Jaden Beulah is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Fidelity, Jaden held roles at The University of North Carolina at Chapel Hill and has been involved in entrepreneurial ventures including Music by Jaden and Leisure N Luxury LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary assets, including model portfolios for intermediary platforms.

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 66 and Series 63 credentials and two years of industry experience. Before joining Fidelity, he operated Whalen Glass Arts for seven years and worked independently for four years. Strategic Advisers LLC, a Fidelity Investments company, 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, and manages model portfolios using systematic methodologies.

Liam Doyle is a financial advisor with Fidelity in Durham, NC, holding a Series 66 credential and one year of industry experience. His prior work experience includes roles at Best Buy and Wings of Peace Press. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Craig Wulff is a Market Leader at Fidelity Investments, where he leads a team of financial professionals focused on collaborating with clients to develop financial plans tailored to their priorities. He emphasizes understanding what is most important to clients to build plans they understand and trust. Craig has extensive experience in financial services, having held various leadership roles at Fidelity Investments since 2005, including Vice President and Branch Office Manager positions. Prior to that, he held multiple vice president roles at TD Waterhouse Investor Services from 1995 to 2005, progressing from Registered Representative to regional and national management positions. Details about Craig's education, credentials, personal interests, and community involvement were not provided.

Michelle Beanland is a financial advisor with Merrill in Chapel Hill, NC, holding Series 63 and Series 65 licenses and accumulating 40 years of industry experience. She has worked at Merrill Lynch, Pierce, Fenner & Smith, Inc. since 2001 and with Bank of America, N.A. since 2011. Outside of her advisory role, she is involved in managing a family-owned beach house rental. Merrill, along 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 diverse client base including individuals, high-net-worth clients, pension plans, and charitable organizations.

Alan Collins is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. His career includes roles at Fidelity Brokerage Services LLC since 2008 and Fidelity Personal and Workplace Advisors from 2018 to 2025. He is affiliated with Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients, including IRS-qualified charitable gift funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it serves a broad range of investor types through both discretionary and non-discretionary advisory services.

Abigail Emmett is a financial advisor with Fidelity in Durham, NC, holding Series 63 and Series 66 licenses and two years of industry experience. Her background includes roles at Fidelity Investments, Wells Fargo Clearing, and Vacasa, along with earlier positions in hospitality and university settings. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, leveraging a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios using systematic methodologies across mutual funds, ETFs, and ETPs, and provides advisory services including fund management and consultant roles.

Kevin Scharnhorst is a financial advisor with Morgan Stanley in Chapel Hill, NC, holding a Series 66 license and seven years of industry experience. His prior roles include tenures at AXA Advisors, Northwestern Mutual, and Equitable Advisors. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Christopher Richards is a financial advisor at Edward Jones with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2003, based in Chapel Hill, NC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.

Stephanie Kidd is a financial advisor at Raymond James & Associates with 12 years of industry experience. She has been with Raymond James & Associates since 2015 and holds a Series 66 designation. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Mark Lockhart is a financial advisor at Fidelity with four years of industry experience. He holds the Series 66 designation and has prior experience with First Command Insurance Services and Military Service. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Anne Lloyd is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2019, previously serving at SunTrust Advisory Services from 2016 to 2019. She serves on the finance committee of Hope Valley Country Club in Durham, NC. Wells Fargo Advisors is a national securities firm providing 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 brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

John Loesch is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked in various roles within Fidelity since 2006, including positions at Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. 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 combines proprietary research with quantitative analysis and algorithmic portfolio construction, employing model portfolios that utilize mutual funds, ETFs, and ETPs, and holds a distinctive role as a registered commodity pool operator and advisor to multiple registered investment companies.

Rylan Hall is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he held roles at Charles Schwab and worked in education for over a decade. 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Morgan Mc Cullen is a financial advisor with Edward Jones in Cary, NC, holding Series 65 and Series 63 licenses. Mc Cullen has worked at Edward Jones since 2026 and previously held roles at Capital Investment Group, Capital Investment Advisory Services, Fidelity Bank, Advocacy Trust, and Cousin Couture. Outside of advisory work, Mc Cullen manages wealth administration operations at Fidelity Bank’s Trust Company of NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Jack Schenk is a financial advisor at Fidelity with four years of industry experience. He holds the Series 66 designation and has previously worked with the YMCA of the Triangle and Enterprise Rent-A-Car. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Paula Gilovich is an Investment Solutions Representative III at Fidelity Investments, where she has been working since 2022. In her role, she helps clients connect to their financial goals by translating complex financial concepts into clear and practical steps. She specializes in addressing the unique financial issues women face and supports women in planning confidently at every stage of life. Prior to her current position, Paula held roles at Fidelity Investments as a High Net Worth Service Associate in 2022 and as a Customer Relations Advocate from 2021 to 2022. Her experience at Fidelity has equipped her with a comprehensive understanding of investment solutions and client service. Outside of her professional work, Paula has interests in art, Pilates, soccer, surfing, theater, and writing.

Xinyu Feng is a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, Xinyu works directly with clients to understand their current financial situations and introduces solutions available through Merrill and Bank of America. Xinyu aims to empower clients with the knowledge and tools needed to take control of their financial lives and select the platform that best fits their needs. Xinyu specializes in helping clients manage money amidst various competing financial priorities, such as buying a home, saving for education, caregiving for elderly parents, and preparing for healthcare needs. As a Merrill Financial Solutions Advisor, Xinyu collaborates one-on-one with clients to define financial goals and chooses portfolio strategies designed to achieve them. Ongoing advice and portfolio adaptations are part of Xinyu's practice to accommodate changing client situations. Xinyu holds a Personal Investment Advisor (PIA) designation and earned both a Bachelor's and a Master's degree from the University of North Carolina System.