Chadwick Capps is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been with Merrill for over 17 years, providing clients with personalized financial guidance tailored to their unique goals. His expertise includes college education planning, divorce transition planning, family wealth management, legacy planning, managing new wealth, personal retirement planning, sports and entertainment, tax minimization, and retirement income strategies. Chadwick holds a Bachelor's Degree from Lafayette College and is a Personal Investment Advisor (PIA). Prior to his financial career, he played college football, an experience that contributed to his approach of discipline and teamwork in his practice. He resides on a ranch in Olin, North Carolina, where he balances his professional work with a life connected to farming and nature. Outside of work, he enjoys fishing, golfing, horseback riding, skiing, volleyball, and spending time with his family.

Frederick Cook III is a financial advisor with Edward Jones in Raleigh, NC, holding Series 63 and Series 66 licenses and having 17 years of industry experience. He has worked with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets with a large nationwide network of advisors and branch offices.

Travis Hale is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His work history includes roles at Fidelity Investments, Nu Skin Enterprises, and internships with I Am Zambia and Tessel Supply. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and it serves as an adviser to multiple registered investment companies and fund-of-funds.

David Bomar is a financial advisor with Stifel, holding a Series 66 designation and 20 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2020 and previously served at Morgan Stanley Private Bank, N.A. from 2015 to 2020. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and planning analyses.

Madison Janeczko is a Financial Consultant at Fidelity Investments, a role she has held since 2023. She has been with Fidelity Investments since 2021, previously working as an Investment Consultant from 2022 to 2023 and as a Relationship Manager from 2021 to 2022. Madison focuses on helping individuals and families make confident financial decisions by connecting their money to what matters most. She serves as both an educator and strategic partner, building trust-based relationships and taking a holistic, collaborative approach to financial planning. Madison aims to empower clients to understand their finances, simplify complexity, and move forward with clarity, confidence, and intention.

Anthony Sica is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes positions at High Point University and Vested Business Brokers. Outside of his advisory role, he is active as a Twitch and TikTok video game streamer. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and offers services such as discretionary and non-discretionary advisory work, fund advisory, and model portfolio delivery.

Lauren Erickson Bennett is a financial advisor at Cetera with 21 years of industry experience. She holds Series 63 and Series 65 credentials. In addition to her advisory role, she owns a catering company and serves as treasurer for a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and retirement services with access to both affiliated and third-party money managers across multiple program structures.

Abdias Carmona is an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2022. In this role, he focuses on listening to clients, guiding them, and empowering them to co-create financial plans that adapt to their life's changes. His approach aims to help clients achieve financial confidence through clear and intentional actionable steps. Prior to joining Fidelity Investments, Abdias worked as a Relationship Banker at Wells Fargo Bank, NA from 2015 to 2022. This experience has contributed to his expertise in client relationship management and financial services. Outside of his professional career, Abdias enjoys family activities, music, outdoor adventures, parenthood, traveling, and volunteering.

Carson Dean is a financial advisor at Fidelity with a Series 66 credential and three years of industry experience. He has been with Fidelity Investments since 2022. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction, and serves in formal advisory roles to multiple registered investment companies.

Young Vuong is an Investment Solutions Representative III at Fidelity Investments. In this role, he focuses on building meaningful relationships and delivering personalized guidance that aligns with each client's goals, risk tolerance, and long-term priorities. He has been with Fidelity Investments since 2021, progressing through roles including High Net Worth Representative and Fixed Income Specialist. Prior to joining Fidelity, Vuong worked as a Trading Service Representative at Wells Fargo Advisors from 2019 to 2020.

Suzanne Barham is a CFP®-certified financial advisor with 27 years of industry experience. She has worked at Edward Jones since 2018 and previously held roles at Kestra Financial Securities, Inc. and White Oak Wealth Partners. Barham is based in Raleigh, NC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Jacqueline Wade is a CFP® professional with eight years of industry experience, currently serving at Charles Schwab. Her career includes roles at Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc., as well as prior positions connected to Indiana University and a political campaign. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary advisory services and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational structure.

Krystal Williams is a financial advisor at Fidelity with a Series 66 license and two years of industry experience. Prior to joining Fidelity, she worked at US Cellular, Conns HomePlus, GP Mobile, and Mobilelink USA. 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 portfolios across mutual funds, ETFs, and ETPs. The firm also serves multiple registered investment companies and delivers model portfolios through Fidelity Institutional Wealth Adviser.

Gareth Livesay is a financial advisor at Morgan Stanley in Chapel Hill, NC, with five years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at First Citizens Investor Services and First Citizens Bank. Outside of his advisory role, he is involved with the Hill Learning Center, an educational organization in Durham, North Carolina. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs and tailored financial planning to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and market models.

Milan Thompson is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity Investments in 2022, he held positions in various service and delivery roles. Outside of his advisory work, he is a registered North Carolina Notary Public and occasionally performs notary signings. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of mutual funds, ETFs, and ETPs.

Steven Winegar is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior work history includes roles at Movement Mortgage, Victorian Finance, and PrimeLending. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios drawn from mutual funds, ETFs, and ETPs.

George Haddad is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity Investments, he held positions at Meredith College and Landmark Properties, among others. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is noted for its role in managing registered investment companies and utilizing advanced technologies in portfolio management.

Parker Croswell is a financial advisor at Fidelity with Series 66 and Series 63 credentials and three years of industry experience. His prior work includes roles at CVS Caremark, Under Armour, and North Carolina State University. 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 portfolios using mutual funds, ETFs, and ETPs.

Geoffrey Hudson is a financial advisor with Morgan Stanley in Chapel Hill, NC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, Hudson is the author of a published fiction novel titled *The String Theory*. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Madi Casale is a Planning Consultant at Fidelity Investments, a role she has held since 2026. In this position, she collaborates with two Financial Advisors to facilitate in-depth planning discussions, aiming to provide clients with personalized support tailored to their specific needs. Her approach focuses on helping clients feel informed, empowered, and confident in their financial decisions. Madi's experience at Fidelity Investments spans several roles, including Relationship Manager from 2025 to 2026, Financial Representative from 2024 to 2025, and Financial Services Representative from 2023 to 2024. This progression reflects her developing expertise in client relationship management and financial planning. Outside of her professional responsibilities, Madi enjoys activities such as fitness, hiking, painting, reading, running, and softball.