Richard Walsh is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, he worked at Uber and held positions at UNC Chapel Hill’s Office of Sponsored Research. Outside of finance, he is involved in delivering flowers during busy holidays for Fallons Flowers. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and systematic methodologies in its investment process.

Nicholas Kolb is a Series 66-credentialed advisor with Fidelity who has four years of industry experience. Prior to joining Fidelity, he held roles at various companies and has been involved in entrepreneurial ventures such as Colby's Ice Cream & Bake Shop LLC. Outside of his advisory work, he serves as a youth ice hockey referee on weekends. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

Julio Aguirre is a financial advisor at Merrill in Cary, NC, holding a Series 66 designation with one year of industry experience. He has been with Merrill since 2007 and also has experience at Bank of America, N.A. since 2025. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Elizabeth Sum Slaughter is a financial advisor at Merrill with 38 years of industry experience. She has held her current position since 1998. Her credentials include Series 63 and Series 65 licenses. 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. The firm offers model-based and discretionary strategies developed by internal and third-party teams for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Obudho is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Investments since 2021, following prior roles at TD Ameritrade and COR Clearing LLC. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios using mutual funds, ETFs, and ETPs.

Wells Clark is a financial advisor at Fidelity with a Series 66 credential and three years of industry experience. His prior work includes roles at RGA Investments and George Picket and Associates. Fidelity’s Strategic Advisers LLC unit provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of mutual funds, ETFs, and ETPs. The firm is noted for its regulatory registrations and its use of AI-driven research methodologies.

Benjamin Lowry is a financial advisor with Fidelity Investments in Durham, NC, holding Series 63 and Series 66 licenses. He has two years of industry experience and previously worked at a state employees' credit union and several other organizations, including North Carolina State University. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI-driven research, and advisory roles for multiple registered investment companies and fund-of-funds.

John Spivey is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2012. He has been with Fidelity since 1997, progressing through various roles including Senior Account Executive, Financial Planning Consultant, and Financial Representative. Prior to joining Fidelity, he was a Financial Consultant at D. E. Wine Investments from 1996 to 1997. With 28 years of experience at Fidelity, John specializes in retirement, wealth planning, and income planning. He assists clients in understanding Fidelity's broad platform of resources to build and execute personalized financial plans. Outside of his professional career, John is interested in family activities, fitness, hiking, reading, traveling, and volunteering.

Megan Brassil is a financial advisor with Merrill in Raleigh, NC, holding a Series 66 designation and bringing 24 years of industry experience. She has been with Merrill since 2014. 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 for individuals, high-net-worth clients, and various institutional accounts.

Sherry Kho is a CFP® professional with 18 years of experience in the financial services industry. She has been with Ameriprise since 2008, initially with Ameriprise Financial Services Inc. and continuing with Ameriprise since 2020. Based in Durham, NC, she holds the Series 66 designation. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm uses a centralized consulting team, algorithmic modeling, and tax-efficiency analysis to deliver written Recommendation Reports, emphasizing managed accounts and offering a range of advisory, brokerage, and insurance solutions.

Shaun Rowell is a Financial Consultant at Fidelity Investments, a position he has held since 2021. Prior to this role, he worked as a Financial Solutions Advisor at Merrill Lynch from 2014 to 2021. In his current capacity, he focuses on providing a comprehensive approach to managing wealth, emphasizing a holistic understanding of clients and their financial goals. Shaun collaborates with clients to build personalized financial plans that remain flexible to accommodate changing needs and market conditions. His work is centered on delivering an excellent client experience and supporting clients in pursuing their financial objectives. Outside of his professional responsibilities, Shaun enjoys activities such as biking, camping, scuba diving, skiing, surfing, and exploring food.

John Stanton III is a financial advisor with LPL Financial in Raleigh, NC, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at PNC Investments, Cuna Mutual Group, Citizens Securities, PNC Wealth Management, Natcity Investments, and UBS Financial Services. 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 that include financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

James Kraft is a financial advisor at Fidelity with two years of industry experience. He holds Series 63 and Series 66 designations and has prior work experience at Janney Montgomery Scott, LLC and Fidelity Investments, LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse range of clients, including retail and institutional investors, with a focus on discretionary portfolio management and model portfolios constructed through systematic methodologies combining fundamental research and quantitative analysis.

Kurt Schmiemann is a financial advisor with Raymond James & Associates in Chapel Hill, NC, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. His prior firms include Wells Fargo Clearing and Morgan Stanley. Outside of his advisory work, he is a notary public in Durham, North Carolina. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, and offers a range of financial planning and consulting services with a primarily non-discretionary investment approach.

David Cove is a financial advisor with Mass Mutual Investors Services in Raleigh, NC, holding CFP®, Series 63, and Series 65 designations. He has 29 years of industry experience, including more than two decades at Mass Mutual Investors Services and roles at Massachusetts Mutual Life Insurance Company and MSI Financial Services. MassMutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses collaborative, software-driven planning tools and offers a range of investment and education programs.

Cheryl Langston is a CFP® with 22 years of experience in financial advisory services. She is currently with Edelman Financial Engines and has previously worked at USAA Financial Planning Services and BB&T in various advisory roles. Langston volunteers with Wings for Widows, providing limited financial coaching to widows and widowers on a pro bono basis. Edelman Financial Engines offers technology-enabled investment advisory services focused on retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and serves a large client base through advisor-led and online platforms.

Amber Honeycutt is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and 22 years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Nathan Bost is a CFP® and holds a Series 66 license with Edward Jones, where he has worked since 2020. He has five years of industry experience, including prior roles at Advance Auto Parts and Duke Health Technology Solutions. Outside of advising, he assists with the business operations of his wife’s anesthesia practice. 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 strategies supported by a nationwide network of financial advisors and branch offices.

Cecilia Echols is a financial advisor with Ameriprise in Knightdale, NC, holding a Series 66 designation and four years of industry experience. She previously worked at Wells Fargo Bank for six years before joining Ameriprise in 2022. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop written Recommendation Reports. The firm provides a wide range of advisory, brokerage, and insurance solutions through affiliated entities.

Daniel Paradise is a financial advisor with Equitable Advisors in Raleigh, NC, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors since 2008, previously affiliated with AXA Advisors, LLC. In addition to his advisory role, he is the managing partner of Oakbridge Financial Group, LLC. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs. The firm utilizes a network of investment adviser representatives and relies on third-party program sponsors and endorsed TAMPs for most advisory models, offering both proprietary and third-party investment solutions.