Young Vuong is an Investment Solutions Representative III at Fidelity Investments. In this role, he focuses on building meaningful relationships and delivering personalized guidance that aligns with each client's goals, risk tolerance, and long-term priorities. He has been with Fidelity Investments since 2021, progressing through roles including High Net Worth Representative and Fixed Income Specialist. Prior to joining Fidelity, Vuong worked as a Trading Service Representative at Wells Fargo Advisors from 2019 to 2020.

Suzanne Barham is a CFP®-certified financial advisor with 27 years of industry experience. She has worked at Edward Jones since 2018 and previously held roles at Kestra Financial Securities, Inc. and White Oak Wealth Partners. Barham is based in Raleigh, NC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Christian Rodriguez is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 65 licenses and two years of industry experience. He previously worked at Brenner & Associates LLC and Wells Fargo Bank, nA. Outside of his advisory role, he is involved with Project Resources Group, where he serves as a construction coordinator focusing on drafting services for Texas power pole and transportation permits, and he owns Drafting Support LLC, a currently dormant drafting service company. Wells Fargo Advisors provides investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages a large asset base and delivers both brokerage and advisory solutions supported by research-driven investment strategies.

Conner Reeves is a Planning Consultant at Fidelity Investments, a role he has held since 2025. In this capacity, he collaborates with Financial Consultants to deliver tailored financial planning conversations that transform complex data into actionable insights. His consultative and analytical approach aids in identifying deeper client needs and facilitating strategic opportunities aimed at long-term financial well-being. Prior to his current position, Conner held multiple roles at Fidelity Investments, including Relationship Manager from 2024 to 2025, Financial Representative from 2023 to 2024, and Financial Service Representative from 2022 to 2023. He also worked as an Associate Banker at JP Morgan Chase between 2022 and 2023. Outside of his professional commitments, Conner has interests in cooking and baking, football, golf, outdoor adventures, and snowboarding.

William Brewer is a financial advisor with Morgan Stanley in Raleigh, NC, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to both individual and institutional clients. The firm emphasizes structured financial planning using proprietary tools and provides services through its Financial Advisors and Estate Planning Strategies Group.

Jessica Hathaway is a financial advisor at Wells Fargo Clearing with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked in various roles including positions at Wells Fargo Bank NA and Food Lion. Outside of her advisory work, Hathaway owns and operates a personal training business based in Raleigh, NC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Jacqueline Wade is a CFP® professional with eight years of industry experience, currently serving at Charles Schwab. Her career includes roles at Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc., as well as prior positions connected to Indiana University and a political campaign. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary advisory services and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational structure.

Krystal Williams is a financial advisor at Fidelity with a Series 66 license and two years of industry experience. Prior to joining Fidelity, she worked at US Cellular, Conns HomePlus, GP Mobile, and Mobilelink USA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs. The firm also serves multiple registered investment companies and delivers model portfolios through Fidelity Institutional Wealth Adviser.

Lisa Gambill is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has worked at Wells Fargo Clearing since 2016, following a year with Wells Fargo Advisors, and has concurrent roles outside finance as a makeup artist selling beauty and skincare products for Chanel and Tom Ford Beauty. 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 employs over 14,000 advisors, offering both brokerage and advisory solutions supported by extensive research and analytics.

Gareth Livesay is a financial advisor at Morgan Stanley in Chapel Hill, NC, with five years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at First Citizens Investor Services and First Citizens Bank. Outside of his advisory role, he is involved with the Hill Learning Center, an educational organization in Durham, North Carolina. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs and tailored financial planning to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and market models.

Cynthia Edwards is a financial advisor with UBS Financial Services in Raleigh, NC, holding the Series 66 designation and having 15 years of industry experience. She has been with UBS Financial Services since 2009. UBS Financial Services serves individual, corporate, and institutional clients with a wide range of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to clients' goals.

Allison Davis is a financial advisor with Raymond James & Associates in Raleigh, NC, holding a Series 66 designation and 17 years of industry experience. She has been with Raymond James & Associates since 2013. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management styles and affiliated research.

Christina Asti is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2023. In her role, she focuses on building strong client relationships based on trust, transparency, empathy, and compassion, utilizing Fidelity's resources to develop comprehensive investment strategies tailored to clients' short-term and long-term financial goals. Her professional experience includes working as a Financial Consultant I from 2023 to 2024 before advancing to her current position. Christina holds a California Insurance License, which supports her ability to provide informed financial guidance. Outside of her professional work, Christina has interests in art, fitness, food, golf, traveling, and volunteering.

Robin Gardner is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding a Series 66 designation and 10 years of industry experience. He has worked at Wells Fargo Clearing since 2018 and previously at Wake Forest Charter Academy from 2014 to 2018. 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 IPS-driven advisory process incorporates modern portfolio theory and includes investment policy statement preparation, investment recommendations, performance reporting, and participant education, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Milan Thompson is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity Investments in 2022, he held positions in various service and delivery roles. Outside of his advisory work, he is a registered North Carolina Notary Public and occasionally performs notary signings. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of mutual funds, ETFs, and ETPs.

Kate Haisch is a financial advisor at Edward Jones in Apex, NC, with 12 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2013. Outside of her advisory role, she owns Kates Equine, a business focused on repairing horse equipment and bits. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Martha Petzold is a CFP® with nine years of industry experience, currently advising clients at Charles Schwab in Raleigh, NC. She has been with Charles Schwab and its affiliated entities since 2018. Outside of her advisory role, she works as an independent consultant helping to introduce the Alphabeta Guide software to universities and educational institutions in Latin America. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment services supported by a centralized operational model.

Steven Winegar is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior work history includes roles at Movement Mortgage, Victorian Finance, and PrimeLending. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios drawn from mutual funds, ETFs, and ETPs.

George Haddad is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity Investments, he held positions at Meredith College and Landmark Properties, among others. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is noted for its role in managing registered investment companies and utilizing advanced technologies in portfolio management.

Parker Croswell is a financial advisor at Fidelity with Series 66 and Series 63 credentials and three years of industry experience. His prior work includes roles at CVS Caremark, Under Armour, and North Carolina State University. 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 to manage portfolios using mutual funds, ETFs, and ETPs.