Charlaine Glaspie is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has been with Fidelity Investments since 2012, including roles at Fidelity Personal and Workplace Advisors since 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction across a broad investable universe.

Bruce Sharpe is a financial advisor with UBS Financial Services in Raleigh, NC, holding Series 63 and Series 66 licenses and over 26 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, Sharpe serves as a trustee for multiple nonprofit organizations, including Communities Schools of Wake County and the Eastern North Carolina Chapter of the National Multiple Sclerosis Society, and is involved with regional economic development initiatives. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor investment plans. The firm combines institutional trading capabilities with wealth management services across a broad platform of financial products and services.

Alexis Turner is a financial advisor at Morgan Stanley with six years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2012, including a role at Morgan Stanley Private Bank, N.A. since 2024. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses a structured financial planning process supported by firm-approved tools and offers a broad range of retail and institutional investment solutions.

Elliott Davis is a Series 66-licensed financial advisor with Fidelity in Durham, NC, and has six years of industry experience. He has worked with Fidelity Brokerage Services LLC since 2019 and joined Fidelity Investments in 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and consultative services.

Kyle Wilson is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, he worked at Express and also has experience in education, having taught at East Carolina University and Northside High School. Additionally, he was involved briefly with Glo-Mania Lazer Tag. 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages multiple registered investment companies and fund‑of‑funds.

Blake Seibert is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2018, including a role at Morgan Stanley Private Bank, N.A. Prior to that, he held positions at Charles Schwab and Fleishel Financial Associates. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and research.

Noah Pettee is a financial advisor with Cetera and holds a Series 66 designation. He has two years of industry experience and has worked at Cetera and Cetera Wealth Services, LLC since 2024. Outside of his advisory role, he is a lead server at Stoney River Steakhouse and Grill. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and uses a multi-manager platform that provides access to affiliated and third-party managers across multiple program structures.

Christopher Corini is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, tailoring services to plan objectives, demographics, and risk tolerances while acting as an ERISA fiduciary.

Brenleigh Rigsbee is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, Brenleigh worked in the hospitality sector, including roles at The Underground and Cantina 18. Outside of advisory work, Brenleigh is a bartender at The Underground in Raleigh, NC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, blending proprietary fundamental research with quantitative analysis and systematic portfolio construction. The firm serves a wide range of clients through discretionary and non-discretionary services and is noted for its use of algorithmic methods and formal advisory roles to multiple registered investment companies.

Christina Taylor is a financial advisor with Morgan Stanley in Chapel Hill, NC, holding a Series 66 designation and nine years of industry experience. She has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm’s approach incorporates structured discovery conversations and firm-approved planning tools to support client financial plans.

Gregory Wells is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, he worked at the North Carolina Healthcare Association and Lifetime Fitness. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction using a combination of fundamental research, quantitative analysis, and algorithmic methods. The firm also serves as an adviser to multiple registered investment companies and utilizes systematic methodologies in portfolio management.

David Burk is a financial advisor at LPL Financial in Durham, NC, holding a Series 66 designation with 26 years of industry experience. Prior to joining LPL Financial in 2025, he spent 14 years at CUSO Financial Services, LP and has been affiliated with Coastal Federal Credit Union since 2005. He is also involved with MassMutual in an investment-related capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services through a nationwide network of investment adviser representatives.

Kevin Anderson is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, Anderson serves as Chair of the Finance Committee at Hayes Barton United Methodist Church. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through Financial Advisors and its Estate Planning Strategies Group.

Darion Elder is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 65 credentials and two years of industry experience. He has been with Wells Fargo Bank, N.A. since 2016 and Wells Fargo Clearing since 2023. Outside of his advisory role, he works as an independent DJ. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Noelle Olson is a financial advisor at Morgan Stanley in Raleigh, NC, with four years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments and First National Bank Minnesota. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Henry Kuo is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor AXA Advisors. Outside of his advisory role, he serves on the board of the North Carolina School of Science and Mathematics Foundation. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing 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 and offers a range of advisory and brokerage services tailored to client goals and risk tolerance.

Holley Fuller is a financial advisor with Morgan Stanley in Chapel Hill, NC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and analyses to support its advisory services.

Janet Russell is a Financial Consultant at Fidelity Investments, a position she has held since 2021. Prior to this role, she served as an Investment Consultant at Fidelity Investments from 2020 to 2021. From 2017 to 2020, she worked as a Financial Advisor at First Command Financial Services. In her current role, Janet works alongside clients to assist them through their financial planning and decision-making processes. She leverages the resources of Fidelity to guide families and individuals pursuing their version of financial success. Janet and her team aim to create an excellent client experience worthy of their clients' business.

Noah Baughn is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at Zacks Investment Management and UBS Wilmington Wealth Consulting Team. Outside of finance, he has worked at country clubs in the Durham, NC area. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to various clients, including retail and institutional investors. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services, with oversight of sub-advisers and established governance procedures.

Jeffrey Church is a CFP® professional with 18 years of industry experience, currently serving clients at LPL Financial since 2018. He has prior experience with Invest Financial Corp. beginning in 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting supported by research and model portfolios.