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.

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.

Landon Baucom is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. He has worked with Cetera and its affiliates since 2023 and has held roles at North Star Consultants, Securian Financial Services, and Minnesota Life Insurance since 2014. Outside of his advisory work, he is an agent/broker involved in fixed insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary approaches with access to affiliated and third-party managers.

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 with Fidelity Investments in Durham, NC, holding Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Fidelity in 2022, Gray worked at Wells Fargo Bank and Bank of America. 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 combines proprietary research with quantitative analysis and algorithmic portfolio construction, serving a range of investors and registered investment companies.

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.

Susan Franklin is a Series 65-licensed financial advisor at OSAIC with four years of industry experience. Her previous roles include positions at LifePlan Group, S&S Technologies / Advent, Triangle Securities Wealth Management, and Piedmont Investment Advisors. OSAIC serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process with portfolio optimization and provides access to both proprietary and third-party investment strategies.

Ivan Surmik is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including J.P. Morgan Securities, PNC, Ally Invest Advisors, and Fidelity Brokerage Services. Fidelity Strategic Advisers 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 consisting of mutual funds, ETFs, and ETPs.

Brandon Miller is a financial advisor at Edward Jones with the CFP® designation and Series 66 license. He has four years of industry experience, including five years at Edward Jones and ten years at Mickey Truck Bodies. 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 under management through a nationwide network of more than 23,000 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Andres Pauta Peralta is a financial advisor at Morgan Stanley in Chapel Hill, NC, holding a Series 65 credential. He has experience spanning several roles at Morgan Stanley since 2017 and previously worked at Itaú Unibanco S.A. in New York from 2013 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs including tailored financial planning that incorporates structured discovery conversations and advanced modeling tools.

Kyle Tamburro is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. His prior work includes roles outside the financial sector, such as positions at various golf clubs and Coastal Carolina University. 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 investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Katie Chambers is a financial advisor at Fidelity with 10 years of industry experience. She holds the Series 66 designation and has worked at firms including Morgan Stanley, M Holdings Securities, and Strategic Advisor Group prior to joining Fidelity. She 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 manage a range of portfolios, including multi-manager and fund-of-funds structures.

Eric Williams is a CFP® and Series 66-licensed financial advisor with Edward Jones in Chapel Hill, NC, where he has worked since 2016. He has nine years of industry experience. 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 range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.