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.

Chase Hill is an Investment Consultant at Fidelity Investments, a position he has held since 2024. In this role, he assists clients in navigating a seamless planning process by understanding their current financial situation and future goals to co-create tailored financial plans. Prior to this, he served in various positions at Fidelity Investments, including Relationship Manager, Workplace Planning Consultant II, Workplace Planning Consultant I, and Workplace Planning Associate from 2021 to 2024. Before joining Fidelity, Chase was a Financial Representative at Northwestern Mutual from 2018 to 2019. Chase holds an Arkansas Insurance License, which supports his expertise in financial planning and investment consulting. His professional experience spans across different facets of financial services, focusing on collaborative planning and aligning strategies with clients' life events and objectives.

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.

Hylton Early is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in Raleigh, North Carolina. He works with clients across various stages of life, focusing on personalized financial strategies and investment management. Hylton’s approach involves understanding clients’ visions for their futures and developing tailored wealth management plans that address goals such as tax minimization, retirement income planning, and liquidity management. He also works directly with corporate executives and business owners anticipating liquidity events, providing a detail-oriented strategy aligned with their values and expectations. With experience spanning over several years, Hylton draws on the resources of Merrill to assist clients in areas including corporate benefits, education planning, LGBT wealth planning, socially responsible and ESG investing, and portfolio management. Prior to joining Merrill in 2015, he worked in politics as a consultant, campaign manager, and finance director in Washington, DC, and Utah. He holds a Bachelor’s degree in political science from Kenyon College, where he also lettered in varsity lacrosse. Hylton is a Certified Exit Planning Advisor (CEPA) and a Personal Investment Advisor (PIA). Outside of his professional role, Hylton enjoys skiing, hiking, boating, and spending time with his wife and twin daughters in Raleigh. He maintains an active interest in outdoor activities, including his part-time role as a ski patroller at Deer Valley Resort. He is also a member of the Boy Scouts of America and holds the rank of Eagle Scout.

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.

Seth Henriksen is a financial advisor with Merrill in Raleigh, NC, holding a Series 66 designation and six years of industry experience. He has been with Bank of America and Merrill since 2014. Merrill, along 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 and profit-sharing plans, corporations, and charitable organizations.

Henry Kuo is a financial advisor based in Cary, NC, with 32 years of industry experience. He has been with Equitable Advisors since 1999 and holds Series 63 and Series 65 designations. Outside of his advisory work, he is a managing member of Prestige Financial Holdings, LLC and serves on the board of the North Carolina School of Science and Mathematics Foundation. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients with financial planning, retirement plan consulting, and asset-management programs. The firm’s approach involves assessing client risk tolerance to match them with program models or discretionary managers, utilizing primarily third-party investment platforms and a range of investment options including mutual funds, ETFs, and alternative investments.

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.

Amber Clos is a financial advisor with LPL Financial in Clayton, North Carolina, holding a Series 66 designation and three years of industry experience. Her prior work includes roles at United Community Bank and United Community Advisory Services, as well as sixteen years with McDonalds / Huebner Management Company LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

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.

Mandi Miglino is a financial advisor with OSAIC in Raleigh, NC, holding Series 66 and Series 63 licenses and possessing 13 years of industry experience. Her prior roles include positions at World Financial Group, Inc., Transamerica Financial Advisors, Inc., and Signator Investors, Inc. She is also involved as a Compliance Operations Associate at Capitol Financial Solutions, assisting registered representatives. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through multiple advisory platforms. The firm combines brokerage and investment advisory services with tools such as asset-allocation models and automated rebalancing to construct portfolios encompassing a range of securities, managed on discretionary or non-discretionary bases.

Charles Stewart is a financial advisor with Equitable Advisors in Raleigh, NC, holding a Series 66 designation and nine years of industry experience. He has been with Equitable Advisors since 2016, including its prior affiliation as AXA Advisors. Stewart also operates a DBA called Legacy Wealth Strategies. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach involves assessing client risk tolerance and matching them to advisory models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Dixi Jin is an Investment Consultant currently working at Fidelity Investments since 2022. In this role, Dixi collaborates with clients to build financial plans tailored to their unique needs, focusing on understanding their short- and long-term goals, identifying ways to improve those plans, and helping track progress as circumstances evolve. Building strong relationships based on trust, reliability, and competency is a central aspect of Dixi's professional approach. Prior to joining Fidelity Investments, Dixi held several positions in the financial services industry, including Registered Wealth Management Client Associate and Merrill Financial Solutions Advisor at Merrill Lynch between 2019 and 2022, Financial Advisor at Merrill Lynch from 2015 to 2019, and Relationship Manager at Bank of America from 2010 to 2015. This experience spans client relationship management and wealth management services. Outside of professional responsibilities, Dixi enjoys activities such as going to the beach, comedy, exploring food, reading, running, and traveling.

Jeffrey Hall is a financial advisor with Fidelity in Durham, NC, holding the CFP® designation along with Series 63 and 66 licenses. He has 10 years of industry experience and has worked at various Fidelity entities since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and Charitable Gift Funds. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of portfolios and fund structures.

Christopher Moody is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. His prior roles include positions at Qurate Retail Group, FedEx Ground, Arizona State University, and United Parcel Service. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment company accounts. The firm employs a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs, and maintains formal advisory roles for multiple registered investment companies.

Barry Davis is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America and Merrill for 14 years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base including registered investment companies and offers specialized services such as fund advisory and model portfolio delivery.

Demarc White is a financial advisor at Fidelity with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Fidelity in various roles since 2007. Strategic Advisers LLC, a Fidelity Investments company, 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios using mutual funds, ETFs, and ETPs.