Stephen Hailey is a financial advisor with UBS Financial Services in Raleigh, NC, holding a Series 66 designation and with 25 years of industry experience. He has been with UBS since 2000. Outside of his advisory role, he serves as a head varsity girls basketball coach at Franklin Academy and for Wake County Public Schools. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, employing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and advisory solutions.

Devesha Solanki is a Series 66-credentialed financial advisor with nine years of industry experience, currently practicing at UBS Financial Services in Chapel Hill, NC since 2017. Prior to joining UBS, Solanki worked at Durham Chiropractic Center for one year. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor plans according to clients’ goals and risk tolerances.

Chad Hood is a financial advisor at Fidelity with eight years of industry experience. He holds the Series 63 and Series 66 designations. Prior to his current role, Hood worked at Walmart for five years. Outside of his advisory work, he participates as an anonymous reviewer for Amazon products through the Amazon Vine program. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and it holds distinctive roles as a commodity pool operator and advisor to multiple registered investment companies.

Taylor Freeman is a financial advisor with Osaic Wealth, Inc. in Raleigh, NC, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. He has worked at Osaic since 2023, previously serving at SagePoint Financial Advisors and operating Freeman Financial Services, Inc. since 1997. Freeman serves as a board member of the CBF Foundation, a nonprofit organization supporting the Cooperative Baptist Fellowship. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs asset-allocation tools and risk-tolerance analysis to construct diversified portfolios across multiple asset classes on both discretionary and non-discretionary bases.

Jairi Key is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, Jairi held roles at KPI Residential, Wake County Public Schools, GMH Capital Partners, and other organizations. Outside of advising, Jairi operates a YouTube channel called "Bad as a Mother" and works as an independent contractor for grocery shopping and delivery services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction with oversight of sub-advisers and a focus on long-term asset allocation.

Lori Stark is a financial advisor with Morgan Stanley in Chapel Hill, NC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, she was with Citigroup Global Markets beginning in 1991. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and modeling techniques.

Tyler Slate is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, he worked at Peraton for four years. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management as well as fund advisory. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios from a diverse range of mutual funds, ETFs, and ETPs.

Sam Brotherton is a Planning Consultant with the Durham Wealth Management team at Fidelity Investments, where he collaborates with clients to develop financial plans aligned with their life objectives. He focuses on simplifying complex financial concepts to help clients make informed and confident decisions. Sam's experience at Fidelity Investments includes roles as a Planning Consultant since 2026, a Workplace Planning Consultant from 2025 to 2026, and a Workplace Planning Associate from 2024 to 2025. Through these positions, he has gained expertise in financial planning and client support. Outside of his professional work, Sam's personal interests include spending time at the beach, fitness, socializing with friends, golf, soccer, and traveling.

Caleb Brown is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at Fidelity Investments, as well as work with educational institutions and a media production company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction.

Craig Crawford is an Investment Consultant at Fidelity Investments, a position he has held since 2023. He works closely with clients to develop personalized investment strategies and comprehensive financial plans that align with their goals, emphasizing a client-centered approach to understand unique needs and build roadmaps for long-term success. Craig's professional experience includes roles at Fidelity Investments, where he served as a Relationship Manager from 2022 to 2023 and as a Financial Representative in 2022. Prior to joining Fidelity, he worked at First Citizens Bank in various capacities, including Senior Financial Service Representative from 2021 to 2022, Financial Service Representative from 2020 to 2021, and Senior Sales and Service Representative from 2019 to 2020.

Marcus Allen is a financial advisor with Equitable Advisors in Raleigh, NC, holding a Series 66 designation and nine years of industry experience. Prior to joining Equitable Advisors in 2017, he worked at Appalachian Ski Mountain and Appalachian State University. He also operates a business under the name Legacy Wealth Strategies. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing a model that includes LPL-sponsored programs and third-party managers to deliver advisory and brokerage solutions.

Jordan Kornegay is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. He previously worked at First Citizens Investor Services and Equitable Advisors, LLC. Outside of his advisory role, Kornegay serves as a part-time Emergency Medical Technician for Wayne County EMS. 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 employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

Lauren Convertini is a financial advisor at Fidelity with three years of industry experience. She holds a Series 66 designation and previously worked at Biologics by McKesson and Wal-mart. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage funds.

Michael Witkowski is a financial advisor at Thrivent Investment Management with 19 years of industry experience. He holds a Series 66 designation and has worked at Thrivent and its affiliates since 2006, including a year at LPL Financial. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive, goal-based financial plans without discretionary trading. The firm offers clients the option to combine planning with managed accounts under a consolidated billing arrangement called “WealthPlan,” while keeping planning and asset management separate.

Lane Inchalik is an Investment Solutions Representative III at Fidelity Investments, a position held since 2025. Lane has been with Fidelity Investments since 2021, progressing through roles from Investment Solutions I to III. Prior to joining Fidelity, Lane worked as a Financial Advisor at Edward Jones from 2019 to 2021. Lane focuses on helping individuals and families work towards better financial outcomes by simplifying complex financial information and market conditions. Lane partners with households to tailor financial plans customized to their unique financial goals, aiming to provide peace of mind and confidence in financial decision making. Outside of work, Lane's interests include family activities, fitness, movies, pets, reading, and tennis.

Patrick Voldness is a CFP® professional with 14 years of experience in the financial services industry. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he also works as a part-time driver for ride-sharing services in San Francisco. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Matthew Striffler is a financial advisor at Charles Schwab with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at TD Ameritrade before joining Charles Schwab in 2023. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, combining multi-asset model portfolios with access to alternative investments and centralized operational support.

Constance Thurman is a financial advisor with Morgan Stanley in Raleigh, NC, holding a Series 66 designation and eight years of industry experience. She has worked at Morgan Stanley since 2019 and previously spent four years with Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools.

Pei Ng is a financial advisor at Ameriprise with 22 years of industry experience and holds a Series 66 designation. Ng has been with Ameriprise and its related entities since 2011. Outside of advising, Ng is involved in multi-family real estate ownership. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to produce tailored recommendation reports. The firm provides a wide range of advisory, brokerage, and insurance solutions through affiliated companies.

Devin Randale is a financial advisor with Fidelity in Durham, NC, holding Series 66 and Series 63 designations and having three years of industry experience. Prior to joining Fidelity, Devin worked at Duke Energy Progress and HR Directions LLC. Fidelity’s Strategic Advisers LLC provides 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 diversified portfolios and advise registered investment companies.