Paul Clark is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2023, with prior roles at Sunlight Financial and several other companies. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, manages fund-of-funds structures, and delivers model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Charlaine Glaspie is a financial advisor at Fidelity with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2012. 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 process that integrates fundamental research with quantitative and algorithmic portfolio construction, offering model portfolios and advisory services using systematic methodologies and long-term asset allocation benchmarks.

Jay Rapp is a Senior Financial Advisor at Merrill Lynch Wealth Management and a member of the Harrison Rapp Mansfield & Associates Team. He is responsible for designing the team's approach to wealth management, focusing on investment research, portfolio development opportunities, and outside investment manager analysis. Jay conducts both macroeconomic and investment-oriented research to assist the team with proprietary and client-specific customized strategies. He manages on a discretionary basis custom investment strategies, selecting from a wide range of Merrill model portfolios and third-party investment strategies. Jay began his career in financial services with UBS in 2008 and joined Merrill Lynch Wealth Management in 2012. He holds a Bachelor's Degree in Finance and Sports Management from North Carolina State University and a High School Diploma from the International School of Geneva. Jay holds the Personal Investment Advisor (PIA) designation. Residing in Cary, North Carolina with his wife Katy and sons Cole and Eli, Jay is Vice President of the Stay Strong vs ALS organization and a minority owner of the NHL's Carolina Hurricanes. He contributes to his community through his involvement with Stay Strong vs ALS.

Bruce Sharpe is a financial advisor with UBS Financial Services in Raleigh, NC, holding Series 63 and Series 66 licenses and over 26 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, Sharpe serves as a trustee for multiple nonprofit organizations, including Communities Schools of Wake County and the Eastern North Carolina Chapter of the National Multiple Sclerosis Society, and is involved with regional economic development initiatives. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor investment plans. The firm combines institutional trading capabilities with wealth management services across a broad platform of financial products and services.

Alexis Turner is a financial advisor at Morgan Stanley with six years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2012, including a role at Morgan Stanley Private Bank, N.A. since 2024. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses a structured financial planning process supported by firm-approved tools and offers a broad range of retail and institutional investment solutions.

Judith Naegely is a financial advisor at Osaic Wealth with six years of industry experience. She holds a Series 66 designation and has previously worked at Woodbury Financial Services Inc. and Pariox LLC. Outside of her advisory role, she is involved in nonprofit fundraising as Co-Sponsorship and Fundraising Chair for Carroll Magnet Middle School PTO and is a managing member of Live Your Archetype, a workshop series focused on personal development. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment approach centered on model-based asset allocation and portfolio optimization.

Elliott Davis is a Series 66-licensed financial advisor with Fidelity in Durham, NC, and has six years of industry experience. He has worked with Fidelity Brokerage Services LLC since 2019 and joined Fidelity Investments in 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and consultative services.

Taylor Horten is a financial advisor with Equitable Advisors in Raleigh, NC, holding a Series 66 designation and four years of industry experience. Prior to joining Equitable Advisors in 2022, Taylor held roles at Financial Data Systems, Papa John's, and UNC Wilmington. Equitable Advisors serves individuals ranging from non‑high-net-worth to high-net-worth clients, as well as pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Kyle Wilson is a financial advisor at Fidelity with four years of industry experience and holds the Series 66 designation. His prior roles include positions at Express and as an educator at East Carolina University and Northside High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Scott Stephens is a financial advisor with Ameriprise in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement with significant investable assets, providing detailed written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized, non-discretionary advice, primarily for assets held within Ameriprise-managed accounts.

Robert Eargle Jr. is a financial advisor with Edward Jones in Garner, NC, holding a Series 66 license and four years of industry experience. Prior to his current role at Edward Jones, he worked at DICKS SPORTING GOODS for six years. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Christopher Corini is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016. Prior to that, he was employed at Raymond James Financial and Raymond James Financial Services, Inc. from 2008 to 2011. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics to evaluate investment options within a broad platform.

Brenleigh Rigsbee is a Series 66-licensed financial advisor at Fidelity with two years of industry experience. Prior to joining Fidelity, Rigsbee held various roles in the hospitality sector and currently works as a bartender at The Underground in Raleigh, NC. Fidelity’s Strategic Advisers LLC serves retail and institutional clients with investment management and advisory services, utilizing proprietary fundamental research and quantitative analysis to create model portfolios composed of mutual funds, ETFs, and ETPs.

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 with LPL Financial in Durham, NC, holding a Series 66 credential and bringing 26 years of industry experience. His career includes roles at Cuso Financial Services, Coastal Federal Credit Union, CUNA Brokerage Services, and Equitable Advisors. He is also involved with MassMutual through a non-variable insurance role. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by technology tools and oversight of substantial discretionary assets.

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 with Morgan Stanley in Raleigh, NC, holding Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Morgan Stanley, she worked at Fidelity Investments and First National Bank Minnesota. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning through both direct client relationships and Corporate Financial Planning agreements.