Matthew Desocio is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked at Fidelity since 2021, with prior employment including roles at East Carolina University and Jaguar Land Rover of Raleigh. Fidelity's Strategic Advisers LLC, where Desocio is affiliated, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Joseph Vicars is a financial advisor with Merrill in Chapel Hill, NC, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith, Inc. since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Stephen Reed is a financial advisor with UBS Financial Services in Chapel Hill, NC, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and utilizing proprietary research and model-based asset allocations to tailor client plans.

Brian Reynolds is a CFP® with 26 years of industry experience, currently with OSAIC since 2025 after 25 years at Lincoln Financial Advisors Corp. He serves on the board of the Be The Rainbow Foundation, a nonprofit supporting pediatric cancer families. Reynolds is based in Morrisville, NC. OSAIC serves a wide range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage, advisory, financial planning, and retirement consulting services through a large network of advisers and multiple platforms.

Wendy Palladino is a CFP® professional with 29 years of industry experience, currently serving at Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she owns and manages a rental property via Airbnb in Pinehurst, NC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Jessica Hacker is a financial advisor at Morgan Stanley with 18 years of industry experience. She has worked at Morgan Stanley since 2013 and holds a Series 66 designation. Outside of her advisory role, she operates a photography business, Dan Hacker Photography, managing client communication, accounting, and marketing. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning using structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Timothy Wolfe is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has worked within various Fidelity entities since 2008, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, as well as 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 develop model portfolios across mutual funds, ETFs, and ETPs.

Teresa Travis is a financial advisor with Edward Jones, holding a Series 66 designation and bringing 11 years of industry experience. She has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Wesley Seifert is a financial advisor at Edward Jones in Durham, NC, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2019, he worked at Spirent Communications for seven years. He serves as Vice President and Secretary of Seifert Sports Enterprise, Inc., which operates youth sports leagues in Cary, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

Mitchell Baker is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, he held positions at Oasis Outsourcing and several other companies. Outside of his advisory role, he is involved in streaming and entertainment as a host. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory role to registered investment companies and its use of systematic methodologies and AI in portfolio management.

Lea Townes II is a CFP® with 30 years of industry experience, currently affiliated with LPL Financial. Prior to joining LPL Financial in 2025, Lea worked at First Horizon for six years and held roles at Wells Fargo Clearing and WELLS FARGO Advisors from 2013 to 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with access to research and model portfolios.

Lili Engelhardt is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, she was associated with Sky Leap LLC for nine years, a manufacturing business in which she retains ownership but no longer manages daily operations. Edward Jones is a full-service wealth management firm serving more than four million 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.

Kyle Beverly is a Financial Consultant at Fidelity Investments, where he has been working since 2024. Prior to this role, he served as an Investment Management Consultant and a Workplace Planning Consultant at Fidelity Investments from 2019 to 2024. Before joining Fidelity, he worked as an Associate Financial Advisor at Northwestern Mutual from 2016 to 2019. Kyle specializes in tax-efficient investment strategies, retirement distribution planning, and portfolio construction. He focuses on creating financial plans tailored to each client's unique situation and helps clients understand how their financial decisions impact their long-term goals. He holds insurance licenses for Arkansas and California. Outside of his professional work, Kyle enjoys family activities, fitness, football, movies, music, and parenthood.

Alexandra Tyburski is a financial advisor at Stifel with a Series 66 credential and one year of industry experience. Prior to joining Stifel, she held various roles including positions at Pizzeria Faulisi and Art of STEM. Stifel serves a broad range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Wilton Drake III is a financial advisor with Equitable Advisors in Chapel Hill, NC, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with AXA Advisors, LLC. Outside of his advisory role, he owns Brass N Sassy, a business based in Henderson, NC. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates a dual-registered model, delivering advisory and brokerage solutions through various program sponsors and third-party managers.

Connor Miles is a Financial Consultant at Fidelity Investments, a role he has held since 2023. Prior to this, he worked at Fidelity Investments as a Workplace Planning Consultant I, II, and III from 2022 to 2023. Connor partners with clients to understand their short and long-term financial goals and helps build customized financial plans tailored to their unique needs. He places importance on forming strong relationships with clients and their families, focusing on trust, reliability, and competency. Connor holds insurance licenses for Arkansas and California. Outside of his professional work, he engages in personal interests such as fishing, reading, running, and skiing.

Zane Hill is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity, he worked at multiple elementary schools from 2015 to 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, applying a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Leith Ali is a CFP® professional at Fidelity with two years of industry experience. He has held multiple roles within Fidelity Investments since 2023. Outside of his advisory work, he operates a retail and reselling business focused on collectibles and maintains a music recording and streaming venture as an owner and artist. Fidelity, through its subsidiary Strategic Advisers LLC, 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 using a systematic, long-term asset allocation approach.

Tami Ellen Schlossberg is a financial advisor with UBS Financial Services in Durham, NC, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. She has been with UBS Financial Services since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client plans.

David Mc Bride is a financial advisor with Merrill based in Chapel Hill, NC, holding a Series 66 designation and four years of industry experience. Prior to joining Merrill and Bank of America, N.A., he held positions at several firms including ChannelAdvisor and National Coating & Supplies. He was previously the owner of Quality Steel Structure LLC, a business focused on metal building sales and installation, which he is in the process of closing. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies tailored to individuals, high-net-worth clients, and institutional investors.