Christopher Gray is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He assists clients and their families in achieving financial clarity through education, personalized goal setting, and holistic planning. His work encompasses retirement lifestyle planning, tax-efficient investing, estate planning considerations, charitable giving, and complex strategies tailored to each client's unique goals and values. Prior to his current role, Christopher held several positions at Fidelity Investments, including Financial Consultant I and Investment Solutions Representative, spanning from 2021 to 2024. Before joining Fidelity, he worked as a Personal Banker and Home Preservation Specialist at Wells Fargo Bank NA from 2019 to 2021. He holds insurance licenses in Arkansas and California. Outside of his professional career, Christopher has interests in comedy, family activities, food, outdoor adventures, parenthood, and traveling.

Clayton Charland is a CFP® with eight years of industry experience, currently serving at Charles Schwab. His prior roles include positions at TD Ameritrade, Domani Wealth, LPL Financial, Atlas Private Wealth Advisors, The GenWealth Group, and John Driscoll & Co. He is based in Cary, NC. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm operates a large-scale, integrated platform offering both non-discretionary and discretionary investment options, combining brokerage, custody, and advisory services.

Melissa Hasty is a financial advisor at Fidelity with 9 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior work includes roles at Fidelity Brokerage Services LLC and Madison Property Management Solutions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe.

Gavin Dabkowski is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, he spent four years at Clemson University and thirteen years with Peters Township School District. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to diverse clients, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including multi-manager and fund-of-funds structures.

Keith Jackson is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Clearing Services and J.P. Morgan Chase Bank. Outside of traditional advisory roles, he was involved with TAK30V3RMUSIC from 2020 to 2024. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a process that combines quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework when recommending strategies and operates within the larger J.P. Morgan banking and broker-dealer organization.

Johnaustin Chapman is a CFP®-certified financial advisor with Edward Jones in Chapel Hill, NC, where he has worked since 2013. He has 12 years of industry experience and is a founding partner of Chapman & One, a market research firm that provides insights on competition, pricing, and opportunities for start-up clients. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of advisors.

Dustin Hall is a CFP®-certified financial advisor with 22 years of industry experience, currently affiliated with LPL Financial in Cary, NC. He has worked at LPL Financial since 2005, with a brief period at Cetera Wealth Services from 2005 to 2008. In addition to his advisory role, he is involved in tax preparation services through Hall & Burns Tax Management, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

Jason Kristof is a financial advisor with Raymond James & Associates, holding a Series 66 designation and six years of industry experience. He previously worked at Merrill from 2014 to 2021 and has been with Raymond James since 2021. Outside of his advisory role, he works as a product specialist at Audi Cary. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, offering financial planning and investment consulting through various programs, with a non-discretionary approach that involves tailored planning and a range of portfolio management styles.

David Gilner is a financial advisor at LPL Financial with 30 years of industry experience. He has been with LPL Financial since 2004 and previously worked at WS Griffith Securities, Inc. from 2000 to 2004. Gilner holds the Series 63 and Series 65 licenses. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting a wide range of investment strategies with operational tools for advisors.

Clinton Chapman is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 credential and previously worked in education at several high schools. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment strategies and affiliated products supported by a large nationwide network of advisors and branch offices.

Frederick Cutter IV is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and possessing 14 years of industry experience. His career includes roles at Edward Jones, Cetera Advisors LLC, and his own firm, FWC Financial, where he remains involved. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning, portfolio management, and institutional platforms, supported by both proprietary research and third-party subadvisors.

Hudson Wilson is a financial advisor with Fidelity Investments based in Durham, NC, holding Series 63 and Series 66 designations and seven years of industry experience. His prior roles include positions at MML Investors Services, Mass Mutual Life Insurance Company, and Northwestern Mutual. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction.

Ryan Mcdonald 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 his current role, his work experience includes positions in retail and food service industries. 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. The firm is noted for its use of systematic methodologies, AI-enhanced research, and its advisory role to multiple registered investment companies.

Glenn Grimsley is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Fidelity and its affiliates since 2007. Strategic Advisers LLC, a Fidelity Investments company, 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and deliver model portfolios to intermediary platforms.

Patrick Flores is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2009, as well as at Citigroup Global Markets and A. G. Edwards & Sons, Inc. earlier in his career. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.

Ameen Jaroush is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His prior work includes roles at Uber Eats, the University of North Carolina at Greensboro, Wells Fargo, Wake Technical Community College, Target, and Amazon. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages advisory services with oversight and conflict-of-interest controls.

Paul Clark is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2023, with prior roles at Sunlight Financial and several other companies. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, manages fund-of-funds structures, and delivers model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Charlaine Glaspie is a financial advisor at Fidelity with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2012. 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 process that integrates fundamental research with quantitative and algorithmic portfolio construction, offering model portfolios and advisory services using systematic methodologies and long-term asset allocation benchmarks.

Elliott Davis is a Series 66-licensed financial advisor with Fidelity in Durham, NC, and has six years of industry experience. He has worked with Fidelity Brokerage Services LLC since 2019 and joined Fidelity Investments in 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and consultative services.

Kyle Wilson is a financial advisor at Fidelity with four years of industry experience and holds the Series 66 designation. His prior roles include positions at Express and as an educator at East Carolina University and Northside High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.