Austin Taylor is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. His prior experience includes roles at Morgan Stanley Smith Barney LLC and multiple financial and insurance firms. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide through a large network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and both discretionary and non-discretionary management approaches.

Jennifer Hoselton is a financial advisor with UBS Financial Services in Chapel Hill, NC, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. She has been with UBS Financial Services since 2009. UBS Financial Services offers brokerage and investment advisory services to individual, corporate, and institutional clients, combining fiduciary financial planning with institutional trading capabilities and research-driven portfolio management.

Tanner Elwood is a financial advisor with J.P. Morgan Securities in Raleigh, NC, holding Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at JPMorgan Chase Bank and First Command, as well as military service in the United States Marine Corps from 2020 to 2025. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Lindsy Lassere is a financial advisor at Fidelity with five years of industry experience. She holds a Series 66 designation and has held roles at Fidelity Investments since 2021, following a year at MassMutual Life Insurance Co and MML Investors Services LLC. Prior to her financial career, she worked for Wake County Public Schools at Vance Elementary School for five years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios composed of mutual funds, ETFs, and ETPs.

Kwabena Adabor is a financial advisor at Fidelity with a Series 66 credential and two years of industry experience. His prior work includes roles at DACE LLC, Charter Communications Inc., Conduent Inc., and Wright State University. 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 discretionary and non-discretionary portfolios as well as fund advisory services.

Ryan McCauley is a Financial Consultant at Fidelity Investments, where he has been serving since 2024. He works with clients to build customized financial plans tailored to their individual needs, focusing on education to help clients gain comfort and confidence with their financial strategies. His approach emphasizes simplifying clients' financial lives through collaboration. Ryan has accumulated experience in various roles at Fidelity Investments since 2018, including positions as Investment Consultant, Workplace Planning Consultant, Workplace Planning Associate, and Financial Associate. This range of experience has contributed to his expertise in financial planning and investment consultation. Outside of his professional responsibilities, Ryan has interests in baseball, football, golf, reading, and running.

Anthony Licht is a financial advisor at Fidelity with four years of industry experience and holds the Series 66 designation. His prior work includes roles at Levitate/Real Magic, Harris Teeter, Hilton North Raleigh, and DoubleTree Raleigh/Durham. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management, fund advisory, and model portfolio delivery. The firm’s investment process integrates proprietary fundamental research with quantitative analysis and uses algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Christopher Gray is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He assists clients and their families in achieving financial clarity through education, personalized goal setting, and holistic planning. His work encompasses retirement lifestyle planning, tax-efficient investing, estate planning considerations, charitable giving, and complex strategies tailored to each client's unique goals and values. Prior to his current role, Christopher held several positions at Fidelity Investments, including Financial Consultant I and Investment Solutions Representative, spanning from 2021 to 2024. Before joining Fidelity, he worked as a Personal Banker and Home Preservation Specialist at Wells Fargo Bank NA from 2019 to 2021. He holds insurance licenses in Arkansas and California. Outside of his professional career, Christopher has interests in comedy, family activities, food, outdoor adventures, parenthood, and traveling.

Melissa Hasty is a financial advisor at Fidelity with 9 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior work includes roles at Fidelity Brokerage Services LLC and Madison Property Management Solutions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe.

Joseph Link is a financial advisor with Raymond James Financial Services Advisors, Inc. in Durham, NC. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he has been associated with Four Corners Advisor Group and Causey Financial Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client goals, while also maintaining notable municipal advisory capabilities and specialized SIMPLE IRA advisory programs.

Gavin Dabkowski is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, he spent four years at Clemson University and thirteen years with Peters Township School District. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to diverse clients, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including multi-manager and fund-of-funds structures.

Johnaustin Chapman is a CFP®-certified financial advisor with Edward Jones in Chapel Hill, NC, where he has worked since 2013. He has 12 years of industry experience and is a founding partner of Chapman & One, a market research firm that provides insights on competition, pricing, and opportunities for start-up clients. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of advisors.

Rodney Hooks Jr. is a financial advisor with Edward Jones in Durham, NC, holding a Series 66 license and having 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Gilner is a financial advisor with LPL Financial based in Chapel Hill, NC. He holds Series 63 and Series 65 designations and has 29 years of industry experience, including 22 years with LPL Financial. Gilner is also appointed as an agent with Ameritas Life Corporation, involved in non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Hudson Wilson is a financial advisor with Fidelity Investments based in Durham, NC, holding Series 63 and Series 66 designations and seven years of industry experience. His prior roles include positions at MML Investors Services, Mass Mutual Life Insurance Company, and Northwestern Mutual. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction.

Ryan Mcdonald is a Series 66-licensed financial advisor at Fidelity Investments with four years of industry experience. Prior to his current role, he worked in various service and retail positions including at MattressFirm and DSW. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of fundamental research and quantitative analysis to construct model portfolios, and it maintains regulatory registrations and governance procedures that support its advisory activities.

Glenn Grimsley is a financial advisor at Fidelity with 16 years of industry experience. He holds the Series 63 and Series 66 designations and has been associated with various Fidelity entities since 2007. Fidelity’s Strategic Advisers LLC, where Glenn is affiliated, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, utilizing systematic methodologies and long-term asset allocation benchmarks.

Patrick Flores is a financial advisor with Morgan Stanley in Chapel Hill, NC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney since 2009, alongside prior experience at Citigroup Global Markets beginning in 2007. 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 utilizes structured discovery processes and modeling tools such as Monte Carlo simulations in its planning services.

Ameen Jaroush is a Series 66-licensed financial advisor with Fidelity in Durham, NC, and has four years of industry experience. His work history includes roles at Fidelity Investments, Wells Fargo, and the University of North Carolina at Greensboro. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors, utilizing a blend of proprietary research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs.

Paul Clark is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2023, with prior roles at Sunlight Financial and several other companies. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, manages fund-of-funds structures, and delivers model portfolios using systematic methodologies and long-term asset allocation benchmarks.