Mark Lockhart is a financial advisor at Fidelity with four years of industry experience. He holds the Series 66 designation and has prior experience with First Command Insurance Services and Military Service. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Anne Lloyd is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2019, previously serving at SunTrust Advisory Services from 2016 to 2019. She serves on the finance committee of Hope Valley Country Club in Durham, NC. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

John Loesch is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been associated with various Fidelity entities since 2006. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs. The firm also utilizes systematic methodologies and long-term asset allocation benchmarks while overseeing affiliated and unaffiliated sub-advisers.

Rylan Hall is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, he held positions at Charles Schwab and worked at Lieber State Recreation Area. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and systematic portfolio construction across mutual funds, ETFs, and ETPs. The firm also uses algorithmic methods and AI in its research and manages multiple registered investment companies and fund-of-funds.

Morgan Litchfield is a CFP® with six years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing in Raleigh, NC. Prior to this role, Morgan worked at Wells Fargo Private Bank and U.S. Trust, accumulating over a decade of experience within the Wells Fargo organization. Morgan is a co-trustee for family trusts established for his children. 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 advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Matthew Brinkley is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Robinhood Markets and Fidelity Brokerage Services. Brinkley is based in Raleigh, NC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process 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.

Morgan Mc Cullen is a financial advisor at Edward Jones in Cary, NC, holding Series 63 and Series 65 registrations. Mc Cullen has experience managing wealth administration at Fidelity Bank and has worked in various roles within financial services since 2019. Prior to entering the advisory field, Mc Cullen was involved with Cousin Couture from 2015 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Jack Schenk is a financial advisor at Fidelity with four years of industry experience. He holds the Series 66 designation and has previously worked with the YMCA of the Triangle and Enterprise Rent-A-Car. 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 employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Christopher Diaz is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses and one year of industry experience. His prior work includes roles at Wells Fargo Bank, Belk, and Vision 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 manages approximately $671 billion in assets and provides both brokerage and advisory solutions across a broad client base.

Bradley Hipps is a financial advisor at Robert W. Baird & Co. with 8 years of industry experience. He holds the Series 66 designation and has previously worked at Truist Advisory Services, BB&T Securities, and Fidelity Brokerage Services. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, employing a combination of manager-traded and model-traded SMA strategies along with tax-management and direct-indexing capabilities.

John Matthews is a financial advisor with Raymond James & Associates in Raleigh, NC, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, Matthews serves as a part-time professor with the North Carolina Wildlife Commission. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and specialized public finance and municipal services.

Matthew Szymanski is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since beginning his career at Merrill Lynch in 2003, he has provided traditional financial advice and guidance as well as built and managed custom investment strategies. His approach includes selecting from a wide range of Merrill model portfolios and third-party investment options, with the ability to manage strategies on a discretionary basis for clients participating in the firm's Investment Advisory Program. Matthew holds several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor's Degree from Vanderbilt University and completed his secondary education at St Joseph's Collegiate Institute. Matthew, along with his wife Emily and their son Barrett, reside in downtown Raleigh and are actively involved with the Make-A-Wish Foundation. In 2023, Matthew was named to Forbes' "Best-in-State Wealth Advisors" list, a recognition developed by SHOOK Research based on factors such as industry experience, credentials, client retention, and firm nominations.

Paula Gilovich is an Investment Solutions Representative III at Fidelity Investments, where she has been working since 2022. In her role, she helps clients connect to their financial goals by translating complex financial concepts into clear and practical steps. She specializes in addressing the unique financial issues women face and supports women in planning confidently at every stage of life. Prior to her current position, Paula held roles at Fidelity Investments as a High Net Worth Service Associate in 2022 and as a Customer Relations Advocate from 2021 to 2022. Her experience at Fidelity has equipped her with a comprehensive understanding of investment solutions and client service. Outside of her professional work, Paula has interests in art, Pilates, soccer, surfing, theater, and writing.

