Jason Crowder is a financial advisor with Morgan Stanley in Raleigh, NC, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory work, he serves as a Trust Protector in Wilmington, North Carolina. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning and managing approximately $2.74 trillion in client assets. Its planning approach includes structured discovery conversations and firm-approved tools, serving clients through both direct and employer-linked agreements.

Philip Geiger is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Edward Jones since 2005. Based in Raleigh, NC, he also works as a freelance certified flight instructor. Edward Jones is a full-service wealth management firm with over four million clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a large nationwide network of financial advisors and branch offices.

Rebecca Osterkamp is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. She holds the Series 66 designation and previously worked for Capital Investment Group, Inc. for 14 years before joining Wells Fargo in 2020. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Ryan Polewczak is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2007, where he has served in various positions including Portfolio Specialist, Workplace Planning & Advice Consultant, Executive Participant Services, Non Qualified Plan Services Lead, Registered Representative, and Customer Service Workplace Specialist. His professional experience spans multiple aspects of financial consulting and planning. Ryan holds insurance licenses in Arkansas and California. His approach to financial planning focuses on understanding clients personally and co-creating customized financial plans that align with their goals throughout different stages of life. Outside of his professional work, Ryan's personal interests include cars, family activities, hiking, horseback riding, and parenthood.

Hampton Briley is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at the State of North Carolina and various service and hospitality positions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios.

Matthew Fahys is a financial advisor with Fidelity in Durham, NC, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work experience includes roles at Plan2Play and several real estate firms, as well as ownership of NpEntertainment, LLC. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, emphasizing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as a registered commodity pool operator and provides advisory services to multiple registered investment companies and model portfolios.

Corbin Oliver is a financial advisor at Wells Fargo Advisors with 12 years of industry experience. He holds the Series 66 designation and previously worked at OSAIC and Sii. Outside of his advisory role, Oliver serves as co-executor and co-trustee in family estate matters and is a finance committee member of the WakeMed Foundation. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory solutions with other financial product offerings.

Matthew Tapley is a financial advisor with Wells Fargo Clearing in Chapel Hill, NC, holding Series 63 and Series 65 designations and 25 years of industry experience. His prior experience includes roles at Morgan Stanley and Citigroup Global Markets. He has ownership in Jager Baden, LLC, a separate venture involving recreational land acquisition. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a broad range of brokerage and advisory solutions.

Jason Rausch is a financial advisor at Osaic with the designations CFP®, CFA®, and Series 63, and has two years of industry experience. He previously worked at Voya Investment Management for sixteen years before joining Osaic. Outside of his advisory role, he prepares federal and state income tax returns seasonally through his sole proprietorship, JR Income Tax Services. Osaic Wealth serves a diverse client base, including retail and institutional investors, with a multi-advisor platform offering brokerage and advisory services across a range of programs. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by risk-tolerance assessments, efficient frontier analysis, and rebalancing tools.

Jami Guarascio is a financial advisor at Wells Fargo Clearing with a Series 63 designation and two years of industry experience. She has been with Wells Fargo Clearing since 2017 and previously worked for Finish Line Laminating for ten years. Outside of her advisory role, she works as a delivery driver for DoorDash. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Tyler Vodicka is a financial advisor at Fidelity with seven years of industry experience and holds the Series 66 designation. His work history includes roles at Fidelity Brokerage Services LLC since 2018 and Fidelity Investments since 2025. Prior to his financial services career, he worked at Linda's Bar and Grill and the University of North Carolina at Chapel Hill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and model strategies.

Vanessa Haythorn is a CFP® with 16 years of industry experience, currently with Stifel since 2020. She previously worked at Morgan Stanley Private Bank, N.A. from 2015 to 2020. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, providing asset allocation and financial planning analyses to support client decisions.

Hanna Dolegowska is a financial advisor with Merrill in Raleigh, NC, holding Series 63 and Series 65 credentials and 21 years of industry experience. She has been with Merrill since 2008 and also worked at Bank of America, N.A. since 2025. Outside of her advisory role, she is a limited partner in a for-profit hotel partnership. 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 investment strategies to individuals, high-net-worth clients, and institutional investors.

Daniel Einstein is a financial advisor with Edelman Financial Engines in Holly Springs, NC. He holds a Series 65 designation and has been in the industry since 2021, with prior roles at Personal Capital and Empower Financial Services. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process coupled with planner delivery and online tools, offering a range of discretionary and non-discretionary investment options.

James Leonard is a financial advisor with Wells Fargo Advisors in Raleigh, NC, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. He previously worked at UBS Financial Services for 10 years before joining Wells Fargo Advisors in 2025. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting a net-worth threshold, utilizing Wells Fargo research and planning tools to develop and deliver recommendations.

Dana Drury is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments, Drury held roles at several organizations including Captiv8 and the University of Colorado. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

William Teague Jr. is a financial advisor at OSAIC with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Investment and Capital Analysts Incorporated. In addition to his advisory role, he is president of Fidelity Capital Management, where he provides financial solutions to clients, and operates a sole proprietorship focused on life insurance, fixed annuities, and long-term care insurance. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services with an investment process centered on model-based asset allocation and portfolio optimization.

Tyler Davis is a financial advisor at Edward Jones in Chapel Hill, NC, holding a Series 66 designation. He joined Edward Jones in 2026 after working at CISCO Systems for six years and the Texas Rangers Baseball Organization for four years. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the United States.

Leah Bouchard is a financial advisor at Edward Jones in Raleigh, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked at James Bell Associates and has been involved with StepUp Ministry and Virginia Commonwealth University. She serves as an adjunct instructor at Virginia Commonwealth University, teaching courses in Human-Behavior and Substance Use Prevention for the Online Master of Social Work program. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Marc Baquerizo is a financial advisor at Raymond James Financial with 39 years of industry experience. He holds a Series 63 designation and has been with Raymond James Financial since 2009. In addition to his advisory role, he owns and operates Wealth Management Financial Group, a support company based in Raleigh, NC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning using analytical tools to align with client goals and supports a wide network of advisors through various advisory programs.