Alan Collins is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. His career includes roles at Fidelity Brokerage Services LLC since 2008 and Fidelity Personal and Workplace Advisors from 2018 to 2025. He is affiliated with Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients, including IRS-qualified charitable gift funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it serves a broad range of investor types through both discretionary and non-discretionary advisory services.

Alicia Fitzsimmons is a financial advisor at Fidelity with 24 years of industry experience. She holds Series 63 and Series 65 designations and has worked across several Fidelity entities since 2005. Her previous roles include positions at Fidelity Personal and Workplace Advisors and Bb&T Asset Management. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Jennifer Curtis is Vice President and Wealth Planner at Fidelity Investments, a position she has held since 2018. She has been with Fidelity for 17 years, during which she has progressed through several roles including Financial Consultant, Investment Representative, Financial Representative, and Workplace Guidance specialist. Her experience encompasses partnering with clients and their families to navigate financial complexities and develop tailored plans to help achieve their goals. Jennifer emphasizes attentive listening to understand the specific needs and concerns of her clients, working collaboratively to create and execute personalized financial strategies.

Sarah Mc Clain is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors in Raleigh, NC, bringing two years of industry experience. She is also the owner of Wise Women Wealth, a budget coaching business she has operated since 2021. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a network of thousands of financial professionals.

Dylan Schaetzel is a financial advisor at Fidelity with Series 63 and 66 designations and three years of industry experience. He has worked at Fidelity Investments since 2022 and has prior experience at Reed Finance Center and other firms. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm serves retail and institutional investors and is notable for its use of systematic methodologies, AI tools, and its role as an advisor to multiple registered investment companies.

Abigail Emmett is a financial advisor with Fidelity in Durham, NC, holding Series 63 and Series 66 licenses and two years of industry experience. Her background includes roles at Fidelity Investments, Wells Fargo Clearing, and Vacasa, along with earlier positions in hospitality and university settings. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, leveraging a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios using systematic methodologies across mutual funds, ETFs, and ETPs, and provides advisory services including fund management and consultant roles.

Kevin Scharnhorst is a financial advisor with Morgan Stanley in Chapel Hill, NC, holding a Series 66 license and seven years of industry experience. His prior roles include tenures at AXA Advisors, Northwestern Mutual, and Equitable Advisors. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Matthew Conroy is a financial advisor with Charles Schwab in Cary, NC, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior work includes roles at TD Ameritrade Investment Management, LLC and TD Ameritrade, Inc. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines a large-scale, integrated structure with a client relationship model that blends non-discretionary advisory recommendations and access to discretionary separately managed accounts.

Christopher Richards is a financial advisor at Edward Jones with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2003, based in Chapel Hill, NC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.

Anthony Dowling is a financial advisor with Wells Fargo Advisors in Raleigh, NC, holding Series 63 and Series 66 licenses and with 27 years of industry experience. He has been with Wells Fargo Advisors Financial Network since 2009. Dowling serves as a trustee for a 401(k) plan and owns Raleigh Wealth Management Inc. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, with recommendations developed using proprietary research and tools.

Stephanie Kidd is a financial advisor at Raymond James & Associates with 12 years of industry experience. She has been with Raymond James & Associates since 2015 and holds a Series 66 designation. 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 services.

Mark Lockhart is a financial advisor at Fidelity with four years of industry experience. He holds the Series 66 designation and has prior experience with First Command Insurance Services and Military Service. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Anne Lloyd is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2019, previously serving at SunTrust Advisory Services from 2016 to 2019. She serves on the finance committee of Hope Valley Country Club in Durham, NC. 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 manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

John Loesch is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked in various roles within Fidelity since 2006, including positions at Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. 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 combines proprietary research with quantitative analysis and algorithmic portfolio construction, employing model portfolios that utilize mutual funds, ETFs, and ETPs, and holds a distinctive role as a registered commodity pool operator and advisor to multiple registered investment companies.

Rylan Hall is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he held roles at Charles Schwab and worked in education for over a decade. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Morgan Mc Cullen is a financial advisor with Edward Jones in Cary, NC, holding Series 65 and Series 63 licenses. Mc Cullen has worked at Edward Jones since 2026 and previously held roles at Capital Investment Group, Capital Investment Advisory Services, Fidelity Bank, Advocacy Trust, and Cousin Couture. Outside of advisory work, Mc Cullen manages wealth administration operations at Fidelity Bank’s Trust Company of NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Jack Schenk is a financial advisor at Fidelity with four years of industry experience. He holds the Series 66 designation and has previously worked with the YMCA of the Triangle and Enterprise Rent-A-Car. 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 employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Paula Gilovich is an Investment Solutions Representative III at Fidelity Investments, where she has been working since 2022. In her role, she helps clients connect to their financial goals by translating complex financial concepts into clear and practical steps. She specializes in addressing the unique financial issues women face and supports women in planning confidently at every stage of life. Prior to her current position, Paula held roles at Fidelity Investments as a High Net Worth Service Associate in 2022 and as a Customer Relations Advocate from 2021 to 2022. Her experience at Fidelity has equipped her with a comprehensive understanding of investment solutions and client service. Outside of her professional work, Paula has interests in art, Pilates, soccer, surfing, theater, and writing.

Xinyu Feng is a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, Xinyu works directly with clients to understand their current financial situations and introduces solutions available through Merrill and Bank of America. Xinyu aims to empower clients with the knowledge and tools needed to take control of their financial lives and select the platform that best fits their needs. Xinyu specializes in helping clients manage money amidst various competing financial priorities, such as buying a home, saving for education, caregiving for elderly parents, and preparing for healthcare needs. As a Merrill Financial Solutions Advisor, Xinyu collaborates one-on-one with clients to define financial goals and chooses portfolio strategies designed to achieve them. Ongoing advice and portfolio adaptations are part of Xinyu's practice to accommodate changing client situations. Xinyu holds a Personal Investment Advisor (PIA) designation and earned both a Bachelor's and a Master's degree from the University of North Carolina System.

David Marion is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His work history includes roles at Fidelity Investments since 2021 and prior experience at NC State Employees Credit Union. Outside of finance, he operated Marion's Jewelry and Marion's Engravables from 2002 to 2018. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs, while also engaging in fund advisory and consulting services.