Ryan Lun is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on helping individuals and families develop personalized financial plans that align with their unique goals. Ryan works with clients to address priorities such as retirement savings, education funding, wealth management, and long-term financial security. Ryan holds a Master's Degree from East Carolina University and has earned the Personal Investment Advisor (PIA) designation. His approach emphasizes understanding each client’s financial situation to create tailored strategies that support their objectives. Outside of his professional work, Ryan enjoys spending time with his family and engaging in activities such as baseball, cooking, football, golfing, reading, running, softball, table tennis, and watching movies.

Robert Lorelli is a CFP® professional with over 31 years of industry experience. He currently works at Fidelity and has held positions at Regions Bank, United Parcel Service, Cetera, TIAA, and CUNA Brokerage Services. 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, and serves multiple registered investment companies and fund-of-funds with a distinctive use of systematic methodologies and AI-driven research.

Martin Coward is a financial advisor at Edward Jones in Raleigh, NC, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard across its advisory programs.

Rupert Sizemore III is a financial advisor at Morgan Stanley with 27 years of industry experience. He has held roles at Morgan Stanley & Co., Incorporated since 2007 and at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association since 2009 and 2015, respectively. Sizemore holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Cody Boone is a financial advisor at Fidelity with two years of industry experience. He holds the Series 66 designation and has prior roles at firms including Matheson Inc, Automatic Data Processing Inc, Techtronic Industries Inc, and Orthofix. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a proprietary investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its advisory role to multiple registered investment companies and its use of algorithmic methods and AI in research.

Nicholas Cirillo Jr. is a financial advisor with Edward Jones in Raleigh, NC, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2010. 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 nationwide network of financial advisors and branch offices.

Maria Litzinger is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Edward Jones in Cary, NC. She has eight years of industry experience, having worked at Edward Jones since 2018 and previously at United Therapeutics from 2013 to 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,000 advisors, offering discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment options.

Madhulavi Majumder is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has been with the firm for 23 years, focusing on developing and consistently reviewing wealth management strategies that align with her clients' personal goals and resources. Her client focus areas include family wealth management strategies, legacy planning, liquidity management, retirement planning, socially responsible and ESG investing, women and wealth, tax minimization, and retirement income. She holds a Master of Business Administration degree from the Simon School of Business in Rochester, NY, a bachelor's degree from Lady Shriram College, and a master's degree from Delhi University. Madhulavi holds the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She is multilingual, with proficiency in Bengali, English, and Hindi. Outside of her professional role, Madhulavi is actively involved in social and charitable work through organizations including Shukr7 and SankalptRTP. She participates in various community groups such as the Bengali Association of North Carolina, Chinmaya Mission of RDU, and others. Her personal interests include music, singing, traveling, yoga, acting on stage, and spending time with her husband and two children.

Ryan Fenniman is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 65 credentials and three years of industry experience. His career includes roles at Wells Fargo Bank, Wells Fargo Securities, Robinhood, and UBS Financial Services. 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 manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party sources.

Dominique McQueen is Vice President and Financial Consultant at Fidelity Investments, a position held since 2025. She has been with Fidelity Investments since 2022, advancing from Financial Consultant I to her current role. Prior to joining Fidelity, Dominique served as Head of Wealth Management and Head of Financial Planning at Finwell, Inc. between 2017 and 2022. Her earlier experience includes various roles at the Bank of The Bahamas, KPMG (Bahamas) Ltd., and JP Morgan Trust (Bahamas) Ltd. Throughout her career, Dominique has focused on building customized financial plans tailored to meet the unique needs of her clients. She emphasizes professionalism and compassion in her partnerships and values strong, trust-based relationships with clients and their families. Dominique holds a California Insurance License. In her personal time, Dominique enjoys cooking and baking, spending time with family, golf, hiking, reading, and traveling.

James Mosrie is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding a Series 66 designation and four years of industry experience. He has been with Wells Fargo Clearing since 2021 and has worked with Wells Fargo bank since 2009. Mosrie serves as president of the Durham Orange Estate Planning Council, providing education and networking for estate planning professionals. Wells Fargo Clearing offers retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, providing both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs.

Amanda Dworznicki is a financial advisor at Edward Jones in Raleigh, NC, holding a Series 66 designation with seven years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

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 Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he works with clients to understand their current financial situations and introduces them to solutions available through Merrill and Bank of America. His approach focuses on empowering clients with knowledge and tools to take control of their financial lives and select platforms that align with their immediate needs. William holds the Professional Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of North Carolina System. His philosophy centers on helping clients uncover their priorities and develop strategies to pursue their financial goals.

Elizabeth Whitsel is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 20 years of industry experience. Her prior roles include positions at First Horizon, SunTrust Advisory Services, SunTrust Bank, SunTrust Investment Services, and Banc of America Investment 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 portfolios, and institutional platforms, supported by extensive operational tools and a broad network of over 22,800 advisors.

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, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has been with Cambridge Investment Research Advisors and its affiliated firm since 2016. Nancy serves as president of Blue Devils Toastmasters and holds board positions with the Colony West Advisory Board and Hinton Mill Owners Association. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals managing a multi-billion dollar asset base and offers both discretionary and non-discretionary management across multiple platforms.

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.