Karl Spruill is a financial advisor at Fidelity with 23 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Fidelity, he worked at Members Trust Company and SeCU Life Insurance Company among other roles. Fidelity’s subsidiary, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Scott Werts is a financial advisor at Charles Schwab with 12 years of industry experience. He holds Series 66 and Series 63 licenses and has been with Charles Schwab and Charles Schwab Bank SSB since 2015. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment management, supported by multi-asset model portfolios and due diligence on alternative investments.

Will Tibbals is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments, a role he has held since 2025. Prior to this position, he gained experience at Fidelity Investments in various capacities including Investment Solutions Representative roles from 2022 through 2025. His professional background also includes client development management at Arbor Wealth and an internship as a Financial Representative at Northwestern Mutual. Will holds insurance licenses in Arkansas and California, supporting his work in financial planning and benefits consulting. His career reflects a focus on understanding clients' financial situations comprehensively to improve their financial outcomes. Outside of his professional responsibilities, Will has interests in fitness, food, football, golf, and traveling.

Marti Switzer is a Certified Financial Planner (CFP®) with 25 years of industry experience. She is currently with Wells Fargo Clearing, where she has worked since 2016. Prior to this, she held positions at Morgan Stanley, Citigroup Global Markets, and Legg Mason Wood Walker, Incorporated. 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 combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Andrew Rogers is a Series 66 registered financial advisor with Fidelity in Durham, NC, with three years of industry experience. His prior work history includes roles at Walmart Inc, Amazon Inc, Tesla, and Oracle NetSuite. Fidelity’s subsidiary, Strategic Advisers LLC, provides investment management and advisory services to a broad client base, including retail and institutional investors as well as registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in managing portfolios and delivers model portfolios to intermediary platforms.

Emily Lowery is a financial advisor at Merrill with five years of industry experience. She holds a Series 66 license and has worked at Bank of America, Merrill, BB&T, and held earlier positions outside of finance, including roles in the US Navy and the Democratic Party of North Carolina. She also serves as a successor trustee and power of attorney for family trusts. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Karl Mundt is a financial advisor with Raymond James Financial in Raleigh, NC, holding a Series 66 designation and 22 years of industry experience. He previously worked at Commonwealth Financial Network for seven years and Ameriprise Financial Services for thirteen years. In addition to his role at Raymond James, Mundt serves as president of Trail Ridge Financial, LLC, where he manages a financial planning practice. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs analytical tools and tailored planning to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Stephen Hailey is a financial advisor with UBS Financial Services in Raleigh, NC, holding a Series 66 designation and with 25 years of industry experience. He has been with UBS since 2000. Outside of his advisory role, he serves as a head varsity girls basketball coach at Franklin Academy and for Wake County Public Schools. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, employing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and advisory solutions.

Troy Huskey is a financial advisor with Equitable Advisors in Raleigh, NC, holding a Series 66 designation and five years of industry experience. His work history includes positions at Equitable Advisors since 2020 and previous roles at companies such as Sunset Slush and Omega Technology. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm’s approach involves assessing client information and risk tolerance to align clients with program models or discretionary managers, utilizing both proprietary and third-party solutions.

Taylor Freeman is a financial advisor at OSAIC with 29 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. Freeman has worked at SagePoint Financial Advisors and operates Freeman Financial Services, Inc. He serves as a board member of the CBF Foundation and is involved in managing a business preparing to acquire another venture. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides a range of brokerage and advisory services through a multi-advisor platform, utilizing model-based asset allocation and portfolio optimization supported by various analytical tools.

Jairi Key is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity in 2023, Key held positions at KPI Residential, Wake County Public Schools, and GMH Capital Partners. Outside of finance, Key operates a YouTube channel called "Bad as a Mother" and works as an independent contractor for grocery shopping and delivery through Instacart. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, blending fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers a range of services including discretionary portfolio management and fund advisory, with distinctive features such as CFTC registration and the use of AI-driven research methods.

Hoss Esmaeili is a financial advisor with Cetera in Raleigh, NC, holding a Series 66 designation and 17 years of industry experience. He has previously held roles at Avantax, Cambridge Investment Research, Lincoln Financial Securities, Wells Fargo Clearing, and PNC Investments. Esmaeili is also president and CEO of Clever Financial Services Inc., a firm through which he provides comprehensive financial planning and conducts regular client reviews. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, supporting diverse program structures and custodial relationships.

Julie Kelly is a CFP® and holds a Series 66 license, with 21 years of experience in the financial industry. She has been with Edward Jones since 2010. Outside of her advisory role, she volunteers as a teacher at the Olli Learning Center at Duke. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, affiliated mutual funds, and other fiduciary services through a large network of advisors and branch offices.

Tyler Slate is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, he worked at Peraton for four years. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management as well as fund advisory. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios from a diverse range of mutual funds, ETFs, and ETPs.

Waylon Iddings is a financial advisor with Edward Jones in Raleigh, NC, holding a Series 66 designation and 15 years of industry experience, all of which have been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs, investment strategies, and affiliated financial services supported by a large nationwide network of advisors and branch offices.

Caleb Brown is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at Fidelity Investments, as well as work with educational institutions and a media production company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction.

Marcus Allen is a financial advisor with Equitable Advisors in Raleigh, NC, holding a Series 66 designation and nine years of industry experience. His career includes roles at Appalachian Ski Mountain and Appalachian State University before joining Equitable Advisors in 2017. He also operates a business under the name Legacy Wealth Strategies. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers a range of advisory programs implemented through a network of Investment Adviser Representatives and third-party asset managers, focusing on customized client solutions without sponsoring its own wrap fee program.

Jordan Kornegay is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. He previously worked at First Citizens Investor Services and Equitable Advisors, LLC. Outside of his advisory role, Kornegay serves as a part-time Emergency Medical Technician for Wayne County EMS. 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 employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

Lauren Convertini is a financial advisor at Fidelity with three years of industry experience. She holds a Series 66 designation and previously worked at Biologics by McKesson and Wal-mart. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage funds.

Adam Morgan is a CFA® charterholder and holds a Series 66 license with five years of industry experience. He is currently affiliated with LPL Financial and First Horizon Advisors, and he also teaches at Skema Business School. His prior experience includes roles at Armor Investment Advisers, Investors Trust Company, and PNC Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by technology tools and a variety of investment strategies.