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 financial advisor at Fidelity with 31 years of industry experience. He holds the CFP® designation along with Series 65, 66, and 63 licenses. His prior roles include positions at Regions Bank, United Parcel Service, Cetera, and TIAA. Fidelity’s Strategic Advisers LLC, where he is based, provides investment management and advisory services to retail and institutional clients. The firm utilizes proprietary fundamental research combined with quantitative and algorithmic portfolio construction to manage diversified model portfolios across mutual funds, ETFs, and ETPs.

Martin Coward is a financial advisor at Edward Jones in Raleigh, NC, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2010. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard across its advisory programs.

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.

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 in Chapel Hill, NC, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. Prior to joining LPL Financial in 2025, she worked at First Horizon and held multiple roles at SunTrust, including advisory and investment services positions from 2015 to 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, retirement consulting, and brokerage services supported by research, model portfolios, and technology-driven investment strategies.

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.

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.

Robert Turner is a financial advisor with Osaic Wealth, Inc. in Raleigh, NC, holding Series 63 and Series 65 credentials and possessing 33 years of industry experience. He worked at Signator Investors, Inc. for 24 years before joining Osaic in 2018. Turner is also the CEO of Capitol Financial Solutions, LLC, an investment-related entity, and serves as President and CEO of Capitol Financial Solutions, an insurance brokerage general agency. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering brokerage and investment advisory services, financial planning, and access to various managed account platforms. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to construct diversified portfolios, and supports both discretionary and non-discretionary account management.

Devin Butler is a CFP® certified financial advisor with nine years of industry experience, currently affiliated with Osaic Wealth, Inc. He has worked at Osaic since 2018 and previously held roles at SII and Capitol Financial Solutions, where he has been involved in financial planning and fixed insurance brokerage. Butler also volunteers as an instructor, teaching courses on financial preparation for widowhood for individuals aged 50 and older. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a focus on portfolio construction using various asset classes, supported by multiple advisory platforms and third-party money managers.

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.

Michael Obudho is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Investments since 2021, following prior roles at TD Ameritrade and COR Clearing LLC. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios using mutual funds, ETFs, and ETPs.

Wells Clark is a financial advisor at Fidelity with a Series 66 credential and three years of industry experience. His prior work includes roles at RGA Investments and George Picket and Associates. Fidelity’s Strategic Advisers LLC unit provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of mutual funds, ETFs, and ETPs. The firm is noted for its regulatory registrations and its use of AI-driven research methodologies.

Benjamin Lowry is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Fidelity Investments, he worked at the State Employees' Credit Union for two years and has held various roles including positions at North Carolina State University and several local businesses. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Benjamin Carr is a financial advisor at Cetera with Series 63 and Series 66 credentials and four years of industry experience. His prior experience includes roles at Fidelity Investments and Erickson Advisors. Outside of finance, he is a principal songwriter and performer for a musical project called Personality Cult. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform, allowing advisors to utilize model portfolios, third-party managers, or bespoke strategies under both discretionary and non-discretionary authorities.

James Kraft is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. He previously worked at Janney Montgomery Scott, LLC, and West Marine. 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. The firm manages discretionary and non-discretionary portfolios, including fund advisory and model portfolios, and is noted for its registration as a commodity pool operator and use of AI and algorithmic methods in research.

Kurt Schmiemann is a financial advisor at Raymond James & Associates with 21 years of industry experience. He has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is a notary in Durham, North Carolina. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, utilizing a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Nathan Bost is a CFP® and holds a Series 66 license with Edward Jones, where he has worked since 2020. He has five years of industry experience, including prior roles at Advance Auto Parts and Duke Health Technology Solutions. Outside of advising, he assists with the business operations of his wife’s anesthesia practice. 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 and offers a range of advisory strategies supported by a nationwide network of financial advisors and branch offices.

James Campbell is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, he worked in various roles including teaching alignment-based Vinyasa yoga and breathwork at 110 Yoga and Triangle Rock Club. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across retail, institutional, and registered investment company clients.