Devin Butler is a CFP® and holds a Series 66 license, with nine years of industry experience. He has worked at OSAIC since 2018 and previously at SII and Capitol Financial Solutions. Butler also teaches a course for individuals aged 50 and older on financial preparation for widowhood through a local continuing education program. OSAIC Wealth serves a diverse client base including retail investors, retirement plan participants, charities, and corporate clients. The firm employs a model-based investment approach with portfolio optimization and offers a broad range of advisory and brokerage services through a large multi-advisor platform.

John Brandon is a Series 66-licensed advisor with LPL Enterprise in Raleigh, NC. He has been with LPL Enterprise since 2026 and has prior experience working in educational roles at various institutions including Art of Problem Solving Academy and Central Wake High School. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm emphasizes model-driven investment implementation using portfolios developed by LPL’s Research Department and third-party strategists, while also offering access to financial planning, third-party asset managers, and affiliated insurance and trust services.

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.

Nathan Huntley is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and two years of industry experience. His prior roles include positions at Trinity Wealth Securities LLC and Tristate Financial Advisors. Before entering the financial industry, he worked in masonry and the car wash business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

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.

Christopher Reaume is a Series 66-licensed financial advisor with 24 years of industry experience. He is currently affiliated with LPL Financial, having worked there since 2018, with prior experience at Citizens Bank & Trust, Infinex Investments, and Bb&T Investment Services. Outside of his advisory role, he owns and operates Cardinal Home and Landscape Services LLC. 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 portfolio programs, and access to third-party asset management, supporting advisors with various tools and platforms.

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.

Benjamin Carr is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and four years of industry experience. He has worked at Fidelity Investments and Erickson Advisors before joining Cetera. Outside of his advisory role, he is the principal songwriter and performer for a musical arrangement business called Personality Cult. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services, utilizing a multi-manager platform that includes both affiliated and third-party managers.

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.

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.