Arya Gor is a Planning Consultant at Fidelity Investments, a role they have held since 2025. In this position, Arya partners with clients to understand their financial goals and helps build customized financial plans. They prioritize forming strong relationships with clients and maintaining trust and transparency. Prior to their current role, Arya served as a Relationship Manager and Financial Representative at Fidelity Investments between 2023 and 2025. Before joining Fidelity, Arya worked in finance and accounts receivables at Seesaw Learning, Inc. from 2021 to 2023. Arya holds a California Insurance License. Outside of their professional work, Arya enjoys spending time at the beach, cooking and baking, engaging in family activities, fitness, social events with friends, and skiing.

Patrick Weller is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to his current role, he worked at Coach's Cuts Lawncare and Your Event Source. He also has a background in education, having worked with Wake County Public Schools and attended the University of South Carolina. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Jesse Schietz is a financial advisor at Fidelity with five years of industry experience and holds Series 63 and Series 66 licenses. He has been with Fidelity Investments since 2021 and has prior work experience in various roles across different sectors, including marketing and political campaigns. Strategic Advisers LLC, a Fidelity Investments company where Jesse is based, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

James Mc Glothlin is a financial advisor with Edward Jones in Cary, NC, holding the ChFC® designation and Series 66 license. He has 10 years of industry experience and has been with Edward Jones since 2015. Outside of his advisory work, he volunteers as a camera assistant for PGA Tour golf telecasts. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm has a large network of financial advisors and branch offices and operates under a fiduciary standard.

Casey Bumgarner is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Edward Jones and Prudential Insurance Company of America. Outside of his advisory role, he is involved with the Angelus Sano Fund, a medical device venture based in Winter Park, FL. 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 advisory process incorporates modern portfolio theory and includes a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Austin Wells is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has previously worked at The Run Group, LLC and Sewell Infiniti of Dallas. Wells is based in Durham, NC. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Daniel Ponce is a financial advisor with LPL Financial based in Raleigh, NC, holding Series 65 and Series 63 licenses with one year of industry experience. His prior work history includes roles at Wells Fargo Clearing, Wells Fargo Bank, and Charter Communications. Outside of his advisory role, he has worked as an independent contractor driver for Lyft. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

Leslie Merritt III is a financial advisor at OSAIC with 20 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at FSC Securities Corporation for 18 years before joining OSAIC in 2023. Outside of his advisory role, Merritt owns Neuse Goatscaping, Inc., an agricultural business connected to his family’s historic farm, and he manages The Buchan Agency, a life and long-term care insurance firm. OSAIC serves a diverse range of clients, including retail and institutional investors, through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment process with portfolio optimization and offers various programs such as financial planning, Unified Managed Accounts, and retirement plan consulting.

Bonnie Clare Kunath is a financial advisor at Equitable Advisors with 37 years of industry experience. She holds Series 63 and Series 66 designations and has been with Equitable Advisors since 2006. Outside of her advisory role, she serves as Sponsorship Chair for Festa Italiano The Sons and Daughters of Italy in Raleigh. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers to deliver tailored investment solutions.

Jackson Baum is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. He has been with LPL Financial since 2020 and also operates Capital Insurance & Financial Services, Inc., which provides non-variable insurance services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wendy Artis is a financial advisor at Merrill with a Series 66 designation and 18 years of tenure at the firm. She has three years of industry experience. Outside of her advisory role, she serves on the Stone Soup committee for Urban Ministries of Wake County and is involved with the Susan G. Komen Carolinas committee, assisting with fundraising and event planning. Merrill provides managed account services to Bank of America fiduciary clients through model-based and discretionary strategies developed by internal and third-party teams. The firm serves a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Hunter Bostwick is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked at IBM for eight years and currently holds a program management role at Kyndryl, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Georgia Winston is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Her prior roles include positions at Bank of America, Heirloom Advisors, and Winston's Grille. She attended the University of North Carolina at Chapel Hill and worked at Ravenscroft School for 14 years before entering the financial sector. 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 institutions.

Leah Williams is a financial advisor at Fidelity with three years of industry experience. She holds the Series 66 designation and has previously worked at Chad Richards State Farm, Matt Pelz State Farm, Bankers Life, and Amazon. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and integrates algorithmic methods and AI in its investment process.

Melanie Reeve is a CFP® with 23 years of industry experience, currently serving at OSAIC since 2024. Her prior experience includes over a decade at Triad Advisors and roles at Cetera Wealth Services, Truist Investment Services, and BB&T-affiliated firms. Outside of her advisory role, she serves as CFO of an insurance agency and assists clients with term life insurance solutions through a local agency. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services. The firm utilizes a model-based investment approach with portfolio optimization tools and supports multiple advisory programs delivered through an extensive affiliate network.

Amy Button is a financial advisor at Merrill with 19 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2010, following prior roles at Morgan Stanley and Citigroup Global Markets. Outside of her advisory work, she co-owns a small handmade costume jewelry business that donates half of its sales to local women's charities in Fayetteville, North Carolina. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for 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 investors.

Amy White is a financial advisor at Edward Jones with four years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2019. Outside of her advisory role, she is the owner and designer of Dobson & El, LLC, where she creates and sells art at local pop-up markets. She also serves as secretary for the BNI RD23 group in Raleigh, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and offers a range of advisory programs, investment solutions, and affiliated services through a nationwide network of financial advisors and branch offices.

Jack Wormington is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Bank of America, Merrill, and entrepreneurial ventures such as IRT Living and Konkr Klothing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services including investment advisory, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Stuart Swanson is a financial advisor with Wells Fargo Advisors in Raleigh, NC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Wells Fargo Clearing from 2016 to 2022 before joining Wells Fargo Advisors. Outside of his advisory role, he is a co-owner of Greenbrier Hillview Farms Inc., a corporation that owns hunting property. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory services with other financial products and referral channels.

Charles Bell III is a financial advisor with Morgan Stanley in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as an executor and co-executor for estate administration matters. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.