Larsen Wharton is an Investment Solutions Representative III at Fidelity Investments, a role held since 2026. Larsen has been with Fidelity since 2021, progressing through various positions including Investment Solutions Representative II and I, High Net Worth Service Associate, and Customer Relationship Advocate. This progression reflects extensive experience in client-facing roles within the investment solutions domain. In this capacity, Larsen collaborates with clients to understand their financial goals and develop strategies to support informed decision-making. Larsen leverages both personal experience and Fidelity's resources to assist clients in navigating their financial journeys. Outside of work, Larsen's interests include beach activities, family engagements, outdoor adventures, parenthood, and skiing.

Michael Irvin is a financial advisor at Edward Jones in Raleigh, NC, holding a Series 66 designation with one year of industry experience. Before joining Edward Jones in 2026, he worked at several firms including Equitable Advisors, Compass Insurance Advisors, and Philadelphia American Life Insurance Company. Outside of his advisory role, he is involved with Staff-1 Services Group, providing support staff and guest services for events. 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, supported by a large network of financial advisors and branch offices nationwide.

Phillip Harris is a financial advisor with Ameriprise in Cary, NC, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service targeting individuals with at least $1,000,000 in net investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored retirement-income advice through a centralized consulting team.

Andrew Mc Ilvain is a financial advisor at Cetera with nine years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Cetera in 2024, he worked at ADP LLC and ADP Broker-Dealer Inc. He is also a senior retirement services consultant at Financial Directions, LLC, providing consultative services on qualified retirement plan design and employee education. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and consulting services through a nationwide network of independent advisors, utilizing a multi-manager platform with various program options and custodial relationships.

Dylan Howard is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. His work history includes roles at Fidelity Investments and United Textile Distribution, as well as a six-year period at Frank Howard's Backhoe Service prior to entering the financial industry. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and oversees affiliated sub-advisers with an emphasis on governance and compliance.

Samuel Bogaczyk is a Series 66 licensed financial advisor with eight years of industry experience. He is currently with LPL Financial and has held prior roles at Coastal Federal Credit Union, CUSO Financial Services, Merrill, Bank of America, and Yadkin Bank. Outside of his advisory work, he serves as a board member for the nonprofit Overflowing Hands, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Douglas Richmond is a financial advisor at OSAIC with 52 years of industry experience. He holds Series 63 and Series 65 licenses and previously spent 27 years with Lincoln Financial Advisors Corporation. Richmond is also engaged as an insurance agent offering accident, health, disability, and life insurance products. OSAIC is a large wealth management firm serving retail and institutional clients through a multi-advisor platform, providing brokerage and advisory services. Its investment approach centers on model-based asset allocation, portfolio optimization, and a variety of managed account programs supported by risk analysis and rebalancing tools.

Sheri Lofton is a Series 66-licensed financial advisor with Merrill, based in Raleigh, NC, and has 18 years of industry experience. She has worked at Merrill since 2008 and concurrently at Bank of America, N.A. since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Robert Alger is a CFP® with 26 years of experience in financial advising. He is associated with Raymond James Financial Services Advisors Inc. and has operated his own firm, Alger Financial, since 2012. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports both wrap-fee advisory programs and institutional portfolio management.

Derek Oliphant is a financial advisor at J.P. Morgan Securities in Raleigh, NC, holding Series 63 and Series 65 licenses with eight years of industry experience. His prior roles include positions at Fortright Capital, Equitable Advisors, and Forney Financial Solutions. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a manager solutions team.

Susan Ledford is a financial advisor at Merrill with 37 years of industry experience. She holds Series 63, 65, and 66 licenses and has been with Merrill since 1989, also working at Bank of America since 2011. Merrill, together 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 a range of clients including individuals, high-net-worth clients, and institutional investors.

Kevin Cecil is a financial advisor with LPL Financial in Raleigh, NC, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked at LPL Financial since 2007 and previously spent five years with PRUCO Securities, LLC. Outside of his advisory role, Cecil is involved in fixed insurance and annuity sales under contracts with multiple insurance companies. 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 variety of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Antoinette Russell is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Her prior work includes roles at Lenovo, Greene Resources, Abrigo, ArchiveSocial, and Best Buy. Outside of advising, she operates an e-commerce business with Amway Vitality Essentials and participates as an Amazon Associate. 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 develop model portfolios from mutual funds, ETFs, and ETPs.

Matthew Desocio is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked at Fidelity since 2021, with prior employment including roles at East Carolina University and Jaguar Land Rover of Raleigh. Fidelity's Strategic Advisers LLC, where Desocio is affiliated, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Adam Simpson is a financial advisor at Thrivent Investment Management in Raleigh, NC, holding a Series 66 designation with five years of industry experience. He has been with Thrivent since 2021. Prior to his financial advisory role, he worked at Riverwood Elementary from 2014 to 2021. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive goal-based analyses and written recommendations across various financial planning topics. The firm offers these planning services separately from its managed-account program, with an emphasis on periodic reviews and client engagement.

Brian Reynolds is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Osaic since 2025. He spent 25 years at Lincoln Financial Advisors Corp prior to joining Osaic. Reynolds is a board member of the Be The Rainbow Foundation in Apex, NC, which supports pediatric cancer families, and he also participates in his church’s finance committee. Osaic Wealth serves a broad mix of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization and supports a diverse range of investment programs, retirement plan consulting, and alternative investments.

Michael Austin is a financial advisor with RBC Capital Markets in Raleigh, NC. He holds a Series 66 designation and has two years of industry experience, including prior roles at UBS Financial Services and Northwestern Mutual. Outside of finance, he has experience working with Students and Trucks Inc., an organization unrelated to investment services. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with customizable investment strategies, utilizing both internal and external managers to meet client objectives.

Joseph Megaloudis is a financial advisor at Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Bank NA. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to guide investment decisions.

Bradley Sears is a financial advisor with LPL Financial in Raleigh, NC, holding Series 63 and Series 65 licenses and possessing 30 years of industry experience. His prior roles include positions at Pinnacle Financial Partners, Raymond James Financial Services, and Wells Fargo. Sears is also involved as an associate employee with Anchor Wealth Advisors and Pinnacle Asset Management, where he contributes to client relationship building and regional management. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Steven Consiglio is a financial advisor at Osaic Wealth with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Signator Investors Inc and John Hancock Financial Network. Outside of his advisory role, he engages in professional speaking and coaching through Noble Strategies, LLC, and serves as a trainer for Robbins Research International at Tony Robbins events. Osaic Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm delivers brokerage and advisory services through a multi-advisor platform with an investment approach centered on model-based asset allocation, portfolio optimization, and a variety of managed account programs.