Chaudhry Adeem Asim is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior roles include positions at National General Insurance and academic institutions such as the University of Alcala and the University of North Carolina at Pembroke. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Marshall Lipe is a Financial Consultant at Fidelity Investments, where he collaborates with clients to understand their financial goals and develop tailored strategies through a holistic planning process. He has been with Fidelity since 2021, progressing through roles from Investment Management Consultant to Investment Consultant before his current position. Prior to joining Fidelity, Marshall worked as a Financial Advisor at Northwestern Mutual from 2017 to 2021. His professional experience spans various aspects of financial consulting and investment management. Outside of his professional work, Marshall engages in activities such as beach outings, family activities, fishing, golf, outdoor adventures, and spending time with pets.

Lucas Gooding is a financial advisor at Edward Jones with the Series 66 designation. He has one year of industry experience and has held prior roles at Court One and NC State University. Gooding serves in the North Carolina Army National Guard. 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 and investment strategies, managing approximately $1.01 trillion in assets through a network of over 23,700 financial advisors nationwide.

Alexander Bartol is a CFP® professional with 35 years of industry experience. He has worked at Wells Fargo Clearing since 2017 and previously spent 14 years with Axa Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Terri Ann Lindo is a financial advisor with LPL Financial in Durham, NC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has previously worked at Cetera Advisor Networks, Summit Financial Group, Raymond James Financial, and UBS Financial Services. Outside of her advisory role, she is involved with Melalueca, an online wellness company. 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 institutional platforms.

Elizabeth Asbill is a CFP® professional with 18 years of industry experience. She has been with Edward Jones since 2007. Outside of her advisory role, she is an owner and landlord of residential rental property in Willow Spring, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a national network of over 23,700 financial advisors and maintains affiliated capabilities such as a trust company and securities-based lending.

Joshua Seligson is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He previously worked at Edward Jones for nine years. Outside of his advisory role, he coaches girls varsity basketball at St. Davids School in Raleigh, NC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and financial planning services tailored to clients who meet certain net-worth criteria. The firm provides a broad range of planning options and integrates advisory services with other financial products.

Timur Yuldashev is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and having one year of industry experience. His prior roles include positions at Wells Fargo Bank, ALGA LLC, and Uber. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jeffrey Adams is a financial advisor at Fidelity with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various Fidelity entities since 2008. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios from a broad investable universe of mutual funds, ETFs, and ETPs.

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.

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.

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.

James Rowe is a financial advisor at Thrivent Investment Management with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at firms including Edward Jones, JP Morgan Chase, and Wells Fargo Advisors. In addition to his advisory role, he serves as a board member of the Wake Medical Volunteer Board in Raleigh, NC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based financial planning without discretionary trading authority, offering clients a separation between planning and managed-account services.