Nicklaus Parker is a Series 66 licensed financial advisor with Edward Jones in Mebane, NC, and has two years of industry experience. Prior to joining Edward Jones, he worked at Boston Consulting Group and held roles at Emory University and the PGA Tour. He also spent a decade with Fox Sports Carolinas. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, tax-efficient services, and affiliated capabilities. The firm manages over $1 trillion in assets and operates a large nationwide network of advisors and branch offices.

Quinn Wieber is a financial advisor with LPL Financial holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, Quinn worked at CLW Financial Planning and has experience in the hospitality and retail sectors. Quinn’s background includes roles at Taziki's Mediterranean Café and Panera Bread. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, and access to third-party asset managers, supported by extensive advisory tools and a large network of over 22,800 advisors.

Dennis Roman is a financial advisor at Edward Jones in Durham, NC, holding Series 63 and Series 66 licenses with two years of industry experience. Prior to joining Edward Jones in 2025, he spent 13 years at Deutsche Bank. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across a broad range of household and corporate segments. The firm manages over $1 trillion in assets and offers a variety of advisory programs, investment strategies, and affiliated services through a large nationwide network of advisors and branch offices.

Michael Wheat is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and previously worked at Merrill Lynch, Bank of America, and Tesla. Fidelity’s Strategic Advisers LLC, where Wheat is based, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Matthew Gerner is a financial advisor at Fidelity with two years of industry experience. He holds the Series 66 designation and has worked at Romtech and ATI prior to joining Fidelity. Outside of his advisory role, he is employed at Triangle Rock Club, where he is involved in front desk operations and facility maintenance. 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 proprietary fundamental research with quantitative analysis and systematic portfolio construction, incorporating mutual funds, ETFs, and ETPs, and has a notable advisory role to multiple registered investment companies.

Thomas Poleski Jr. is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and having 12 years of industry experience. He has worked in various roles within Fidelity, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a range of portfolios, including multi-manager and fund-of-funds structures, and is recognized for its use of systematic methodologies and formal advisory roles to registered investment companies.

Brian Singsank is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 24 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wachovia Bank, N.A. He is based in Chapel Hill, NC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menu.

Alexander Sacco is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he operates a freelance digital marketing business focusing on content creation, copywriting, and online advertising. Fidelity, through its Strategic Advisers LLC affiliate, provides investment management and advisory services to retail and institutional clients using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Jacob Oconner is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. His background includes diverse roles in education and property management prior to joining Fidelity. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Noah Hines is a financial advisor with Fidelity in Durham, NC, holding Series 63 and Series 66 credentials and seven years of industry experience. Prior to joining Fidelity Investments and Fidelity Brokerage Services, he worked at Baileys Health and Fitness and has been affiliated with Florida State College of Jacksonville for over a decade. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients, including IRS-qualified charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and provides oversight through affiliated and unaffiliated sub-advisers.

Jamilahre Mcdowell is a financial advisor with Fidelity in Durham, NC, holding a Series 66 designation and four years of industry experience. Prior to joining Fidelity, Mcdowell worked as a hairstylist and barber at Lady Jane's, a hair salon in Raleigh, NC, for five years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios including mutual funds, ETFs, and fund-of-funds.

Thomas Park is a Series 66 licensed financial advisor with Fidelity in Durham, NC, and has four years of industry experience. His prior roles include positions at TNT Construction, the Skagit County Drainage District 19, and Washington State University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, managing model portfolios composed of mutual funds, ETFs, and ETPs.

David Trca is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, he held various roles including work with Oakwood Country Club, Auburnlea Catering, and community-oriented organizations such as Love Africa Mission. 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 model portfolios and deliver advisory solutions.

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.

Karena Bagwell is a financial advisor at Edward Jones with 31 years of industry experience. She holds a Series 63 designation and has been with Edward Jones since 1994. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices across the United States.

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.