Cynthia Royal is a Series 66-licensed financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones in 2023, she worked at ABH Ventures and held roles as an independent sales consultant and at GSK China. She owns rental properties at ski resorts in Japan, which are fully managed by a local company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated services. The firm operates under a fiduciary standard and is notable for its extensive retail advisor network, affiliated mutual funds, and a trust company.

Justin Davis is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. He previously worked at John Hiester Chevrolet and has background experience in language education. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction using a combination of fundamental research, quantitative analysis, and algorithmic methods. The firm also serves as a commodity pool operator and advisor to multiple registered investment companies.

Daniel Van Hemert is a financial advisor with Fidelity Investments in Durham, NC, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity, he worked in the hospitality industry, including roles as a server and bartender at Bombolo, a restaurant in 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 deliver model portfolios and manage funds.

Jacob Samuels 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 joining Fidelity, he held roles at Gerson Lehrman Group, Camden Property Trust, and Appalachian State University, among others. 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 uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Colin Moor is a Financial Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he progressed through several positions at Fidelity Investments, including Workplace Planning Consultant III, II, and I, as well as Workplace Planning Associate, spanning from 2021 to 2024. Before joining Fidelity, he worked as a Financial Advisor at Northwestern Mutual from 2020 to 2021. His professional experience encompasses financial consulting and workplace planning, focusing on constructing personalized financial plans that address the evolving needs of clients and their families. He holds insurance licenses in Arkansas and California. Outside of his professional work, Colin enjoys baseball, football, spending time at the beach, attending social events with friends, and visiting museums.

Nicholas Cellini is a financial advisor at Edward Jones in Hillsborough, NC, holding a Series 66 designation. He has been with Edward Jones since 2022. Prior to his current role, he held various positions including work in the food service industry and roles linked to Appalachian State University and Cedar Ridge High School. 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, including discretionary and non-discretionary strategies, and operates with a nationwide network of financial advisors and branch offices.

Andrew Clark is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated entity since 2014. Outside of his advisory role, Clark is involved as a member of AJ2 Capital Ventures, LLC and TAY-J Capital LLC, reflecting interests beyond traditional financial advising. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers a range of financial planning and investment management services through independent financial professionals, utilizing proprietary and third-party strategies across multiple platform arrangements.

Thuy Dung Nguyen is a financial advisor with Fidelity in Durham, NC, holding a Series 66 designation and two years of industry experience. Prior to joining Fidelity, Nguyen held positions at Brex, Curology, The Washington Center, Course Hero, and other organizations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad range of investment vehicles.

Jack Gould is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. His prior work experience includes roles outside the financial sector, such as at FedEx and retail companies. Fidelity Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base including retail and institutional investors. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios comprising mutual funds, ETFs, and ETPs, while also serving as a formal advisor to multiple registered investment companies.

Robert Lorelli is a CFP® with over 31 years of industry experience, currently serving at Fidelity Investments. His career includes roles at Regions Bank, United Parcel Service, Cetera, and TIAA. Lorelli holds Series 63, 65, and 66 licenses. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs.

Cody Boone is a financial advisor at Fidelity with two years of industry experience. He holds the Series 66 designation and has prior roles at firms including Matheson Inc, Automatic Data Processing Inc, Techtronic Industries Inc, and Orthofix. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a proprietary investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its advisory role to multiple registered investment companies and its use of algorithmic methods and AI in research.

Maria Litzinger is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Edward Jones in Cary, NC. She has eight years of industry experience, having worked at Edward Jones since 2018 and previously at United Therapeutics from 2013 to 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,000 advisors, offering discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment options.

Madhulavi Majumder is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has been with the firm for 23 years, focusing on developing and consistently reviewing wealth management strategies that align with her clients' personal goals and resources. Her client focus areas include family wealth management strategies, legacy planning, liquidity management, retirement planning, socially responsible and ESG investing, women and wealth, tax minimization, and retirement income. She holds a Master of Business Administration degree from the Simon School of Business in Rochester, NY, a bachelor's degree from Lady Shriram College, and a master's degree from Delhi University. Madhulavi holds the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She is multilingual, with proficiency in Bengali, English, and Hindi. Outside of her professional role, Madhulavi is actively involved in social and charitable work through organizations including Shukr7 and SankalptRTP. She participates in various community groups such as the Bengali Association of North Carolina, Chinmaya Mission of RDU, and others. Her personal interests include music, singing, traveling, yoga, acting on stage, and spending time with her husband and two children.

Elizabeth Whitsel is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 20 years of industry experience. Her prior roles include positions at First Horizon, SunTrust Advisory Services, SunTrust Bank, SunTrust Investment Services, and Banc of America Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by extensive operational tools and a broad network of over 22,800 advisors.

Harrison Wright is a Planning Consultant at Fidelity Investments, where he specializes in delivering personalized financial planning experiences that help clients align their goals with actionable strategies. He collaborates closely with Financial Consultants to identify opportunities, strengthen client relationships, and pursue long-term financial success. Harrison has progressed through various roles at Fidelity Investments, including Investment Solutions Representative II, Investment Solutions Representative I, and Customer Relationship Advocate. His professional focus includes a strong foundation in financial planning concepts and client advocacy, guiding clients through key decisions with clarity and confidence. He holds insurance licenses in Arkansas and California. Outside of his professional role, Harrison has personal interests in cooking and baking, golf, movies, and skiing.

Michael Hughes is a Series 66-licensed financial advisor at Edward Jones in Hillsborough, NC, with 13 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Nancy Williams is a financial advisor with Cambridge Investment Research Advisors in Durham, NC. She holds Series 63 and Series 65 licenses and has 13 years of industry experience, including 10 years with Cambridge Investment Research Advisors. Williams serves as president of the Blue Devils Toastmasters and holds board positions with the Colony West Advisory Board and the Hinton Mill Owners Association. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals and employs a range of discretionary and non-discretionary investment strategies.

Richard Walsh is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, he worked at Uber and held positions at UNC Chapel Hill’s Office of Sponsored Research. Outside of finance, he is involved in delivering flowers during busy holidays for Fallons Flowers. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and systematic methodologies in its investment process.

Nicholas Kolb is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, he worked in various roles including at Colby's Ice Cream & Bake Shop LLC and as an independent contractor. Outside of his advisory work, he serves as a youth ice hockey referee on weekends. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Julio Aguirre is a financial advisor at Merrill in Cary, NC, holding a Series 66 designation with one year of industry experience. He has been with Merrill since 2007 and also has experience at Bank of America, N.A. since 2025. 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.