James Sessoms is a financial advisor with Morgan Stanley in Chapel Hill, NC, holding Series 63, 65, and 66 licenses and possessing 40 years of industry experience. His career includes long tenures at Merrill and Bank of America prior to joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through Corporate Financial Planning agreements with employers.

Lashawnda Crouch is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Her prior work includes roles at OE Enterprises and Richmond Community Support. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction in its investment approach.

Adrian Marshall is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with various Fidelity brokerage services roles since 2006. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages multiple registered investment companies and fund-of-funds.

Roseena Hardcastle is a financial advisor at Fidelity with two years of industry experience. She holds Series 63 and Series 66 designations. Her prior work includes positions at Maxim Healthcare Staffing, Wake County Public Schools, and the University of Central Florida. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services along with fund advisory and model portfolio delivery.

John Murray is a financial advisor at J.P. Morgan Securities with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TD Ameritrade Investment Management and JPMorgan Chase Bank. Based in Chapel Hill, NC, he has been with J.P. Morgan Securities since 2021. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Willard Causey Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 66 and Series 63 registrations and has 23 years of industry experience, including 20 years at Edward Jones before joining Raymond James in 2023. Causey is the CEO of Causey Financial Group LLC, a financial services organization based in Durham, NC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary investment consulting using analytical tools and supports a broad network of advisors and affiliated firms.

William Phelan Sr. is a CFP® professional with 25 years of experience in the financial services industry, currently serving at Edward Jones since 2000. His tenure at Edward Jones spans over 26 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm offers a variety of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

Ashton Hohnstein is a financial advisor at Fidelity with Series 66 and Series 63 licenses and three years of industry experience. Prior to joining Fidelity, he held various roles across hospitality and education sectors, including positions at First Citizens Bank and East Carolina University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios consisting of mutual funds, ETFs, and ETPs and serves as an advisor to multiple registered investment companies and fund-of-funds.

Demetria Richardson is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. She has previously worked in education and administrative roles, including positions at Wake County Public Schools and East Carolina University. Outside of finance, she is a partner in Neat Freaks Cleaning Services, providing cleaning solutions for residential and commercial clients. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Michael Cornwell is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has worked in various capacities at Fidelity since 2005, including roles at Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. He is associated with Strategic Advisers LLC, a Fidelity Investments company that offers 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 portfolios, and it serves as an adviser to multiple registered investment companies and manages model portfolios for Fidelity Institutional Wealth Adviser.

Daniel Ashe 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 work includes roles at Blue Raven Solar and the Vermont Department of Corrections. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services as well as fund advisory and model portfolio delivery.

Kendall Weller is a financial advisor with Edward Jones in Durham, NC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Prior to joining Edward Jones in 2022, Kendall worked at SunTrust Advisory Services, Truist Investment Services, Suntrust Investment Services, and Suntrust Bank from 2015 to 2022. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branches nationwide.

Seidy Rivas Rosales is a financial advisor at Fidelity with two years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Fidelity, she worked at Wells Fargo and has experience in bookkeeping through an employee role at SED Services LLC, a residential remodeling company in Durham, NC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, with model portfolios built from mutual funds, ETFs, and ETPs, and manages advisory roles for multiple registered investment companies.

Keegan Coolbaugh is a Series 66 licensed financial advisor with Fidelity in Durham, NC, with three years of industry experience. His prior roles include positions at Solomon Edwards Group and various non-financial experience before joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment funds. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Thomas Teeple is a financial advisor with Morgan Stanley in Chapel Hill, NC, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, and Enhanced Mortgage Solutions. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and comprehensive asset management.

Kiana Wright is a financial advisor at Fidelity with two years of industry experience. She holds Series 63 and Series 66 licenses and has a background that includes six years at Walmart prior to entering the financial services industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm serves a diverse client base and employs systematic methodologies alongside algorithmic portfolio construction and oversight controls.

Devan Woodward is a financial advisor at Fidelity with five years of industry experience and holds a Series 66 designation. Prior to joining Fidelity Investments, Woodward has held various roles across multiple industries, including medical diagnostics and food service. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Tyler Vining is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Fidelity, his work history includes positions at Elon University and various other roles across different sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, including fund advisory and model portfolio delivery, with a focus on systematic methodologies and long-term asset allocation.

Kyle Clements is a financial advisor with RBC Capital Markets in Chapel Hill, NC, holding CFP®, Series 63, and Series 65 designations and bringing 33 years of industry experience. His prior work includes roles at City National Bank and Bank of America. He serves as an at-large advisory board member for the University of North Carolina's Economics department. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutions and charitable organizations. The firm offers tailored investment strategies through various advisory programs, combining in-house and third-party managers with flexible portfolio management options.

David Pottenger III is a financial advisor at Morgan Stanley with 46 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 1994. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.