Stacy Bledsoe is a financial advisor at Morgan Stanley with 34 years of industry experience. She has held positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill. She holds Series 63, 65, and 66 licenses. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers planning services that use structured discovery and firm-approved tools.

Curtis Brazile is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021. Prior to that, he was employed by Kelly Services, LLC and Enterprise Rent-a-car. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory role to multiple registered investment companies and its use of systematic methodologies and AI-driven research.

Cynthia Royal is a financial advisor at Edward Jones in Chapel Hill, NC, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, she worked at ABH Ventures and as an independent sales consultant. Outside of her advisory role, she owns rental properties at ski resorts in Japan. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds.

Justin Davis is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. He previously worked at John Hiester Chevrolet and has background experience in language education. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction using a combination of fundamental research, quantitative analysis, and algorithmic methods. The firm also serves as a commodity pool operator and advisor to multiple registered investment companies.

Steven Mangano is a Series 66 licensed advisor at Fisher Investments with 24 years of industry experience. He has been with Fisher Investments since 2005. Fisher Investments serves a global client base including institutional and private clients such as pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management through a centralized investment process that combines quantitative and qualitative research. The firm manages a range of investment mandates and offers sub-advisory and retirement plan services.

Daniel Van Hemert is a financial advisor with Fidelity Investments in Durham, NC, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity, he worked in the hospitality industry, including roles as a server and bartender at Bombolo, a restaurant in Chapel Hill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage funds.

Jacob Samuels is a financial advisor at Fidelity with four years of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments since 2022. Prior to joining Fidelity, he held roles at Gerson Lehrman Group, Camden Property Trust, and Appalachian State University, among others. 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Colin Moor is a Financial Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he progressed through several positions at Fidelity Investments, including Workplace Planning Consultant III, II, and I, as well as Workplace Planning Associate, spanning from 2021 to 2024. Before joining Fidelity, he worked as a Financial Advisor at Northwestern Mutual from 2020 to 2021. His professional experience encompasses financial consulting and workplace planning, focusing on constructing personalized financial plans that address the evolving needs of clients and their families. He holds insurance licenses in Arkansas and California. Outside of his professional work, Colin enjoys baseball, football, spending time at the beach, attending social events with friends, and visiting museums.

Nicholas Cellini is a financial advisor at Edward Jones in Hillsborough, NC, holding a Series 66 designation. He has been with Edward Jones since 2022. Prior to his current role, he held various positions including work in the food service industry and roles linked to Appalachian State University and Cedar Ridge High School. 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, and operates with a nationwide network of financial advisors and branch offices.

Andrew Clark is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated entity since 2014. Outside of his advisory role, Clark is involved as a member of AJ2 Capital Ventures, LLC and TAY-J Capital LLC, reflecting interests beyond traditional financial advising. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers a range of financial planning and investment management services through independent financial professionals, utilizing proprietary and third-party strategies across multiple platform arrangements.

Thuy Dung Nguyen is a financial advisor with Fidelity in Durham, NC, holding a Series 66 designation and two years of industry experience. Prior to joining Fidelity, Nguyen held positions at Brex, Curology, The Washington Center, Course Hero, and other organizations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad range of investment vehicles.

Elaine Jolley is a Series 66-credentialed financial advisor with 11 years of industry experience. She is currently affiliated with Cambridge Investment Research Advisors and has previously worked at Vesta Wealth Advisors, Principal Securities Inc., Principal Life Insurance Company, and Edward Jones. Outside of her advisory work, she is a founder of Vesta Divorce Solutions, a service focused on divorce planning, and serves as a volunteer board member for Sherry Braswell Ministries. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, employing both proprietary model strategies and third-party solutions across multiple platform arrangements.

Justin De Prino is a financial advisor with Mass Mutual Investors Services in Raleigh, NC. He holds the Series 63 and Series 65 designations and has 25 years of industry experience, including 15 years at Morgan Stanley. His current role at Mass Mutual Investors Services and MassMutual Life Insurance Co began in 2026. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and provide written recommendations.

Jack Gould is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. His prior work experience includes roles outside the financial sector, such as at FedEx and retail companies. Fidelity Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base including retail and institutional investors. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios comprising mutual funds, ETFs, and ETPs, while also serving as a formal advisor to multiple registered investment companies.

Robert Lorelli is a financial advisor at Fidelity with 31 years of industry experience. He holds the CFP® designation along with Series 65, 66, and 63 licenses. His prior roles include positions at Regions Bank, United Parcel Service, Cetera, and TIAA. Fidelity’s Strategic Advisers LLC, where he is based, provides investment management and advisory services to retail and institutional clients. The firm utilizes proprietary fundamental research combined with quantitative and algorithmic portfolio construction to manage diversified model portfolios across mutual funds, ETFs, and ETPs.

Cody Boone is a financial advisor at Fidelity with two years of industry experience. He holds the Series 66 designation and has prior roles at firms including Matheson Inc, Automatic Data Processing Inc, Techtronic Industries Inc, and Orthofix. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a proprietary investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its advisory role to multiple registered investment companies and its use of algorithmic methods and AI in research.

Nicholas Cirillo Jr. is a Series 66–licensed financial advisor at Edward Jones with 15 years of industry experience. He has been with Edward Jones since 2010 and is based in Raleigh, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, with over $1 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services, supported by a large network of financial advisors and branch offices.

Maria Litzinger is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Edward Jones in Cary, NC. She has eight years of industry experience, having worked at Edward Jones since 2018 and previously at United Therapeutics from 2013 to 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,000 advisors, offering discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment options.

Madhulavi Majumder is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has been with the firm for 23 years, focusing on developing and consistently reviewing wealth management strategies that align with her clients' personal goals and resources. Her client focus areas include family wealth management strategies, legacy planning, liquidity management, retirement planning, socially responsible and ESG investing, women and wealth, tax minimization, and retirement income. She holds a Master of Business Administration degree from the Simon School of Business in Rochester, NY, a bachelor's degree from Lady Shriram College, and a master's degree from Delhi University. Madhulavi holds the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She is multilingual, with proficiency in Bengali, English, and Hindi. Outside of her professional role, Madhulavi is actively involved in social and charitable work through organizations including Shukr7 and SankalptRTP. She participates in various community groups such as the Bengali Association of North Carolina, Chinmaya Mission of RDU, and others. Her personal interests include music, singing, traveling, yoga, acting on stage, and spending time with her husband and two children.

Dominique McQueen is Vice President and Financial Consultant at Fidelity Investments, a position held since 2025. She has been with Fidelity Investments since 2022, advancing from Financial Consultant I to her current role. Prior to joining Fidelity, Dominique served as Head of Wealth Management and Head of Financial Planning at Finwell, Inc. between 2017 and 2022. Her earlier experience includes various roles at the Bank of The Bahamas, KPMG (Bahamas) Ltd., and JP Morgan Trust (Bahamas) Ltd. Throughout her career, Dominique has focused on building customized financial plans tailored to meet the unique needs of her clients. She emphasizes professionalism and compassion in her partnerships and values strong, trust-based relationships with clients and their families. Dominique holds a California Insurance License. In her personal time, Dominique enjoys cooking and baking, spending time with family, golf, hiking, reading, and traveling.