Anna Cantwell is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, she held various roles at Ohio University and UNC Health. Outside of her advisory work, she operates an Etsy shop creating t-shirt designs and provides dog walking and sitting services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base and engages in delegated management, fund advisory, and model portfolio delivery.

Joshua Beese is a financial advisor with Fidelity in Durham, NC, holding a Series 66 designation and having one year of industry experience. Prior to joining Fidelity, he was self-employed and has experience working in various roles outside the financial industry. Outside of his advisory work, he operates a private coaching business focused on developing hockey and skating skills for both youth and adults. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors as well as registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and model investment strategies.

Blaise Haubert is an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2022, progressing through roles from Customer Relationship Advocate to his current position. In his role, Blaise focuses on understanding clients' priorities and working collaboratively to develop personalized financial plans tailored to their needs, ensuring they receive comprehensive support from Fidelity. Blaise brings experience in investment solutions and customer relationship management within the financial services industry. His professional background includes advancing through several roles at Fidelity, demonstrating his commitment to client service and financial planning. Outside of his professional work, Blaise has interests that include baseball, beach activities, football, social events with friends, pets, and running.

Augustus Thompson Jr. is a CFP® with 39 years of industry experience, currently affiliated with Cetera. He has been with Cetera and its related entities since 2015 and has operated his own financial services business since 1986. In addition to his financial advisory work, he provides tax preparation and planning services and serves as an elder on the governing body of Covenant Presbyterian Church in Durham, NC. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services and operates a multi-manager platform with access to model portfolios, third-party managers, and customizable investment strategies.

Maura Wyatt is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity, she held various roles in the service and retail sectors and was involved with the NC State University Crafts Center. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also advises multiple registered investment companies and constructs model portfolios for intermediary platforms.

Brittany Hughes is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Her prior work includes roles at Merrill and Bank of America, as well as non-financial experience at Walt Disney World and in education. Outside of her advisory work, she bakes goods for friends on a regular basis. She is part of Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Kenneth Debutts is a financial advisor at Fidelity with a Series 66 designation and five years of industry experience. He previously worked at Harker Research, Inc. for seven years before joining Fidelity. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research and quantitative analysis to construct model portfolios across mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and is noted for its use of algorithmic methods and AI in its research.

David Smith is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. His prior roles include positions at Jewish for Good and Thought Leader Select LLC. He works at 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 to manage portfolios.

R Flintom is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2009, including eleven years with Morgan Stanley Private Bank, National Association. Prior to that, he spent eight years at Citigroup Global Markets. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers both direct client plans and corporate financial planning agreements.

Jeremy Lamm is a financial advisor with Fidelity in Durham, NC, holding a Series 66 designation and four years of industry experience. Prior to his work at Fidelity, he held positions in the retail and service sectors, including roles at Bailey's Fine Jewelry and Home Care Pulse. Outside of advising, he has experience driving sales and assisting customers in fine jewelry retail. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves both retail and institutional investors and is noted for its use of systematic methodologies and its advisory roles with registered investment companies.

Micah Miller is a Financial Consultant at Fidelity Investments, a role held since 2026. In this capacity, he works with clients to develop personalized financial plans that aim to simplify complex decisions and help clients maintain focus on their key financial goals. Before becoming a Financial Consultant, Micah served as an Investment Consultant at Fidelity Investments from 2024 to 2026. Prior to that, he was a Workplace Planning Consultant at the same company from 2022 to 2024. These roles have contributed to his experience in various aspects of financial planning and consulting. Outside of his professional work, Micah has interests in comedy, golf, pets, and yoga.

Mohammad Waqas is a financial advisor at Merrill based in Chapel Hill, NC, with a Series 66 designation and four years in the industry. His prior experience includes roles at JPMorgan Chase, Bank of America, and IBC Bank, as well as a position at Jet It and involvement with Cellphones 4 Us. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a variety of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Hayden Leonard is a financial advisor at Fidelity with Series 63 and Series 66 credentials and nine years of industry experience. His career includes roles at Fidelity Investments, First Citizens Investor Services, TD Ameritrade, and The Vanguard Group. Leonard's background also includes service in the North Carolina National Guard. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research and quantitative analysis to construct model portfolios, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

William Peyton Jr. is a Series 66-registered financial advisor with UBS Financial Services in Chapel Hill, NC, with 17 years of industry experience. He has been with UBS Financial Services since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers proprietary research and a broad range of capital markets solutions.

Edward Tiryakian is a financial advisor at OSAIC with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Triad Advisors, Inc., Anderson & Strudwick, Incorporated, and UBS Financial Services. In addition to his advisory role, he teaches a corporate finance class as an adjunct professor at Duke University. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services across various programs such as financial planning, managed portfolios, and retirement plan consulting. The firm utilizes model-based asset allocation and portfolio optimization supported by multiple custodial and legacy program arrangements.

Allison Shumar is a financial advisor at Fidelity with four years of industry experience. She holds the Series 66 designation and has previously worked at Duke University from 2016 to 2022. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad range of clients, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund-of-funds and model portfolios delivered to intermediary platforms.

Seth Church is a financial advisor with LPL Financial in Durham, NC, holding a Series 66 designation and six years of industry experience. Prior to joining LPL Financial in 2026, he worked at Cambridge Investment Research Advisors and Cambridge Investment Research, among other firms. Outside of financial advising, he is also a CrossFit coach and has experience as a substitute teacher. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management, with a platform that supports both discretionary and non-discretionary strategies.

Eric Schroeder is a financial advisor with Fidelity, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. He has worked within various branches of Fidelity since 2014, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines proprietary fundamental research with quantitative and algorithmic methods, and serves in advisory roles for multiple registered investment companies and fund-of-funds.

Aiyahna Edwards is a financial advisor with Fidelity Investments in Durham, NC, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity, she worked at Good Steward Financial Company from 2020 to 2022. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios drawn from mutual funds, ETFs, and ETPs.

William Gregory is a financial advisor at Fidelity with nine years of industry experience and a Series 66 designation. He has held roles at several firms, including Edward Jones, Raymond James, Bank of America, Merrill, and now Fidelity. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions, and is noted for its registration as a commodity pool operator and advisory role to multiple registered investment companies.