Zachary Sholtz is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His prior work includes roles at Save-A-Lot Inc. and Publix. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients using a combination of proprietary fundamental research and quantitative analysis. The firm is noted for its use of algorithmic portfolio construction, management of registered investment companies, and advisory services that include model portfolios and fund-of-funds structures.

Garrett Ellinger is a financial advisor with Fidelity Investments in Durham, NC, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Minnesota Life Insurance Co, Securian Financial Services, and a position with the District Attorney for Catawba County. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with specialized advisory roles in fund structures and model portfolio delivery.

Henry Newton is a financial advisor at Edward Jones with 27 years of industry experience. He has held roles at Edward Jones since 1998, with a two-year period at Wells Fargo Clearing from 2018 to 2020. Newton holds the CFP® designation as well as Series 63 and Series 66 licenses. 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 under management through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds.

Joseph Hagen is a financial advisor at Stifel in Chapel Hill, NC, with 43 years of industry experience. He has held his current position at Stifel Nicolaus since 2008. Hagen holds Series 63 and Series 65 licenses. Stifel serves a diverse client base that includes individuals, institutional clients, charitable organizations, and municipal entities. The firm offers brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

James Sessoms is a financial advisor with Morgan Stanley in Chapel Hill, NC, holding Series 63, 65, and 66 licenses and possessing 40 years of industry experience. His career includes long tenures at Merrill and Bank of America prior to joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through Corporate Financial Planning agreements with employers.

Lashawnda Crouch is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Her prior work includes roles at OE Enterprises and Richmond Community Support. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction in its investment approach.

Adrian Marshall is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with various Fidelity brokerage services roles since 2006. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages multiple registered investment companies and fund-of-funds.

Craig Esposito is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he was affiliated with Duke University’s Fuqua School of Business and Cornell University, and has worked in sports media organizations including Major League Baseball Network and the National Hockey League. He has also served as a camp instructor at the Cornell Golf and Hockey Camp. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a national network of over 23,000 advisors. The firm offers a range of advisory programs, managed accounts, and affiliated investment products, operating under a fiduciary standard.

Roseena Hardcastle is a financial advisor at Fidelity with two years of industry experience. She holds Series 63 and Series 66 designations. Her prior work includes positions at Maxim Healthcare Staffing, Wake County Public Schools, and the University of Central Florida. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services along with fund advisory and model portfolio delivery.

John Murray is a financial advisor at J.P. Morgan Securities with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TD Ameritrade Investment Management and JPMorgan Chase Bank. Based in Chapel Hill, NC, he has been with J.P. Morgan Securities since 2021. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Matthew Lovette is a financial advisor at Edward Jones with seven years of industry experience. He has worked at Edward Jones since 2018 and previously spent eight years at Paychex. Outside of his advisory role, he is an owner of MLB Productions, an entertainment business, and serves on the finance committee for the Denise Marie Flaherty Foundation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm manages over $1 trillion in assets and is notable for its large network of advisors and affiliated financial services beyond traditional advisory offerings.

Willard Causey Jr. is a financial advisor at Raymond James Financial with 23 years of industry experience. He holds the Series 63 and Series 66 credentials and previously spent 20 years with Edward Jones. Causey is also CEO of Causey Financial Group LLC, a financial services organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm focuses on tailored, non-discretionary planning using risk profiling and modeling tools and offers specialized programs such as municipal advisory services and SIMPLE IRA employer consulting.

William Phelan Sr. is a CFP® professional with 25 years of experience in the financial services industry, currently serving at Edward Jones since 2000. His tenure at Edward Jones spans over 26 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm offers a variety of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

Bradford Wilson is a CFP® professional with 21 years of industry experience, serving as a financial advisor at Edward Jones since 2005. He holds Series 63 and Series 66 licenses. Outside of his advisory work, he is the owner of Wilsonball LLC, a business involved in rental property management in Holly Springs, NC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated financial products. The firm operates under a fiduciary standard and maintains a large network of advisors and branch offices nationwide.

Ashton Hohnstein 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 First Citizens Bank and Trust Company and held various roles in hospitality and education sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across multiple asset classes.

Demetria Richardson is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. She has previously worked in education and administrative roles, including positions at Wake County Public Schools and East Carolina University. Outside of finance, she is a partner in Neat Freaks Cleaning Services, providing cleaning solutions for residential and commercial clients. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Michael Cornwell is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has worked in various capacities at Fidelity since 2005, including roles at Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. He is associated with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it serves as an adviser to multiple registered investment companies and manages model portfolios for Fidelity Institutional Wealth Adviser.

Daniel Ashe is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at Blue Raven Solar and the Vermont Department of Corrections. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and advisory services.

Kendall Weller is a financial advisor with Edward Jones in Durham, NC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Prior to joining Edward Jones in 2022, Kendall worked at SunTrust Advisory Services, Truist Investment Services, Suntrust Investment Services, and Suntrust Bank from 2015 to 2022. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branches nationwide.

Seidy Rivas Rosales is a financial advisor at Fidelity with two years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Fidelity, she worked at Wells Fargo and has experience in bookkeeping through an employee role at SED Services LLC, a residential remodeling company in Durham, NC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, with model portfolios built from mutual funds, ETFs, and ETPs, and manages advisory roles for multiple registered investment companies.