Blake Seibert is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2018, including a role at Morgan Stanley Private Bank, N.A. Prior to that, he held positions at Charles Schwab and Fleishel Financial Associates. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and research.

Christopher Corini is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016. Prior to that, he was employed at Raymond James Financial and Raymond James Financial Services, Inc. from 2008 to 2011. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics to evaluate investment options within a broad platform.

Brenleigh Rigsbee is a Series 66-licensed financial advisor at Fidelity with two years of industry experience. Prior to joining Fidelity, Rigsbee held various roles in the hospitality sector and currently works as a bartender at The Underground in Raleigh, NC. Fidelity’s Strategic Advisers LLC serves retail and institutional clients with investment management and advisory services, utilizing proprietary fundamental research and quantitative analysis to create model portfolios composed of mutual funds, ETFs, and ETPs.

Christina Taylor is a financial advisor with Morgan Stanley in Chapel Hill, NC, holding a Series 66 designation and nine years of industry experience. She has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm’s approach incorporates structured discovery conversations and firm-approved planning tools to support client financial plans.

Gregory Wells 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 the North Carolina Healthcare Association and Lifetime Fitness. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction using a combination of fundamental research, quantitative analysis, and algorithmic methods. The firm also serves as an adviser to multiple registered investment companies and utilizes systematic methodologies in portfolio management.

David Burk is a financial advisor with LPL Financial in Durham, NC, holding a Series 66 credential and bringing 26 years of industry experience. His career includes roles at Cuso Financial Services, Coastal Federal Credit Union, CUNA Brokerage Services, and Equitable Advisors. He is also involved with MassMutual through a non-variable insurance role. 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 wide range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by technology tools and oversight of substantial discretionary assets.

Henry Kuo is a financial advisor based in Cary, NC, with 32 years of industry experience. He has been with Equitable Advisors since 1999 and holds Series 63 and Series 65 designations. Outside of his advisory work, he is a managing member of Prestige Financial Holdings, LLC and serves on the board of the North Carolina School of Science and Mathematics Foundation. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients with financial planning, retirement plan consulting, and asset-management programs. The firm’s approach involves assessing client risk tolerance to match them with program models or discretionary managers, utilizing primarily third-party investment platforms and a range of investment options including mutual funds, ETFs, and alternative investments.

Holley Fuller is a financial advisor with Morgan Stanley in Chapel Hill, NC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and analyses to support its advisory services.

Janet Russell is a Financial Consultant at Fidelity Investments, a position she has held since 2021. Prior to this role, she served as an Investment Consultant at Fidelity Investments from 2020 to 2021. From 2017 to 2020, she worked as a Financial Advisor at First Command Financial Services. In her current role, Janet works alongside clients to assist them through their financial planning and decision-making processes. She leverages the resources of Fidelity to guide families and individuals pursuing their version of financial success. Janet and her team aim to create an excellent client experience worthy of their clients' business.

Noah Baughn 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 Zacks Investment Management and UBS Wilmington Wealth Consulting Team. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction in their model portfolios.

Jeffrey Church is a CFP® professional with 18 years of experience in financial advising. He has worked at LPL Financial since 2018 and previously spent three years at Invest Financial Corp. He operates a business under the name Church Financial as part of his activities at LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies.

Charles Stewart is a financial advisor with Equitable Advisors in Raleigh, NC, holding a Series 66 designation and nine years of industry experience. He has been with Equitable Advisors since 2016, including the firm's previous identity as AxA Advisors. He also operates a business under the name Legacy Wealth Strategies. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pensions, corporations, and charitable organizations. The firm utilizes a range of advisory models and third-party asset managers to deliver customized investment solutions.

Dixi Jin is an Investment Consultant currently working at Fidelity Investments since 2022. In this role, Dixi collaborates with clients to build financial plans tailored to their unique needs, focusing on understanding their short- and long-term goals, identifying ways to improve those plans, and helping track progress as circumstances evolve. Building strong relationships based on trust, reliability, and competency is a central aspect of Dixi's professional approach. Prior to joining Fidelity Investments, Dixi held several positions in the financial services industry, including Registered Wealth Management Client Associate and Merrill Financial Solutions Advisor at Merrill Lynch between 2019 and 2022, Financial Advisor at Merrill Lynch from 2015 to 2019, and Relationship Manager at Bank of America from 2010 to 2015. This experience spans client relationship management and wealth management services. Outside of professional responsibilities, Dixi enjoys activities such as going to the beach, comedy, exploring food, reading, running, and traveling.

Jeffrey Hall is a CFP® with 10 years of industry experience, currently serving at Fidelity in Durham, NC. He has held roles across Fidelity Investments, Fidelity Personal and Workplace Advisors, and FIDELITY Brokerage Services LLC since 2015. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its roles as a commodity pool operator and advisor to multiple registered investment companies, as well as its use of AI and systematic methodologies in portfolio management.

Christopher Moody is a financial advisor with Fidelity Investments in Durham, NC, holding Series 63 and Series 66 licenses and four years of industry experience. His background includes roles at Qurate Retail Group, FedEx Ground, Arizona State University, and United Parcel Service. Fidelity’s Strategic Advisers LLC, where he is affiliated, provides a range of investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction.

Leah Ogden is a CFA® charterholder and holds a Series 66 license, with 23 years of experience in the financial services industry. She currently works at Morgan Stanley in Chapel Hill, NC, having previously spent 11 years at Raymond James & Associates. Ogden serves on the board and finance committee of Carolina Meadows CCRC, a nonprofit organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs including financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Barry Davis is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America and Merrill for 14 years. 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 including registered investment companies and offers specialized services such as fund advisory and model portfolio delivery.

Demarc White is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity Investments in various capacities 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 a Charitable Gift Fund. The firm combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Chadwick Virgil is a CFP® and ChFC® credentialed financial advisor with Edward Jones in Pittsboro, NC, where he has worked for 25 years. His career has been exclusively with Edward Jones since 2001. Outside of advising, he is involved in agricultural ventures, including managing a holding company for livestock, timber, and crops, co-owning a farm, and serving as trustee for a farming trust. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.

Prescott Padgett is a CFP® credentialed financial advisor with 10 years of industry experience. He is currently with J.P. Morgan Securities and has prior experience at First Citizens Investor Services and Scottrade. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.