NC, holding Series 66 and Series 63 licenses and two years of industry experience. His prior work includes roles at Fidelity Investments, Fidelity Bank, Harris Teeter, Lowe’s, and UNC Greensboro. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator and offers advisory services to multiple registered investment companies.

Dylan Mackenzie is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His background includes roles at Fidelity Investments and prior work in various industries including automotive and education. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, with an investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

William Langdon is a financial advisor at RBC Capital Markets with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Merrill and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, corporations, and charitable organizations. The firm provides various advisory programs and tailors investment strategies using both in-house and third-party managers, along with options for tax management and responsible investing.

Michael Patterson is a financial advisor with Cetera, holding the CFP® and ChFC® designations and over 40 years of industry experience. He has worked at Cetera and its affiliated entities since 2025 and previously spent 25 years at Advisors Financial Group Inc. Patterson serves on the board of the A.J. Fletcher Foundation and manages a charitable gift fund. Cetera Investment Advisers LLC is an SEC‑registered firm serving 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 both affiliated and unaffiliated managers and various program structures.

Christopher Marr is a financial advisor with Charles Schwab based in Raleigh, NC. He holds Series 63 and Series 66 licenses and has 27 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services, and Edge Portfolio Management, LLC. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management alongside financial planning services. Schwab’s integrated platform includes proprietary multi-asset model portfolios, alternative investment options, and centralized custody and supervisory functions.

Mabel Cheonwi is a financial advisor at Charles Schwab with five years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab since 2020, with prior roles at Parametric and RBC. Outside of advising, she is an independent business owner with Amway, engaged in online product sales. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts and employs multi-asset model portfolios supported by in-house investment research.

Nathan Plott is a Series 66 licensed financial advisor with six years of industry experience, currently affiliated with Raymond James Financial in Cary, NC. He has been associated with Caroline Sinclair Wealth Partners, LLC since 2021 and has held various roles within Raymond James Financial entities since 2020. Outside of his advisory work, he is a partner in a hair salon business operated by his wife. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools such as risk profiling and probability modeling to support client decision-making.

Savannah Holmes is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America, she completed her studies at North Carolina State University. 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 strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Erik Rodriguez Lopez is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and two years of industry experience. He has been with Wells Fargo Bank, N.A. since 2014 and Wells Fargo Clearing since 2023. Outside of his advisory role, he co-manages Rolobyte, LLC, a company focused on website creation and maintenance, and works part-time as a delivery driver for Amazon Flex. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

John Dortch is a financial advisor with Fidelity Investments in Durham, NC. He holds Series 66 and Series 63 licenses and has two years of industry experience. Prior to joining Fidelity, he held various roles including positions at Enterprise Rent-a-Car, Mellow Mushroom, and NC State University. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios across a range of mutual funds, ETFs, and ETPs.