Jack Bolen Jr. is a financial advisor with Fidelity, holding a Series 66 designation and three years of industry experience. Before joining Fidelity, he worked for Flow Automotive Companies for 11 years. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios using mutual funds, ETFs, and ETPs.

Henry Fiumara is a financial advisor with Equitable Advisors in Cary, NC, holding a Series 66 designation and 26 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Outside of his advisory role, he serves on homeowner association boards in Cary, providing governance and administrative oversight. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by 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, combining advisory and brokerage channels tailored to client goals and risk tolerance.

Will Hale is an Investment Solutions Representative III at Fidelity Investments. In his role, he assists clients and their families in navigating their financial lives by co-creating and developing tailored financial plans that align with their goals, priorities, and preferences. He has progressed through various positions at Fidelity Investments, including Investment Solutions Representative II, Investment Solutions Representative I, High Net Worth Service Associate, and Customer Relationship Advocate. This experience has contributed to his expertise in investment solutions and client service within the financial industry. Outside of his professional responsibilities, Will Hale enjoys family activities, fishing, fitness, football, social events with friends, and traveling.

Brandi Beghtel is a financial advisor with Fidelity Investments in Durham, NC, holding Series 63 and Series 66 licenses and 10 years of industry experience. Her prior work includes roles at the YMCA as a fitness instructor and positions in other sectors such as automotive and wellness. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a proprietary investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction.

Andres Quezada is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2012, progressing through roles including Financial Consultant, Investment Consultant, Central Relationship Manager, Relationship Manager, Financial Representative II, Workplace Planning and Guidance Consultant I, and Defined Contribution Representative II. In his role, Andres partners with clients to develop financial plans aimed at meeting their goals and needs. He focuses on creating financial plans that are straightforward and seeks ongoing opportunities to improve these plans through continuous collaboration throughout clients' lives and careers.

Nathan Davidson is a CFP® with 18 years of experience in financial advising. He is currently with Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc., having joined in 2023 after eight years at Ameriprise Financial Services, Inc. Davidson is also associated with Davidson & Sons and Davidson & Sons, Inc., where he has worked since 2007, performing client-facing roles and tax consulting. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and corporate clients. The firm utilizes risk profiling and analytical tools to deliver tailored, non-discretionary advice and supports municipal and public finance work through a unique municipal advisor affiliation.

Colleen Williams is a Wealth Management Planning Consultant at Fidelity Investments, a position she has held since 2026. She collaborates with clients and their advisors to develop financial plans tailored to the unique needs of clients and their families. Colleen has extensive experience in the financial services industry, having held various roles at Fidelity Investments since 2008. Her professional background includes positions as a Planning Consultant, Managing Director, Senior Relationship Manager, Relationship Manager, Financial Representative, and Defined Contribution Representative. Outside of her professional work, Colleen has personal interests that include cars, horseback riding, museums, running, skiing, and traveling.

Lauren Tyndall is a financial advisor with Edward Jones in Wake Forest, NC. She holds a Series 66 designation and has 13 years of experience with Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Amee Earl is a Certified Financial Planner (CFP®) with 24 years of industry experience. She is currently with Wells Fargo Clearing, where she has worked since 2016, with prior service also 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 discretionary and non-discretionary investment options. The firm’s advisory process is IPS-driven and includes a range of investment products such as insurance-related vehicles and bank deposit sweep options.

Carrie Slaughter is Vice President and Branch Leader at Fidelity Investments, where she leads the Cary office and coaches a team of financial professionals. She collaborates with clients to co-create financial plans designed to be actionable and aligned with their financial goals, while ensuring a positive client experience. Her career at Fidelity Investments spans from 2007, beginning as a 401(k) Service Representative, progressing through various roles including Financial Representative, Relationship Manager, Senior Relationship Manager, Planning Consultant, Assistant Branch Leader, and currently serving as Vice President and Branch Leader since 2022. This extensive experience reflects her deep knowledge in financial planning and client relationship management. Carrie has expressed personal interests in the beach and traveling.

Calvin Williamson III is a financial advisor at Raymond James Financial with 20 years of industry experience. He holds the Series 63 and Series 66 credentials and previously worked at Edward Jones for 16 years. Outside of his advisory role, he co-owns Four Corners Advisor Group, an LLC focused on recruiting advisors to affiliate with their branch. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and institutions. The firm offers tailored, non-discretionary consulting using analytical tools and supports various advisory programs, distinguishing itself with municipal advisor affiliations and specialized retirement plan consulting services.

Faisal Almubaslat is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 designation. His prior work experience includes positions at the University of North Carolina at Greensboro and the University of North Carolina at Pembroke, as well as involvement with various soccer organizations. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Anna Lewis is a financial advisor at Edward Jones in Durham, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2024, she worked at Atlassian, Inc. for seven years and Trello, Inc. for one year. Outside of her advisory role, she receives book royalties through Wiseblood Books and has participated in a research study at the Bardone-Cone Lab at UNC-Chapel Hill. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,000 advisors and more than 15,000 branch offices.

Zachary Guntz is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 65 and Series 63 licenses and with two years of industry experience. His work history includes roles at Wells Fargo Bank, Servpro, and Houghton University. 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 through over 14,000 advisors and offers both brokerage and advisory solutions.

Meenakshi Kaushik is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Her prior work includes roles at D&A Financial Services Private Limited, KPMG India Private Limited, and IDBI Capital Markets & Securities Ltd. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios, and it holds distinctive registrations such as with the CFTC and membership in the NFA.

Roger Paton is a financial advisor with UBS Financial Services in Raleigh, NC, holding a Series 66 designation and 22 years of industry experience. He worked at Merrill from 1984 to 2017 before joining UBS in 2017. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers a range of capital markets activities and proprietary research.

Rebekah Laster is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2024. Prior to this role, she worked as a Planning Consultant at Fidelity Investments from 2021 to 2024. Her career in financial services began in 2015, with roles including Financial Advisor at Edward Jones Investments and Paraplanner at Cunningham Financial. She focuses on assisting families in achieving financial stability and making informed decisions about their assets. Rebekah applies a holistic approach to financial advising, influenced by her personal experience as a daughter and stepmother. She emphasizes trust and collaboration with clients to simplify complex financial concepts. Outside of her professional work, Rebekah has interests in cooking and baking, fitness, exploring food, caring for pets, reading, and traveling.

Jillian Walker is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2012, including a role at Morgan Stanley Private Bank, N.A. since 2021. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. 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.

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.

John Thomas is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity since 2010, progressing through various roles including Financial Consultant, Guidance Support Specialist, and Workplace Planning & Guidance Consultant. His 15 years of experience at Fidelity encompass helping clients navigate complex financial decisions through personalized planning and ongoing guidance. John's approach focuses on providing a high standard of service by leveraging Fidelity's extensive capabilities to assist individuals and families in aligning their financial decisions with their goals and priorities. His experience spans multiple facets of financial consulting within Fidelity, reflecting a deep understanding of client needs and financial planning strategies.