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.

Kenneth Debutts is a financial advisor at Fidelity with four years of industry experience. He holds the Series 66 designation and previously worked at Harker Research, Inc. for seven years. 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 blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its registration as a commodity pool operator and its use of AI in research.

David Smith is a financial advisor at Fidelity with four years of industry experience. He holds the Series 66 and Series 63 credentials. Prior to joining Fidelity, he worked at Jewish for Good and Thought Leader Select LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a diverse range of investment products.

R Flintom is a financial advisor with Morgan Stanley in Chapel Hill, NC, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets beginning in 2001. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Jeremy Lamm is a financial advisor with Fidelity in Durham, NC, holding a Series 66 designation and four years of industry experience. Prior to his work at Fidelity, he held positions in the retail and service sectors, including roles at Bailey's Fine Jewelry and Home Care Pulse. Outside of advising, he has experience driving sales and assisting customers in fine jewelry retail. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves both retail and institutional investors and is noted for its use of systematic methodologies and its advisory roles with registered investment companies.

Micah Miller is a Financial Consultant at Fidelity Investments, a role held since 2026. In this capacity, he works with clients to develop personalized financial plans that aim to simplify complex decisions and help clients maintain focus on their key financial goals. Before becoming a Financial Consultant, Micah served as an Investment Consultant at Fidelity Investments from 2024 to 2026. Prior to that, he was a Workplace Planning Consultant at the same company from 2022 to 2024. These roles have contributed to his experience in various aspects of financial planning and consulting. Outside of his professional work, Micah has interests in comedy, golf, pets, and yoga.

Mohammad Waqas is a financial advisor at Merrill based in Chapel Hill, NC, with a Series 66 designation and four years in the industry. His prior experience includes roles at JPMorgan Chase, Bank of America, and IBC Bank, as well as a position at Jet It and involvement with Cellphones 4 Us. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a variety of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Hayden Leonard is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including The Vanguard Group, TD Ameritrade, and First Citizens Investor Services. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, including registered investment companies and fund-of-funds.

William Peyton Jr. is a Series 66-registered financial advisor with UBS Financial Services in Chapel Hill, NC, with 17 years of industry experience. He has been with UBS Financial Services since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers proprietary research and a broad range of capital markets solutions.

Edward Tiryakian is a financial advisor with Osaic Wealth, Inc. in Durham, NC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He worked at Triad Advisors, Inc. for 18 years before joining Osaic in 2024. He also serves as an adjunct professor at Duke University, where he teaches a corporate finance course. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through an extensive network of affiliated advisors. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party money managers, utilizing advanced asset-allocation tools and portfolio management strategies.

Allison Shumar is a financial advisor at Fidelity with four years of industry experience. She holds the Series 66 designation and has previously worked at Duke University from 2016 to 2022. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad range of clients, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund-of-funds and model portfolios delivered to intermediary platforms.

Yun Lieh Chuu is a financial advisor with LPL Financial in Raleigh, NC, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. She has been with LPL Financial since 2006. Outside of advisory services, she is involved in the sale of health and fixed insurance products. LPL Financial serves a broad client base including individuals, retirement plans, banks, and corporations, offering financial planning, advisory programs, and brokerage services through a nationwide network of investment adviser representatives. The firm provides both discretionary and non-discretionary management, utilizing a range of model portfolios and research resources.

Seth Church is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 credential and six years of industry experience. His prior work includes roles at Minnesota Life Insurance Company and Securian Financial Services, as well as coaching CrossFit for several years. Outside of advising, he has worked as a CrossFit coach and substitute teacher. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement services through independent Financial Professionals using a variety of portfolio management strategies and platform arrangements.

Jacob Harris is a CFP® professional affiliated with LPL Financial in Raleigh, NC, with nine years of industry experience. Prior to joining LPL Financial in 2017, he worked at Thomas Judy & Tucker P.A. from 2014 to 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and specialized services such as retirement plan consulting and 529 account management.

Eric Schroeder is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 66 and Series 63 licenses and has been with various Fidelity entities since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, model portfolios, and its advisory role to multiple registered investment companies.

Aiyahna Edwards is a financial advisor with Fidelity in Durham, NC, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity, she worked at Good Steward Financial Company for two years. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across a broad investable universe.

William Gregory is a financial advisor at Fidelity with nine years of industry experience. He holds a Series 66 designation and has worked at several firms including Edward Jones, Merrill, Bank of America, and Raymond James Financial Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a methodology that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its advisory roles with registered investment companies, use of algorithmic and AI-driven research, and formal proxy-voting and governance procedures.

Stephen Freeman is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Fidelity, he held various roles including positions at Jersey Mikes and East Carolina University. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as advisor to multiple registered investment companies and fund-of-funds.

David Tate is a financial advisor with Ameriprise in Raleigh, NC, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has been with Ameriprise and its affiliate since 2013. Tate serves on the board of directors for Resurrection Lutheran Preschool in Cary, NC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies. The firm employs a centralized team for its retirement income recommendations, which complement the work of its financial advisors.

Bryan Piccirillo is a CFP® professional financial advisor at Edward Jones in Durham, NC, with nine years of industry experience. Prior to joining Edward Jones in 2017, he worked at Duke University Hospital for one year. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a large nationwide advisor and branch network.