Matthew Griffith is a financial advisor at Mass Mutual Investors Services with 27 years of industry experience. He has been with MML Investors Services and Mass Mutual Life Insurance Company since 2008. Outside of his advisory role, he is an owner/member of Encompass Financial Partners, LLC, a business focused on managing operational expenses. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using collaborative, software-supported approaches to develop written recommendations tailored to clients' goals.

Travis Hale is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His work history includes roles at Fidelity Investments, Nu Skin Enterprises, and internships with I Am Zambia and Tessel Supply. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and it serves as an adviser to multiple registered investment companies and fund-of-funds.

David Bomar is a financial advisor at Stifel with 21 years of industry experience. He holds the Series 66 designation and has held positions at firms including Morgan Stanley Private Bank and Wells Fargo Clearing. Bomar is based in Chapel Hill, NC. 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 approach relies on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Madison Janeczko is a Financial Consultant at Fidelity Investments, a role she has held since 2023. She has been with Fidelity Investments since 2021, previously working as an Investment Consultant from 2022 to 2023 and as a Relationship Manager from 2021 to 2022. Madison focuses on helping individuals and families make confident financial decisions by connecting their money to what matters most. She serves as both an educator and strategic partner, building trust-based relationships and taking a holistic, collaborative approach to financial planning. Madison aims to empower clients to understand their finances, simplify complexity, and move forward with clarity, confidence, and intention.

Anthony Sica is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes positions at High Point University and Vested Business Brokers. Outside of his advisory role, he is active as a Twitch and TikTok video game streamer. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and offers services such as discretionary and non-discretionary advisory work, fund advisory, and model portfolio delivery.

Kenneth Buckner is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 16 years of industry experience. He previously worked at Edward Jones for 14 years before joining Raymond James and the Four Corners Advisor Group. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and nonprofit organizations. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains a range of specialized programs, including municipal finance and SIMPLE IRA employer advisory services.

Lauren Erickson Bennett is a financial advisor at Cetera with 21 years of industry experience. She holds Series 63 and Series 65 credentials. In addition to her advisory role, she owns a catering company and serves as treasurer for a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and retirement services with access to both affiliated and third-party money managers across multiple program structures.

Abdias Carmona is an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2022. In this role, he focuses on listening to clients, guiding them, and empowering them to co-create financial plans that adapt to their life's changes. His approach aims to help clients achieve financial confidence through clear and intentional actionable steps. Prior to joining Fidelity Investments, Abdias worked as a Relationship Banker at Wells Fargo Bank, NA from 2015 to 2022. This experience has contributed to his expertise in client relationship management and financial services. Outside of his professional career, Abdias enjoys family activities, music, outdoor adventures, parenthood, traveling, and volunteering.

Carson Dean is a financial advisor at Fidelity with a Series 66 credential and three years of industry experience. He has been with Fidelity Investments since 2022. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and serves in formal advisory roles to multiple registered investment companies.

Young Vuong is an Investment Solutions Representative III at Fidelity Investments. In this role, he focuses on building meaningful relationships and delivering personalized guidance that aligns with each client's goals, risk tolerance, and long-term priorities. He has been with Fidelity Investments since 2021, progressing through roles including High Net Worth Representative and Fixed Income Specialist. Prior to joining Fidelity, Vuong worked as a Trading Service Representative at Wells Fargo Advisors from 2019 to 2020.

Jacqueline Wade is a CFP® professional with nine years of experience in the financial industry, currently serving at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB since 2017 and 2019 respectively. Her background also includes roles at Indiana University and a position with Penny Githens for District 60. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals with a comprehensive wealth advisory program that combines non-discretionary and discretionary investment management, along with centralized custody and operational services.

Krystal Williams is a financial advisor at Fidelity with a Series 66 license and two years of industry experience. Prior to joining Fidelity, she worked at US Cellular, Conns HomePlus, GP Mobile, and Mobilelink USA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs. The firm also serves multiple registered investment companies and delivers model portfolios through Fidelity Institutional Wealth Adviser.

Gareth Livesay is a financial advisor at Morgan Stanley in Chapel Hill, NC, with five years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at First Citizens Investor Services and First Citizens Bank. Outside of his advisory role, he is involved with the Hill Learning Center, an educational organization in Durham, North Carolina. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs and tailored financial planning to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and market models.

Milan Thompson is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity Investments in 2022, he held positions in various service and delivery roles. Outside of his advisory work, he is a registered North Carolina Notary Public and occasionally performs notary signings. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of mutual funds, ETFs, and ETPs.

Steven Winegar is a financial advisor with Fidelity in Durham, NC, holding Series 63 and Series 66 licenses and two years of industry experience. His work history includes roles at Fidelity Investments since 2023 and prior experience in mortgage and finance companies. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm uses proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

George Haddad is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity Investments, he held various roles at institutions including Meredith College, Landmark Properties, and NC State University. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a wide range of clients, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its role in managing registered investment companies, its use of advanced technology and AI in research, and its involvement in constructing model portfolios for Fidelity Institutional Wealth Adviser.

Parker Croswell is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at CVS Caremark, Under Armour, and North Carolina State University. Parker is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Geoffrey Hudson is a financial advisor with Morgan Stanley in Chapel Hill, NC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, Hudson is the author of a published fiction novel titled *The String Theory*. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Madi Casale is a Planning Consultant at Fidelity Investments, a role she has held since 2026. In this position, she collaborates with two Financial Advisors to facilitate in-depth planning discussions, aiming to provide clients with personalized support tailored to their specific needs. Her approach focuses on helping clients feel informed, empowered, and confident in their financial decisions. Madi's experience at Fidelity Investments spans several roles, including Relationship Manager from 2025 to 2026, Financial Representative from 2024 to 2025, and Financial Services Representative from 2023 to 2024. This progression reflects her developing expertise in client relationship management and financial planning. Outside of her professional responsibilities, Madi enjoys activities such as fitness, hiking, painting, reading, running, and softball.

Matthew Colwell is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 66 designation and has worked at Fidelity and affiliated entities since 2017, including roles at Fidelity Brokerage Service LLC and Veritude LLC. Prior to that, he spent one year at Mariner Finance. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors and registered investment companies. The firm combines proprietary research with quantitative analysis and algorithmic portfolio construction, offering services such as discretionary portfolio management and fund advisory, and utilizes systematic methodologies and oversight controls in its investment process.