Carson Dean is a financial advisor at Fidelity with a Series 66 credential and three years of industry experience. He has been with Fidelity Investments since 2022. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction, and serves in formal advisory roles to multiple registered investment companies.

Young Vuong is an Investment Solutions Representative III at Fidelity Investments. In this role, he focuses on building meaningful relationships and delivering personalized guidance that aligns with each client's goals, risk tolerance, and long-term priorities. He has been with Fidelity Investments since 2021, progressing through roles including High Net Worth Representative and Fixed Income Specialist. Prior to joining Fidelity, Vuong worked as a Trading Service Representative at Wells Fargo Advisors from 2019 to 2020.

Edwin Braswell III is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining the firm in 2005, he has focused on helping families plan and manage all aspects of their financial life through a disciplined approach that provides tailored strategies. As a member of the Steffens, Lane, and Braswell Team, he works closely with clients and their other trusted advisors to address current lifestyle needs, retirement income planning, and legacy goals. Edwin holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor™ (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a bachelor's degree from the University of North Carolina at Chapel Hill. Residing in Raleigh, North Carolina with his wife, Caroline, and their two children, Edwin is actively involved in the community. He participates in youth soccer through NCFC, is a member of F3 Raleigh, serves on the board of Family Promise of the Triangle, and is an active member of Christ Church (Episcopal) of Raleigh. He enjoys playing tennis and spending time outdoors.

Suzanne Barham is a CFP®-certified financial advisor with 27 years of industry experience. She has worked at Edward Jones since 2018 and previously held roles at Kestra Financial Securities, Inc. and White Oak Wealth Partners. Barham is based in Raleigh, NC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

William Brewer is a financial advisor with Morgan Stanley in Raleigh, NC, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to both individual and institutional clients. The firm emphasizes structured financial planning using proprietary tools and provides services through its Financial Advisors and Estate Planning Strategies Group.

Jessica Hathaway is a financial advisor at Wells Fargo Clearing with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked in various roles including positions at Wells Fargo Bank NA and Food Lion. Outside of her advisory work, Hathaway owns and operates a personal training business based in Raleigh, NC. 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 IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Jacqueline Wade is a CFP®-certified financial advisor with Charles Schwab in Chapel Hill, NC, bringing nine years of industry experience. She has been with Charles Schwab & Co., Inc. since 2017 and Charles Schwab Bank, SSB since 2019. Prior to joining Schwab, she held roles at Indiana University from 2014 to 2017. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and managed-account services. The firm offers a combination of non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Krystal Williams is a financial advisor at Fidelity with a Series 66 license and two years of industry experience. Prior to joining Fidelity, she worked at US Cellular, Conns HomePlus, GP Mobile, and Mobilelink USA. Fidelity’s 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 portfolios across mutual funds, ETFs, and ETPs. The firm also serves multiple registered investment companies and delivers model portfolios through Fidelity Institutional Wealth Adviser.

Lisa Gambill is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has been with Wells Fargo Clearing since 2016 and has prior experience at Coworx Staffing and Wells Fargo Bank. Outside of her advisory work, she is also a makeup artist selling beauty and skincare products for brands including Chanel and Tom Ford Beauty. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Gareth Livesay is a financial advisor at Morgan Stanley in Chapel Hill, NC, with five years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at First Citizens Investor Services and First Citizens Bank. Outside of his advisory role, he is involved with the Hill Learning Center, an educational organization in Durham, North Carolina. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs and tailored financial planning to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and market models.

Cynthia Edwards is a financial advisor with UBS Financial Services in Raleigh, NC, holding the Series 66 designation and having 15 years of industry experience. She has been with UBS Financial Services since 2009. UBS Financial Services serves individual, corporate, and institutional clients with a wide range of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to clients' goals.

Allison Davis is a financial advisor with Raymond James & Associates in Raleigh, NC, holding a Series 66 designation and 17 years of industry experience. She has been with Raymond James & Associates since 2013. 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, pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management styles and affiliated research.

Mary Duffman is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she has worked since 2001. She combines extensive experience in banking and investment with a goals-based wealth management approach to assist high-net-worth individuals, business owners, and families. Mary leverages the resources of Merrill Lynch and the banking services of Bank of America to address the comprehensive financial needs of her clients. She holds a Bachelor of Science degree in Early Childhood Development and Psychology from Campbell University. Mary possesses FINRA Series 6, 7, 65, and 63 registrations, an Insurance license, and holds the Certified Plan Fiduciary Advisor® designation. Additionally, she serves as a Retirement Benefits Consultant. Mary resides in Apex, North Carolina. She is a mother and spends time with her seventeen-year-old daughter, family, and friends. Her personal interests include the outdoors, exercise, travel, and music.

Christina Asti is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2023. In her role, she focuses on building strong client relationships based on trust, transparency, empathy, and compassion, utilizing Fidelity's resources to develop comprehensive investment strategies tailored to clients' short-term and long-term financial goals. Her professional experience includes working as a Financial Consultant I from 2023 to 2024 before advancing to her current position. Christina holds a California Insurance License, which supports her ability to provide informed financial guidance. Outside of her professional work, Christina has interests in art, fitness, food, golf, traveling, and volunteering.

Robin Gardner is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding a Series 66 designation and 10 years of industry experience. He has worked at Wells Fargo Clearing since 2018 and previously at Wake Forest Charter Academy from 2014 to 2018. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes investment policy statement preparation, investment recommendations, performance reporting, and participant education, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Alexander Purcell serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' financial goals and creating personalized wealth management strategies tailored to their needs. He helps clients navigate various financial areas such as college education planning, retirement planning, legacy planning, and managing new wealth. Alexander emphasizes a one-on-one approach to develop strategies designed to help clients pursue their long-term objectives. Alexander holds a Bachelor's Degree from North Carolina State University and carries the Personal Investment Advisor (PIA) designation. He is a member of the Lambda Chi Alpha Fraternity. Outside of his professional work, Alexander participates in community service activities including volunteering with the Boy Scouts of America, Feeding America, the Food Bank of Eastern North Carolina, and the Raleigh Parks and Recreation Department. In his personal time, Alexander enjoys spending time with his family and engaging in a variety of sports such as baseball, football, golfing, hunting, skiing, and swimming. He is a supporter of North Carolina State University and other North Carolina professional sports teams, and he is involved in coaching and attending sporting events in the Triangle area.

Alexis Shigapov is a financial advisor with Edward Jones in Durham, NC, holding a Series 66 designation and beginning their career in 2025. Prior to joining Edward Jones, Alexis gained experience in various roles including work at Leo's Italian Social, ICryo, and Ava Rooftop Bar. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a range of investment advisory programs and strategies. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Milan Thompson is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity Investments in 2022, he held positions in various service and delivery roles. Outside of his advisory work, he is a registered North Carolina Notary Public and occasionally performs notary signings. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of mutual funds, ETFs, and ETPs.

Martha Petzold is a CFP® with nine years of industry experience, currently advising clients at Charles Schwab in Raleigh, NC. She has been with Charles Schwab and its affiliated entities since 2018. Outside of her advisory role, she works as an independent consultant helping to introduce the Alphabeta Guide software to universities and educational institutions in Latin America. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment services supported by a centralized operational model.

Steven Winegar is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. His prior work includes roles at Movement Mortgage, Victorian Finance, PrimeLending, and Homeside Financial. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing model portfolios that utilize mutual funds, ETFs, and ETPs through systematic methodologies and long-term asset allocation benchmarks.