Elizabeth Nicholson is a financial advisor with Ameriprise in Morrisville, NC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Nicholson serves on the boards of Ridgemont HOA and Independent Animal Rescue. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, delivering detailed, non-discretionary recommendations through a centralized consulting team that combines research, modeling, and tax-efficiency analysis. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Tavion Yorke Goins is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity in 2023, his work history includes roles in diverse sectors such as automotive sales, dental services, and hospitality. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Christopher Mitta is a financial advisor with LPL Financial in Raleigh, NC, holding Series 63 and Series 66 credentials and with 36 years of industry experience. He has been with LPL Financial since 2005. Outside of his advisory role, he is involved in disability income insurance sales through a brokerage agency in Charlotte, NC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, and provides both discretionary and non-discretionary management options.

Matthew Wright is a financial advisor with Fidelity Investments in Durham, NC, holding a Series 66 designation and four years of industry experience. His work history includes roles at Fidelity Investments and Workplace Planning Associate, along with varied experience in other sectors such as hospitality and landscaping. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and has a distinctive role advising multiple registered investment companies and utilizing AI in its research processes.

Elridge Emery Jr. is a financial advisor with Primerica Advisors in Durham, NC, holding Series 63 and Series 65 designations and possessing 30 years of industry experience. He has been with Primerica Advisors since 1994 and previously worked for the Department of Public Safety from 2012 to 2019. Outside of his advisory role, Emery is involved in sales of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a tiered wrap-fee structure. The firm manages model selection and oversight while delegating trading and execution to third-party providers.

Vitaliy Kukhta is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

Brian Carr is a financial advisor with Wells Fargo Advisors based in Raleigh, NC, holding the CFP® and Series 66 credentials and having 14 years of industry experience. He previously worked at Royal Alliance Associates, INC. for seven years and Sii for four years. Outside of advising, he owns a sole proprietorship related to a rental home, which was formerly his primary residence. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services. The firm offers tailored recommendations using proprietary research and tools, addressing diverse planning needs including retirement, education, and specialized areas such as business-owner transition and special-needs planning.

Gregory Jicha 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, he worked at NTT Data Federal Services, General Dynamics Information Technology, and CSRA. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Michael Lahaye is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2022. Prior to his current role, he spent time at Cloud Service Partners, Inc. and Recreational Equipment Incorporated. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its role in managing model portfolios and its distinctive registrations and advisory activities within the institutional investment space.

Spencer Smith is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior roles include positions at JP Morgan Chase and Onto Mortgage. 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios from a broad investable universe of mutual funds, ETFs, and ETPs.

Christine Wright is a financial advisor at Fidelity with 27 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at various Fidelity entities since 2008. 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 fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs, and is noted for its use of advanced algorithmic methods and AI in research.

Kyle Maxwell is the Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2019. He has been with Fidelity Investments since 2011, progressing through positions including Financial Representative, Investment Consultant, and Financial Consultant before his current role. His professional focus is on understanding clients' personal needs and concerns, collaborating with them to build comprehensive wealth strategies tailored to those needs. Kyle's approach involves assisting clients with important financial decisions through personalized guidance aimed at working toward their financial success. His position at Fidelity Investments enables him to provide clients with diverse investment choices, investment experience, and client service. Further details regarding his education, credentials, personal interests, or community involvement are not provided.

Andrea Hinkel is a financial advisor at Fidelity with nine years of industry experience. She holds a Series 66 designation and has worked at Merrill from 2016 to 2022 before joining Fidelity in 2022. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors and registered investment companies. The firm’s investment process combines fundamental research with quantitative analysis and algorithmic portfolio construction, utilizing systematic methodologies and long-term asset allocation benchmarks.

Richard Hill II is a financial advisor with LPL Financial in Raleigh, NC, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has been with LPL Financial since 2010. Outside of his advisory role, he is involved with Compass Financial Group, focusing on fixed insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutions. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and diverse portfolio management options.

Michelle White is a financial advisor at Fidelity with Series 63 and Series 66 licenses and seven years of industry experience. Her prior roles include positions at LPL Financial, Charles Schwab, and Hilton Worldwide. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a proprietary approach that combines fundamental research with quantitative analysis and algorithmic portfolio construction.

John Messina is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His background includes multiple roles at Fidelity Investments since 2021 and various positions connected to Rochester Institute of Technology and other organizations. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to registered investment companies, use of AI in research, and delivery of model portfolios to intermediary platforms.

James Wells is a CFP® and holds a Series 66 license, with 17 years of industry experience. He has worked at Edward Jones since 2020 and previously spent six years at TIAA and five years at TIAA-CREF. Wells serves as a finance council member at Saint Raphael Catholic Church in Raleigh, NC. 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 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Terrell Berry is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has prior work experience at Truist Bank and Target. Outside of advisory work, he continues to work one shift per month at a retail store. 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 employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, and it is noted for its use of AI-driven methodologies and formal advisory roles to multiple registered investment companies.

Michael Leotsakos is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. His prior work includes positions in the fitness and hospitality sectors as well as roles at the University of South Florida and the University of Tampa. 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 to deliver model portfolios and managed funds.

Nicholas Honeycutt is a financial advisor with Fidelity Investments in Durham, NC, holding a Series 66 designation and three years of industry experience. Before joining Fidelity, he worked for Uber as a rideshare driver and has held positions in the food and service industries. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients through a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves multiple registered investment companies and utilizes systematic methodologies in portfolio management.