Kyle Jackson is a Planning Consultant at Fidelity Investments, a role he has held since 2025. In this capacity, he collaborates with clients to develop financial plans aimed at helping them achieve their financial goals, and he creates engagement strategies tailored to each client's unique planning needs. Prior to this, Kyle held several positions within Fidelity Investments, including Investment Solutions Representative 2 and 1, as well as Customer Relationship Advocate, gaining experience across various facets of client service and investment solutions from 2023 to 2025. Outside of his professional work, Kyle is interested in baseball, beach activities, football, social events with friends, and movies.

Haley Egbert is a Planning Consultant at Fidelity Investments, where she collaborates with clients and advisors to develop personalized and holistic financial plans. She focuses on building client relationships founded on trust, honesty, integrity, and reliability, aiming to empower clients in achieving their financial goals. Prior to her current role, Haley worked as a Financial Services Representative at Fidelity Investments. She holds insurance licenses in Arkansas and California, supporting her work in financial planning and advisory services. Outside of her professional work, Haley has personal interests including boating, food, football, gardening, lake activities, and swimming.

Gordon Richardson Jr. serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. With a career in the financial services industry beginning in 1983, he brings a comprehensive perspective to wealth planning and financial advice. Prior to his current role, Gordon worked as a senior tax manager at a major global accounting firm and has extensive experience in the brokerage industry. He holds several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Gordon earned his bachelor's degree from the University of Alabama System. He has been recognized on the Forbes “Best-in-State Wealth Advisors” list consecutively from 2019 through 2026 and is a member of the Richardson Team, which has been named to the Forbes “Best-in-State Wealth Management Teams” list multiple years.

David Stuckey is a financial advisor with Osaic, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has been with Osaic since 1997 and has also worked at Northwestern Mutual Life Insurance Company since 1984. Outside of his primary advisory role, he assists clients with life insurance, disability insurance, fixed annuities, and long-term care insurance through a sole proprietorship. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering brokerage, investment advisory, financial planning, and retirement consulting services. The firm uses various portfolio construction tools and supports both discretionary and non-discretionary account management, integrating multiple platforms and third-party service providers.

John Lyle is a financial advisor at Fidelity with eight years of industry experience. He has held roles at Fidelity Investments since 2021 and previously worked at Valic Financial Advisors. 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 across mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator and formal advisor to multiple registered investment companies.

Emily Johnson is a financial advisor at Robert W. Baird & Co. in Raleigh, NC, holding a Series 66 designation with 10 years of industry experience. She has been with Robert W. Baird & Co. since 2015. Outside of her advisory role, she is a member of Wellington Westwood LLC. Emily works within The DDK Group at Robert W. Baird & Co., which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning, portfolio management, and brokerage services using a combination of in-house and third-party managers, including both traditional and non-traditional investment strategies.

Jonathan Hill is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Woodbury Financial Services and Questar Capital Corporation. Outside of advising, he acts as an insurance agent specializing in health, life, and disability insurance and serves as a trustee for a family trust. OSAIC serves a diverse client base, including individual, high-net-worth, institutional, and charitable investors, providing a range of brokerage, advisory, and financial planning services through a large network of affiliated advisers and multiple platforms. The firm employs advanced asset-allocation tools and offers both discretionary and non-discretionary account management, supporting various investment vehicles and third-party managed solutions.

Jon Stephenson is a financial advisor with UBS Financial Services in Raleigh, NC, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor strategies to client goals.

George Moseley is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Bank of America, Merrill, and Raymond James. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and provides both brokerage and advisory solutions.

Constance Mix is a financial advisor at Osaic Wealth with three years of industry experience. She holds Series 65 and Series 63 licenses. Her prior experience includes roles at Wells Fargo Clearing, Wells Fargo Bank, Oklahoma Central Credit Union, and Ascena Retail Group. Osaic Wealth serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and retirement consulting through a large network of affiliated advisers and multiple platforms. The firm employs a range of asset-allocation tools and supports various managed-account solutions alongside access to third-party money managers.

Jessica Rudin is a financial advisor at Merrill with four years of industry experience. She holds the Series 66 designation and has worked previously at Equitable Advisors and The Preiss Company. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad range of clients including individuals, high-net-worth clients, and institutional fiduciaries. The firm integrates investment management with Bank of America’s broader platform, offering access to a wide set of products and services.

Carolyn Leith is a financial advisor with Robert W. Baird & Co. in Raleigh, NC, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. She has been with Robert W. Baird & Co. since 2010. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies and manager options to align with client goals and risk tolerances.

Bradley Eisenberg is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been advising clients within the financial industry for over a decade, focusing on guiding individuals through their financial journeys with clarity and purpose. Prior to his current position, Bradley served as a Financial Consultant at Fidelity Investments from 2020 to 2023, and held roles as a Wealth Management Advisor at TIAA from 2017 to 2020, and as a Guidance Support Specialist at Fidelity Investments from 2014 to 2017. Bradley's approach emphasizes a holistic and collaborative strategy, aligning financial planning with clients' most important goals and long-term retirement needs. He aims to simplify financial complexities and empower clients to make informed decisions throughout different stages of life. He holds a California Insurance License. Outside of his professional work, Bradley engages in family activities and personal interests including fitness, golf, movies, pets, and tennis.

Cami Adcock is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of her advisory role, she is a notary public in Raleigh, providing document notarization on a limited basis. Wells Fargo Clearing offers retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, delivering both discretionary and non-discretionary solutions. The firm’s investment approach is IPS-driven and incorporates modern portfolio theory, with a distinctive inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Joel Rundle is a financial advisor at Morgan Stanley in Raleigh, NC, holding a Series 66 designation with four years of industry experience. He previously worked at Ameriprise from 2020 to 2023 and has a background that includes full-time education and a role at Southern Water Gardens. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, combining tailored financial planning with broad investment and institutional services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools designed to model financial outcomes.

Timothy Legare is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has previously worked at Imperial Brewing Company and Bronx Pizza. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm also serves multiple registered investment companies and utilizes algorithmic methods and AI in its investment process.

Laura Berra is a CFP® professional with 29 years of industry experience, currently serving at Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Berra holds Series 63 and Series 65 licenses and is based in Raleigh, NC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Michelle Britt is a financial advisor with Morgan Stanley in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and has been with Citigroup Global Markets since 2006. Outside of her advisory role, she is a member of the James M Hurst Family LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its financial planning process.

Alfred Darakjian is a financial advisor with Equitable Advisors in Raleigh, NC, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Company, Duke University Health System, and Credit Suisse Securities LLC. He is also president of Alfred Darakjian Consulting, Inc., which provides tax and accounting services. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model that combines advisory and brokerage/insurance channels tailored to client goals and risk tolerance.

Richard Mills is a financial advisor with Fidelity Investments based in Durham, NC. He holds Series 63 and Series 66 credentials and has three years of industry experience. His prior roles include positions at First Citizens Investor Services, RGA Investments, and FedEx. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.