Shane Tidd is a financial advisor at Fidelity Investments with three years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo. His background also includes roles outside finance, such as working with the North Carolina Museum of Natural Sciences and involvement in the restaurant industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver systematic, long-term asset allocation strategies.

Donovan White is an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2022, contributing to the firm's financial services and client support. Donovan focuses on helping clients navigate important financial considerations and make informed decisions. He emphasizes meaningful conversations as the foundation for understanding each individual's priorities, aiming to provide ongoing communication and support that fosters informed and confident financial decision-making. Outside of his professional role, Donovan has interests in cooking and baking, football, traveling, volunteering, and practicing yoga.

Lindsey Seymore is a financial advisor at Wells Fargo Clearing with 8 years of industry experience. She holds Series 65 and Series 63 designations and has been with Wells Fargo Clearing Services since 2018 and Wells Fargo Bank NA since 2015. 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.

Randall King is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining OSAIC in 2025, he worked at Lincoln Financial Advisors Corp for 24 years and is a partner at Stout Stuart McGowen & King LLP, a CPA firm where he has offered services since 1981. He also holds an insurance agent role, providing disability insurance, fixed/indexed annuities, long-term care insurance, and traditional life insurance. OSAIC Wealth serves a broad range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, with options for discretionary and advisor-managed strategies.

Brad Tavano is a financial advisor with RBC Capital Markets in Raleigh, NC. He holds a Series 66 designation and has been with RBC Capital Markets since 2025. Prior to this, he held positions at Congo Brands, Blue and Co., LLC, and has experience in various roles including education and retail. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and portfolio management services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Mary De Cola is a financial advisor with Merrill in Raleigh, NC, holding a Series 66 designation and three years of industry experience. She has worked at Merrill since 2018 and previously spent 16 years with Bank of America. Merrill, along 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 for a range of clients including individuals, high-net-worth investors, and institutions.

Drew Davis is a financial advisor with Fidelity in Durham, NC, holding a Series 66 designation and three years of industry experience. His prior roles include work at TPUSA (Liberty Mutual Insurance), SelectQuote, Progressive Leasing, and NuHome Promotions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Calvin Jones is a CFP® with 28 years of industry experience and has been with Wells Fargo Advisors since 2011. He is based in Raleigh, NC, and is the sole owner of Family Financial Partners, LLC, an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services utilizing Wells Fargo’s research and tools, with tailored recommendations delivered through advisor meetings and client summaries.

Austin Heath is a financial advisor with Raymond James & Associates and holds the Series 66 designation. He began his industry career in 2023, previously working at Fidelity Investments and Firetti Builders. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipalities, providing financial planning, non-discretionary investment consulting, and municipal advisory services.

Dawson Bass is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked at Styron & Hughes and has experience in multiple roles spanning finance and education from 2015 to 2024. 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 financial planning and investment management solutions through a large network of advisors utilizing model portfolios, third-party subadvisors, and customized strategies.

Christopher Elmore is a Series 66-licensed financial advisor at Charles Schwab with 22 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank, SSB since 2005. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

George Littlewood is a financial advisor with Merrill in Raleigh, NC, holding Series 63 and Series 65 licenses and possessing 43 years of industry experience. He has been with Merrill and Bank of America since 2010. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Janet Fox is a financial advisor with LPL Financial based in Raleigh, NC, holding Series 63 and Series 65 credentials and 41 years of industry experience. She has been with LPL Financial, including its predecessor LINSCO Private Ledger, since 2007. Fox also teaches business and retirement-related classes at Wake Tech Community College and NC State University's Encore Center. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Stephen Coleman is a CFP® professional with 42 years of industry experience, currently advising clients at Ameriprise since 2020. His prior experience includes roles at Wells Fargo Clearing and Scott & Stringfellow, LLC. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendations and ongoing annual retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Caroline Zuendel is a financial advisor at Morgan Stanley with seven years of industry experience. She holds the Series 66 and Series 63 designations and has worked in several roles within Morgan Stanley since 2017. Outside of her advisory work, she is involved in authorship. Morgan Stanley Wealth Management serves individual and institutional clients offering a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and scenario modeling.

Andrew Mac Dougall is a CFP® and ChFC® professional with 10 years of industry experience, currently serving at Robert W. Baird & Co. in Raleigh, NC. His prior roles include positions at Northwestern Mutual and Jason Garey. He serves on the board and investment finance committee of Endeavor Charter School in Wake Forest, NC. He is part of the DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm employs a variety of portfolio management strategies and emphasizes manager selection, internal research, and technology to provide comprehensive advisory services.

Lisa Nelson is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked at Cetera Advisors LLC since 2016 and previously held positions at Morgan Keegan & Company, LLC and Merrill. Nelson serves as a board member of The "I March On" Foundation, Inc., a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.

Michael Loureiro is a Series 66-licensed financial advisor with Wells Fargo Advisors in Raleigh, NC, and has eight years of industry experience. He previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for ten years before joining Wells Fargo Clearing Services in 2021. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services that include retirement, education, risk, and wealth-transfer planning, using proprietary research and tools to develop tailored recommendations.

William Sutton is a Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2020, progressing through various positions including PAS Portfolio Specialist, Client Management Representative, Workplace Planning Consultant, and Workplace Planning Associate. His professional journey at Fidelity has provided him with a broad range of experience in financial consulting and client management. William holds insurance licenses in Arkansas and California. He emphasizes a straightforward, thorough approach to financial planning, focusing on clear communication and helping clients understand and have confidence in their financial plans. His goal is to connect all aspects of a client's financial situation to create clear, actionable plans that lead to shared success. Outside of his professional work, William enjoys activities such as board games, family activities, fitness, parenthood, running, and traveling.

Harrison Pair is a Series 66-licensed financial advisor at Cambridge Investment Research Advisors with four years of industry experience. He previously worked at Fidelity Investments and the North Carolina Department of Agriculture and has a background that includes education and agricultural business operations. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through various platforms and a multi-billion dollar asset base.