Jennifer Pianelli is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 designation. Her prior roles include working at Equitable Advisors and Envision Science Academy. Outside of finance, she has experience working as a server and bartender at The Cowfish Sushi Burger Restaurant in Raleigh, North Carolina. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

Candace Stepp is a financial advisor at Fidelity with 14 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Fidelity Investments in various roles since 2008. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Jason Curfman is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 licenses and with eight years of industry experience. He has been with Ameriprise since 2016 and was briefly involved with Triangle Futbol Club in 2016. Curfman is also a co-owner of Serving to Multiply, Inc., a business created to support an Ameriprise franchise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice. The firm’s approach includes asset allocation, withdrawal strategies, and Social Security planning within an investment universe influenced by affiliated product relationships.

James Sessoms is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. He previously worked at Capitol Comics of Raleigh and was involved with Knightdale Baptist Church for ten years. 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 utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and offers a distinctive advisory role with various registered investment companies and fund-of-funds.

William Cunningham is a Planning Consultant at Fidelity Investments, a role he has held since 2026. He has been with Fidelity Investments since 2023, progressing through positions including Workplace Planning Associate, Workplace Planning Consultant, and Workplace Planning Consultant II. In his current position, William focuses on understanding clients' priorities and helping translate them into clear, workable financial plans. He emphasizes building strong, trusting relationships to provide a planning experience that is supportive, transparent, and tailored to each client's unique situation. William's approach centers on empathy and recognizing the individuality of every client. Outside of his professional work, he has interests in baseball, football, and pets.

Shawn Wilson is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Cary, NC. He has six years of industry experience, including six years with Greater Kinston Credit Union before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Muhmad Alzpair is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 designation. His prior work includes roles at Bio-Diesel Productions and DeSimone Research Group, as well as a five-year period at the University of North Carolina - Chapel Hill. 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 across mutual funds, ETFs, and ETPs. The firm also serves as an adviser to multiple registered investment companies and develops model portfolios for Fidelity Institutional Wealth Adviser.

Patrick Hartley is a financial advisor with Morgan Stanley in Chapel Hill, NC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Morgan Stanley since 2011, including time with Morgan Stanley Private Bank, National Association since 2015. He serves on the advisory board of the Kenan Institute of Private Enterprise, focusing on education-related business development and fundraising. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and supports clients through structured planning tools while acting primarily in an advisory capacity.

Claren Englebreth is a CFP®-certified financial advisor with 18 years of industry experience. She is currently with Edward Jones in Raleigh, NC, where she has worked since 2017, following a brief period at Wells Fargo Clearing and a prior tenure at Edward Jones earlier in her career. Edward Jones is a full-service wealth management firm serving a broad client base that includes individuals, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Andrew Shapiro is a financial advisor with Fidelity Investments in Durham, NC, holding Series 63 and Series 66 licenses and having four years of industry experience. His prior work includes roles at Liberty Mutual Insurance and Plymouth Rock Assurance, as well as several positions at Enterprise Rent-a-Car. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a systematic investment approach that combines proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and constructs model portfolios for intermediary platforms.

Scott Markel is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for five years and Standard Furniture for seven years. Fidelity, through its Strategic Advisers LLC affiliate, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and actively manages oversight of delegated investment strategies.

Samuel Harris is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. Prior to joining Fidelity, he worked at Drakes and SpotOn, among other roles. Outside of financial advising, he is a partner in an online clothing store and a hobby game shop in Durham, North Carolina. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients using a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its management of registered investment companies, use of AI in research, and delivery of model portfolios for Fidelity Institutional Wealth Adviser.

Eliot Barton is a financial advisor at Edward Jones in Morrisville, NC, holding Series 63 and Series 66 licenses with 15 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charities. The firm offers discretionary and non-discretionary investment strategies, access to separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Joseph Hubbard is a Series 66-licensed financial advisor with 12 years of industry experience. He is currently with Wells Fargo Clearing, where he has worked since 2021, and previously held roles at PNC Investments, MML Investors Services LLC, and MassMutual Life Insurance Company. Outside of his advisory work, Hubbard coaches and teaches lacrosse at Seaforth High School in Pittsboro, North Carolina. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Audrey Averill is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. She has two years of industry experience and has been associated with Mass Mutual Investors Services since 2009. Audrey also has a long tenure with The Pelora Group beginning in 2008. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational services using firm-approved analytical tools and emphasizes collaborative, ongoing client relationships.

Nicholas Vourakis is a financial advisor with Charles Schwab in Cary, NC, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. His prior experience includes roles at TD Ameritrade Investment Management and TD Ameritrade, Inc. Outside of his advisory work, he is involved as a marketing executive with Melaleuca, Inc., a consumer packaged goods manufacturer. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining brokerage, custody, and advisory in an integrated model.

Paul Birkenstock is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His work history includes roles at Marketing Ventures of America and The Turas Group, as well as several years in educational and camp settings prior to joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to both retail and institutional clients, including registered investment companies. The firm employs a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from a broad universe of mutual funds, ETFs, and ETPs, and it serves a range of clients through discretionary and non-discretionary advisory services.

Benjamin Swaney is a CFP® and CFA® charterholder with 18 years of industry experience. He has been with Wells Fargo Advisors since 2020, following four years at Wells Fargo Clearing. Swaney has a significant ownership interest in Mifflin Capital S Corp and serves as a trustee for multiple Mifflin Capital Inc. 401(k) plans. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and delivers tailored recommendations using proprietary research and tools, with planning engagements that are generally discrete rather than ongoing.

Andrew Love is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. He previously worked at Onemain Financial for nine years before joining Fidelity. Andrew is part of Strategic Advisers LLC, a Fidelity Investments company that 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 combination of proprietary fundamental research and quantitative analysis to construct model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Larsen Wharton is an Investment Solutions Representative III at Fidelity Investments, a role held since 2026. Larsen has been with Fidelity since 2021, progressing through various positions including Investment Solutions Representative II and I, High Net Worth Service Associate, and Customer Relationship Advocate. This progression reflects extensive experience in client-facing roles within the investment solutions domain. In this capacity, Larsen collaborates with clients to understand their financial goals and develop strategies to support informed decision-making. Larsen leverages both personal experience and Fidelity's resources to assist clients in navigating their financial journeys. Outside of work, Larsen's interests include beach activities, family engagements, outdoor adventures, parenthood, and skiing.