Kailer Slusser is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked at Fidelity since 2021, following a year at SECU and nine years at Cinemark. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses proprietary fundamental research alongside quantitative and algorithmic methods to construct model portfolios and oversees multiple affiliated and unaffiliated sub-advisers in its portfolio management.

Nathan Zundel is a financial advisor at Fidelity with Series 63 and Series 66 credentials and seven years of industry experience. His career includes roles at Fidelity Brokerage Services LLC and Discover, as well as positions at Utah Valley University and Altaray Solar. Strategic Advisers LLC, a Fidelity Investments company where Zundel operates, 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 fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, employing systematic methodologies and long-term asset allocation benchmarks.

Tatum Amato is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, they worked at Heidrick & Struggles and have also held positions in education and nonprofit organizations. 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 diversified model portfolios.

Ryan Kasten is a financial advisor with MML Investors Services, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Park Avenue Securities LLC and Guardian Life Insurance Co of America. Kasten is based in Hillsborough, NC. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers annual financial planning engagements supported by firm-approved analytical tools and a variety of investment strategies, with optional implementation through separate brokerage or insurance arrangements.

Isaac Artinger is a financial advisor at Fidelity with two years of industry experience and holds a Series 66 designation. His prior work includes roles at Switchboard Labs, LLC and Qualtrics. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm’s distinctive features include its role as a commodity pool operator, advisory relationships with multiple registered investment companies, and the use of AI and algorithmic methods in research.

William Scott is a financial advisor at Edward Jones in Raleigh, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at ServiceTrade and several other companies in diverse roles. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Michael Vuke is a financial advisor at Edward Jones in Durham, NC, with two years of industry experience. He holds a Series 66 designation and previously worked at Hamilton Company and VWR, part of Avantor. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, with over $1 trillion in assets under management. The firm offers a variety of advisory programs, including discretionary and non-discretionary strategies, and provides services such as tax-efficient investing and securities-based lending.

Jonathan Drew is an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2021. In this role, he assists individuals and families in planning their finances according to their specific situations. Prior to joining Fidelity Investments, Jonathan worked as a Financial Advisor at Merrill Lynch from 2019 to 2021. He began his financial services career as a Financial Representative at OneMidwest Financial Partners from 2018 to 2019.

Ethan Mcelroy is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. His prior work includes roles in health and fitness consulting and at the Duke Center for Living at Fearrington. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its roles as a commodity pool operator and advisor to multiple registered investment companies.

Maliik Marcin is a Planning Consultant at Fidelity Investments, where he collaborates with clients and Financial Consultants to develop tailored financial plans that address the unique needs of individuals and their families. He has been in this role since 2024. Prior to this, Maliik worked as a Relationship Manager at Fidelity Investments from 2023 to 2024 and served as a High Net-Worth Associate at the same firm from 2022 to 2023. He began his financial advisory career as an Associate Wealth Management Advisor at Northwestern Mutual from 2019 to 2022. Maliik's professional experience includes working closely with clients to manage wealth and develop strategic financial planning. Outside of his professional responsibilities, he has interests in concerts, fitness, football, music, social events with friends, and pets.

John Hamilton is a financial advisor with LPL Financial and holds Series 63 and Series 66 credentials. He has 22 years of industry experience with prior roles at Cambridge Investment Research, Avantax Insurance Agency, and Avantax Investment Services. In addition to his advisory work, he owns Hamilton Financial Associates Inc., a tax services business. 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. The firm offers various advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management with support from in-house and third-party research.

Bret Bledsoe is a financial advisor with Morgan Stanley in Chapel Hill, NC, holding a Series 66 designation and bringing 12 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill. Outside of financial advising, he is a partner at Goosey’s Books LLC, a retail and online bookstore in Hillsborough, North Carolina. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes advanced modeling tools.

Pamela Parker is a financial advisor at Merrill with 28 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Merrill since 2009. Prior to Merrill, she worked at Bank of America, N.A., where she remains associated. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions, with account administration and custody support.

Travis Kruse is a financial advisor at Fidelity with 20 years of industry experience. He previously worked at Credit Suisse Securities (USA) LLC for 16 years before joining Fidelity Investments. He holds Series 63 and Series 66 designations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also manages model portfolios and serves multiple registered investment companies, utilizing systematic methodologies and oversight controls to address conflicts of interest.

Zachery Ruetsch is an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2025. Prior to this role, he served as an Investment Solutions Representative II at Fidelity Investments from 2022 to 2025 and worked as a Financial Service Representative at Merrill from 2020 to 2021. He holds an Arkansas Insurance License. Zachery focuses on helping individuals and families build a confident financial future by developing personalized strategies aligned with their goals and values. He emphasizes building lasting relationships based on trust and genuine understanding as the foundation of effective financial guidance. Outside of his professional work, Zachery has personal interests that include fitness, food, golf, movies, outdoor adventures, and pets.

Lauren Murphy is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. She previously worked at Avantax Investment Services and Avantax Advisory Services for five years. Outside of her advisory role, she serves as a sales manager for Outdoor Decor Inc and assists with tax preparation and financial advisory support at Cozart and Edwards, PA. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual and institutional clients. The firm offers various portfolio management and financial planning services, utilizing multiple program structures and a multi-manager platform.

Christopher Bray is a CFP® professional with 24 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. since 2020. Prior to this, he worked at Bb&T Securities, LLC and Scott & Stringfellow. He serves as President of the Southern Order Memorial Foundation, a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients, emphasizing tailored, non-discretionary planning supported by analytical tools and a broad advisor network.

Emily Crum is a Series 66-licensed financial advisor with Edward Jones in Durham, NC, where she has worked since 2020. She has six years of industry experience and previously held roles at Alamance Community College, ecoAmerica, and the University of North Carolina. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of more than 23,700 financial advisors nationwide.

Sudha Gowrisankar is a financial advisor with Fidelity in Durham, NC, holding a Series 66 designation and three years of industry experience. Her work history includes multiple roles at Fidelity Investments since 2022 and prior experience at FCBank, a division of CNB Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and model portfolios constructed through a combination of fundamental research, quantitative analysis, and algorithmic techniques. The firm is registered as a commodity pool operator and serves as a formal advisor to multiple registered investment companies.

Eddie Ramirez is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds the Series 66 designation and previously worked at Stifel, West Bend Insurance, and EatStreet. Ramirez serves as a board member for Zero Dark Birdie, a nonprofit organization supporting veterans with mental health issues through golf and related therapies. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics to support a diversified investment approach and provides both brokerage and advisory solutions.