Kyle Clements is a financial advisor with RBC Capital Markets in Chapel Hill, NC, holding CFP®, Series 63, and Series 65 designations and bringing 33 years of industry experience. His prior work includes roles at City National Bank and Bank of America. He serves as an at-large advisory board member for the University of North Carolina's Economics department. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutions and charitable organizations. The firm offers tailored investment strategies through various advisory programs, combining in-house and third-party managers with flexible portfolio management options.

Alexander Sutton is a financial advisor with LPL Financial based in Cary, NC. He holds the Series 66 designation and has five years of industry experience. Sutton's prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley, Bank of America, Merrill, and experience outside of finance with companies such as Verizon Wireless and media firms. He is also involved part-time in affiliate marketing activities. 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 financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and various advisory platforms.

David Pottenger III is a financial advisor at Morgan Stanley with 46 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets from 1994 to 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and strategies.

Quinn Gruber is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones and First Citizens Asset Management. Quinn is based in Durham, NC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm’s approach includes discretionary portfolio management, fund advisory services, and the delivery of model portfolios to intermediary platforms.

Jonathan Pope is a financial advisor at Fidelity with over 26 years of industry experience. He holds a Series 66 designation and has previously worked at Scottrade, Fortress Private Ledger, and WoodBridge Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base and is noted for its use of systematic methodologies, AI-driven research, and formal advisory roles to multiple registered investment companies.

Robert Mullen is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Fisher Investments, Liberty Mutual Insurance, Northwestern Mutual, and Liberty University. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and delivery of model portfolios. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Melquan Fair is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and has worked at various Fidelity entities since 2017, following a one-year tenure at Veritude. In addition to his advisory role, he is a co-owner of Fair Capital Management, a business involved in accounts receivable outsourcing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, with a focus on systematic portfolio construction using proprietary research and algorithmic methods.

Jeremy Cooper is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has four years of industry experience, including prior roles at Merrill Lynch, Bank of America, and Wells Fargo. Outside of finance, he works part-time as a server at two local restaurants in Raleigh, North Carolina. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of advisors. The firm's approach emphasizes non-discretionary, written asset allocation advice supported by centralized due diligence and incorporates both quantitative and qualitative analysis.

Grayson Kapiko is a financial advisor at Fidelity with two years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Fidelity, his work history includes roles outside finance such as with Moving for the Coast and Seegars Fencing Company. 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 systematic investment process that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Jeremy Witmer is a financial advisor at Fidelity with three years of industry experience. He holds the Series 66 designation and previously worked at Walgreen Company for thirteen years before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages oversight and advisory functions for multiple funds and intermediary platforms.

Landon Mundell is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Raymond James Financial in Cary, NC. His prior experience includes roles at Elser Financial Planning, Teachers Credit Union, and Herman and Kittle Properties. Mundell is also involved with StillGreen Partners, LLC, a holding company connected to Stonegate Financial. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, corporations, and institutions. The firm employs tailored, non-discretionary advisory services using analytical tools and maintains unique offerings such as municipal advisory support and a SIMPLE IRA Employer Advisory & Consulting Services program.

Melissa Price is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at Prudential Equity Group, LLC from 2001 to 2003. Price has been with Wells Fargo Clearing since 2016 and is based in Chapel Hill, NC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, supported by research from Wells Fargo Investment Institute and third-party data.

Thomas Fenn is the sole advisor at T. Fenn Financial Planning, LLC in Chapel Hill, NC. He holds the CFP® designation along with Series 63 and Series 65 licenses and has 16 years of industry experience, including over 20 years in his current practice. T. Fenn Financial Planning, LLC is an independent registered investment adviser serving about 60 clients with a focus on financial planning and advisory services rather than discretionary portfolio management. The firm’s approach emphasizes consultative planning and uses fee arrangements that do not include percentage-of-assets-under-management fees.