Suzanne Barham is a CFP®-certified financial advisor with 27 years of industry experience. She has worked at Edward Jones since 2018 and previously held roles at Kestra Financial Securities, Inc. and White Oak Wealth Partners. Barham is based in Raleigh, NC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Conner Reeves is a Planning Consultant at Fidelity Investments, a role he has held since 2025. In this capacity, he collaborates with Financial Consultants to deliver tailored financial planning conversations that transform complex data into actionable insights. His consultative and analytical approach aids in identifying deeper client needs and facilitating strategic opportunities aimed at long-term financial well-being. Prior to his current position, Conner held multiple roles at Fidelity Investments, including Relationship Manager from 2024 to 2025, Financial Representative from 2023 to 2024, and Financial Service Representative from 2022 to 2023. He also worked as an Associate Banker at JP Morgan Chase between 2022 and 2023. Outside of his professional commitments, Conner has interests in cooking and baking, football, golf, outdoor adventures, and snowboarding.

Jacqueline Wade is a CFP® professional with eight years of industry experience, currently serving at Charles Schwab. Her career includes roles at Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc., as well as prior positions connected to Indiana University and a political campaign. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary advisory services and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational structure.

Krystal Williams is a financial advisor at Fidelity with a Series 66 license and two years of industry experience. Prior to joining Fidelity, she worked at US Cellular, Conns HomePlus, GP Mobile, and Mobilelink USA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs. The firm also serves multiple registered investment companies and delivers model portfolios through Fidelity Institutional Wealth Adviser.

Gareth Livesay is a financial advisor at Morgan Stanley in Chapel Hill, NC, with five years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at First Citizens Investor Services and First Citizens Bank. Outside of his advisory role, he is involved with the Hill Learning Center, an educational organization in Durham, North Carolina. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs and tailored financial planning to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and market models.

Christina Asti is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2023. In her role, she focuses on building strong client relationships based on trust, transparency, empathy, and compassion, utilizing Fidelity's resources to develop comprehensive investment strategies tailored to clients' short-term and long-term financial goals. Her professional experience includes working as a Financial Consultant I from 2023 to 2024 before advancing to her current position. Christina holds a California Insurance License, which supports her ability to provide informed financial guidance. Outside of her professional work, Christina has interests in art, fitness, food, golf, traveling, and volunteering.

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 Apex, NC, with 12 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2013. Outside of her advisory role, she owns Kates Equine, a business focused on repairing horse equipment and bits. 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 and offers a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Steven Winegar is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior work history includes roles at Movement Mortgage, Victorian Finance, and PrimeLending. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios drawn from mutual funds, ETFs, and ETPs.

George Haddad is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity Investments, he held positions at Meredith College and Landmark Properties, among others. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is noted for its role in managing registered investment companies and utilizing advanced technologies in portfolio management.

Parker Croswell is a financial advisor at Fidelity with Series 66 and Series 63 credentials and three years of industry experience. His prior work includes roles at CVS Caremark, Under Armour, and North Carolina State University. 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 portfolios using mutual funds, ETFs, and ETPs.

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.

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 four 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 a broad client base, including retail and institutional investors, with a focus on discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.