Linda Chabinsky is a Financial Consultant at Fidelity Investments, a position she has held since 2022. In this role, she works with clients to organize, protect, and grow their assets to help them achieve their personal financial goals. Prior to joining Fidelity Investments, Linda was a Financial Advisor at Edward Jones Investments from 2017 to 2022. She has experience in financial planning, budgeting, and disciplined long-term investing, and emphasizes understanding her clients' unique situations, priorities, and preferences to develop and implement financial plans. No information about her education, credentials, personal interests, or community involvement was provided.

Nicholas Doyle is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Fidelity Brokerage Services, LLC, and New Stone Realty. Doyle is based in Chapel Hill, NC. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines a non-discretionary advisory model with access to discretionary separately managed accounts and emphasizes multi-asset strategic portfolios alongside centralized custody and operational services.

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.

James Wallace III is a financial advisor with Cambridge Investment Research Advisors in Cary, NC, holding the CFP® designation and Series 66 license. He has 19 years of industry experience, previously working at Lincoln Financial Securities Corporation and Securities America. In addition to his advisory role, he operates as an independent insurance agent. Cambridge Investment Research Advisors serves a broad client base including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement advisory services through a network of independent professionals using a range of portfolio management and advisory platforms.

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.

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 in Durham, NC, holding Series 66 and Series 63 credentials and three years of industry experience. His prior roles include work at Brunches and the Figure 8 Island Yacht Club, as well as periods as a full-time student. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios. The firm serves a range of clients, including charitable funds and registered investment companies, and employs systematic methodologies alongside oversight of sub-advisers and share class evaluations.

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.

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.