Amanda Hahn is a financial advisor at Fisher Investments with 11 years of industry experience. She holds a Series 66 designation and previously worked at FIDELITY Brokerage Services LLC and VALIC Financial Advisors. Fisher Investments serves institutional and private clients worldwide, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management and sub-advisory services. The firm employs a centralized investment approach combining quantitative and qualitative analysis to manage globally diversified portfolios.

Joshua Wagenaar is a financial advisor with Edward Jones in Durham, NC, holding CFP® and Series 66 credentials and bringing 10 years of industry experience. He has been with Edward Jones since 2015 and is also affiliated with Louisiana Tech University since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated services under a fiduciary standard.

Jeremy Pelchar is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2016 and at Fidelity Investments since 2025. 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’s investment process combines fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios that incorporate mutual funds, ETFs, and ETPs.

Harrison Clement is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. He has held positions at Fidelity Investments since 2022 and previously worked in education and small business operations. Outside of advising, he operates an e-commerce business focused on website design and advertising. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolios constructed through a combination of fundamental research, quantitative analysis, and algorithmic methodologies.

Craig Spell is a Financial Consultant at Fidelity Investments, a position he has held since 2026. He previously worked at Fidelity Investments as a Planning Consultant from 2024 to 2026, a Relationship Manager from 2023 to 2024, and a Financial Representative from 2022 to 2023. Craig specializes in developing tailored, purpose-driven financial plans for individuals and families. He focuses on understanding each client's unique situation to create personalized and practical strategies that simplify complexity and empower confident decision-making. Outside of his professional work, Craig has interests in baseball, board games, movies, traveling, and writing.

Samuel Poehlmann is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. Before joining Fidelity Investments, he worked at L&E Research and Apex Tool Group. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, incorporating proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of fund structures and model portfolios.

Nicole Robertson is a financial advisor at LPL Financial with 20 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 66 licenses. Her prior roles include positions at SunTrust Investment Services, SunTrust Advisory Services, Fsc Securities Corp, Opus Financial Advisors, and OSAIC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions with a range of financial planning, brokerage, and advisory services. The firm supports a large network of advisors with diverse investment strategies and tools alongside various non-advisory financial services.

Stephen Maguire Jr. is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has previously worked at OneMain Financial, Northwestern Mutual, and in academic and clinical settings. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund management, and model portfolios, with a focus on systematic methodologies and long-term asset allocation.

Patrick Fitzgerald is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Bon Appetit and Southern New Hampshire University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI-driven research, and formal advisory roles to registered investment companies.

John Mcaulay is a CFP®-certified financial advisor with 25 years of industry experience. He has worked at Wells Fargo Advisors since 2025 and previously spent 15 years with LPL Financial, LLC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options and utilizing proprietary research and tools to develop tailored recommendations.

Timothy Holland is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. His background includes roles at Fidelity Investments and previous involvement with Boise Valley Habitat for Humanity. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Timothy Holt is a financial advisor with Fidelity, holding a Series 66 designation and 18 years of industry experience. He has been associated with Fidelity Investments in various capacities since 2008, including roles at Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a proprietary investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory role to registered investment companies, use of systematic methodologies, and incorporation of AI and algorithmic tools in portfolio management.

Ashesh Chatterjee 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 is involved in music education and performance, working as a private music teacher at Rich Music School and playing professionally with Ashesh Chatterjee Music. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm supports a variety of investment structures, including fund advisory and model portfolios, and incorporates systematic methodologies and AI tools in its investment process.

Michael Mumford is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has worked since 1992 after graduating from The University of North Carolina at Chapel Hill. He holds a Bachelor's Degree from the university and several FINRA registrations, including Series 7, 9, 10, 31, 63, 65, and 66. He also holds professional designations such as the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). With more than 30 years of experience, Michael specializes in family wealth management strategies, personal retirement planning, portfolio management services, and retirement income. His approach is consultative and objective, focusing on understanding each client's financial situation, preferences, and goals to develop personalized asset allocation recommendations and financial strategies. Michael serves his community through board and committee roles at various organizations, including Epworth United Methodist Church and The University of North Carolina at Chapel Hill. He lives in Durham with his wife, Courtney, and their two children. Outside of work, he enjoys gardening, golfing, and spending time with his family.

Damian Foreman is a financial advisor at Fidelity with two years of industry experience and holds the Series 66 designation. His prior work includes four years at Truist Financial Corporation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds structures, and employs systematic methodologies supported by oversight controls and advanced research techniques such as AI.

Christopher Combs is a Wealth Management Advisor at Merrill Lynch Wealth Management. He brings extensive experience serving active and retired business owners, senior executives in biotech and technology, and university faculty and administrators. Christopher focuses on developing goals-based financial strategies that address clients’ unique situations and motivations, emphasizing education planning, family wealth management, legacy planning, retirement income, and socially responsible investing. Christopher is a CERTIFIED FINANCIAL PLANNER® certificant and holds the Chartered Retirement Planning Counselor™ designation, as well as the Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA) credentials. He earned his bachelor's degree from Duke University, where he also played football before his professional career in the NFL. He is a member of the Durham-Orange Estate Planning Council and actively participates in his community through involvement with The Summit Church, where he serves as a small group leader, and has held board positions with various local organizations. Christopher resides in Durham with his wife and three children, enjoys coaching his children in sports, and participates with them in the YMCA Y Guides program.

Brandon Swindell is a financial advisor with Fidelity in Durham, NC, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He previously worked at J.P. Morgan Securities and J.P. Morgan Chase NA for over a decade before joining Fidelity. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm integrates proprietary fundamental research with quantitative and algorithmic methods to construct portfolios and oversees its sub-advisers and share allocations to manage conflicts of interest.

Nancy Anderson is a financial advisor at OSAIC with 37 years of industry experience. She has held positions at Sagepoint Financial, Inc. for 14 years prior to joining OSAIC. Anderson also serves as president of Financial Change Management Inc. and is involved in insurance sales. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated advisory and brokerage services, utilizing various asset-allocation tools and third-party platforms to construct and manage portfolios tailored to client needs.

Amy Johnston is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2013, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools including Global Investment Committee estimates and Monte Carlo simulations.

Elizabeth Sternkopf is a financial advisor at Fidelity with four years of industry experience. She holds Series 63 and Series 66 designations and has previous work experience at ChannelAdvisor and Indovance. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across a broad investable universe. The firm is noted for its commodity pool operator registration, advisory role to multiple registered investment companies, and use of systematic methodologies including AI in its research processes.