Steven Sherman is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His previous work includes positions at Papa Johns, The Home Depot, K-Flex USA, and GradePower Learning. Outside of his advisory role, he is involved in managing a rental property where he performs light maintenance. Fidelity, through its Strategic Advisers LLC division, offers investment management and advisory services to a diverse client base including retail and institutional investors. The firm utilizes a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios consisting of mutual funds, ETFs, and ETPs.

Richard Girod is a financial advisor at Fidelity with a Series 66 credential and two years of industry experience. His prior work includes roles at The Currituck Club, Island Smoothie Cafe LLC, and military service with the United States Army Reserves. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios composed of mutual funds, ETFs, and ETPs.

Anthony Mazzeo Jr. is a financial advisor with Wells Fargo Clearing in Chapel Hill, NC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Wells Fargo entities since 2009, initially at Wells Fargo Advisors LLC before joining Wells Fargo Clearing in 2016. Outside of his advisory role, he performs food delivery and rideshare services in the Durham area. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in their investment offerings.

Michael Legette is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at TD Ameritrade, Scottrade, and Primerica. Outside of his advisory role, he speaks periodically to religious and community groups about personal financial stewardship and the financial services profession. Charles Schwab 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 combines non-discretionary client advisory relationships with access to discretionary separately managed accounts and offers a centralized operational and custody platform.

Cynthia Clark is a financial advisor at Merrill with 44 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 2000 and Bank of America, N.A. since 2011. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Adam Peery is a Financial Consultant at Fidelity Investments. He has been in this role since 2022. Prior to this, he worked as a Financial Solutions Advisor at Bank of America - Merrill Lynch from 2018 to 2022, and as a Relationship Manager at Bank of America from 2014 to 2018. With over ten years of experience, Adam specializes in developing and refining investment, retirement, and income strategies intended to support clients' financial goals and well-being. Originally from North Carolina, he emphasizes building lasting relationships and providing thoughtful financial guidance. Outside of his professional work, Adam has personal interests in family activities, football, movies, reading, and soccer.

Leigh Kempf is a Wealth Management Advisor associated with Merrill Lynch Wealth Management. She holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Leigh's work involves helping clients with areas such as college education planning, family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, portfolio management services, socially responsible investing, and tax minimization. With over 25 years of experience, Leigh combines her financial planning expertise with a comprehensive approach that addresses key aspects required for financial independence. She implements proprietary Personal Wealth Analysis® focusing on net worth consolidation, retirement income, and consistent cash flow to assist clients in achieving their financial goals, especially in retirement planning and transitional life events. Leigh holds an Associate's degree from Saint Mary's College and a Bachelor of Arts from the University of North Carolina at Chapel Hill. Residing in Chapel Hill, North Carolina, she is involved in several professional and community organizations including Chapel Hill Carrboro Women Connect, Networking Women of the Triangle (NWOTT) - Chapel Hill/Carrboro, and The Chamber For a Greater Chapel-Hill Carrboro. Her community involvement includes participation in Habitat for Humanity Corporate Campaign Committee for Weavers Grove, Saint Mary's Alumnae Council, The Volunteer Center, and The Women's Center. Outside of work, Leigh enjoys biking, gardening, painting, spending time with her family, and traveling.

Timothy Riebock is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity since 2018, progressing through roles including Financial Consultant 1, Investment Management Consultant, Relationship Manager, High Net Worth Service Associate, and Customer Relationship Advocate. Throughout his tenure, he has developed expertise in investment management and client relationship services. Timothy holds insurance licenses in Arkansas and California. His professional approach emphasizes integrity, objectivity, and diligence, focusing on collaboration and clear communication to help clients build strategies aligned with their goals. Outside of his professional role, Timothy enjoys activities such as camping, fishing, fitness, outdoor adventures, reading, and exploring food.

James Mc Daniel is a financial advisor at Charles Schwab with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including PNC Investments, First Citizens Investor Services, and Wells Fargo Advisors. He is based in Chapel Hill, NC. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wealth advisory services through a combination of non-discretionary advice and discretionary model portfolios. The firm is notable for its integrated structure and scale, providing bundled advisory, brokerage, custody, and cash-sweep services.

