Jonathan Frank is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America, N.A., prior to joining Fidelity. Before entering financial services, he spent seventeen years at Walgreens Co. 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 employs a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Nicholas Carter is a financial advisor at Fidelity with 10 years of industry experience. He holds a Series 66 designation and has worked across several Fidelity entities since 2016. 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 employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Alexis Wilkins is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 designations. Outside of her advisory role, Alexis is an officer managing a family wealth management business and coaches youth cheerleading in Raleigh, NC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including portfolio management and fund advisory. The firm employs a systematic investment process integrating fundamental research, quantitative analysis, and algorithmic portfolio construction.

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 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity Investments, he held various roles in sectors including automotive sales and hospitality. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction with a focus on diversified fund structures and model portfolios.

Christopher Mitta is a financial advisor with LPL Financial in Raleigh, NC, holding Series 63 and Series 66 licenses and 36 years of industry experience. He has been with LPL Financial since 2005. Outside of his advisory role, he is involved in disability income insurance sales with a brokerage agency in Charlotte, NC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, managed portfolio programs, third-party asset management, retirement advice, and institutional platforms, with a focus on a broad range of investment strategies and operational support tools.

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 with Wells Fargo Clearing in Chapel Hill, NC, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. He 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, retirement consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by 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.

Harry O'conner is a financial advisor with LPL Financial in Raleigh, NC, holding Series 63 and 66 licenses and bringing 34 years of industry experience. His prior roles include positions at South State Bank, Lincoln Financial Securities Corporation, Prospera Financial Services, and Equitable Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

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 and its predecessor, Axa Advisors, since 2002. Outside of his advisory work, he serves as executor of his mother’s estate. Equitable Advisors serves individual and institutional clients, including pension and profit-sharing plans, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a variety of advisory models and third-party managers, focusing on matching clients to appropriate investment programs without sponsoring its own wrap fee program.

Christine Wright is a financial advisor with Fidelity in Durham, NC, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. She has been with various Fidelity entities since 2008, including Fidelity Brokerage Services LLC and FIDELITY iNVESTMENTS. 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 diverse investment vehicles.

Shannon Jenke is a financial advisor with LPL Financial in Raleigh, NC, holding Series 63 and Series 66 designations and 16 years of industry experience. Prior to joining LPL Financial in 2019, Jenke worked at BB&T Securities and Robert W. Baird & Co. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a wide range of advisory and brokerage services.

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 21 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He holds Series 63 and Series 66 licenses and is based in Cary, NC. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. 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 nine years of industry experience. She holds a Series 66 designation and has worked at Merrill from 2016 to 2022 before joining Fidelity in 2022. 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’s investment process combines fundamental research with quantitative analysis and algorithmic portfolio construction, utilizing systematic methodologies and long-term asset allocation benchmarks.