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.

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.

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.

Robert Mccuiston III is a financial advisor with Ameriprise in Apex, NC, holding Series 63 and Series 65 credentials and having 35 years of industry experience. He has been with Ameriprise and its predecessor entities since 1990. He serves on the Board of Directors for the Yonahlossee Home Owners Association in Boone, NC. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and offers a wide range of advisory, brokerage, and insurance solutions through affiliated entities.

Shari Becker is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 designation and previously worked for seven years at Carolina Home Mortgage. Outside of her advisory role, she owns and tends to a one-acre hobby farm growing blueberries and blackberries. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial services. The firm manages over $1 trillion in assets and operates a 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.

Steven Siegel is a financial advisor with Equitable Advisors in Cary, NC, holding a Series 66 designation and 23 years of industry experience. He has been with Equitable Advisors since 2002, previously associated with Axa Advisors, LLC. Outside of his advisory role, he serves as the managing member of Prestige Financial Holdings, LLC, and acts as executor of his mother’s estate. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

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.

James Pagnani is a CFP® professional with over 21 years of experience in the financial industry. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC for seven years. Based in Cary, NC, he holds the Series 63 and Series 66 licenses. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

James Sandlin III is a CFP® professional with 43 years of industry experience. He is currently with OSAIC and has previously worked at Investacorp, Inc., Securities America Advisors, and SECURITIES AMERICA, inc. In addition to his advisory role, he is involved in insurance sales focusing on life, health, and disability insurance. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a broad network of advisors and multiple advisory platforms. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios featuring various investment types, managing accounts on both discretionary and non-discretionary bases.

Andrea Hinkel is a financial advisor at Fidelity with eight years of industry experience. She has worked previously at Merrill and Bank of America, N.A. She holds a Series 66 designation. 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 proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Deborah Ash is a financial advisor with Cambridge Investment Research Advisors in Cary, NC, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. She has been with Cambridge Investment Research Advisors since 2017 and was previously with Cambridge Investment Research, Inc. starting in 2015. In addition to her advisory role, she operates Ashbridge Financial Solutions, LLC, where she works as an independent insurance agent specializing in life insurance products. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent professionals and employs a range of portfolio management strategies tailored to client objectives.

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.

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.