Karl Spruill is a financial advisor at Fidelity with 23 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Fidelity, he worked at Members Trust Company and SeCU Life Insurance Company among other roles. Fidelity’s subsidiary, 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 discretionary and non-discretionary portfolios.

Ryan Schoendorf is the Vice President and Branch Leader at Fidelity Investments. In this role, he leads a team of financial professionals dedicated to delivering comprehensive and holistic financial planning services to clients. He has been with Fidelity Investments since 2015, initially serving as Assistant Branch Office Manager from 2015 to 2019 before assuming his current leadership position in 2019. His experience focuses on managing branch operations and guiding teams to support the unique goals and needs of the families they serve.

Susan Batchelor is a Wealth Management Advisor with Merrill Lynch Wealth Management, serving corporate executives, business owners, and families focused on generational wealth transfer. She works alongside clients to create personalized financial strategies designed to help them pursue their goals. Susan employs the Merrill Personal Wealth Analysis® system to assist clients in preserving and nurturing their wealth. She holds a Bachelor's degree from the University of South Carolina System and a Master's in Business Administration from the University of Wisconsin System, where she specialized in Corporate Finance and Investment Banking. Susan is also a Certified Financial Planner (CFP) and a Certified Exit Planning Advisor (CEPA). Her areas of expertise include college education planning, executive compensation, family wealth management strategies, legacy and LGBT wealth planning, socially responsible and values-based investing, retirement income, and tax minimization. Susan is involved in her community through participation with the Chapel Hill-Carrboro Chamber of Commerce and the Women's Giving Network of Wake County. She balances her professional commitments with personal interests such as biking, camping, cooking, gardening, golfing, ice hockey, pottery, soccer, spending time with family, and practicing yoga.

Andrew Rogers is a Series 66 registered financial advisor with Fidelity in Durham, NC, with three years of industry experience. His prior work history includes roles at Walmart Inc, Amazon Inc, Tesla, and Oracle NetSuite. Fidelity’s subsidiary, Strategic Advisers LLC, provides investment management and advisory services to a broad client base, including retail and institutional investors as well as registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in managing portfolios and delivers model portfolios to intermediary platforms.

Emily Lowery is a financial advisor with Merrill in Cary, NC, holding a Series 66 designation and four years of industry experience. Her prior work includes positions at Bank of America, BB&T, Victoria’s Secret, and service in the U.S. Navy. She serves as a successor trustee and holds power of attorney for family fiduciary responsibilities. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Devesha Solanki is a Series 66-credentialed financial advisor with nine years of industry experience, currently practicing at UBS Financial Services in Chapel Hill, NC since 2017. Prior to joining UBS, Solanki worked at Durham Chiropractic Center for one year. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor plans according to clients’ goals and risk tolerances.

Chad Hood is a financial advisor at Fidelity with eight years of industry experience. He holds the Series 63 and Series 66 designations. Prior to his current role, Hood worked at Walmart for five years. Outside of his advisory work, he participates as an anonymous reviewer for Amazon products through the Amazon Vine program. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and it holds distinctive roles as a commodity pool operator and advisor to multiple registered investment companies.

Jairi Key is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, Jairi held roles at KPI Residential, Wake County Public Schools, GMH Capital Partners, and other organizations. Outside of advising, Jairi operates a YouTube channel called "Bad as a Mother" and works as an independent contractor for grocery shopping and delivery services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction with oversight of sub-advisers and a focus on long-term asset allocation.

Lori Stark is a financial advisor with Morgan Stanley in Chapel Hill, NC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, she was with Citigroup Global Markets beginning in 1991. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and modeling techniques.

Tyler Slate is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, he worked at Peraton for four years. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management as well as fund advisory. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios from a diverse range of mutual funds, ETFs, and ETPs.

Sam Brotherton is a Planning Consultant with the Durham Wealth Management team at Fidelity Investments, where he collaborates with clients to develop financial plans aligned with their life objectives. He focuses on simplifying complex financial concepts to help clients make informed and confident decisions. Sam's experience at Fidelity Investments includes roles as a Planning Consultant since 2026, a Workplace Planning Consultant from 2025 to 2026, and a Workplace Planning Associate from 2024 to 2025. Through these positions, he has gained expertise in financial planning and client support. Outside of his professional work, Sam's personal interests include spending time at the beach, fitness, socializing with friends, golf, soccer, and traveling.