Tyler Vodicka is a financial advisor at Fidelity with seven years of industry experience and holds the Series 66 designation. His work history includes roles at Fidelity Brokerage Services LLC since 2018 and Fidelity Investments since 2025. Prior to his financial services career, he worked at Linda's Bar and Grill and the University of North Carolina at Chapel Hill. 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 manage diversified portfolios and model strategies.

Vanessa Haythorn is a CFP® with 16 years of industry experience, currently with Stifel since 2020. She previously worked at Morgan Stanley Private Bank, N.A. from 2015 to 2020. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, providing asset allocation and financial planning analyses to support client decisions.

Jeffrey Bednarek is a Financial Consultant at Fidelity Investments, a role he has held since 2022. Prior to this, he served as Vice President Branch Office Manager from 2018 to 2022 and Assistant Branch Office Manager from 2017 to 2018 at Fidelity Investments. His experience also includes working in High Net Worth Service at Fidelity Investments from 2013 to 2017, Financial Specialist at PNC Bank from 2012 to 2013, and Licensed Banker at JP Morgan Chase from 2009 to 2012. Throughout his career, Jeffrey has developed expertise in financial consulting and branch office management. His approach centers on building relationships based on trust, transparency, and accountability, ensuring that clients feel understood and cared for along with the needs of their families. This client-focused philosophy guides his work and commitment to financial planning. Outside of his professional responsibilities, Jeffrey enjoys family activities, golf, and writing.

Dana Drury is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments, Drury held roles at several organizations including Captiv8 and the University of Colorado. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Tyler Davis is a financial advisor at Edward Jones in Chapel Hill, NC, holding a Series 66 designation. He joined Edward Jones in 2026 after working at CISCO Systems for six years and the Texas Rangers Baseball Organization for four years. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the United States.

Forrest Shanklin is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 16 years of industry experience, including 14 years at Edward Jones. Shanklin is also the owner of Shanklin Wealth Planning, where he serves as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and charitable clients. The firm employs tailored, non-discretionary planning and consulting using analytical tools and supports a broad advisor network with specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Jessica Villagrana is a financial advisor at Edward Jones with 14 years of industry experience. She holds the CFP® designation along with Series 63 and Series 66 licenses. Prior to joining Edward Jones in 2019, she worked at Apex Systems and Grand Villa Sales & Marketing Solutions. 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 solutions, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Blake Stewart is a CFP®, ChFC®, and Series 66-licensed financial advisor with eight years of industry experience. He is currently with Edward Jones, where he has worked since 2017 with a brief tenure elsewhere, including PNC Investments and Allstate Financial. Prior to his financial career, he worked at United Parcel Service and Idaho Central Credit Union. 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 range of advisory services through a nationwide network of over 23,000 financial advisors.

Lauren Newlin is a Planning Consultant at Fidelity Investments, a position she has held since 2025. She focuses on understanding her clients' individual goals and values to develop personalized financial planning strategies. Lauren emphasizes listening to her clients and fostering trust and transparency to support them throughout their financial journeys. Lauren has progressive experience within Fidelity Investments, having served in roles including Investment Solutions Representative II, Investment Solutions Representative I, High Net Worth Associate, and Client Service Representative between 2021 and 2025. This range of positions has provided her with a comprehensive perspective on financial planning and client service. No information about Lauren's education, credentials, personal interests, or community involvement has been provided.

Nicholas Bodnar is a CFP® professional with 13 years of experience at Edward Jones, where he has worked since 2013. He holds a Series 66 license and is based in Chapel Hill, NC. 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 solutions, supported by a large network of financial advisors and branch offices nationwide.

Jennifer Hoselton is a financial advisor with UBS Financial Services in Chapel Hill, NC, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. She has been with UBS Financial Services since 2009. UBS Financial Services offers brokerage and investment advisory services to individual, corporate, and institutional clients, combining fiduciary financial planning with institutional trading capabilities and research-driven portfolio management.

Ryan McCauley is a Financial Consultant at Fidelity Investments, where he has been serving since 2024. He works with clients to build customized financial plans tailored to their individual needs, focusing on education to help clients gain comfort and confidence with their financial strategies. His approach emphasizes simplifying clients' financial lives through collaboration. Ryan has accumulated experience in various roles at Fidelity Investments since 2018, including positions as Investment Consultant, Workplace Planning Consultant, Workplace Planning Associate, and Financial Associate. This range of experience has contributed to his expertise in financial planning and investment consultation. Outside of his professional responsibilities, Ryan has interests in baseball, football, golf, reading, and running.

Johnaustin Chapman is a CFP®-certified financial advisor with Edward Jones in Chapel Hill, NC, where he has worked since 2013. He has 12 years of industry experience and is a founding partner of Chapman & One, a market research firm that provides insights on competition, pricing, and opportunities for start-up clients. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of advisors.

David Gilner is a financial advisor at LPL Financial with 30 years of industry experience. He has been with LPL Financial since 2004 and previously worked at WS Griffith Securities, Inc. from 2000 to 2004. Gilner holds the Series 63 and Series 65 licenses. 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 other institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting a wide range of investment strategies with operational tools for advisors.

Clinton Chapman is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 credential and previously worked in education at several high schools. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment strategies and affiliated products supported by a large nationwide network of advisors and branch offices.

Patrick Flores is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2009, as well as at Citigroup Global Markets and A. G. Edwards & Sons, Inc. earlier in his career. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.

Blake Seibert is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2018, including a role at Morgan Stanley Private Bank, N.A. Prior to that, he held positions at Charles Schwab and Fleishel Financial Associates. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and research.

Christina Taylor is a financial advisor with Morgan Stanley in Chapel Hill, NC, holding a Series 66 designation and nine years of industry experience. She has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm’s approach incorporates structured discovery conversations and firm-approved planning tools to support client financial plans.

Holley Fuller is a financial advisor with Morgan Stanley in Chapel Hill, NC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and analyses to support its advisory services.

Leah Ogden is a CFA® charterholder and holds a Series 66 license, with 23 years of experience in the financial services industry. She currently works at Morgan Stanley in Chapel Hill, NC, having previously spent 11 years at Raymond James & Associates. Ogden serves on the board and finance committee of Carolina Meadows CCRC, a nonprofit organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs including financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.