Brett Walters is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he worked in healthcare settings including Duke University Health System and Village Physical Therapy. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving a wide range of individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Evan Heiner is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. His prior work includes roles at Footloose Sports and The Winston School of San Diego. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and registered investment companies.

Anita Reaves is a financial advisor at Morgan Stanley with 31 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support its advisory services.

Thomas Presti is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021. Prior to his current role, he has experience with National Sign, Edward Jones, National Heritage Academies, and Johnston County Public Schools. 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 employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of systematic methodologies and AI in its investment process.

Matthew Lujan is a financial advisor at Fidelity with 14 years of industry experience. He holds the Series 66 designation and has worked at Fidelity since 2022. His prior experience includes roles at USAA in financial planning, investment services, and life insurance. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including managing model portfolios using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Jack Taylor is a financial advisor with Merrill in Raleigh, NC, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Merrill and Bank of America in 2026, he worked at Fidelity Investments and New York Life among other firms. Merrill, together 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.

Christopher Joyce is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. Prior to joining Fidelity, he held various roles in the hospitality sector and worked at Horry Georgetown Technical College. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Brady Dickson is a financial advisor at Fidelity with Series 66 and Series 63 designations and one year of industry experience. Prior to joining Fidelity, he held various roles including positions at Walgreens and Food Lion. He studied at East Carolina University and has work experience going back to high school. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, and it serves a broad client base with model portfolios composed of mutual funds, ETFs, and ETPs.

Amelia Schumacher is a financial advisor at Fidelity with a Series 66 designation. She has one year of industry experience and joined Fidelity in 2026. Prior to entering the financial industry, she worked in fitness and hospitality roles and was involved with aquatics organizations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Brent Walker is a financial advisor at Edward Jones in Raleigh, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2025, he worked at North Star Resource Group in 2024 and was a full-time student from 2010 to 2025. 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 and offers a range of advisory programs and investment strategies through a large network of financial advisors and branch offices.

Tayler Terranova is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, Tayler served in the U.S. Marine Corps and has experience in digital consulting. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a variety of clients, including retail and institutional investors, employing a process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm oversees multiple registered investment companies and delivers model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Sean Chapman is a financial advisor with Fidelity Investments based in Durham, NC. He holds Series 66 and Series 63 licenses and has three years of industry experience. His background includes both financial advisory roles and positions outside the industry, such as work with Brunches and Figure 8 Island Yacht Club. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, involvement in registered investment companies, and deployment of advanced techniques such as AI and model portfolios.

Cecil Jester is a financial advisor with Robert W. Baird & Co., holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. Prior to joining Baird in 2017, he worked at Morgan Stanley in various capacities from 2009 to 2017. He is based in Chapel Hill, NC. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group provides tailored consulting and portfolio services, including discretionary management and separately managed accounts, employing both traditional and non-traditional investment strategies.

Laura Cooper is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. She has worked with LPL Financial since 2020 and previously held roles at First Allied Advisory Services, The Fox Alliance Wealth Advisors, Edward Jones, and Alcami Corporation. Cooper also operates The Fox Alliance, a DBA for her LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Karen Merritt is a financial advisor at Cambridge Investment Research Advisors with 14 years of industry experience. She holds a Series 66 credential and has a background that includes ten years at Lincoln Financial Securities Corporation and over 30 years as a CPA and enrolled agent through her own practice. In addition to her advisory role, she is an independent insurance agent and serves as treasurer for a business solutions company. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers comprehensive financial planning and investment management through a network of independent financial professionals, utilizing a variety of portfolio management strategies and platform arrangements tailored to client objectives.

Joshua Spainhour is a financial advisor at Fidelity with a Series 66 registration and three years of industry experience. His prior work includes positions at Fifth Third Bank, Truist, and Rhino Sports Entertainment. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios composed of mutual funds, ETFs, and ETPs.

Laurence Chapman is a CFP® with Series 65 and Series 66 licenses and has four years of industry experience. He is currently with Fidelity Investments, where he has worked since 2021 following prior roles at The Collaborative and Reinvestment Partners. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction using proprietary research, quantitative analysis, and algorithmic methods.

Jonathan Frank is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America, N.A., prior to joining Fidelity. Before entering financial services, he spent seventeen years at Walgreens Co. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Nicholas Carter is a financial advisor at Fidelity with 10 years of industry experience. He holds a Series 66 designation and has worked across multiple Fidelity entities since 2016, including Fidelity Brokerage Services, FIDELITY Personal and Workplace Advisors, and Fidelity Investments. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Alexis Wilkins is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 designations. Outside of her advisory role, Alexis is an officer managing a family wealth management business and coaches youth cheerleading in Raleigh, NC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including portfolio management and fund advisory. The firm employs a systematic investment process integrating fundamental research, quantitative analysis, and algorithmic portfolio construction.