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 licenses and two years of industry experience. His prior roles include positions at Zacks Investment Management and UBS Wilmington Wealth Consulting Team. Outside of finance, he has worked at country clubs in the Durham, NC area. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to various clients, including retail and institutional investors. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services, with oversight of sub-advisers and established governance procedures.

Jeffrey Church is a CFP®-designated financial advisor with 18 years of industry experience, currently affiliated with LPL Financial in Cary, NC. He has been with LPL Financial since 2018 and has also worked with Invest Financial Corp. since 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and access to third-party asset managers, and supports its advisors with advanced research tools and a broad platform of related financial products.

Jeffrey Hall is a financial advisor with Fidelity in Durham, NC, holding the CFP® designation along with Series 63 and 66 licenses. He has 10 years of industry experience and has worked at various Fidelity entities since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and Charitable Gift Funds. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of portfolios and fund structures.

Christopher Moody is a financial advisor with Fidelity Investments in Durham, NC, holding Series 63 and Series 66 licenses and four years of industry experience. His background includes roles at Qurate Retail Group, FedEx Ground, Arizona State University, and United Parcel Service. Fidelity’s Strategic Advisers LLC, where he is affiliated, provides a range of investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction.

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 the Series 63 and Series 66 designations and has been with Fidelity in various roles 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 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.

Shawn Wilson is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Cary, NC. He has six years of industry experience, including six years with Greater Kinston Credit Union before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

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 licenses and three years of industry experience. He previously worked at Liberty Mutual Insurance and Plymouth Rock Assurance before joining Fidelity. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also offers discretionary and non-discretionary advisory services, manages fund-of-funds structures, and employs systematic methodologies in portfolio management.

Scott Markel is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for five years and Standard Furniture for seven years. Fidelity, through its Strategic Advisers LLC affiliate, 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 proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and actively manages oversight of delegated investment strategies.

Samuel Harris is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. Prior to joining Fidelity, he worked at Drakes and SpotOn, among other roles. Outside of financial advising, he is a partner in an online clothing store and a hobby game shop in Durham, North Carolina. 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, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its management of registered investment companies, use of AI in research, and delivery of model portfolios for Fidelity Institutional Wealth Adviser.