Elizabeth Perry is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, she worked at Adama from 2009 to 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors and provides affiliated capabilities including trust services and proprietary mutual funds.

Anelbi Gray is a financial advisor with Fidelity Investments in Durham, NC, holding Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Fidelity in 2022, Gray worked at Wells Fargo Bank and Bank of America. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines proprietary research with quantitative analysis and algorithmic portfolio construction, serving a range of investors and registered investment companies.

Derek Kratzer is a financial advisor with Fidelity Investments in Durham, NC, holding Series 63 and Series 66 licenses and having three years of industry experience. His prior work includes roles at eXp Realty and The Steel Wheels, LLC, and he operated a music lesson business for three years. Outside of his advisory role, he has engaged in real estate referral activities as a sole proprietor. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage registered investment companies.

Susan Franklin is a Series 65-licensed financial advisor at OSAIC with four years of industry experience. Her previous roles include positions at LifePlan Group, S&S Technologies / Advent, Triangle Securities Wealth Management, and Piedmont Investment Advisors. OSAIC serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process with portfolio optimization and provides access to both proprietary and third-party investment strategies.

Ivan Surmik is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including J.P. Morgan Securities, PNC, Ally Invest Advisors, and Fidelity Brokerage Services. Fidelity Strategic Advisers provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios consisting of mutual funds, ETFs, and ETPs.

Brandon Miller is a financial advisor at Edward Jones with the CFP® designation and Series 66 license. He has four years of industry experience, including five years at Edward Jones and ten years at Mickey Truck Bodies. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,000 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Andres Pauta Peralta is a financial advisor at Morgan Stanley in Chapel Hill, NC, holding a Series 65 credential. He has experience spanning several roles at Morgan Stanley since 2017 and previously worked at Itaú Unibanco S.A. in New York from 2013 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs including tailored financial planning that incorporates structured discovery conversations and advanced modeling tools.

Kyle Tamburro is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. His prior work includes roles outside the financial sector, such as positions at various golf clubs and Coastal Carolina University. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a proprietary investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Katie Chambers is a financial advisor at Fidelity with 10 years of industry experience. She holds the Series 66 designation and has worked at firms including Morgan Stanley, M Holdings Securities, and Strategic Advisor Group prior to joining Fidelity. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including multi-manager and fund-of-funds structures.

Eric Williams is a CFP® and Series 66-licensed financial advisor with Edward Jones in Chapel Hill, NC, where he has worked since 2016. He has nine years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

Anthony Iacovelli is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Fidelity Brokerage Services LLC since 2015. Outside of his advisory role, he works as an independent content creator, writing and producing social media content for various clients. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary assets.

Benjamin Roberts is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. He has previously worked at Bank of America and was involved with askneo.io (formerly SquarePlan). He serves as a board member and fundraising chair nominee for the New York Alpha Alumni Association of the Sigma Alpha Epsilon fraternity at Cornell University. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage services. The firm employs various investment strategies overseen by its CIO and integrates closely with Bank of America affiliates to support trading, lending, and capital markets activities.

Jordan Mermet is a Benefits & Planning Consultant in Executive Services at Fidelity Investments, a role he has held since 2026. He works with executives to simplify complex benefit programs and develop tailored financial plans aligned with their long-term goals. Jordan employs a consultative approach to help clients navigate financial decisions and build lasting relationships with Fidelity. Jordan joined Fidelity Investments in 2021, gaining progressive experience through roles including Investment Solutions Representative I, II, and III before advancing to his current position. He holds insurance licenses in Arkansas and California. Outside of his professional responsibilities, Jordan has interests in food, outdoor adventures, pets, skiing, soccer, and traveling.

Thomas Struckmeyer is a financial advisor with Edward Jones in Hillsborough, NC, holding the CFP® designation along with Series 63 and Series 66 licenses. He has 23 years of industry experience and has been with Edward Jones since 2002. Outside of his advisory role, he is president of Triple Ten LLC, a commercial rental property holding company. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 advisors.

Brandon Maynard is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 designations and previously worked for Oxford University Press for eight years. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple funds while employing systematic methodologies and oversight controls.

Duff Freeman is a financial advisor with OSAIC based in Raleigh, NC, holding the ChFC® designation as well as Series 63 and Series 65 licenses. He has 43 years of industry experience, currently serving at OSAIC since 2023, and previously worked with SagePoint Financial Advisors and his own firm, Freeman Financial Services, which he has owned since 1995. In addition to his advisory role, Freeman provides financial planning and consulting through Freeman Financial Services, advising clients on life insurance, disability income, long-term care, and fixed annuities as appropriate. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, utilizing tools such as risk-tolerance questionnaires and efficient frontier analysis, and supports discretionary and advisor-managed strategies with multiple custodial arrangements.

Richard Ward III is a financial advisor at Ameriprise with nine years of industry experience. He has worked at Ameriprise Financial Services since 2018 and previously was with The Vanguard Group from 2016 to 2018. He holds Series 63 and Series 66 licenses. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on income sources and tax-aware withdrawal strategies.

David Ryan is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity, he worked at Camden Property Trust for six years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across a broad investable universe.

Marvin Carver III is a financial advisor at Merrill with 48 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His work history includes a long tenure at Merrill since 1978 and 15 years with Bank of America, N.A. Marvin serves as a board member for the Murray Hill Condominium Association in Chapel Hill, North Carolina. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Kimberly Elliott is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in Chapel Hill, NC. She has 17 years of industry experience and has worked with Wells Fargo Clearing since 2016. Outside of her advisory role, she participates in community activities by attending meetings and planning events for the Brightleaf at the Park Homeowners Association. 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 roughly $671 billion in assets and supports clients through a combination of brokerage and advisory solutions.