Milan Thompson is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity Investments in 2022, he held positions in various service and delivery roles. Outside of his advisory work, he is a registered North Carolina Notary Public and occasionally performs notary signings. Fidelity’s 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 across a range of mutual funds, ETFs, and ETPs.

Kate Haisch is a financial advisor at Edward Jones in Cary, NC, holding the Series 66 designation with 13 years of industry experience. She has been with Edward Jones since 2013 and previously operated a business repairing horse equipment and horse bits. Outside of finance, she owns and manages Kates Equine, a horse equipment repair business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a wide range of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.

Steven Winegar is a financial advisor with Fidelity in Durham, NC, holding Series 63 and Series 66 licenses and two years of industry experience. His work history includes roles at Fidelity Investments since 2023 and prior experience in mortgage and finance companies. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm uses proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

George Haddad is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity Investments, he held various roles at institutions including Meredith College, Landmark Properties, and NC State University. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a wide range of clients, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its role in managing registered investment companies, its use of advanced technology and AI in research, and its involvement in constructing model portfolios for Fidelity Institutional Wealth Adviser.

Parker Croswell is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at CVS Caremark, Under Armour, and North Carolina State University. Parker is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Geoffrey Hudson is a financial advisor with Morgan Stanley in Chapel Hill, NC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, Hudson is the author of a published fiction novel titled *The String Theory*. Morgan Stanley Wealth Management serves both individual and institutional clients, offering 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 using firm-approved tools and modeling techniques.

Madi Casale is a Planning Consultant at Fidelity Investments, a role she has held since 2026. In this position, she collaborates with two Financial Advisors to facilitate in-depth planning discussions, aiming to provide clients with personalized support tailored to their specific needs. Her approach focuses on helping clients feel informed, empowered, and confident in their financial decisions. Madi's experience at Fidelity Investments spans several roles, including Relationship Manager from 2025 to 2026, Financial Representative from 2024 to 2025, and Financial Services Representative from 2023 to 2024. This progression reflects her developing expertise in client relationship management and financial planning. Outside of her professional responsibilities, Madi enjoys activities such as fitness, hiking, painting, reading, running, and softball.

Jon Lee is a CFP® and Series 66 credentialed financial advisor with Edward Jones in Raleigh, NC, where he has worked since 2018. He has eight years of industry experience, including prior roles at GuideIT and a brief retirement in 2017. He serves as a board member at Casa Esperanza Montessori Charter School in Raleigh. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a comprehensive range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Matthew Colwell is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 66 designation and has worked at Fidelity and affiliated entities since 2017, including roles at Fidelity Brokerage Service LLC and Veritude LLC. Prior to that, he spent one year at Mariner Finance. 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 combines proprietary research with quantitative analysis and algorithmic portfolio construction, offering services such as discretionary portfolio management and fund advisory, and utilizes systematic methodologies and oversight controls in its investment process.

Eric Odum is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 66 designation and has been with Fidelity and its affiliates since 2016. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and it provides model portfolios to intermediary platforms.

Kyle Stefano is a financial advisor with Fidelity in Durham, NC, holding Series 63 and Series 66 credentials and five years of industry experience. His work history includes roles at Fidelity Investments since 2020, as well as prior experience in insurance agencies and software engineering. Strategic Advisers LLC, a Fidelity Investments company where he works, 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across various investment vehicles, and it serves in advisory and management roles with a focus on systematic methodologies and long-term asset allocation.

Alexander Cross is a Financial Consultant at Fidelity Investments, a role he has held since 2021. In his work, he focuses on helping clients invest and plan for their future financial needs. Alexander's mission centers on strengthening the financial well-being of his clients. He holds insurance licenses in Arkansas and California, supporting his expertise in providing informed financial guidance. Outside of his professional life, Alexander has a range of personal interests including fitness, hiking, running, traveling, and exploring food. He is also engaged in parenthood.

David Beeler is a financial advisor at Edward Jones in Cary, NC, holding the CFP® designation with 24 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he serves as president of a franchised sandwich business, Jimmy John's Gourmet Sandwich Shop, overseeing three locations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services, operating under a fiduciary standard.

Manuel Segovia Alvarez is a financial advisor at Edward Jones in Durham, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he held positions at FME, Evoke, Mindshare, and ZenithOptimedia. 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 and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Adam Jensen is a financial advisor at Fidelity with two years of industry experience and holds a Series 66 designation. His prior work includes positions at Northwestern Mutual and Amberly. Fidelity’s affiliate, 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 blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves multiple registered investment companies and advisory platforms.

John King is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation and has been with Fidelity Investments since 2016. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm’s investment approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Erica Silver is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. Her background includes positions at Fidelity Investments, FresheTech, and a role with the Orlando Magic NBA team. She works within Strategic Advisers LLC, a Fidelity Investments 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 fund advisory and model portfolio delivery.

Bryson Smith is an Investment Consultant at Fidelity Investments, where he collaborates with individuals and families to develop personalized financial strategies that align with their goals and priorities. He focuses on providing thoughtful guidance and fostering meaningful relationships through a collaborative planning approach. Bryson's experience at Fidelity Investments spans several roles since 2020, including Financial Associate 1 - Health and Welfare, Executive Services Associate, Investment Solutions Representative I, Financial Representative, and currently Investment Consultant. This progression reflects his growing expertise in financial services and investment consulting. Outside of his professional role, Bryson has interests in beach activities, cars, golf, music, and soccer.

Anelbi Gray is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. Prior to joining Fidelity in 2022, Gray worked at Wells Fargo Bank and Bank of America, and also held positions at Liberty University and Sukar and Sons of Virginia. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Derek Kratzer is a financial advisor with Fidelity Investments in Durham, NC, holding Series 63 and Series 66 licenses and having three years of industry experience. His prior work includes roles at eXp Realty and The Steel Wheels, LLC, and he operated a music lesson business for three years. Outside of his advisory role, he has engaged in real estate referral activities as a sole proprietor. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage registered investment companies.