Timothy Jennings is a financial advisor at Fidelity with 13 years of industry experience and holds a Series 66 designation. His career includes roles at Wells Fargo Clearing, Wells Fargo Bank, Bank of America, and Merrill. He is based in Durham, NC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and offers model portfolios utilizing mutual funds, ETFs, and ETPs.

Michael Parrish is a Series 66 licensed financial advisor with 22 years of industry experience. He is currently with LPL Financial and has previously worked at Lincoln Financial Securities Corporation, Woodbury Financial Services, Merrill, and Morgan Keegan & Company. Outside of his advisory role, he is involved with Sweet P Holdings LLC, a personal beach condominium entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of investment solutions including financial planning, wrap and model portfolios, and third-party asset management, supported by a large network of advisors and advanced operational tools.

Tyler Dean is a financial advisor at Edward Jones in Cary, NC, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he briefly operated a car rental business, Royal Roadsters LLC, which was closed in early 2024. 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 services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Matthew Cronlund is a Wealth Management Advisor with Merrill Lynch Wealth Management. He is part of The Bell, Bell & Cronlund Group, where he focuses on portfolio analytics and assisting clients with wealth management strategies to help increase the probability of achieving their financial goals. Matthew joined Merrill Lynch Wealth Management in 2010 and Bank of America in 1997. He has spent the majority of his career in banking and investments. Matthew holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Chartered Advisor in Philanthropy (CAP) designation and is a Personal Investment Advisor (PIA). He earned his bachelor's degree in business administration from Wake Forest University, specializing in East Asian languages and cultures. Outside of his professional work, Matthew serves on the Harrington Grove Community Association Board of Directors and manages a youth soccer team for NCFC. He enjoys reading, playing soccer, spending time with his family, and traveling.

Avion Jenkins is a financial advisor with Fidelity in Durham, NC, holding a Series 66 designation and three years of industry experience. Prior to joining Fidelity, he worked at Mariner Finance and has experience in various roles outside finance, including at Liberty University and Southern Sugar Bakery. Fidelity’s affiliate, 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. The firm serves a diverse client base, including charitable funds and registered investment companies, and is noted for its use of systematic methodologies and formal advisory roles with multiple registered investment entities.

Henry Clark is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior work includes roles at National General Insurance Company and various positions connected to Appalachian State University. Henry has also been employed at Raleigh Founded/HQ Raleigh and Chick-Fil-A. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm’s investment process combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios made up of mutual funds, ETFs, and ETPs that align with long-term asset allocation benchmarks.

Michael Patterson is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has nearly 20 years of experience in the financial services industry, with a background in both brokerage and banking sectors. Michael focuses on research and portfolio construction and analysis. He holds a Personal Investment Advisor (PIA) professional designation and earned his High School Diploma from Broughton High School.

Nolan Havran is an Investment Solutions Representative III at Fidelity, a position he has held since 2022. Prior to this role, he worked as a Customer Relationship Advocate at Fidelity in the same year. Nolan focuses on partnering with clients to understand their short and long-term financial goals and aims to develop customized financial plans to meet their unique needs. He emphasizes forming strong relationships with clients and their families, prioritizing trust, reliability, and competency in his work.

Earl Snyder is a Benefits & Planning Consultant within Executive Services at Fidelity Investments. He has held various roles at Fidelity, beginning as a Workplace Planning Consultant I in 2022 and progressing through Workplace Planning Consultant II and III positions before assuming his current role in 2026. Throughout his career, Earl focuses on building genuine relationships to co-create personalized financial strategies that align with his clients' goals and values. He emphasizes consistent support and clear communication in his client interactions. Outside of his professional responsibilities, Earl engages in activities such as football, hiking, traveling, and volunteering.

Lyndsay Larkin is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. Prior to joining Fidelity, she worked at Whole Foods and in healthcare organizations including UnityPoint Health and CarePartners. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to a broad range of clients, including retail and institutional investors, utilizing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, advisory roles for multiple registered investment companies, and incorporation of AI in its research.

Robert Appleton is a financial advisor with Fidelity in Durham, NC, holding Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Fidelity, he worked in roles at Target, Fluent Solar, DoorDash, and various other companies. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Kevin Lunsford is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Edward Jones in Raleigh, NC since 2012. He holds a Series 66 license and has worked exclusively at Edward Jones during the past 14 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 advisors. The firm operates under a fiduciary standard and provides various managed strategies, separately managed accounts, and affiliated mutual funds.

Eileen Ohannesian is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 25 years of industry experience. She has been with Wells Fargo Clearing Services since 2017 and Wells Fargo Bank NA since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, 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.

Brian Tarrant is a financial advisor with Morgan Stanley, holding a Series 66 designation and 21 years of industry experience. He has been with Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and market models.

Frank Evers is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Edward Jones in Raleigh, NC since 2008. He holds a Series 66 license and has spent his entire advisory career at Edward Jones. 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 discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated capabilities including a trust company and proprietary mutual funds.

Ethan Phelps is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. He has held contract positions supporting firms such as NuVotronics and Wells Fargo prior to joining Fidelity. 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 that include mutual funds, ETFs, and ETPs.

Scott Cook is a financial advisor at Ameriprise with 10 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise Financial Services LLC since 2021, following five years with Edward Jones. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Cynthia Nnochiri is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. She previously worked at Zenith Bank PLC for eight years and has held roles at Cornell University and Recruiter Tea Consulting. 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. The firm is noted for its use of systematic methodologies, advisory role to registered investment companies, and incorporation of AI and algorithmic tools in its investment process.

Angela Mackinnon is a financial advisor with Equitable Advisors in Raleigh, NC, holding Series 63 and Series 65 licenses and having seven years of industry experience. Her work history includes roles at Equitable Advisors, W&S Brokerage Services, Omnistar Financial Group, and periods of self-employment. She serves as Vice President on the executive board of a Child Development Center in Wilmington, NC. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a variety of advisory models implemented through third-party managers and programs, offering a broad range of investment products and ERISA fiduciary services.

Alexander Greene is a financial advisor at Raymond James Financial with 11 years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2014. Greene is also involved with StillGreen Partners, LLC and Stonegate Financial, both support companies related to his advisory work. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, and institutions, offering tailored, non-discretionary advice supported by risk profiling and analytical tools.