Tayler Terranova is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, Tayler served in the U.S. Marine Corps and has experience in digital consulting. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a variety of clients, including retail and institutional investors, employing a process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm oversees multiple registered investment companies and delivers model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Sean Chapman is a financial advisor with Fidelity Investments in Durham, NC, holding Series 66 and Series 63 credentials and three years of industry experience. His prior roles include work at Brunches and the Figure 8 Island Yacht Club, as well as periods as a full-time student. 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. The firm serves a range of clients, including charitable funds and registered investment companies, and employs systematic methodologies alongside oversight of sub-advisers and share class evaluations.

Cecil Jester is a financial advisor with Robert W. Baird & Co., holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. Prior to joining Baird in 2017, he worked at Morgan Stanley in various capacities from 2009 to 2017. He is based in Chapel Hill, NC. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group provides tailored consulting and portfolio services, including discretionary management and separately managed accounts, employing both traditional and non-traditional investment strategies.

Laura Cooper is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. She has worked with LPL Financial since 2020 and previously held roles at First Allied Advisory Services, The Fox Alliance Wealth Advisors, Edward Jones, and Alcami Corporation. Cooper also operates The Fox Alliance, a DBA for her LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Joshua Spainhour is a financial advisor at Fidelity with a Series 66 registration and three years of industry experience. His prior work includes positions at Fifth Third Bank, Truist, and Rhino Sports Entertainment. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios composed of mutual funds, ETFs, and ETPs.

Laurence Chapman is a CFP® with Series 65 and Series 66 licenses and has four years of industry experience. He is currently with Fidelity Investments, where he has worked since 2021 following prior roles at The Collaborative and Reinvestment Partners. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction using proprietary research, quantitative analysis, and algorithmic methods.

Jonathan Frank is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America, N.A., prior to joining Fidelity. Before entering financial services, he spent seventeen years at Walgreens Co. 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 employs a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Nicholas Carter is a financial advisor at Fidelity with 10 years of industry experience. He holds a Series 66 designation and has worked across multiple Fidelity entities since 2016, including Fidelity Brokerage Services, FIDELITY Personal and Workplace Advisors, and Fidelity Investments. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Alexis Wilkins is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 designations. Outside of her advisory role, Alexis is an officer managing a family wealth management business and coaches youth cheerleading in Raleigh, NC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including portfolio management and fund advisory. The firm employs a systematic investment process integrating fundamental research, quantitative analysis, and algorithmic portfolio construction.

Elizabeth Nicholson is a financial advisor with Ameriprise in Morrisville, NC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Nicholson serves on the boards of Ridgemont HOA and Independent Animal Rescue. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, delivering detailed, non-discretionary recommendations through a centralized consulting team that combines research, modeling, and tax-efficiency analysis. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Tavion Yorke Goins is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity in 2023, his work history includes roles in diverse sectors such as automotive sales, dental services, and hospitality. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Christopher Mitta is a financial advisor with LPL Financial in Raleigh, NC, holding Series 63 and Series 66 credentials and with 36 years of industry experience. He has been with LPL Financial since 2005. Outside of his advisory role, he is involved in disability income insurance sales through a brokerage agency in Charlotte, NC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, and provides both discretionary and non-discretionary management options.

Matthew Wright is a financial advisor with Fidelity Investments in Durham, NC, holding a Series 66 designation and four years of industry experience. His work history includes roles at Fidelity Investments and Workplace Planning Associate, along with varied experience in other sectors such as hospitality and landscaping. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and has a distinctive role advising multiple registered investment companies and utilizing AI in its research processes.

Elridge Emery Jr. is a financial advisor with Primerica Advisors in Durham, NC, holding Series 63 and Series 65 designations and possessing 30 years of industry experience. He has been with Primerica Advisors since 1994 and previously worked for the Department of Public Safety from 2012 to 2019. Outside of his advisory role, Emery is involved in sales of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a tiered wrap-fee structure. The firm manages model selection and oversight while delegating trading and execution to third-party providers.

Vitaliy Kukhta is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

Michael Lahaye is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2022. Prior to his current role, he spent time at Cloud Service Partners, Inc. and Recreational Equipment Incorporated. Fidelity’s affiliate, 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. The firm is noted for its role in managing model portfolios and its distinctive registrations and advisory activities within the institutional investment space.

Spencer Smith is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior roles include positions at JP Morgan Chase and Onto Mortgage. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios from a broad investable universe of mutual funds, ETFs, and ETPs.

Christine Wright is a financial advisor at Fidelity with 27 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at various Fidelity entities since 2008. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs, and is noted for its use of advanced algorithmic methods and AI in research.

Kyle Maxwell is the Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2019. He has been with Fidelity Investments since 2011, progressing through positions including Financial Representative, Investment Consultant, and Financial Consultant before his current role. His professional focus is on understanding clients' personal needs and concerns, collaborating with them to build comprehensive wealth strategies tailored to those needs. Kyle's approach involves assisting clients with important financial decisions through personalized guidance aimed at working toward their financial success. His position at Fidelity Investments enables him to provide clients with diverse investment choices, investment experience, and client service. Further details regarding his education, credentials, personal interests, or community involvement are not provided.

Andrea Hinkel is a financial advisor at Fidelity with eight years of industry experience. She has worked previously at Merrill and Bank of America, N.A. She holds a Series 66 designation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.