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.

Eric Delaney is a CFP® professional affiliated with LPL Financial in Raleigh, NC, with 28 years of industry experience. Prior to joining LPL Financial in 2024, he spent 14 years with Cambridge Investment Research Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

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. Prior to joining Equitable Advisors in 2017, he worked at Appalachian Ski Mountain and Appalachian State University. He also operates a business under the name Legacy Wealth Strategies. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing a model that includes LPL-sponsored programs and third-party managers to deliver advisory and brokerage solutions.

Scott Sorrell is a Certified Financial Planner™ (CFP®) and Chartered Financial Consultant (ChFC®) affiliated with OSAIC. He has 21 years of industry experience, previously working at Royal Alliance Associates, Inc. and John Hancock Financial Network/Signator Investors. Outside of his advisory role, he serves on the stewardship committee of Bay Leaf Baptist Church and is a board member for Amanda Bailey Studios, where he participates in scholarship decisions for music students. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, and charitable organizations, through a wide network of advisers. The firm employs advanced asset-allocation tools and offers a broad range of advisory services, integrating brokerage, financial planning, and managed-account solutions.

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 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 an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and technology-driven investment strategies.

Michael Witkowski is a financial advisor at Thrivent Investment Management with 19 years of industry experience. He holds a Series 66 designation and has worked at Thrivent and its affiliates since 2006, including a year at LPL Financial. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive, goal-based financial plans without discretionary trading. The firm offers clients the option to combine planning with managed accounts under a consolidated billing arrangement called “WealthPlan,” while keeping planning and asset management separate.

Lane Inchalik is an Investment Solutions Representative III at Fidelity Investments, a position held since 2025. Lane has been with Fidelity Investments since 2021, progressing through roles from Investment Solutions I to III. Prior to joining Fidelity, Lane worked as a Financial Advisor at Edward Jones from 2019 to 2021. Lane focuses on helping individuals and families work towards better financial outcomes by simplifying complex financial information and market conditions. Lane partners with households to tailor financial plans customized to their unique financial goals, aiming to provide peace of mind and confidence in financial decision making. Outside of work, Lane's interests include family activities, fitness, movies, pets, reading, and tennis.

Charlene Gladden is a financial advisor at Raymond James Financial with 12 years of industry experience. She holds the Series 66 designation and has worked previously at Stifel, Nicolaus & Company and Morgan Stanley. She is also involved with The Bray-Harris Group and Towne Wealth Management in roles supporting banking operations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, while also maintaining specialized programs such as municipal advisory services and SIMPLE IRA consulting.

Valerie Massengill is a financial advisor at Edward Jones with 14 years of industry experience. She holds the CFP® and Series 66 designations and has been with Edward Jones since 2013. Outside of her advisory role, her family operates a farm in Smithfield, NC, which is managed through an LLC by her husband and his brother. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated financial products, supported by a large network of advisors and branch offices nationwide.

Timothy Huber is a Series 66-registered advisor with Edward Jones in Wake Forest, NC, where he has worked since 2025. He has one year of experience in financial advising and previously served 15 years with the Wake County Public School System. He is also a Master Sergeant in the United States Air National Guard, where he has served for 20 years. 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 wide range of advisory programs and investment solutions through a large network of financial advisors and branch offices.

Brandon Lushene is a financial advisor at OSAIC in Raleigh, NC, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Equitable Advisors LLC and Appalachian State University. Outside of advising, he is involved as an insurance agent with Capital Planning Group, focusing on the sale and service of equity indexed annuities, fixed annuities, and traditional life insurance. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and advisory services including financial planning, retirement consulting, and access to third-party money managers. The firm employs various portfolio construction tools and supports multiple platform transitions and third-party managed-account solutions.

Matthew Striffler is a financial advisor at Charles Schwab with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at TD Ameritrade before joining Charles Schwab in 2023. 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 both non-discretionary and discretionary investment options, combining multi-asset model portfolios with access to alternative investments and centralized operational support.

Constance Thurman is a financial advisor with Morgan Stanley in Raleigh, NC, holding a Series 66 designation and eight years of industry experience. She has worked at Morgan Stanley since 2019 and previously spent four years with Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools.

Devin Randale is a financial advisor with Fidelity in Durham, NC, holding Series 66 and Series 63 designations and having three years of industry experience. Prior to joining Fidelity, Devin worked at Duke Energy Progress and HR Directions LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and advise registered investment companies.

Christopher Stanley is a financial advisor at Fidelity with 15 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Wells Fargo and MetLife. Outside of his advisory role, Stanley is involved in buying and selling residential real estate as a sole proprietor. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a broad client base including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund-of-funds and model portfolios.