Ezra Feldman currently serves as an Investment Solutions Representative III. In this role, he partners with clients to understand both their short and long term goals and helps co-create holistic plans. He emphasizes ensuring comfort and clarity during educational discussions while guiding clients through actionable steps toward pursuing their objectives. Ezra has professional experience with Fidelity Investments, beginning as a Customer Relationship Advocate from 2022 to 2023 before advancing to his current position in 2023. Prior to joining Fidelity Investments, he worked as a Personal Banker at Wells Fargo from 2015 to 2020.

Kendall Thomason is a financial advisor with Wells Fargo Clearing, holding the ChFC® designation and Series 66 license, and has eight years of industry experience. Prior to joining Wells Fargo in 2025, Kendall worked seven years at Edward Jones. Outside of his advisory role, he has a part ownership interest in a rental home in Oak Island, North Carolina. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Kailer Slusser 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, following a year at SECU and nine years at Cinemark. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses proprietary fundamental research alongside quantitative and algorithmic methods to construct model portfolios and oversees multiple affiliated and unaffiliated sub-advisers in its portfolio management.

Nathan Zundel is a financial advisor at Fidelity with Series 63 and Series 66 credentials and seven years of industry experience. His career includes roles at Fidelity Brokerage Services LLC and Discover, as well as positions at Utah Valley University and Altaray Solar. Strategic Advisers LLC, a Fidelity Investments company where Zundel operates, 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 proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, employing systematic methodologies and long-term asset allocation benchmarks.

Meredith Barbour is a financial advisor with LPL Financial, holding Series 65 and Series 63 credentials and bringing 18 years of industry experience. She previously worked at BB&T for 13 years before joining LPL Financial in 2020. 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 financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Tatum Amato is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, they worked at Heidrick & Struggles and have also held positions in education and nonprofit organizations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Ryan Kasten is a financial advisor with MML Investors Services, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Park Avenue Securities LLC and Guardian Life Insurance Co of America. Kasten is based in Hillsborough, NC. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers annual financial planning engagements supported by firm-approved analytical tools and a variety of investment strategies, with optional implementation through separate brokerage or insurance arrangements.

Isaac Artinger is a financial advisor at Fidelity with two years of industry experience and holds a Series 66 designation. His prior work includes roles at Switchboard Labs, LLC and Qualtrics. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm’s distinctive features include its role as a commodity pool operator, advisory relationships with multiple registered investment companies, and the use of AI and algorithmic methods in research.

Richard Rand IV is a financial advisor at UBS Financial Services in Chapel Hill, NC, holding a Series 66 designation. He has been with UBS since 2026 and has prior experience at Northwestern Mutual, TEKsystems, and Hawx. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm employs model-based asset allocations and proprietary research to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Michael Vuke is a financial advisor at Edward Jones in Durham, NC, with two years of industry experience. He holds a Series 66 designation and previously worked at Hamilton Company and VWR, part of Avantor. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, with over $1 trillion in assets under management. The firm offers a variety of advisory programs, including discretionary and non-discretionary strategies, and provides services such as tax-efficient investing and securities-based lending.

Jonathan Drew is an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2021. In this role, he assists individuals and families in planning their finances according to their specific situations. Prior to joining Fidelity Investments, Jonathan worked as a Financial Advisor at Merrill Lynch from 2019 to 2021. He began his financial services career as a Financial Representative at OneMidwest Financial Partners from 2018 to 2019.

Ethan Mcelroy is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. His prior work includes roles in health and fitness consulting and at the Duke Center for Living at Fearrington. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary research with 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.

Maliik Marcin is a Planning Consultant at Fidelity Investments, where he collaborates with clients and Financial Consultants to develop tailored financial plans that address the unique needs of individuals and their families. He has been in this role since 2024. Prior to this, Maliik worked as a Relationship Manager at Fidelity Investments from 2023 to 2024 and served as a High Net-Worth Associate at the same firm from 2022 to 2023. He began his financial advisory career as an Associate Wealth Management Advisor at Northwestern Mutual from 2019 to 2022. Maliik's professional experience includes working closely with clients to manage wealth and develop strategic financial planning. Outside of his professional responsibilities, he has interests in concerts, fitness, football, music, social events with friends, and pets.

John Hamilton is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior roles include positions at Cambridge Investment Research, Avantax Insurance Agency, and Morgan Keegan & Company. He is also owner of Hamilton Financial Associates Inc., where he provides tax services and trading activities. 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 financial planning and investment management solutions through a large network of advisors, utilizing various portfolio strategies and incorporating technology tools for operational support.

Bret Bledsoe is a financial advisor with Morgan Stanley in Chapel Hill, NC, holding a Series 66 designation and bringing 12 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill. Outside of financial advising, he is a partner at Goosey’s Books LLC, a retail and online bookstore in Hillsborough, North Carolina. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes advanced modeling tools.

Pamela Parker is a financial advisor at Merrill with 28 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Merrill since 2009. Prior to Merrill, she worked at Bank of America, N.A., where she remains associated. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions, with account administration and custody support.

Travis Kruse is a financial advisor at Fidelity with Series 63 and Series 66 licenses and 21 years of industry experience. He worked at Credit Suisse Securities (USA) LLC for 16 years before joining Fidelity, where he has been since 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of investment strategies and model portfolios.

Zachery Ruetsch is an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2025. Prior to this role, he served as an Investment Solutions Representative II at Fidelity Investments from 2022 to 2025 and worked as a Financial Service Representative at Merrill from 2020 to 2021. He holds an Arkansas Insurance License. Zachery focuses on helping individuals and families build a confident financial future by developing personalized strategies aligned with their goals and values. He emphasizes building lasting relationships based on trust and genuine understanding as the foundation of effective financial guidance. Outside of his professional work, Zachery has personal interests that include fitness, food, golf, movies, outdoor adventures, and pets.

William Link is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has previously worked at firms including Bank of America Merrill Lynch, Equitable, and Captrust. Outside of his advisory role, he is employed part-time at Liggett Ventures LLC, a restaurant business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm employs a centralized due diligence process combining quantitative and qualitative research and offers a range of derivatives and commodities capabilities.

Emily Crum is a Series 66-licensed financial advisor with Edward Jones in Durham, NC, where she has worked since 2020. She has six years of industry experience and previously held roles at Alamance Community College, ecoAmerica, and the University of North Carolina. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of more than 23,700 financial advisors nationwide.