Andrew Lange is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. He has worked at Fidelity Investments since 2023 and previously held roles at Northwestern Mutual and several other organizations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Ryan Jacobs is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, he held positions at Equitable Advisors and worked outside the financial sector, including as a bartender at La Terrazza in Raleigh, NC. 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 to manage portfolios across mutual funds, ETFs, and ETPs.

Stephen Hedrick is a financial advisor at Edward Jones in Apex, NC, holding the ChFC® designation and Series 66 license with seven years of industry experience. He joined Edward Jones in 2019 after six years at Davis Chevrolet Buick GMC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and maintaining a large network of advisors and branch offices nationwide.

Kyle Jackson is a Planning Consultant at Fidelity Investments, a role he has held since 2025. In this capacity, he collaborates with clients to develop financial plans aimed at helping them achieve their financial goals, and he creates engagement strategies tailored to each client's unique planning needs. Prior to this, Kyle held several positions within Fidelity Investments, including Investment Solutions Representative 2 and 1, as well as Customer Relationship Advocate, gaining experience across various facets of client service and investment solutions from 2023 to 2025. Outside of his professional work, Kyle is interested in baseball, beach activities, football, social events with friends, and movies.

Haley Egbert is a Planning Consultant at Fidelity Investments, where she collaborates with clients and advisors to develop personalized and holistic financial plans. She focuses on building client relationships founded on trust, honesty, integrity, and reliability, aiming to empower clients in achieving their financial goals. Prior to her current role, Haley worked as a Financial Services Representative at Fidelity Investments. She holds insurance licenses in Arkansas and California, supporting her work in financial planning and advisory services. Outside of her professional work, Haley has personal interests including boating, food, football, gardening, lake activities, and swimming.

David Stuckey is a financial advisor with Osaic, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has been with Osaic since 1997 and has also worked at Northwestern Mutual Life Insurance Company since 1984. Outside of his primary advisory role, he assists clients with life insurance, disability insurance, fixed annuities, and long-term care insurance through a sole proprietorship. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering brokerage, investment advisory, financial planning, and retirement consulting services. The firm uses various portfolio construction tools and supports both discretionary and non-discretionary account management, integrating multiple platforms and third-party service providers.

John Lyle is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at Valic Financial Advisors and experience in retail at Polo Ralph Lauren Factory Store. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Constance Mix is a financial advisor at OSAIC with Series 63 and Series 65 licenses and three years of industry experience. Her prior work history includes roles at Wells Fargo Clearing, Wells Fargo Bank, and Oklahoma Central Credit Union. OSAIC serves a broad mix of retail and institutional clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple advisory platforms, utilizing firm-provided tools for portfolio construction and management.

Eric Svenson is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has been with various Fidelity entities since 2007. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad universe of mutual funds, ETFs, and ETPs.

Bradley Eisenberg is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been advising clients within the financial industry for over a decade, focusing on guiding individuals through their financial journeys with clarity and purpose. Prior to his current position, Bradley served as a Financial Consultant at Fidelity Investments from 2020 to 2023, and held roles as a Wealth Management Advisor at TIAA from 2017 to 2020, and as a Guidance Support Specialist at Fidelity Investments from 2014 to 2017. Bradley's approach emphasizes a holistic and collaborative strategy, aligning financial planning with clients' most important goals and long-term retirement needs. He aims to simplify financial complexities and empower clients to make informed decisions throughout different stages of life. He holds a California Insurance License. Outside of his professional work, Bradley engages in family activities and personal interests including fitness, golf, movies, pets, and tennis.

Caroline Sinclair is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. She has worked at various divisions within Raymond James since 2014. In addition to her role at Raymond James, she owns Caroline Sinclair Wealth Partners, LLC, where she also serves as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary advice using advanced analytical tools and supports municipal finance work uncommon among large institutional advisors.

Cami Adcock is a financial advisor with Wells Fargo Clearing in Chapel Hill, NC, holding Series 63 and Series 65 licenses and having 30 years of industry experience. Her prior work includes roles at Morgan Stanley and Citigroup Global Markets. She is also a notary public in Raleigh, NC. 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 combines research from its Investment Institute and third-party sources to support diversified investment strategies and offers a range of brokerage and advisory solutions.

Timothy Legare is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has previously worked at Imperial Brewing Company and Bronx Pizza. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm also serves multiple registered investment companies and utilizes algorithmic methods and AI in its investment process.

Samuel Curtis is a financial advisor with Mass Mutual Investors Services in Raleigh, NC, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at UBS Financial Services, Ally Invest, and Amazon. MML Investors Services, LLC operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers annual, collaborative financial planning engagements using firm-approved analytical tools and presents event-driven planning options such as divorce and estate settlement services.

Alfred Darakjian is a financial advisor with Equitable Advisors based in Raleigh, NC, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Company, Duke University Health System, and Credit Suisse Securities LLC. Outside of his advisory work, he serves as president and CPA/tax preparer of Alfred Darakjian Consulting, Inc., providing tax and accounting services. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Richard Mills is a financial advisor with Fidelity Investments based in Durham, NC. He holds Series 63 and Series 66 credentials and has three years of industry experience. His prior roles include positions at First Citizens Investor Services, RGA Investments, and FedEx. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

Andrea Paton is a financial advisor with Fidelity Investments in Durham, NC, holding a Series 66 designation and having two years of industry experience. Her previous roles include positions at the North Carolina Department of Health & Human Services and various private companies. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, fund advisory, and model portfolios.

Ashley Paonessa is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. She has held positions at Wells Fargo Clearing since 2019 and previously worked at Morgan Stanley Private Bank, National Association from 2015 to 2019. She holds a Series 66 designation and is based in Raleigh, NC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Scott Carnes is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and has worked at various Fidelity entities since 2018, including Fidelity Brokerage Services and Fidelity Investments. Prior to that, he was employed at Workplace Options for two years. Fidelity’s Strategic Advisers LLC, where Scott provides services, offers investment management and advisory solutions to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its use of systematic methodologies, AI tools, and its advisory role with multiple registered investment companies and model portfolio delivery to intermediary platforms.

Christian Fitzhugh is a CFP® professional with 14 years of industry experience. He is currently with Fidelity Investments and has worked at Morgan Stanley, Commonwealth Financial Network, and Pathfinder Wealth Consulting. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a systematic investment process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.