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.

Craig Esposito is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he was affiliated with Duke University’s Fuqua School of Business and Cornell University, and has worked in sports media organizations including Major League Baseball Network and the National Hockey League. He has also served as a camp instructor at the Cornell Golf and Hockey Camp. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a national network of over 23,000 advisors. The firm offers a range of advisory programs, managed accounts, and affiliated investment products, operating under a fiduciary standard.

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 34 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at TD Ameritrade and JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Matthew Lovette is a financial advisor at Edward Jones with seven years of industry experience. He has worked at Edward Jones since 2018 and previously spent eight years at Paychex. Outside of his advisory role, he is an owner of MLB Productions, an entertainment business, and serves on the finance committee for the Denise Marie Flaherty Foundation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm manages over $1 trillion in assets and is notable for its large network of advisors and affiliated financial services beyond traditional advisory offerings.

Willard Causey Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 66 and Series 63 licenses and has 23 years of industry experience, including 20 years with Edward Jones. Causey is also the CEO of Causey Financial Group LLC, a financial services organization. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm uses tailored, non-discretionary planning supported by analytical tools and offers specialized programs such as municipal advisory services and a SIMPLE IRA Employer Advisory & Consulting Services program.

William Phelan Sr. is a financial advisor with Edward Jones in Durham, NC, holding Series 63 and Series 66 licenses and 26 years of industry experience, all with Edward Jones since 2000. Outside of his advisory role, his name appears on a rental property title for estate planning purposes. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment advisory programs and discretionary and non-discretionary strategies, managing approximately $1.01 trillion in assets.

Ashton Hohnstein is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, he worked at First Citizens Bank and Trust Company and held various roles in hospitality and education sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across multiple asset classes.

Demetria Richardson is a financial advisor with Fidelity Investments in Durham, NC, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity, she has worked in various roles across education, public service, and corporate sectors. She is also a partner in Neat Freaks Cleaning Services, providing residential and commercial cleaning. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage a diverse range of investment products and model portfolios.

Michael Cornwell is a financial advisor at Fidelity with Series 63 and Series 66 licenses and 21 years of industry experience. He has worked within various Fidelity entities since 2005, including roles at Fidelity Personal and Workplace Advisors and currently at Fidelity Investments in Durham, NC. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to both retail and institutional clients. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and advisory services.

Daniel Ashe 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 Blue Raven Solar and the Vermont Department of Corrections. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and advisory services.

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 with Fidelity in Durham, NC, holding Series 63 and Series 66 licenses and has one year of industry experience. Prior to joining Fidelity, his background includes roles at Elon University and various positions in retail and service industries. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a proprietary investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction.

Darrin Guay is a CFP® certificant with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He holds the Series 66 designation and is based in Cary, NC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.