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.

Myisha Nannola is a Financial Consultant at Fidelity Investments, a position she has held since 2023. In this role, she focuses on helping investors create and build custom financial plans tailored to their individual needs. She is dedicated to identifying opportunities for efficiency and providing professional guidance to empower clients in making sound financial decisions. Prior to joining Fidelity Investments, Myisha served as a Branch Manager at One Main Financial from 2016 to 2023. She brings nine years of experience working with clients in financial services, emphasizing the importance of thoughtful investment decisions and avoiding common pitfalls. Outside of her professional work, Myisha enjoys spending time at the beach, engaging in family activities, exploring culinary interests as a foodie, gardening, listening to music, and painting.

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.

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 credentials and three years of industry experience. Prior to joining Fidelity, he worked at Zacks Investment Management and UBS Wilmington Wealth Consulting Team. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction in their model portfolios.

Jeffrey Church is a CFP® professional with 18 years of experience in financial advising. He has worked at LPL Financial since 2018 and previously spent three years at Invest Financial Corp. He operates a business under the name Church Financial as part of his activities at LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies.

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 the firm's previous identity as AxA Advisors. He also operates a business under the name Legacy Wealth Strategies. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pensions, corporations, and charitable organizations. The firm utilizes a range of advisory models and third-party asset managers to deliver customized 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 CFP® with 10 years of industry experience, currently serving at Fidelity in Durham, NC. He has held roles across Fidelity Investments, Fidelity Personal and Workplace Advisors, and FIDELITY Brokerage Services LLC since 2015. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its roles as a commodity pool operator and advisor to multiple registered investment companies, as well as its use of AI and systematic methodologies in portfolio management.

Christopher Moody is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. His career includes roles at Fidelity Investments and Qurate Retail Group, with prior experience at FedEx Ground, United Parcel Service, and Arizona State University. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

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 Series 63 and Series 66 designations and has been with Fidelity Investments in various capacities 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 a Charitable Gift Fund. The firm combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Michael Langley is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation. Prior to joining Equitable Advisors, he worked in the hospitality sector and briefly at Defender Capital. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

Sonya Kilian is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding a Series 66 designation and 22 years of industry experience. She has been with Wells Fargo Clearing since 2016. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions, using research and analytics to support its investment approach.