Blake Seibert is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2018, including a role at Morgan Stanley Private Bank, N.A. Prior to that, he held positions at Charles Schwab and Fleishel Financial Associates. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and research.

Noah Pettee is a financial advisor with Cetera and holds a Series 66 designation. He has two years of industry experience and has worked at Cetera and Cetera Wealth Services, LLC since 2024. Outside of his advisory role, he is a lead server at Stoney River Steakhouse and Grill. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and uses a multi-manager platform that provides access to affiliated and third-party managers across multiple program structures.

Christopher Corini is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016. Prior to that, he was employed at Raymond James Financial and Raymond James Financial Services, Inc. from 2008 to 2011. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics to evaluate investment options within a broad platform.

Christina Taylor is a financial advisor with Morgan Stanley in Chapel Hill, NC, holding a Series 66 designation and nine years of industry experience. She has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm’s approach incorporates structured discovery conversations and firm-approved planning tools to support client financial plans.

Gregory Wells is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, he worked at the North Carolina Healthcare Association and Lifetime Fitness. 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 an adviser to multiple registered investment companies and utilizes systematic methodologies in portfolio management.

David Burk is a financial advisor with LPL Financial in Durham, NC, holding a Series 66 credential and bringing 26 years of industry experience. His career includes roles at Cuso Financial Services, Coastal Federal Credit Union, CUNA Brokerage Services, and Equitable Advisors. He is also involved with MassMutual through a non-variable insurance role. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by technology tools and oversight of substantial discretionary assets.

Myisha Nannola is a Financial Consultant at Fidelity Investments, a position she has held since 2023. In this role, she focuses on helping investors create and build custom financial plans tailored to their individual needs. She is dedicated to identifying opportunities for efficiency and providing professional guidance to empower clients in making sound financial decisions. Prior to joining Fidelity Investments, Myisha served as a Branch Manager at One Main Financial from 2016 to 2023. She brings nine years of experience working with clients in financial services, emphasizing the importance of thoughtful investment decisions and avoiding common pitfalls. Outside of her professional work, Myisha enjoys spending time at the beach, engaging in family activities, exploring culinary interests as a foodie, gardening, listening to music, and painting.

Holley Fuller is a financial advisor with Morgan Stanley in Chapel Hill, NC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and analyses to support its advisory services.

Noah Baughn is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, he worked at Zacks Investment Management and UBS Wilmington Wealth Consulting Team. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction in their model portfolios.

Jeffrey Hall is a CFP® with 10 years of industry experience, currently serving at Fidelity in Durham, NC. He has held roles across Fidelity Investments, Fidelity Personal and Workplace Advisors, and FIDELITY Brokerage Services LLC since 2015. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its roles as a commodity pool operator and advisor to multiple registered investment companies, as well as its use of AI and systematic methodologies in portfolio management.

Christopher Moody is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. His career includes roles at Fidelity Investments and Qurate Retail Group, with prior experience at FedEx Ground, United Parcel Service, and Arizona State University. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Leah Ogden is a CFA® charterholder and holds a Series 66 license, with 23 years of experience in the financial services industry. She currently works at Morgan Stanley in Chapel Hill, NC, having previously spent 11 years at Raymond James & Associates. Ogden serves on the board and finance committee of Carolina Meadows CCRC, a nonprofit organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs including financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Barry Davis is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America and Merrill for 14 years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base including registered investment companies and offers specialized services such as fund advisory and model portfolio delivery.

Demarc White is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity Investments in various capacities 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 a Charitable Gift Fund. The firm combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Andrew Metz is a CFP®-certified financial advisor with Edward Jones in Durham, NC, where he has 15 years of industry experience. He has been with Edward Jones since 2011. 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, separately managed accounts, and affiliated funds, supported by a large network of financial advisors and branch offices nationwide.

Jennifer Pianelli is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 designation. Her prior roles include working at Equitable Advisors and Envision Science Academy. Outside of finance, she has experience working as a server and bartender at The Cowfish Sushi Burger Restaurant in Raleigh, North Carolina. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

James Sessoms is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. He previously worked at Capitol Comics of Raleigh and was involved with Knightdale Baptist Church for ten years. 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 utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and offers a distinctive advisory role with various registered investment companies and fund-of-funds.

Muhmad Alzpair is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 designation. His prior work includes roles at Bio-Diesel Productions and DeSimone Research Group, as well as a five-year period at the University of North Carolina - Chapel Hill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as an adviser to multiple registered investment companies and develops model portfolios for Fidelity Institutional Wealth Adviser.

Patrick Hartley is a financial advisor with Morgan Stanley in Chapel Hill, NC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Morgan Stanley since 2011, including time with Morgan Stanley Private Bank, National Association since 2015. He serves on the advisory board of the Kenan Institute of Private Enterprise, focusing on education-related business development and fundraising. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and supports clients through structured planning tools while acting primarily in an advisory capacity.

Andrew Shapiro is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. His prior roles include positions at Liberty Mutual Insurance, Plymouth Rock Assurance, and Enterprise Rent-a-Car. He is based in Durham, NC. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves as an advisor to multiple registered investment companies and employs systematic methodologies and long-term asset allocation strategies.