Timothy Riebock is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity since 2018, progressing through roles including Financial Consultant 1, Investment Management Consultant, Relationship Manager, High Net Worth Service Associate, and Customer Relationship Advocate. Throughout his tenure, he has developed expertise in investment management and client relationship services. Timothy holds insurance licenses in Arkansas and California. His professional approach emphasizes integrity, objectivity, and diligence, focusing on collaboration and clear communication to help clients build strategies aligned with their goals. Outside of his professional role, Timothy enjoys activities such as camping, fishing, fitness, outdoor adventures, reading, and exploring food.

Kari Andrade is a Series 66-licensed advisor with LPL Financial, located in Hillsborough, NC, and has 25 years of industry experience. She has been with LPL Financial since 2008, following seven years at Ameriprise. Andrade is associated with Andrade Wealth Management as a DBA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset managers, supported by a network of over 22,800 investment adviser representatives.

James Mc Daniel is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior firms include PNC Investments, First Citizens Bank, and Wells Fargo Advisors. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, combining centralized custody and brokerage services with access to alternative investments.

Karl Spruill is a financial advisor at Fidelity with 23 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Fidelity, he worked at Members Trust Company and SeCU Life Insurance Company among other roles. Fidelity’s subsidiary, 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 discretionary and non-discretionary portfolios.

Ryan Schoendorf is the Vice President and Branch Leader at Fidelity Investments. In this role, he leads a team of financial professionals dedicated to delivering comprehensive and holistic financial planning services to clients. He has been with Fidelity Investments since 2015, initially serving as Assistant Branch Office Manager from 2015 to 2019 before assuming his current leadership position in 2019. His experience focuses on managing branch operations and guiding teams to support the unique goals and needs of the families they serve.

Susan Batchelor is a Wealth Management Advisor with Merrill Lynch Wealth Management. She works with business owners, corporate executives, professionals, and recently retired individuals, focusing on generational wealth transfer and personalized financial strategies. She utilizes the proprietary Merrill Personal Wealth Analysis® system to assist clients in preserving and nurturing their wealth in alignment with their life goals. Susan holds a Bachelor's degree from the University of South Carolina System and a Master's in Business Administration from the University of Wisconsin System, where she specialized in Corporate Finance and Investment Banking. She is a CERTIFIED FINANCIAL PLANNER® professional and a Certified Exit Planning Advisor (CEPA). Her areas of expertise include college education planning, executive compensation, family wealth management strategies, legacy planning, LGBT wealth planning, personal retirement planning, socially responsible and ESG investing, women and wealth, tax minimization, and retirement income. Beyond her professional role, Susan is involved with the Chapel Hill-Carrboro Chamber of Commerce and the Women's Giving Network of Wake County. She resides in Raleigh and enjoys biking, camping, cooking, gardening, golfing, ice hockey, pottery, soccer, spending time with her family, and practicing yoga.

Andrew Rogers is a Series 66 registered financial advisor with Fidelity in Durham, NC, with three years of industry experience. His prior work history includes roles at Walmart Inc, Amazon Inc, Tesla, and Oracle NetSuite. Fidelity’s subsidiary, Strategic Advisers LLC, provides investment management and advisory services to a broad client base, including retail and institutional investors as well as registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in managing portfolios and delivers model portfolios to intermediary platforms.

Devesha Solanki is a Series 66-credentialed financial advisor with nine years of industry experience, currently practicing at UBS Financial Services in Chapel Hill, NC since 2017. Prior to joining UBS, Solanki worked at Durham Chiropractic Center for one year. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor plans according to clients’ goals and risk tolerances.

Chad Hood is a financial advisor with Fidelity in Durham, NC, holding Series 63 and Series 66 credentials and nine years of industry experience. He has worked at various Fidelity entities since 2017 and previously worked at Walmart for five years. Outside of his advisory role, he participates in Amazon Vine, anonymously reviewing products sent by Amazon. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is notable for its use of AI and algorithmic methods in research and its formal advisory role to multiple registered investment companies.

