Keith Dasilva is a CFP® with 29 years of industry experience, currently serving at Wells Fargo Clearing since 2016. His prior experience includes roles at Morgan Stanley and Citigroup Global Markets. He is a finance committee member and board member at El Futuro, where he participates in financial oversight and strategic discussions. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm utilizes research and analytics to inform its investment approach while offering a broad range of brokerage and advisory solutions.

Allen Parker is a CFP®-certified financial advisor with Edward Jones, based in Durham, NC, and has 22 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, he owns and maintains a rental property in Chapel Hill, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options. The firm manages over $1 trillion in assets and supports its clients through a large network of advisors and branch offices nationwide.

Ryan Towner is a CFP® with 20 years of industry experience, currently serving at Fidelity. His prior roles include positions at TD Ameritrade from 2006 to 2015 and various Fidelity affiliates from 2015 onward. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory roles to multiple registered investment companies, and incorporation of AI-driven research techniques.

Robert Merdes is a financial advisor with Fidelity in Durham, NC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked across several Fidelity entities since 1993, including Brokerage Services, Personal and Workplace Advisors, and currently with Strategic Advisers LLC. Outside of his advisory role, he owns a real estate investment LLC and serves as a trustee for a lending trust. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines proprietary research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios primarily composed of mutual funds, ETFs, and ETPs.

Chen Anna Grundland is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. Her prior experience includes positions at Bank of America and Amazon WVCS LLC. She serves as the secretary of the Greenway Condominium Association board, where she participates in meeting documentation and approval of community projects. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients using a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages portfolios composed of mutual funds, ETFs, and ETPs and offers advisory services including fund management and model portfolio delivery.

Brian Ligett is a financial advisor at Fidelity with Series 65 and Series 66 licenses and five years of industry experience. His prior roles include positions at Encompass More, Appreciation Financial, Feedtrail, and Weatherby Healthcare. He is based in Durham, NC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios that utilize mutual funds, ETFs, and ETPs.

Alex Butler is a Planning Consultant at Fidelity Investments, where they support clients and their families in achieving financial clarity. In this role, Alex focuses on education, personalized goal setting, and holistic planning to address various aspects of clients' financial goals. Alex's expertise includes retirement lifestyle planning, tax-efficient investing, estate planning considerations, and charitable giving. Their professional experience at Fidelity Investments spans several positions, including Investment Solutions Representative I & II and Customer Relationship Advocate, demonstrating a progression in roles since 2023. Alex holds insurance licenses in Arkansas and California. Outside of work, Alex has interests in baseball, music, parenthood, running, and singing.

Chrisander Crisostomo is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 licenses. Prior to his current role at Fidelity, Crisostomo worked at Holly Springs Public Works and Infiniti of Apex. Fidelity’s Strategic Advisers LLC 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Sean Fenton is a financial advisor with Morgan Stanley in Chapel Hill, NC, holding a Series 66 designation and 19 years of industry experience. His career includes roles at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015, as well as a prior position at Citigroup Global Markets from 2007 to 2009. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning approach utilizes structured discovery conversations and approved tools to model outcomes, serving clients primarily in an advisory capacity.

Michalene Olson is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fidelity Investments and Fidelity Personal and Workplace Advisors since 2008. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services and manages model portfolios with oversight controls that address conflicts of interest.

Noah Brass is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop personalized financial plans aligned with their individual goals and preferences. His approach emphasizes a relationship-centered, collaborative planning process supported by Fidelity's resources to create and implement strategies aimed at helping clients achieve their unique definitions of success. Since joining Fidelity Investments in 2021, Noah has held multiple roles, including Investment Consultant and various levels of Workplace Planning Consultant, gaining experience that informs his current work. His professional journey within Fidelity has provided him with insight into investment consulting and workplace planning. Outside of his professional responsibilities, Noah engages in family activities and enjoys golf, spending time with pets, and reading.

Becky Leever is a financial advisor at Fidelity with the Series 66 designation and four years of industry experience. Her prior roles include positions at Bank of America and Southern Bank and Trust before joining Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios using mutual funds, ETFs, and ETPs.

Dante Porter is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, he worked at State Employees Credit Union for six years and has a background in retail through his ongoing role at Best Buy, where he manages inventory and merchandising. Fidelity, through its Strategic Advisers LLC subsidiary, offers investment management and advisory services to a diverse client base including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management, with notable activities including commodity pool operations and advisory roles for registered investment companies.

Erin Price is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds the Series 66 designation and previously worked at Merrill for a combined total of 16 years. 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 financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Richard Dove II is a financial advisor at Edward Jones with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including First Citizens Investor Services, First Citizens Bank, First Horizon Bank, and SunTrust. Outside of his financial career, he serves as a Minister of Music at Bible Gospel Church and performs as a musician for various events. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Mark Avitabile is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 16 years of industry experience. He has been with Wells Fargo Clearing since 2016. He holds an inactive Indiana state law license. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. 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 data.

Brandon Mendoza is a Financial Advisor at Merrill Lynch Wealth Management. He works with individuals and families, particularly specialized professionals in the Research Triangle, to organize their financial lives, define meaningful goals, and build personalized strategies for the future. His approach emphasizes thoughtful planning, clear communication, and ongoing commitment to helping clients make informed financial decisions. Brandon's expertise includes general investing, retirement planning, and saving for unexpected events. He takes time to understand what is important to each client in order to help them develop strategies aligned with their priorities. He holds professional designations including Accredited Wealth Management Advisor (AWMA) and Personal Investment Advisor (PIA), and has a Bachelor's Degree from the University of North Carolina at Chapel Hill. In addition to his professional commitments, Brandon is a member of Kappa Alpha Psi Fraternity, Inc. His personal interests include basketball, boxing, fishing, football, music, painting, running, spending time with family, traveling, and watching movies.

Andrew Lange is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. He has worked at Fidelity Investments since 2023 and previously held roles at Northwestern Mutual and several other organizations. 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 to deliver model portfolios and fund advisory services.

Stephen Hedrick is a financial advisor at Edward Jones in Apex, NC, holding the ChFC® designation and Series 66 license with seven years of industry experience. He joined Edward Jones in 2019 after six years at Davis Chevrolet Buick GMC. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and maintaining a large network of advisors and branch offices nationwide.

Kyle Jackson is a Planning Consultant at Fidelity Investments, a role he has held since 2025. In this capacity, he collaborates with clients to develop financial plans aimed at helping them achieve their financial goals, and he creates engagement strategies tailored to each client's unique planning needs. Prior to this, Kyle held several positions within Fidelity Investments, including Investment Solutions Representative 2 and 1, as well as Customer Relationship Advocate, gaining experience across various facets of client service and investment solutions from 2023 to 2025. Outside of his professional work, Kyle is interested in baseball, beach activities, football, social events with friends, and movies.