Robert Mullen is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Fisher Investments, Liberty Mutual Insurance, Northwestern Mutual, and Liberty University. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and delivery of model portfolios. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Todd Gronewald is a CFP® professional with 23 years of experience in the financial services industry. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he serves as Treasurer on the Board of Directors for Voice of Christians and is involved with DGM Financial, LLC, a financial planning business. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendation reports within a structured retirement-income framework.

Melquan Fair is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and has worked at various Fidelity entities since 2017, following a one-year tenure at Veritude. In addition to his advisory role, he is a co-owner of Fair Capital Management, a business involved in accounts receivable outsourcing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, with a focus on systematic portfolio construction using proprietary research and algorithmic methods.

Jeremy Cooper is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Cary, NC, and has four years of industry experience. Prior to joining J.P. Morgan Securities in 2025, he worked at Merrill Lynch and Bank of America. Outside of his advisory role, he has worked as a restaurant server at Olive Garden and Crab Du Jour. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice, manager searches, and customized performance reporting on a non-discretionary basis. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Grayson Kapiko is a financial advisor at Fidelity with two years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Fidelity, his work history includes roles outside finance such as with Moving for the Coast and Seegars Fencing Company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a systematic investment process that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Keely Keelan is a financial advisor with Raymond James & Associates in Cary, NC, holding a Series 66 designation and one year of industry experience. She has been with Raymond James & Associates since 2021 and also operates Jackson Speech & Language Services, PLLC. Raymond James & Associates serves a broad client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting with a range of portfolio management styles supported by firm research and affiliate resources.

Jarrod Keen is a CFP® professional with 29 years of experience in financial advising, currently with Wells Fargo Advisors in Raleigh, NC since 2011. He holds Series 63 and Series 65 licenses and has a 40% ownership interest in RKJ Group, LLC, an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients with a broad range of financial planning and investment services tailored to clients meeting a net-worth threshold. The firm offers specialized planning services in areas such as business-owner transitions, sports and entertainment, and special-needs analysis.

Jeremy Witmer is a financial advisor at Fidelity with three years of industry experience. He holds the Series 66 designation and previously worked at Walgreen Company for thirteen years before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages oversight and advisory functions for multiple funds and intermediary platforms.

Paulo Ribeiro De Lemos is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and two years of industry experience. He has previously worked at New York Life Insurance Company and NYLife Securities LLC, and spent nine years at Sunrun Inc. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning relationships using firm-approved software, with a focus on investment categories and strategies rather than specific products.

Kevin Maley is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2017. Prior to joining Edward Jones, he worked at Red Hat (Apex Systems) for one year. Outside of his advisory work, Maley volunteers as an instructor and coach for Dave Ramsey's Financial Peace University program at his local church. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supporting a nationwide network of more than 23,000 financial advisors.

Andrew Mills is a Planning Consultant at Fidelity Investments, where he collaborates with clients to develop personalized financial plans aligned with their long-term goals. Since joining Fidelity, he has held several roles, including Investment Consultant from 2024 to 2026 and Workplace Planning Consultant from 2022 to 2024. In his current position, Andrew works closely with individuals and families to co-create financial strategies that reflect their unique visions for the future. He invites clients to engage in discussions to explore how Fidelity's team can support their financial objectives moving forward.

Landon Mundell is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Raymond James Financial in Cary, NC. His prior experience includes roles at Elser Financial Planning, Teachers Credit Union, and Herman and Kittle Properties. Mundell is also involved with StillGreen Partners, LLC, a holding company connected to Stonegate Financial. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, corporations, and institutions. The firm employs tailored, non-discretionary advisory services using analytical tools and maintains unique offerings such as municipal advisory support and a SIMPLE IRA Employer Advisory & Consulting Services program.

Lucas Eriksen is a Series 66-credentialed financial advisor with Fidelity Investments in Raleigh, NC, currently with one year of experience at Fidelity. His prior experience includes roles at Lonnie Poole Golf Course, Cameron Mitchell Premier Events, and NCSU. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm is notable for its use of algorithmic methods and AI in research and serves as an advisor to registered investment companies and fund-of-funds.

Melissa Price is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at Prudential Equity Group, LLC from 2001 to 2003. Price has been with Wells Fargo Clearing since 2016 and is based in Chapel Hill, NC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, supported by research from Wells Fargo Investment Institute and third-party data.

Thomas Fenn is the sole advisor at T. Fenn Financial Planning, LLC in Chapel Hill, NC. He holds the CFP® designation along with Series 63 and Series 65 licenses and has 16 years of industry experience, including over 20 years in his current practice. T. Fenn Financial Planning, LLC is an independent registered investment adviser serving about 60 clients with a focus on financial planning and advisory services rather than discretionary portfolio management. The firm’s approach emphasizes consultative planning and uses fee arrangements that do not include percentage-of-assets-under-management fees.