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.

Keith Jackson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Wells Fargo and J.P. Morgan Chase Bank. Outside of his advisory work, he has been involved with TAK30V3RMUSIC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative due diligence and incorporates ESG considerations, with implementation support from affiliated investment management entities.

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.

Alex Crawford is a financial advisor with Primerica Advisors in Mebane, NC, holding Series 63 and Series 65 licenses. He has two years of industry experience, including roles at PFS Investments Inc. and Primerica Financial Services. Crawford also serves in the U.S. Army and attended the United States Military Academy. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients. The firm employs model-driven investment strategies supported by third-party asset managers and provides advisory services through a large network of financial advisors.

David Gilner is a financial advisor at LPL Financial with 30 years of industry experience. He has been with LPL Financial since 2004 and previously worked at WS Griffith Securities, Inc. from 2000 to 2004. Gilner holds the Series 63 and Series 65 licenses. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting a wide range of investment strategies with operational tools for advisors.

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 financial advisor at Fidelity with four years of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments since 2022. Prior to his current role, his work experience includes positions in retail and food service industries. 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. The firm is noted for its use of systematic methodologies, AI-enhanced research, and its advisory role to multiple registered investment companies.

Glenn Grimsley is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Fidelity and its affiliates since 2007. Strategic Advisers LLC, a Fidelity Investments company, 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and deliver model portfolios to intermediary platforms.

Patrick Flores is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2009, as well as at Citigroup Global Markets and A. G. Edwards & Sons, Inc. earlier in his career. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.

Ameen Jaroush is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His prior work includes roles at Uber Eats, the University of North Carolina at Greensboro, Wells Fargo, Wake Technical Community College, Target, and Amazon. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages advisory services with oversight and conflict-of-interest controls.

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.

Charlaine Glaspie is a financial advisor at Fidelity with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2012. 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 process that integrates fundamental research with quantitative and algorithmic portfolio construction, offering model portfolios and advisory services using systematic methodologies and long-term asset allocation benchmarks.

Elliott Davis is a Series 66-licensed financial advisor with Fidelity in Durham, NC, and has six years of industry experience. He has worked with Fidelity Brokerage Services LLC since 2019 and joined Fidelity Investments in 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and consultative services.

Kyle Wilson is a financial advisor at Fidelity with four years of industry experience and holds the Series 66 designation. His prior roles include positions at Express and as an educator at East Carolina University and Northside High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.