Anna Lewis is a financial advisor at Edward Jones in Durham, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2024, she worked at Atlassian, Inc. for seven years and Trello, Inc. for one year. Outside of her advisory role, she receives book royalties through Wiseblood Books and has participated in a research study at the Bardone-Cone Lab at UNC-Chapel Hill. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,000 advisors and more than 15,000 branch offices.

Meenakshi Kaushik is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Her prior work includes roles at D&A Financial Services Private Limited, KPMG India Private Limited, and IDBI Capital Markets & Securities Ltd. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios, and it holds distinctive registrations such as with the CFTC and membership in the NFA.

Rebekah Laster is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2024. Prior to this role, she worked as a Planning Consultant at Fidelity Investments from 2021 to 2024. Her career in financial services began in 2015, with roles including Financial Advisor at Edward Jones Investments and Paraplanner at Cunningham Financial. She focuses on assisting families in achieving financial stability and making informed decisions about their assets. Rebekah applies a holistic approach to financial advising, influenced by her personal experience as a daughter and stepmother. She emphasizes trust and collaboration with clients to simplify complex financial concepts. Outside of her professional work, Rebekah has interests in cooking and baking, fitness, exploring food, caring for pets, reading, and traveling.

Timothy Jennings is a financial advisor at Fidelity with 13 years of industry experience and holds a Series 66 designation. His career includes roles at Wells Fargo Clearing, Wells Fargo Bank, Bank of America, and Merrill. He is based in Durham, NC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and offers model portfolios utilizing mutual funds, ETFs, and ETPs.

John Thomas is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity since 2010, progressing through various roles including Financial Consultant, Guidance Support Specialist, and Workplace Planning & Guidance Consultant. His 15 years of experience at Fidelity encompass helping clients navigate complex financial decisions through personalized planning and ongoing guidance. John's approach focuses on providing a high standard of service by leveraging Fidelity's extensive capabilities to assist individuals and families in aligning their financial decisions with their goals and priorities. His experience spans multiple facets of financial consulting within Fidelity, reflecting a deep understanding of client needs and financial planning strategies.

John Lawrence is a Series 66 licensed financial advisor with 10 years of industry experience. He has worked at Wells Fargo Clearing since 2018 and previously held roles at IHS Markit and Scottrade. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process incorporates modern portfolio theory and offers a range of investment options, including insurance-related vehicles and bank deposit sweep programs, serving institutional clients with tailored solutions.

Jason Parker is a financial advisor with Morgan Stanley in Chapel Hill, NC, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has been with Morgan Stanley since 2009 and currently works at Morgan Stanley Private Bank. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies.

James Lowe II is a financial advisor at LPL Financial with 16 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Lincoln Financial Securities Corporation and CUSO Financial Services. Outside of his advisory work, he owns JRL Photography, a business he has operated for over a decade. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, supported by research and model portfolios.

Tyler Dean is a financial advisor at Edward Jones in Cary, NC, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he briefly operated a car rental business, Royal Roadsters LLC, which was closed in early 2024. 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 services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Marie Baker is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Raymond James Financial in Durham, NC. She previously worked at Edward Jones for nine years before joining Raymond James in 2022. In addition to her advisory role, she co-owns an LLC focused on recruiting advisors to affiliate with her branch and is involved in an LLC that supports home-health services and youth basketball fundraising. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting, using analytical tools to support client goals and maintains specialized programs in municipal advisory and SIMPLE IRA consulting.

Drew Glassman is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He has been with Fidelity Investments since 2007, progressing through roles including Financial Consultant, Investment Consultant, Private Client Specialist, Retirement Investment Services, and 401k Specialist. His approach to client relationships is guided by the principles of compassion, education, and trust. He focuses on simplifying complex financial situations to help clients understand their investments and make informed decisions, aiming to build lasting financial success through trusted partnerships. Outside of his professional role, Drew has personal interests that include food, football, golf, movies, and traveling.

Avion Jenkins is a financial advisor with Fidelity in Durham, NC, holding a Series 66 designation and three years of industry experience. Prior to joining Fidelity, he worked at Mariner Finance and has experience in various roles outside finance, including at Liberty University and Southern Sugar Bakery. Fidelity’s affiliate, 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. The firm serves a diverse client base, including charitable funds and registered investment companies, and is noted for its use of systematic methodologies and formal advisory roles with multiple registered investment entities.

Henry Clark is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior work includes roles at National General Insurance Company and various positions connected to Appalachian State University. Henry has also been employed at Raleigh Founded/HQ Raleigh and Chick-Fil-A. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm’s investment process combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios made up of mutual funds, ETFs, and ETPs that align with long-term asset allocation benchmarks.

Nolan Havran is an Investment Solutions Representative III at Fidelity, a position he has held since 2022. Prior to this role, he worked as a Customer Relationship Advocate at Fidelity in the same year. Nolan focuses on partnering with clients to understand their short and long-term financial goals and aims to develop customized financial plans to meet their unique needs. He emphasizes forming strong relationships with clients and their families, prioritizing trust, reliability, and competency in his work.

Chase Hickok is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Boston Consulting Group for three years and has held roles at Maritz and Equestrian Sotheby's International Realty. 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 strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Jody White is a financial advisor with Edward Jones in Hillsborough, NC, holding a Series 66 designation and one year of industry experience. Prior to returning to Edward Jones in 2025, Jody worked at Irby Stinson Realty for five years and has experience with Locopops and SEEDS NC. Their real estate broker license is currently inactive. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with various investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports its clients through a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

Robert Appleton is a financial advisor with Fidelity in Durham, NC, holding Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Fidelity, he worked in roles at Target, Fluent Solar, DoorDash, and various other companies. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Michael Buckner is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Ethan Phelps is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. He has held contract positions supporting firms such as NuVotronics and Wells Fargo prior to joining Fidelity. 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 that include mutual funds, ETFs, and ETPs.

Michael Lingner is a financial advisor with Morgan Stanley in Chapel Hill, NC, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. He has worked with Morgan Stanley and its affiliates since 2008. Outside of his advisory role, Lingner serves as a board member of the Virginia Inland Sailing Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm provides tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.