Xinyu Feng is a Financial Advisor with Merrill Lynch Wealth Management, where she serves as a Merrill Financial Solutions Advisor. She works closely with clients to understand their financial goals and develop strategies tailored to their short-, mid-, and long-term objectives. Xinyu provides guidance on various aspects of financial planning, including investing, retirement planning, and saving for unforeseen circumstances. Additionally, she facilitates access to Bank of America specialists in areas such as banking, credit, home financing, and small business solutions. Xinyu brings expertise in helping clients navigate the complexities of managing multiple financial priorities. She collaborates one-on-one with clients to define their goals and design portfolio strategies aimed at reaching them. She offers ongoing advice and adapts strategies as clients' circumstances evolve. Xinyu holds the Personal Investment Advisor (PIA) professional designation. She earned both a Bachelor's and a Master's degree from the University of North Carolina System. Xinyu is proficient in English and Chinese.

David Marion is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His work history includes roles at Fidelity Investments since 2021 and prior experience at NC State Employees Credit Union. Outside of finance, he operated Marion's Jewelry and Marion's Engravables from 2002 to 2018. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs, while also engaging in fund advisory and consulting services.

Andrew Blanchard is a Series 66-credentialed financial advisor with Thrivent Investment Management in Raleigh, NC, with two years of industry experience. Prior to his financial advisory role, he served nine years in the U.S. Air Force and was a homemaker for five years. Outside of his advisory work, he is involved as an actor represented by a talent agency and serves as a board member for the Apex Public School Foundation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive financial planning focused on goals such as retirement, tax, estate, and special needs planning. The firm combines planning with managed-account programs under consolidated billing while maintaining separate planning and investment services.

Melinda Poulton is a Series 66 licensed financial advisor at Thrivent Investment Management with four years of industry experience. She has worked at Thrivent Financial and Thrivent Investment Management since 2022. Outside of her advisory role, she acts as a brand ambassador for nutritional supplements and wellness products in a limited capacity. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across various financial planning topics. The firm offers a planning service separate from portfolio management and allows clients to combine planning with managed-account programs under consolidated billing.

Indranath Lahiri is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works directly with clients to understand their financial situations and aspirations, developing personalized wealth management strategies that address their long-term goals. He provides access to Merrill's investment insights along with Bank of America's banking and lending solutions, creating flexible financial plans responsive to changing market conditions. Mr. Lahiri's areas of expertise include college education planning, corporate executive services, family wealth management, investment consulting for defined contribution plans, liquidity management, philanthropic planning, portfolio management, small business strategies, individual and corporate investment strategy, and retirement income. He holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's degree from Jadavpur University and Master's degrees from both the University of North Carolina System and the University of Texas System. In addition to his professional work, Mr. Lahiri participates in community volunteering in line with Merrill’s tradition of service. His personal interests include badminton, basketball, biking, bowling, camping, drawing and sketching, football, gardening, hiking, and music.

Omid Bonakdar is an Investment Consultant at Fidelity Investments, a position he has held since 2024. He collaborates with individuals and families to understand their goals, values, and concerns in order to co-create financial plans aimed at pursuing their lifelong objectives. Prior to his current role, Omid gained experience at Fidelity Investments as a Workplace Planning Consultant from 2022 to 2024, progressing through multiple levels in that capacity. Before joining Fidelity, he worked at Guidehouse in 2021 as a PPP Loan Analyst and ERAP Manager. Outside of his professional career, Omid has interests that include the beach, cooking and baking, movies, music, snowboarding, and traveling.

Joshua Cummings is a financial advisor at Fidelity with Series 63 and Series 65 credentials and five years of industry experience. He previously worked at Northwestern Mutual and has been with Fidelity Investments since 2020. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios built from mutual funds, ETFs, and ETPs, and offers discretionary and non-discretionary advisory services, including fund advisory and management for registered investment companies.