Janet Ramsey is a financial advisor with LPL Financial in Durham, NC, holding the CFP® and ChFC® designations along with Series 63 and 65 licenses. She has 41 years of industry experience, including 16 years at Lincoln Financial Securities Corporation prior to joining LPL Financial in 2024. Ramsey is involved with Premier Advisor Group LLC, a non-variable insurance business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services, supported by research and model portfolios from internal and third-party sources.

Chaudhry Adeem Asim is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior roles include positions at National General Insurance and academic institutions such as the University of Alcala and the University of North Carolina at Pembroke. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Terri Ann Lindo is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Prior to joining LPL in 2020, she worked at Cetera Advisor Networks and Summit Financial Group. Outside her advisory work, she is involved with Melalueca, an online wellness company. LPL Financial serves individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs and retirement plan consulting with both discretionary and non-discretionary management options.

Jeffrey Adams is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity in various roles since 2008. 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 utilizes a combination of fundamental research, quantitative analysis, and algorithmic methods in its investment process and serves as an advisor to multiple registered investment companies and fund-of-funds.

Joseph Piescik is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Fidelity Investments and within law enforcement at The University of Dallas Police Department. His background also includes roles in nonprofit and academic settings. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management combined with brokerage, custody, and financial planning services.

Philip Geiger is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Edward Jones since 2005. Based in Raleigh, NC, he also works as a freelance certified flight instructor. Edward Jones is a full-service wealth management firm with over four million clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a large nationwide network of financial advisors and branch offices.

Ryan Polewczak is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2007, where he has served in various positions including Portfolio Specialist, Workplace Planning & Advice Consultant, Executive Participant Services, Non Qualified Plan Services Lead, Registered Representative, and Customer Service Workplace Specialist. His professional experience spans multiple aspects of financial consulting and planning. Ryan holds insurance licenses in Arkansas and California. His approach to financial planning focuses on understanding clients personally and co-creating customized financial plans that align with their goals throughout different stages of life. Outside of his professional work, Ryan's personal interests include cars, family activities, hiking, horseback riding, and parenthood.

Alexander Nelson is a CFP® and Series 66-registered financial advisor with Edward Jones in Durham, NC. He has 10 years of industry experience and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households with varying net worth, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 financial advisors.

Hampton Briley is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at the State of North Carolina and various service and hospitality positions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios.

Matthew Fahys is a financial advisor at Fidelity with Series 63 and Series 66 registrations and two years of industry experience. He joined Fidelity in 2023 after working in real estate and running NpEntertainment, LLC from 2012 to 2019. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator and advises multiple registered investment companies, employing systematic methodologies and formal governance procedures.

Matthew Tapley is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Outside of his advisory role, he has ownership in Jager Baden, LLC, a company involved in the purchase of recreational land. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s investment approach is IPS-driven and based on modern portfolio theory, with a broader range of financial products including insurance-related vehicles and bank deposit sweep options.

Tyler Vodicka is a financial advisor at Fidelity with seven years of industry experience and holds the Series 66 designation. His work history includes roles at Fidelity Brokerage Services LLC since 2018 and Fidelity Investments since 2025. Prior to his financial services career, he worked at Linda's Bar and Grill and the University of North Carolina at Chapel Hill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and model strategies.

Vanessa Haythorn is a CFP® with 16 years of industry experience, currently with Stifel since 2020. She previously worked at Morgan Stanley Private Bank, N.A. from 2015 to 2020. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, providing asset allocation and financial planning analyses to support client decisions.

Dana Drury is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments, Drury held roles at several organizations including Captiv8 and the University of Colorado. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Tyler Davis is a financial advisor at Edward Jones in Chapel Hill, NC, holding a Series 66 designation. He joined Edward Jones in 2026 after working at CISCO Systems for six years and the Texas Rangers Baseball Organization for four years. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the United States.

Jessica Villagrana is a financial advisor at Edward Jones with 14 years of industry experience. She holds the CFP® designation along with Series 63 and Series 66 licenses. Prior to joining Edward Jones in 2019, she worked at Apex Systems and Grand Villa Sales & Marketing Solutions. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Michael Divittorio is a financial advisor at Fidelity with Series 66 and Series 63 credentials and three years of industry experience. His prior work includes roles at several financial firms and brief involvement in the food service industry. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Lauren Newlin is a Planning Consultant at Fidelity Investments, a position she has held since 2025. She focuses on understanding her clients' individual goals and values to develop personalized financial planning strategies. Lauren emphasizes listening to her clients and fostering trust and transparency to support them throughout their financial journeys. Lauren has progressive experience within Fidelity Investments, having served in roles including Investment Solutions Representative II, Investment Solutions Representative I, High Net Worth Associate, and Client Service Representative between 2021 and 2025. This range of positions has provided her with a comprehensive perspective on financial planning and client service. No information about Lauren's education, credentials, personal interests, or community involvement has been provided.

Nicholas Bodnar is a CFP® professional with 12 years of industry experience, currently serving at Edward Jones in Chapel Hill, NC since 2013. He holds the Series 66 designation and has spent his entire advisory career with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Eric O'Brien is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Bank of America, Merrill, Citizens Securities, and Transamerica Capital. Prior to entering the financial sector, he was involved with The Chef's Table for nine years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm’s approach combines fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios using systematic methodologies and long-term benchmarks.