Chaudhry Adeem Asim is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior roles include positions at National General Insurance and academic institutions such as the University of Alcala and the University of North Carolina at Pembroke. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Marshall Lipe is a Financial Consultant at Fidelity Investments, where he collaborates with clients to understand their financial goals and develop tailored strategies through a holistic planning process. He has been with Fidelity since 2021, progressing through roles from Investment Management Consultant to Investment Consultant before his current position. Prior to joining Fidelity, Marshall worked as a Financial Advisor at Northwestern Mutual from 2017 to 2021. His professional experience spans various aspects of financial consulting and investment management. Outside of his professional work, Marshall engages in activities such as beach outings, family activities, fishing, golf, outdoor adventures, and spending time with pets.

Terri Ann Lindo is a financial advisor with LPL Financial in Durham, NC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has previously worked at Cetera Advisor Networks, Summit Financial Group, Raymond James Financial, and UBS Financial Services. Outside of her advisory role, she is involved with Melalueca, an online wellness company. 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 portfolio programs, and institutional platforms.

Elizabeth Asbill is a CFP® professional with 18 years of industry experience. She has been with Edward Jones since 2007. Outside of her advisory role, she is an owner and landlord of residential rental property in Willow Spring, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a national network of over 23,700 financial advisors and maintains affiliated capabilities such as a trust company and securities-based lending.

Joshua Seligson is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He previously worked at Edward Jones for nine years. Outside of his advisory role, he coaches girls varsity basketball at St. Davids School in Raleigh, NC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and financial planning services tailored to clients who meet certain net-worth criteria. The firm provides a broad range of planning options and integrates advisory services with other financial products.

Jeffrey Adams is a financial advisor at Fidelity with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various Fidelity entities since 2008. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios from a broad investable universe of mutual funds, ETFs, and ETPs.

Joseph Piescik is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Fidelity Investments and within law enforcement at The University of Dallas Police Department. His background also includes roles in nonprofit and academic settings. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management combined with brokerage, custody, and financial planning services.

Philip Geiger is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Edward Jones since 2005. Based in Raleigh, NC, he also works as a freelance certified flight instructor. Edward Jones is a full-service wealth management firm with over four million clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a large nationwide network of financial advisors and branch offices.

Ryan Polewczak is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2007, where he has served in various positions including Portfolio Specialist, Workplace Planning & Advice Consultant, Executive Participant Services, Non Qualified Plan Services Lead, Registered Representative, and Customer Service Workplace Specialist. His professional experience spans multiple aspects of financial consulting and planning. Ryan holds insurance licenses in Arkansas and California. His approach to financial planning focuses on understanding clients personally and co-creating customized financial plans that align with their goals throughout different stages of life. Outside of his professional work, Ryan's personal interests include cars, family activities, hiking, horseback riding, and parenthood.

Hampton Briley is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at the State of North Carolina and various service and hospitality positions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios.

Matthew Fahys is a financial advisor with Fidelity in Durham, NC, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work experience includes roles at Plan2Play and several real estate firms, as well as ownership of NpEntertainment, LLC. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, emphasizing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as a registered commodity pool operator and provides advisory services to multiple registered investment companies and model portfolios.

Matthew Tapley is a financial advisor with Wells Fargo Clearing in Chapel Hill, NC, holding Series 63 and Series 65 designations and 25 years of industry experience. His prior experience includes roles at Morgan Stanley and Citigroup Global Markets. He has ownership in Jager Baden, LLC, a separate venture involving recreational land acquisition. Wells Fargo Advisors is a national securities firm that provides 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 a broad range of brokerage and advisory solutions.

Jason Rausch is a financial advisor at Osaic Wealth, Inc. based in Cary, NC, holding the CFP® and CFA® designations with two years of industry experience. He previously worked at Voya Investment Management for 16 years. Outside of his advisory role, he owns and operates JR Income Tax Services, preparing federal and state income tax returns seasonally. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services using asset-allocation tools and multiple investment platforms that incorporate stocks, bonds, mutual funds, ETFs, and alternative investments.

Tyler Vodicka is a financial advisor at Fidelity with seven years of industry experience and holds the Series 66 designation. His work history includes roles at Fidelity Brokerage Services LLC since 2018 and Fidelity Investments since 2025. Prior to his financial services career, he worked at Linda's Bar and Grill and the University of North Carolina at 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 manage diversified portfolios and model strategies.

Vanessa Haythorn is a CFP® with 16 years of industry experience, currently with Stifel since 2020. She previously worked at Morgan Stanley Private Bank, N.A. from 2015 to 2020. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, providing asset allocation and financial planning analyses to support client decisions.

Jeffrey Bednarek is a Financial Consultant at Fidelity Investments, a role he has held since 2022. Prior to this, he served as Vice President Branch Office Manager from 2018 to 2022 and Assistant Branch Office Manager from 2017 to 2018 at Fidelity Investments. His experience also includes working in High Net Worth Service at Fidelity Investments from 2013 to 2017, Financial Specialist at PNC Bank from 2012 to 2013, and Licensed Banker at JP Morgan Chase from 2009 to 2012. Throughout his career, Jeffrey has developed expertise in financial consulting and branch office management. His approach centers on building relationships based on trust, transparency, and accountability, ensuring that clients feel understood and cared for along with the needs of their families. This client-focused philosophy guides his work and commitment to financial planning. Outside of his professional responsibilities, Jeffrey enjoys family activities, golf, and writing.

Daniel Einstein is a financial advisor with Edelman Financial Engines in Holly Springs, NC. He holds a Series 65 designation and has been in the industry since 2021, with prior roles at Personal Capital and Empower Financial Services. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process coupled with planner delivery and online tools, offering a range of discretionary and non-discretionary investment options.

Dana Drury is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments, Drury held roles at several organizations including Captiv8 and the University of Colorado. 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 employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Tyler Davis is a financial advisor at Edward Jones in Chapel Hill, NC, holding a Series 66 designation. He joined Edward Jones in 2026 after working at CISCO Systems for six years and the Texas Rangers Baseball Organization for four years. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the United States.

Forrest Shanklin is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 16 years of industry experience, including 14 years at Edward Jones. Shanklin is also the owner of Shanklin Wealth Planning, where he serves as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and charitable clients. The firm employs tailored, non-discretionary planning and consulting using analytical tools and supports a broad advisor network with specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.