Laneeca Taylor is a financial advisor at Morgan Stanley with 28 years of industry experience. She has held roles at Morgan Stanley Smith Barney since 2010, following four years at Citigroup Global Markets. Taylor holds Series 63 and Series 65 securities licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning services supported by proprietary tools and investment research, managing approximately $2.74 trillion in client assets.

Zachary Mc Donald is a financial advisor at Charles Schwab with one year of industry experience. He holds the Series 66 designation. Outside of his advisory role, he is involved with Guilford College United Methodist Church, where he manages and leads the church's audio-visual and streaming services. Charles Schwab & Co., Inc. serves a broad client base including 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs a multi-asset model portfolio approach with centralized operational and supervisory infrastructure.

Benjamin Baumberger is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and modeling techniques while generally acting in an advisory capacity for its clients.

Diana Na is a financial advisor at Fidelity with four years of industry experience. She holds the Series 66 designation and has worked at Fidelity Investments since 2022, following prior roles at Wells Fargo from 2016 to 2022. 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 develop model portfolios from mutual funds, ETFs, and ETPs.

Timothy Healy is a financial advisor with Fidelity Investments in Durham, NC, holding Series 63 and Series 66 designations and two years of industry experience. His prior work includes roles at Fidelity and Next Level Academy, as well as a 15-year tenure at Cardinal Gibbons High School. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Mark Scarbrough is a financial advisor with Mass Mutual Investors Services in Cary, NC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with MML Investors Services and Mass Mutual Life Insurance Company since 2013. Outside of his advisory role, he is the president and owner of Mainmast Financial Group, Inc., and an owner/member of Encompass Financial Partners, LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides financial planning, asset management, and educational seminars, focusing on collaborative client engagements and recommending investment strategies without discretionary authority.

Carroll Webb is a financial advisor at Fidelity Investments with 12 years of industry experience and holds a Series 66 designation. His prior work includes roles at Regions Bank, H&R Block, LPL Financial, and Woodland Community College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of systematic methodologies and AI-driven research tools.

Gary Elefante is a CFP® professional with 24 years of industry experience, currently serving as an advisor at LPL Financial since 2007. Prior to joining LPL, he worked for Equitable Advisors for six years. His outside activities include placing new fixed insurance business through Crump Insurance Services as a producer. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Adriana Turner is a financial advisor with Fidelity in Durham, NC, holding a Series 66 designation and three years of industry experience. Prior to joining Fidelity, she worked as a retail associate at lululemon athletica. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm’s investment approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios across mutual funds, ETFs, and ETPs.

Elizabeth Bass is a financial advisor with Morgan Stanley in Chapel Hill, NC, holding a Series 66 designation and bringing 11 years of industry experience. She has been with Morgan Stanley and its Private Bank since 2014. Bass serves as a board member of the Croasdaile Country Club in Durham, North Carolina. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to both individual and institutional clients, emphasizing tailored financial planning and a structured discovery process using firm-approved tools.

Michael Rowlands is a Planning Consultant specializing in financial planning. He collaborates with Financial Consultants to co-create financial plans tailored to clients' needs. His work centers on helping clients understand retirement planning and appropriate investment strategies. He holds insurance licenses in Arkansas and California, supporting his role in advising clients on suitable financial solutions.

Michelle Redman is a financial advisor at Fidelity with four years of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments since 2021, previously gaining experience at BB&T and Carter Bank and Trust. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver discretionary and non-discretionary advisory solutions, including fund advisory and model portfolios.

Thomas Karry is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Merrill and Bank of America. Fidelity’s Strategic Advisers LLC, where Karry is based, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it is notable for its use of AI and systematic methodologies in investment processes.

Justin Waring is a financial advisor with UBS Financial Services in Chapel Hill, NC, holding a Series 66 designation and 17 years of industry experience. He has been with UBS since 2016. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and a variety of capital markets services.

Gregory Mc Donald is a financial advisor at LPL Financial with three years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise. Outside of finance, he was involved with Johnnie Mercer’s Fishing Pier in 2022. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

James McMahon is a financial advisor at Edward Jones with a Series 66 designation and experience in the financial industry dating back to 2017. Prior to joining Edward Jones in 2025, he worked at PhilomathPM, The Emmes Company, Q2 Solutions, and HHMI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including various household types, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Jaden Beulah is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Fidelity, Beulah held roles at The University of North Carolina at Chapel Hill and has entrepreneurial experience with ventures including Music by Jaden and Leisure N Luxury LLC. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to a broad client base including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

Andrew Lynch is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked in real estate and other roles, including positions at Van Horn Realty and Starbucks. He also operates a real estate referral business as a sole proprietor. Fidelity's Strategic Advisers provides investment management and advisory services to a diverse client base, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios for institutional clients.

Doug Wegman is the Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2026. He has been with Fidelity Investments since 2020, progressing through roles including Executive Planning Consultant, Benefits & Planning Consultant, Non-Qualified Plan Services Lead, and Defined Contributions Representative. Doug specializes in executive financial life planning, focusing on complex areas such as equity compensation and deferred pay. He emphasizes a planning-first approach starting with workplace benefits and aims to develop personalized strategies tailored to clients' goals. He holds a California Insurance License. Outside of his professional role, Doug enjoys camping, golf, outdoor adventures, and spending time with his pets.

Kevin Whalen is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he operated Whalen Glass Arts for seven years and was self-employed from 2013 to 2017. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and offers advisory services to registered investment companies and charitable funds.