Robert Merdes is a financial advisor with Fidelity who holds the Series 63 and Series 65 credentials and has 32 years of industry experience. He has worked at various Fidelity affiliates since 1993. Outside of his advisory role, he is the owner of a real estate investment company and serves as a trustee of a lending trust. Fidelity Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

David Mc Dowell is a financial advisor at Osaic in Raleigh, NC, with two years of industry experience and a Series 66 designation. Prior to joining Osaic, he held roles at James River Insurance, First Citizens Bank, and Appalachian State University. His other business activities include serving as a financial advisor at Capitol Financial Solutions and working as an insurance broker with Carter McDowell. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutional clients, offering integrated brokerage and investment advisory services. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management, with access to multiple third-party money managers and advisory platforms.

Chen Anna Grundland is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. Her prior experience includes positions at Bank of America and Amazon WVCS LLC. She serves as the secretary of the Greenway Condominium Association board, where she participates in meeting documentation and approval of community projects. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients using a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages portfolios composed of mutual funds, ETFs, and ETPs and offers advisory services including fund management and model portfolio delivery.

Brian Ligett is a financial advisor at Fidelity with Series 65 and Series 66 licenses and five years of industry experience. His prior roles include positions at Encompass More, Appreciation Financial, Feedtrail, and Weatherby Healthcare. He is based in Durham, NC. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios that utilize mutual funds, ETFs, and ETPs.

Alex Butler is a Planning Consultant at Fidelity Investments, where they support clients and their families in achieving financial clarity. In this role, Alex focuses on education, personalized goal setting, and holistic planning to address various aspects of clients' financial goals. Alex's expertise includes retirement lifestyle planning, tax-efficient investing, estate planning considerations, and charitable giving. Their professional experience at Fidelity Investments spans several positions, including Investment Solutions Representative I & II and Customer Relationship Advocate, demonstrating a progression in roles since 2023. Alex holds insurance licenses in Arkansas and California. Outside of work, Alex has interests in baseball, music, parenthood, running, and singing.

Chrisander Crisostomo is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 licenses. Prior to his current role at Fidelity, Crisostomo worked at Holly Springs Public Works and Infiniti of Apex. 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Sean Fenton is a financial advisor with Morgan Stanley in Chapel Hill, NC, holding a Series 66 designation and 18 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and worked at Morgan Stanley Private Bank, National Association since 2015. Prior to that, he was employed by Citigroup Global Markets beginning in 2007. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and models, emphasizing that clients are responsible for implementing and updating their plans.

Michalene Olson is a financial advisor at Fidelity with 17 years of industry experience. She holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2008. Olson is based in Durham, NC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, including charitable funds and registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs, and it also serves as an adviser to multiple registered investment companies.

Price French is a financial advisor with Osaic, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at The Potter Financial Group, Commonwealth Financial Network, Kestra Financial Services, Inc., and has operated The French Financial Firm, LLC since 2003. French is also a registered representative of Capital Financial Solutions, focusing on securities, insurance, and fixed annuities. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients, offering brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios and supports multiple advisory platforms and legacy program transitions.

Elizabeth Watkins is a financial advisor with OSAIC in Raleigh, NC, holding Series 63 and Series 65 licenses and 14 years of industry experience. She previously worked at Lincoln Financial Securities and Ameriprise Financial Services and has been involved with ESPN / Ming Ling Entertainment for over two decades. In addition to her advisory role, she serves as a notary and acts as a registered agent for several LLCs. OSAIC serves a wide range of clients, including individual, high-net-worth, institutional, and charitable organizations, offering integrated brokerage and advisory services with various portfolio management tools and third-party solutions.

Noah Brass is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop personalized financial plans aligned with their individual goals and preferences. His approach emphasizes a relationship-centered, collaborative planning process supported by Fidelity's resources to create and implement strategies aimed at helping clients achieve their unique definitions of success. Since joining Fidelity Investments in 2021, Noah has held multiple roles, including Investment Consultant and various levels of Workplace Planning Consultant, gaining experience that informs his current work. His professional journey within Fidelity has provided him with insight into investment consulting and workplace planning. Outside of his professional responsibilities, Noah engages in family activities and enjoys golf, spending time with pets, and reading.

Becky Leever is a financial advisor at Fidelity with the Series 66 designation and four years of industry experience. Her prior roles include positions at Bank of America and Southern Bank and Trust before joining Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios using mutual funds, ETFs, and ETPs.

Dante Porter is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, he worked at State Employees Credit Union for six years and has a background in retail through his ongoing role at Best Buy, where he manages inventory and merchandising. Fidelity, through its Strategic Advisers LLC subsidiary, offers investment management and advisory services to a diverse client base including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management, with notable activities including commodity pool operations and advisory roles for registered investment companies.

Richard Dove II is a financial advisor at Edward Jones with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including First Citizens Investor Services, First Citizens Bank, First Horizon Bank, and SunTrust. Outside of his financial career, he serves as a Minister of Music at Bible Gospel Church and performs as a musician for various events. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

William Miller is a financial advisor with Edward Jones in Raleigh, NC, holding a Series 66 designation and over seven years of industry experience. His prior work includes roles at First Bank, Evolve Bank & Trust, Prime Mortgage Lending, and Bank of Clarke County. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branches.

Mark Avitabile is a financial advisor with Wells Fargo Clearing in Durham, NC, holding a Series 66 designation and 15 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2010 to 2016. Avitabile holds an inactive law license from the State of Indiana. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Brandon Mendoza is a Financial Advisor at Merrill Lynch Wealth Management. He collaborates with individuals and families to organize their financial lives, define meaningful goals, and build personalized strategies for the future. His approach involves thoughtful planning, clear communication, and a commitment to helping clients make informed financial decisions. Brandon's expertise includes general investing, retirement planning, and saving for unexpected events. He emphasizes understanding clients' priorities to develop strategies that align with their financial goals. He holds professional designations such as Accredited Wealth Management Advisor (AWMA) and Personal Investment Advisor (PIA). Brandon earned a Bachelor's Degree from the University of North Carolina at Chapel Hill. He is a member of Kappa Alpha Psi Fraternity, Inc. Outside of his professional work, he has interests in basketball, boxing, fishing, football, music, painting, running, spending time with his family, traveling, and watching movies.

Kent Kluba is a financial advisor at Fidelity with 12 years of industry experience. His prior experience includes seven years at Bank of America and Merrill. He holds the Series 63, Series 65, and Series 66 designations and is based in Durham, NC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-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 in formal advisory roles to multiple registered investment companies.

David White is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Securities Corp for 17 years. He is also a partner at The Capital Planning Group LLC, where he offers disability insurance, fixed annuities, long-term care insurance, premium financing, and traditional life insurance products. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and a variety of investment options for discretionary or non-discretionary account management.

Andrew Lange is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. His prior roles include positions at Northwestern Mutual and various organizations in education and sports. Fidelity’s Strategic Advisers LLC division provides investment management and advisory services to both retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.