John Lowther is a financial advisor at Morgan Stanley in Raleigh, NC, holding a Series 66 designation with six years of industry experience. Prior to joining Morgan Stanley in 2018, he worked at Hanwha Azdel, System One, Areva, and Central Virginia Federal Credit Union. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment committee models to support its services.

Kurtis Nolan is a Financial Consultant at Fidelity Investments, a position he has held since 2026. Prior to this role, he worked as a Planning Consultant at Fidelity Investments from 2024 to 2026. He has held several roles at Principal Financial Group, including Financial Consultant II from 2023 to 2024, Financial Counselor from 2022 to 2023, Client Onboarding Manager from 2019 to 2022, and Client Service Specialist in 2019. Kurtis partners with individuals and families to assist them in making informed decisions about their financial futures. He employs a holistic planning approach to understand clients' goals, values, and financial situations, helping to develop personalized plans tailored to their priorities. His services include strategies related to investing, retirement planning, and managing financial milestones, with adaptability to clients' evolving needs over time. Outside of his professional work, Kurtis engages in activities such as biking, spending time with family, fitness, and golf.

Adrienne Sullivan is a financial advisor with RBC Capital Markets in Raleigh, NC, holding Series 63 and Series 66 credentials and 13 years of industry experience. She worked at Morgan Stanley for seven years before joining RBC Capital Markets in 2020. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailored to clients’ risk profiles and implemented through a combination of in-house and third-party investment managers.

William Bostic is a financial advisor with Merrill in Raleigh, NC, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Wells Fargo Advisors and Wells Fargo Clearing, and he has been with Merrill and Bank of America since 2024. 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 for individuals, high-net-worth clients, and institutional accounts.

Harrison Wright is a Planning Consultant at Fidelity Investments, where he specializes in delivering personalized financial planning experiences that help clients align their goals with actionable strategies. He collaborates closely with Financial Consultants to identify opportunities, strengthen client relationships, and pursue long-term financial success. Harrison has progressed through various roles at Fidelity Investments, including Investment Solutions Representative II, Investment Solutions Representative I, and Customer Relationship Advocate. His professional focus includes a strong foundation in financial planning concepts and client advocacy, guiding clients through key decisions with clarity and confidence. He holds insurance licenses in Arkansas and California. Outside of his professional role, Harrison has personal interests in cooking and baking, golf, movies, and skiing.

Nancy Williams is a financial advisor with Cambridge Investment Research Advisors in Durham, NC. She holds Series 63 and Series 65 licenses and has 13 years of industry experience, including 10 years with Cambridge Investment Research Advisors. Williams serves as president of the Blue Devils Toastmasters and holds board positions with the Colony West Advisory Board and the Hinton Mill Owners Association. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals and employs a range of discretionary and non-discretionary investment strategies.

Catherine Easop is a financial advisor with Edward Jones in Wake Forest, NC, holding the ChFC® designation and Series 63, 65, and 66 licenses. She has 12 years of industry experience, including roles at Edward Jones since 2017 and Allstate - Walters Insurance Agency, Inc. since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and fiduciary services supported by a nationwide network of more than 23,700 financial advisors and over $1 trillion in assets under management.

Robert Turner is a financial advisor with OSAIC in Raleigh, NC, holding Series 63 and Series 65 credentials and having 32 years of industry experience. He previously worked at Signator Investors, Inc. for 24 years before joining OSAIC in 2018. Beyond his advisory role, Turner is CEO of Capitol Financial Solutions, LLC. OSAIC serves a diverse range of clients, including individual investors, institutions, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios that include a broad selection of investment types.

Devin Butler is a CFP® certified financial advisor with nine years of industry experience, currently affiliated with Osaic Wealth, Inc. He has worked at Osaic since 2018 and previously held roles at SII and Capitol Financial Solutions, where he has been involved in financial planning and fixed insurance brokerage. Butler also volunteers as an instructor, teaching courses on financial preparation for widowhood for individuals aged 50 and older. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a focus on portfolio construction using various asset classes, supported by multiple advisory platforms and third-party money managers.

John Brandon is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation and based in Raleigh, NC. He joined LPL Enterprise in 2026 and has experience working in various educational roles, including positions at Central Wake High School and the Art of Problem Solving Academy. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, providing financial planning, advisory services, and access to model portfolios and third-party asset management through both advisory and brokerage channels.

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 financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, he worked in various roles including at Colby's Ice Cream & Bake Shop LLC and as an independent contractor. 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 retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Eric Campbell is a financial advisor with Raymond James & Associates in Raleigh, NC. He holds the Series 66 designation and has recently transitioned from a 17-year career in the United States Army to the financial services industry. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pensions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Nathan Huntley is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked with Trinity Wealth Securities, Tristate Financial Advisors, and Florida Financial Advisors. Outside the financial sector, he was involved in the car wash business at Autobell Car Wash from 2021 to 2023. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

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 designation and two years of industry experience. His prior work includes roles at RGA Investments and several other organizations in varied capacities. Strategic Advisers LLC, a Fidelity Investments company where he works, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds strategies.

Christopher Reaume is a financial advisor at LPL Financial with 23 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial in multiple roles since 2018, with prior experience at Citizens Bank & Trust, Infinex Investments, and Bb&T Investment Services. Outside of his advisory work, he owns Cardinal Home and Landscape Services LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Benjamin Lowry is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Fidelity Investments, he worked at the State Employees' Credit Union for two years and has held various roles including positions at North Carolina State University and several local businesses. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.