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.

Lawrence Allen is a financial advisor at Edward Jones in Cary, NC, holding the CFP® designation along with Series 63 and Series 65 licenses. He has eight years of industry experience, including seven years at Fidelity Bank/Capital Investment Group and five years at PNC prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

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.

Toni Clegg is a financial advisor with LPL Financial in Cary, NC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Linsco/Private Ledger Corp., affiliated with LPL Financial, since 2005. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its advisors with various investment strategies and technology tools while managing over $819 billion in discretionary assets through a network of more than 22,800 advisors.

Misty Bussey is a financial advisor with Edward Jones in Cary, NC, holding the ChFC® and Series 66 designations and bringing eight years of industry experience. She has been with Edward Jones since 2005. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

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.

Haley Egbert is a Planning Consultant at Fidelity Investments, where she collaborates with clients and advisors to develop personalized and holistic financial plans. She focuses on building client relationships founded on trust, honesty, integrity, and reliability, aiming to empower clients in achieving their financial goals. Prior to her current role, Haley worked as a Financial Services Representative at Fidelity Investments. She holds insurance licenses in Arkansas and California, supporting her work in financial planning and advisory services. Outside of her professional work, Haley has personal interests including boating, food, football, gardening, lake activities, and swimming.

David Stuckey is a financial advisor at OSAIC with 41 years of industry experience. He holds Series 63 and Series 66 designations and has been with OSAIC since 1997. He also has a long tenure at Northwestern Mutual Life Insurance Company beginning in 1984. Outside of his advisory role, he assists clients with life insurance, disability insurance, fixed annuities, and long-term care insurance through his sole proprietorship. OSAIC Wealth serves a broad client base including retail and institutional investors, offering a range of brokerage and advisory services with a model-based investment approach that incorporates asset allocation, portfolio optimization, and multiple program options. The firm is notable for its large scale, affiliate network, and recent consolidation activities.

John Lyle is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at Valic Financial Advisors and experience in retail at Polo Ralph Lauren Factory Store. Strategic Advisers LLC, a Fidelity Investments company, 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 manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Jonathan Hill is a financial advisor at OSAIC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Woodbury Financial Services and Questar Capital Corporation. Outside of his advisory role, Hill acts as a trustee for a family trust and operates a sole proprietorship focused on health, life, and disability insurance sales. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment approach centered on model-based asset allocation, portfolio optimization, and multi-advisor platform integration.

Constance Mix is a financial advisor at OSAIC with Series 63 and Series 65 credentials and three years of industry experience. Her prior work includes roles at Wells Fargo Clearing and Oklahoma Central Credit Union. OSAIC serves a diverse clientele, including retail and institutional investors, with a multi-advisor platform offering brokerage and advisory services such as financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach relies on model-based asset allocation and portfolio optimization supported by various analytical tools and options for discretionary and third-party managed strategies.