Maura Wyatt is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity, she held various roles in the service and retail sectors and was involved with the NC State University Crafts Center. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also advises multiple registered investment companies and constructs model portfolios for intermediary platforms.

Brittany Hughes is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Her prior work includes roles at Merrill and Bank of America, as well as non-financial experience at Walt Disney World and in education. Outside of her advisory work, she bakes goods for friends on a regular basis. She is part of Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Kenneth Debutts is a financial advisor at Fidelity with four years of industry experience. He holds the Series 66 designation and previously worked at Harker Research, Inc. for seven years. 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 blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its registration as a commodity pool operator and its use of AI in research.

David Smith is a financial advisor at Fidelity with four years of industry experience. He holds the Series 66 and Series 63 credentials. Prior to joining Fidelity, he worked at Jewish for Good and Thought Leader Select LLC. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a diverse range of investment products.

Justin Seager is a financial advisor with Morgan Stanley in Raleigh, NC, holding a Series 66 designation and one year of industry experience. He has been with Morgan Stanley since 2024 and has prior experience in sports and technology sectors, including roles at Play'n Sports and Blast Motion. Outside of his advisory role, he is involved as a partner at Play'n Sports and is a contractor with USA Baseball. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured tools and modeling techniques, serving clients through both direct and employer-related agreements.

R Flintom is a financial advisor with Morgan Stanley in Chapel Hill, NC, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets beginning in 2001. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Jeremy Lamm is a financial advisor with Fidelity in Durham, NC, holding a Series 66 designation and four years of industry experience. Prior to his work at Fidelity, he held positions in the retail and service sectors, including roles at Bailey's Fine Jewelry and Home Care Pulse. Outside of advising, he has experience driving sales and assisting customers in fine jewelry retail. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves both retail and institutional investors and is noted for its use of systematic methodologies and its advisory roles with registered investment companies.

Micah Miller is a Financial Consultant at Fidelity Investments, a role held since 2026. In this capacity, he works with clients to develop personalized financial plans that aim to simplify complex decisions and help clients maintain focus on their key financial goals. Before becoming a Financial Consultant, Micah served as an Investment Consultant at Fidelity Investments from 2024 to 2026. Prior to that, he was a Workplace Planning Consultant at the same company from 2022 to 2024. These roles have contributed to his experience in various aspects of financial planning and consulting. Outside of his professional work, Micah has interests in comedy, golf, pets, and yoga.

Kimberly Modenbach is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 27 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2010 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Mohammad Waqas is a financial advisor at Merrill based in Chapel Hill, NC, with a Series 66 designation and four years in the industry. His prior experience includes roles at JPMorgan Chase, Bank of America, and IBC Bank, as well as a position at Jet It and involvement with Cellphones 4 Us. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a variety of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Hayden Leonard is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including The Vanguard Group, TD Ameritrade, and First Citizens Investor Services. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, including registered investment companies and fund-of-funds.

William Peyton Jr. is a Series 66-registered financial advisor with UBS Financial Services in Chapel Hill, NC, with 17 years of industry experience. He has been with UBS Financial Services since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers proprietary research and a broad range of capital markets solutions.

David Overholser is a financial advisor with Charles Schwab in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Charles Schwab and its affiliated bank since 2002 and 2005, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management alongside brokerage, custody, and cash-sweep services. The firm’s scale and integrated structure support a high client coverage per advisor through centralized supervisory and operational systems.

Edward Tiryakian is a financial advisor with Osaic Wealth, Inc. in Durham, NC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He worked at Triad Advisors, Inc. for 18 years before joining Osaic in 2024. He also serves as an adjunct professor at Duke University, where he teaches a corporate finance course. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through an extensive network of affiliated advisors. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party money managers, utilizing advanced asset-allocation tools and portfolio management strategies.

Ashley Obryantwood is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 credentials and 14 years of industry experience. She has worked at Wells Fargo Clearing since 2017, with a brief tenure at Choice Equities Capital Management and MGO ONE SEVEN. Outside of finance, she has been involved with BeautyCounter for over a decade. 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, incorporating research and analytics from Wells Fargo Investment Institute and third-party sources in its investment approach.

Zachary Nazario is a financial advisor at Morgan Stanley in Raleigh, NC, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Wells Fargo Advisors and Fidelity National Information Services (FIS), as well as experience at The University of Tampa. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools without providing individual security recommendations as part of standalone planning.

Allison Shumar is a financial advisor at Fidelity with four years of industry experience. She holds the Series 66 designation and has previously worked at Duke University from 2016 to 2022. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad range of clients, 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, including fund-of-funds and model portfolios delivered to intermediary platforms.

Jabora Belton is a financial advisor at Morgan Stanley with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including Deutsche Bank Securities, Wells Fargo Clearing Services, and Ameriprise Financial Services. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, emphasizing structured financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate-sponsored financial planning services.

Michael Hileman is a financial advisor at Edward Jones in Raleigh, NC, holding the CFP® and Series 66 designations with six years of industry experience. He has worked at Edward Jones since 2019 and previously held positions at Personify Corp. and Tableau Software. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Yun Lieh Chuu is a financial advisor with LPL Financial in Raleigh, NC, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. She has been with LPL Financial since 2006. Outside of advisory services, she is involved in the sale of health and fixed insurance products. LPL Financial serves a broad client base including individuals, retirement plans, banks, and corporations, offering financial planning, advisory programs, and brokerage services through a nationwide network of investment adviser representatives. The firm provides both discretionary and non-discretionary management, utilizing a range of model portfolios and research resources.