Brad Creedle is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2022. He has over 20 years of experience in the financial services industry, during which he has held roles including Financial Solutions Advisor at Merrill from 2016 to 2022, Financial Advisor at AIG from 2011 to 2016, Regional Bank Private Banker at Wells Fargo from 2004 to 2011, Financial Advisor at Waddell & Reed from 2003 to 2004, and Financial Advisor at Foresters Equity Services, Inc. from 2001 to 2003. Brad focuses on building meaningful relationships with clients and their families, collaborating with them to provide education, tools, resources, and support to create and maintain personalized financial plans. He combines his passion for financial planning with the capabilities of Fidelity to help individuals and families work toward their financial goals. Outside of his professional role, Brad enjoys boating, camping, attending concerts, watching football, spending time at the lake, and engaging in outdoor adventures.

Linda Chabinsky is a Financial Consultant at Fidelity Investments, a position she has held since 2022. In this role, she works with clients to organize, protect, and grow their assets to help them achieve their personal financial goals. Prior to joining Fidelity Investments, Linda was a Financial Advisor at Edward Jones Investments from 2017 to 2022. She has experience in financial planning, budgeting, and disciplined long-term investing, and emphasizes understanding her clients' unique situations, priorities, and preferences to develop and implement financial plans. No information about her education, credentials, personal interests, or community involvement was provided.

Christopher Green is a financial advisor with Wells Fargo Clearing in Chapel Hill, NC. He holds the Series 63 designation and has two years of industry experience, including prior work at Fidelity Investments. Before entering the financial industry, he spent 20 years at Mark Jacobson Toyota and three years at Wake Technical Community College. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Nicholas Doyle is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., and Fidelity Brokerage Services, LLC. Prior to entering the financial services industry, he spent five years at New Stone Realty. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts and offers a distinctive integrated structure with centralized custody and order-routing.

Brett Walters is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he worked in healthcare settings including Duke University Health System and Village Physical Therapy. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving a wide range of individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Anita Reaves is a financial advisor at Morgan Stanley with 31 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support its advisory services.

Amelia Schumacher is a financial advisor at Fidelity with a Series 66 designation. She has one year of industry experience and joined Fidelity in 2026. Prior to entering the financial industry, she worked in fitness and hospitality roles and was involved with aquatics organizations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Cecil Jester is a financial advisor with Robert W. Baird & Co., holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. Prior to joining Baird in 2017, he worked at Morgan Stanley in various capacities from 2009 to 2017. He is based in Chapel Hill, NC. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group provides tailored consulting and portfolio services, including discretionary management and separately managed accounts, employing both traditional and non-traditional investment strategies.

Laura Cooper is a Series 66-licensed financial advisor with nine years of industry experience, currently with LPL Financial since 2020. She has previously worked with First Allied Advisory Services and Edward Jones, and maintains a business entity, The Fox Alliance Wealth Advisors, established in 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services, including access to model portfolios and institutional platforms.

Elizabeth Nicholson is a financial advisor with Ameriprise in Morrisville, NC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Nicholson serves on the boards of Ridgemont HOA and Independent Animal Rescue. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, delivering detailed, non-discretionary recommendations through a centralized consulting team that combines research, modeling, and tax-efficiency analysis. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Elridge Emery Jr. is a financial advisor with Primerica Advisors in Durham, NC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Primerica Advisors since 1994 and Primerica Financial Services since 1990. His prior work includes roles at the Department of Public Safety and LifeWise Academy. Outside of advising, he is involved in part-time sales of home security and automation products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and supports account execution and custody through BNY Mellon Advisors and Pershing.

Vitaliy Kukhta is a financial advisor with Wells Fargo Clearing in Chapel Hill, NC, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Shari Becker is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 designation and previously worked for seven years at Carolina Home Mortgage. Outside of her advisory role, she owns and tends to a one-acre hobby farm growing blueberries and blackberries. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial services. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Kyle Maxwell is the Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2019. He has been with Fidelity Investments since 2011, progressing through positions including Financial Representative, Investment Consultant, and Financial Consultant before his current role. His professional focus is on understanding clients' personal needs and concerns, collaborating with them to build comprehensive wealth strategies tailored to those needs. Kyle's approach involves assisting clients with important financial decisions through personalized guidance aimed at working toward their financial success. His position at Fidelity Investments enables him to provide clients with diverse investment choices, investment experience, and client service. Further details regarding his education, credentials, personal interests, or community involvement are not provided.

Nga Pho is a financial advisor at Morgan Stanley in Chapel Hill, NC, with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley and Edward Jones, among other firms. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client engagements and corporate financial planning agreements.

Florence Smith is a CFP® professional with seven years of industry experience, currently advising clients at Raymond James & Associates in Chapel Hill, NC. Prior to joining Raymond James, she worked briefly at Amphora Wealth Management and spent time focused on CFP education and exams. Smith serves as Treasurer and board member of the Hillsborough Arts Council, a nonprofit organization. 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 non-discretionary financial planning and consulting supported by extensive research and multiple portfolio management styles.

Michael Esser is a CFP® and ChFC® credentialed financial advisor with 17 years of industry experience. He has been with Edward Jones since 2008, based in Durham, NC. Esser serves on the North Carolina Bar Association’s Investment Committee, where he advises on investments. Edward Jones is a full-service wealth management firm with over 23,700 advisors serving a diverse client base, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions under a fiduciary standard, supported by a large branch network and affiliated financial services.

James Cobb is a Planning Consultant at Fidelity Investments, where he collaborates with clients to understand their personal values and financial goals, working together to develop tailored financial plans. He is part of a team dedicated to helping clients build personalized plans that they feel comfortable and confident with. He joined Fidelity Investments in 2021, progressing from Workplace Planning Consultant I to Planning Consultant within the organization. Prior to Fidelity, James worked as an Associate Financial Advisor at Fortress Financial Partners from 2020 to 2021.

Tyler Parker is a financial advisor at Cetera with four years of industry experience and holds a Series 66 designation. His prior roles include positions at Minnesota Life Insurance, Securian Financial Services, and North Star Resource Group. Outside of advisory work, he is involved as an agent/broker offering fixed insurance and group benefits through North Star Consultants and North Star Brokerage Group. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a range of portfolio management and financial planning services through a multi-manager platform with various program structures and access to third-party money managers.

Henry Newton is a financial advisor at Edward Jones with 27 years of industry experience. He has held roles at Edward Jones since 1998, with a two-year period at Wells Fargo Clearing from 2018 to 2020. Newton holds the CFP® designation as well as Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds.