Judy Deakins is a financial advisor at Merrill with 21 years of industry experience and holds a Series 66 designation. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2002. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James Green is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2015, transitioning to Fidelity Investments in 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management along with fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios made up of mutual funds, ETFs, and ETPs, while also maintaining oversight and governance functions.

Margaret Deng is a financial advisor at Morgan Stanley in Raleigh, NC, holding a Series 66 license. She has been with Morgan Stanley since 2025 and has prior experience with Golden Edge Solutions, LLC, as well as academic roles at New York University and involvement with The Skyscraper Museum and Steps Tutoring. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies.

Matthew Gieszl is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He is also vice president of Maricopa Land and Cattle Company, a family-owned business. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a broad range of investment advisory programs and maintains a large national network of financial advisors and branch offices.

Matthew Lovell is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at Bank of America, Merrill, Fidelity Investments, and Policygenius. Outside of his advisory work, he is a co-owner of a family rental property in Greenville, North Carolina. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering investment policy development, performance reporting, participant education, and discretionary plan management grounded in modern portfolio theory.

Julianne Stockbauer is a financial advisor with Edward Jones in Raleigh, NC, holding the CFA® designation and Series 63 license. She has 10 years of industry experience, including roles at Edward Jones and Dimensional Fund Advisors. 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 under management and offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a nationwide network of over 23,700 financial advisors.

Michael Sandy is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior work includes roles at Blackbeard Cigars, the ECU School of Art and Design, East Carolina University, and Fiverr. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of investment structures.

Christopher Howard is a financial advisor with Edward Jones in Raleigh, NC, holding Series 63 and Series 66 licenses and having 34 years of industry experience. He has been with Edward Jones since 1992. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Tristan Helms is a financial advisor at LPL Enterprise with seven years of industry experience. He holds the Series 66 designation and has previous experience at Prudential Insurance Company of America and Pruco Securities, LLC. He serves as a board member for Seek First Sports Counseling, a nonprofit organization. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, model portfolio programs, third-party asset management, and access to a range of brokerage and insurance products via an integrated platform.

Shane Tidd is a financial advisor at Fidelity Investments with three years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo. His background also includes roles outside finance, such as working with the North Carolina Museum of Natural Sciences and involvement in the restaurant industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver systematic, long-term asset allocation strategies.

Donovan White is an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2022, contributing to the firm's financial services and client support. Donovan focuses on helping clients navigate important financial considerations and make informed decisions. He emphasizes meaningful conversations as the foundation for understanding each individual's priorities, aiming to provide ongoing communication and support that fosters informed and confident financial decision-making. Outside of his professional role, Donovan has interests in cooking and baking, football, traveling, volunteering, and practicing yoga.

Lindsey Seymore is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 designations and eight years of industry experience. She has worked at Wells Fargo Clearing Services, LLC since 2018 and has been with Wells Fargo Bank NA since 2015. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions across a broad range of financial products.

Randall King is a financial advisor at OSAIC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked for Lincoln Financial Advisors Corp for 24 years. King is also a partner at Stout Stuart McGowen & King LLP, a CPA firm. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and multiple investment platforms to manage portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

Brad Tavano is a financial advisor with RBC Capital Markets in Raleigh, NC. He holds a Series 66 designation and has been with RBC Capital Markets since 2025. Prior to this, he held positions at Congo Brands, Blue and Co., LLC, and has experience in various roles including education and retail. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and portfolio management services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Mary De Cola is a financial advisor with Merrill in Raleigh, NC, holding a Series 66 designation and three years of industry experience. She has worked at Merrill since 2018 and previously spent 16 years with Bank of America. 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 strategies for a range of clients including individuals, high-net-worth investors, and institutions.

Drew Davis is a financial advisor with Fidelity in Durham, NC, holding a Series 66 designation and three years of industry experience. His prior roles include work at TPUSA (Liberty Mutual Insurance), SelectQuote, Progressive Leasing, and NuHome Promotions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Calvin Jones is a CFP® with 28 years of industry experience and has been with Wells Fargo Advisors since 2011. He is based in Raleigh, NC, and is the sole owner of Family Financial Partners, LLC, an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services utilizing Wells Fargo’s research and tools, with tailored recommendations delivered through advisor meetings and client summaries.

Dawson Bass is a financial advisor with LPL Financial, holding a Series 66 designation and having two years of industry experience. Prior to joining LPL Financial, he worked at Styron & Hughes and has held roles across various sectors including automotive sales and education. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of advisors. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Christopher Elmore is a Series 66-licensed financial advisor at Charles Schwab with 22 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank, SSB since 2005. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

George Littlewood is a financial advisor with Merrill in Raleigh, NC, holding Series 63 and Series 65 licenses and possessing 43 years of industry experience. He has been with Merrill and Bank of America since 2010. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.