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 at Fidelity with eight years of industry experience. He holds the Series 63 and Series 66 designations. Prior to his current role, Hood worked at Walmart for five years. Outside of his advisory work, he participates as an anonymous reviewer for Amazon products through the Amazon Vine program. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and it holds distinctive roles as a commodity pool operator and advisor 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 33 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, she was with Citigroup Global Markets beginning in 1991. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved 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.

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.

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® professional with 14 years of experience in the financial services industry. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he also works as a part-time driver for ride-sharing services in San Francisco. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Devin Randale is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity, he worked at Duke Energy Progress and HR Directions LLC. 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 diversified model portfolios.

Christopher Stanley is a financial advisor at Fidelity with 15 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Wells Fargo and MetLife. Outside of his advisory role, Stanley is involved in buying and selling residential real estate as a sole proprietor. He works with 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 utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund-of-funds and model portfolios.

Sean O'Keefe is currently an Investment Solutions Representative III at Fidelity Investments. In this role, he partners with clients to understand their short and long-term financial goals and helps build customized financial plans tailored to their unique needs. Sean has progressively advanced within Fidelity Investments, beginning as a Customer Relationship Advocate in 2022, then serving as Investment Solutions Representative I from 2023 to 2024, Investment Solutions Representative II from 2024 to 2026, before assuming his current position. This experience has provided him with a comprehensive understanding of investment solutions and client relationship management. Outside of his professional responsibilities, Sean enjoys camping, golf, hiking, and watching movies.

John Eberhard is a financial advisor with UBS Financial Services in Chapel Hill, NC, holding a Series 66 designation and 25 years of industry experience. He has been with UBS since 2014. Outside of his advisory role, he serves on the finance committee at Mt. Carmel Baptist Church, where he is involved in creating and managing church budgets. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances.

Shihong Duan is a financial advisor at Merrill with a Series 66 designation and seven years of industry experience. Duan's prior work includes roles at Bank of America, JPMorgan Chase Bank, J.P. Morgan Securities, and HSBC. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Frank Dworsky is a CFP® credentialed financial advisor at Stifel with 47 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2020 and previously spent five years with Morgan Stanley Private Bank, N.A. He serves as a board member for Learning Outside, an organization focused on educating young children about the outdoor environment. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology from its Investment Strategy Group.

John Doerfer is a financial advisor at LPL Financial with 20 years of industry experience. He holds the Series 66 designation and has previously worked with Wells Fargo Clearing and Wells Fargo Advisors LLC. He is also involved in non-variable insurance activities in Durham, NC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

David Henson is a CFP® professional with 41 years of experience in the financial services industry, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a trustee for a family trust, is a finance committee member for a local homeowners association, and acts as treasurer for the Chamber for a Greater Chapel Hill/Carrboro Board of Directors. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, with an investment menu that includes insurance-related products and bank deposit sweep options.