Geremiah Bair is a financial advisor with Fidelity Investments in Durham, NC, holding Series 66 and Series 63 licenses with two years of industry experience. Prior to joining Fidelity, he worked in the automotive sales industry for several firms including Capital Mazda of Cary and Ron Marhofer Nissan. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves as an adviser to multiple registered investment companies and fund-of-funds.

James Summers is a financial advisor with Edward Jones in Durham, NC. He holds the CFP® and ChFC® designations as well as the Series 63 license, and has 40 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branch offices.

Nathan Philbrook is a financial advisor with Edward Jones in Apex, NC, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Dick’s Sporting Goods and the Portland Sea Dogs. Outside of finance, he has experience in customer service and sales within the golf equipment sector. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Eric Carter is an Investment Solutions Representative III at Fidelity Investments, a role he has held since 2023. Prior to this, he worked as a Customer Relationship Advocate at Fidelity Investments from 2022 to 2023. In his current position, Eric focuses on providing tailored investment guidance by understanding each client's individual goals and offering clear perspectives on the risks and opportunities associated with investing. He aims to build long-term relationships with clients through trust, consistency, and open communication as their financial needs evolve. Eric's professional approach centers on a client-first philosophy, emphasizing intentional listening and informed decision-making. His experience at Fidelity Investments spans roles that concentrate on customer relationship management and investment solutions, allowing him to support clients effectively in navigating their financial journeys.

Annie Ross is a financial advisor with Fidelity in Durham, NC, holding Series 63 and Series 66 licenses with three years of industry experience. She previously worked at Ross Tax & Financial Services and Elissa Olszewski CPA PA. Outside of finance, she serves as a part-time minister and is involved in writing and publishing spiritual books and media content. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Hayden Steelman is a financial advisor at Edward Jones in Carrboro, NC, holding a Series 66 designation. He has experience working with several firms, including Pesch, LLC, DCI Group, and Design Squared, LLC, before joining Edward Jones in 2026. Edward Jones is a full-service wealth management firm serving a broad client base that includes individual investors, institutional clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient solutions.

Catherine Pelican is the Regional Director of Executive Services at Fidelity Investments, where she leads, coaches, and develops a team of Benefits & Planning Consultants and Executive Planning Consultants. She supports the South Atlantic region in this capacity. Prior to her current role, Catherine worked as a Planning Development Consultant at Edward Jones from 2017 to 2022.

Camden Miller is an Investment Solutions Representative III at Fidelity Investments. He began his career at Fidelity in 2023 as a Customer Relationship Advocate and progressed through roles as Investment Solutions Representative I and II before attaining his current position in 2026. Camden's approach to financial advising emphasizes understanding a client's goals, values, and circumstances before discussing strategies or numbers. He aims to communicate clearly and directly to ensure clients grasp the reasoning behind financial plans. He seeks to be a consistent and accessible resource as clients' priorities evolve over time. Outside of his professional responsibilities, Camden has personal interests that include food, football, pets, running, and traveling.

Joel Ubri Cardona is a financial advisor with Fidelity in Durham, NC, holding Series 63 and Series 66 licenses and two years of industry experience. His prior work includes roles at Answer Financial and other companies in various capacities. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a broad client base, including retail and institutional investors. 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.

Sarah Horner is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Bank. Outside of her advisory role, she serves as a notary in Durham, North Carolina. Fidelity, through its affiliate Strategic Advisers LLC, provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Jim Netzband, Jr. is a financial advisor at Fidelity with 17 years of industry experience. He holds the ChFC® designation and Series 66 and 63 licenses. His prior experience includes roles at Liberty Mutual Insurance, Valic Financial Advisors, Strategic Wealth Assurance, and Wells Fargo Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves multiple registered investment companies and delivers model portfolios through Fidelity Institutional Wealth Adviser.

Mary Charles Nassif is a financial advisor at Edward Jones in Durham, NC, holding the CFP®, ChFC®, and Series 66 designations with 11 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

Linda Erickson is a CFP® professional with 41 years of industry experience. She is currently with Cetera and has held roles at Cetera Wealth Services, LLC, and her own firm, Erickson Advisors. Outside of her advisory work, she volunteers as a trusted person for St. Francis Church, where she reviews discretionary fund activity, and serves on a committee of the Society of Financial Services Professionals. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers.

Tamra Ellis is a financial advisor with Edward Jones in Durham, NC, holding a Series 66 designation and 15 years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates under a fiduciary standard.

Ryan Dexheimer is a financial advisor at Fidelity with Series 63 and Series 66 designations and one year of industry experience. His career includes roles at Amazon, Northwestern Mutual, and Capitol Financial Solutions, as well as four years at North Carolina State University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers services including discretionary portfolio management, fund advisory, and model portfolio delivery, with distinctive activities such as registration as a commodity pool operator and advisory roles to multiple registered investment companies.

Stephan Hoover is a financial advisor at Fidelity with 35 years of industry experience. He holds Series 63 and Series 66 designations and has been with various Fidelity entities since 1993. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including advisory work for mutual funds and charitable funds. The firm employs a combination of fundamental research and quantitative analysis in constructing model portfolios that incorporate mutual funds, ETFs, and ETPs.

Latrice Brockman is a financial advisor at Fidelity with two years of industry experience. She holds a Series 66 designation. Her prior work includes roles at Target Corp and Logical Position. Fidelity’s affiliate, Strategic Advisers LLC, offers 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.

Joseph Coniglio is a financial advisor with J.P. Morgan Securities in Chapel Hill, NC, holding Series 65 and Series 63 licenses and having seven years of industry experience. His prior roles include positions at Truist Bank, Fifth Third Securities, and Wells Fargo Clearing. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary advisory program. The firm combines quantitative and qualitative research to develop model asset allocations and incorporates broader derivatives and commodities capabilities.

Martin Frost is a CFP® professional with 16 years of industry experience, currently serving as an investment adviser representative at LPL Financial. His prior roles include positions at OSAIC, Opus Financial Advisors, Inc., Fsc Securities Corp, and SunTrust Advisory Services. He is also involved in non-variable insurance activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser delivering advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning, model portfolio programs, third-party asset management access, and institutional platforms, utilizing various investment strategies supported by operational and research tools.

Aldrin Hewakopara is a Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2015, progressing through several positions including Planning Consultant, Workplace Planning & Guidance Consultant I, and Financial Associate. His professional experience encompasses various aspects of financial planning and client guidance within Fidelity Investments. Aldrin is committed to personalized financial planning and building long-term client relationships aligned with the firm's values. Details regarding Aldrin's education, credentials, personal interests, or community involvement have not been provided.