Eric Svenson is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has been with various Fidelity entities since 2007. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad universe of mutual funds, ETFs, and ETPs.

Bradley Eisenberg is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been advising clients within the financial industry for over a decade, focusing on guiding individuals through their financial journeys with clarity and purpose. Prior to his current position, Bradley served as a Financial Consultant at Fidelity Investments from 2020 to 2023, and held roles as a Wealth Management Advisor at TIAA from 2017 to 2020, and as a Guidance Support Specialist at Fidelity Investments from 2014 to 2017. Bradley's approach emphasizes a holistic and collaborative strategy, aligning financial planning with clients' most important goals and long-term retirement needs. He aims to simplify financial complexities and empower clients to make informed decisions throughout different stages of life. He holds a California Insurance License. Outside of his professional work, Bradley engages in family activities and personal interests including fitness, golf, movies, pets, and tennis.

Caroline Sinclair is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. She has worked at various divisions within Raymond James since 2014. In addition to her role at Raymond James, she owns Caroline Sinclair Wealth Partners, LLC, where she also serves as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary advice using advanced analytical tools and supports municipal finance work uncommon among large institutional advisors.

Ellie Campion is a financial advisor at Equitable Advisors in Raleigh, NC, holding a Series 66 designation and beginning her advisory career in 2026. Prior to joining Equitable Advisors, she gained diverse experience across various roles, including work in education and management. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, offering financial planning, retirement plan consulting, and asset management programs. The firm delivers services through a network of Investment Adviser Representatives and utilizes a range of third-party asset managers and advisory programs.

Cami Adcock is a financial advisor with Wells Fargo Clearing in Chapel Hill, NC, holding Series 63 and Series 65 licenses and having 30 years of industry experience. Her prior work includes roles at Morgan Stanley and Citigroup Global Markets. She is also a notary public in Raleigh, NC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research from its Investment Institute and third-party sources to support diversified investment strategies and offers a range of brokerage and advisory solutions.

Joel Rundle is a financial advisor at Morgan Stanley in Raleigh, NC, holding a Series 66 designation with four years of industry experience. He previously worked at Ameriprise from 2020 to 2023 and has a background that includes full-time education and a role at Southern Water Gardens. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, combining tailored financial planning with broad investment and institutional services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools designed to model financial outcomes.

Timothy Legare is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has previously worked at Imperial Brewing Company and Bronx Pizza. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm also serves multiple registered investment companies and utilizes algorithmic methods and AI in its investment process.

Laura Berra is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. She holds Series 63 and Series 65 licenses and is based in Raleigh, NC. 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.

Samuel Curtis is a financial advisor with Mass Mutual Investors Services in Raleigh, NC, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at UBS Financial Services, Ally Invest, and Amazon. MML Investors Services, LLC operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers annual, collaborative financial planning engagements using firm-approved analytical tools and presents event-driven planning options such as divorce and estate settlement services.

Michelle Britt is a financial advisor at Morgan Stanley with 33 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and previously at Citigroup Global Markets from 2006 to 2009. She holds Series 63 and Series 66 licenses. Outside of her advisory work, she is a member of the James M Hurst Family LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory services supported by firm‑approved planning tools and research from its Global Investment Committee.

Alfred Darakjian is a financial advisor with Equitable Advisors based in Raleigh, NC, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Company, Duke University Health System, and Credit Suisse Securities LLC. Outside of his advisory work, he serves as president and CPA/tax preparer of Alfred Darakjian Consulting, Inc., providing tax and accounting services. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Richard Mills is a financial advisor with Fidelity Investments based in Durham, NC. He holds Series 63 and Series 66 credentials and has three years of industry experience. His prior roles include positions at First Citizens Investor Services, RGA Investments, and FedEx. 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

Virginia Whitley is a financial advisor with Morgan Stanley in Raleigh, NC, holding a Series 66 designation and 18 years of industry experience. She has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, N.A. since 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide array of advisory programs to individuals and institutional clients. The firm’s financial planning includes tailored services using approved planning tools and modeling techniques, serving approximately $2.74 trillion in client assets.

Russell Hadley is a CFP®-certified financial advisor with 34 years of industry experience, currently with Osaic. He has worked previously at Lincoln Financial Securities Corp and Woodbury Financial Services Inc. Hadley is also involved in selling fixed life insurance and annuities through his ownership of Alpha Omega Wealth Partners. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services. The firm utilizes a model-based investment approach featuring asset allocation optimization and various managed portfolio options across its expansive multi-advisor platform.

Andrea Paton is a financial advisor with Fidelity Investments in Durham, NC, holding a Series 66 designation and having two years of industry experience. Her previous roles include positions at the North Carolina Department of Health & Human Services and various private companies. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, fund advisory, and model portfolios.

Ashley Paonessa is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. She has held positions at Wells Fargo Clearing since 2019 and previously worked at Morgan Stanley Private Bank, National Association from 2015 to 2019. She holds a Series 66 designation and is based in Raleigh, NC. 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 advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Scott Carnes 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 2018, including Fidelity Brokerage Services and Fidelity Investments. Prior to that, he was employed at Workplace Options for two years. Fidelity’s Strategic Advisers LLC, where Scott provides services, offers investment management and advisory solutions to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its use of systematic methodologies, AI tools, and its advisory role with multiple registered investment companies and model portfolio delivery to intermediary platforms.

Christian Fitzhugh is a CFP® professional with 14 years of industry experience. He is currently with Fidelity Investments and has worked at Morgan Stanley, Commonwealth Financial Network, and Pathfinder Wealth Consulting. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a systematic investment process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Stephanie Davis is a financial advisor at Merrill with 24 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Merrill since 2017, following eight years at First Citizens Investor Services. Outside of her advisory role, she also sells Avon beauty products by catalog. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Imani Thompson is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. Prior to joining Fidelity, she held various roles including positions at North Carolina Central University and Integral Resources Inc. 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 to deliver model portfolios and discretionary management.