Jairi Key is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity in 2023, Key held positions at KPI Residential, Wake County Public Schools, and GMH Capital Partners. Outside of finance, Key operates a YouTube channel called "Bad as a Mother" and works as an independent contractor for grocery shopping and delivery through Instacart. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, blending fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers a range of services including discretionary portfolio management and fund advisory, with distinctive features such as CFTC registration and the use of AI-driven research methods.

Lori Stark is a financial advisor with Morgan Stanley in Chapel Hill, NC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Her career includes roles at Morgan Stanley Smith Barney since 2009, Morgan Stanley Private Bank since 2015, and Citigroup Global Markets from 1991 to 2009. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by proprietary tools and modeling techniques.

Tyler Slate is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, he worked at Peraton for four years. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management as well as fund advisory. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios from a diverse range of mutual funds, ETFs, and ETPs.

Sam Brotherton is a Planning Consultant with the Durham Wealth Management team at Fidelity Investments, where he collaborates with clients to develop financial plans aligned with their life objectives. He focuses on simplifying complex financial concepts to help clients make informed and confident decisions. Sam's experience at Fidelity Investments includes roles as a Planning Consultant since 2026, a Workplace Planning Consultant from 2025 to 2026, and a Workplace Planning Associate from 2024 to 2025. Through these positions, he has gained expertise in financial planning and client support. Outside of his professional work, Sam's personal interests include spending time at the beach, fitness, socializing with friends, golf, soccer, and traveling.

Caleb Brown is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at Fidelity Investments, as well as work with educational institutions and a media production company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction.

Craig Crawford is an Investment Consultant at Fidelity Investments, a position he has held since 2023. He works closely with clients to develop personalized investment strategies and comprehensive financial plans that align with their goals, emphasizing a client-centered approach to understand unique needs and build roadmaps for long-term success. Craig's professional experience includes roles at Fidelity Investments, where he served as a Relationship Manager from 2022 to 2023 and as a Financial Representative in 2022. Prior to joining Fidelity, he worked at First Citizens Bank in various capacities, including Senior Financial Service Representative from 2021 to 2022, Financial Service Representative from 2020 to 2021, and Senior Sales and Service Representative from 2019 to 2020.

Malcolm Norton is a financial advisor at J.P. Morgan Securities in Chapel Hill, NC, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Fidelity and PNC Bank. Outside of finance, he has experience working with BowerBird Flowers. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence using quantitative and qualitative research, with capabilities in derivatives and commodities reflecting unique regulatory registrations.

Lauren Convertini is a financial advisor at Fidelity with three years of industry experience. She holds a Series 66 designation and previously worked at Biologics by McKesson and Wal-mart. 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 deliver model portfolios and manage funds.

Michael Witkowski is a financial advisor at Thrivent Investment Management with 19 years of industry experience. He holds a Series 66 designation and has worked at Thrivent and its affiliates since 2006, including a year at LPL Financial. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive, goal-based financial plans without discretionary trading. The firm offers clients the option to combine planning with managed accounts under a consolidated billing arrangement called “WealthPlan,” while keeping planning and asset management separate.

Lane Inchalik is an Investment Solutions Representative III at Fidelity Investments, a position held since 2025. Lane has been with Fidelity Investments since 2021, progressing through roles from Investment Solutions I to III. Prior to joining Fidelity, Lane worked as a Financial Advisor at Edward Jones from 2019 to 2021. Lane focuses on helping individuals and families work towards better financial outcomes by simplifying complex financial information and market conditions. Lane partners with households to tailor financial plans customized to their unique financial goals, aiming to provide peace of mind and confidence in financial decision making. Outside of work, Lane's interests include family activities, fitness, movies, pets, reading, and tennis.

Patrick Voldness is a CFP® certificant with 15 years of experience in the financial industry. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he works as a driver for ride-sharing services in San Francisco. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.