Ryan Mcdonald is a financial advisor at Fidelity with four years of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments since 2022. Prior to his current role, his work experience includes positions in retail and food service industries. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI-enhanced research, and its advisory role to multiple registered investment companies.

Glenn Grimsley is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Fidelity and its affiliates 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 discretionary and non-discretionary portfolios and deliver model portfolios to intermediary platforms.

Zachary Hauser is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His work history includes roles at Merrill, Bank of America, Elon University, Cape Fear Community College, and the University of North Carolina at Chapel Hill. Outside of financial services, he has experience with Kustom Koozies, a business he was involved with for three years. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers a range of model-based and discretionary investment strategies designed for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mary Akin is a financial advisor with Morgan Stanley in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

Patrick Flores is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2009, as well as at Citigroup Global Markets and A. G. Edwards & Sons, Inc. earlier in his career. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.

Ameen Jaroush is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His prior work includes roles at Uber Eats, the University of North Carolina at Greensboro, Wells Fargo, Wake Technical Community College, Target, and Amazon. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages advisory services with oversight and conflict-of-interest controls.

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.

Blake Seibert is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2018, including a role at Morgan Stanley Private Bank, N.A. Prior to that, he held positions at Charles Schwab and Fleishel Financial Associates. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and research.

Noah Pettee is a financial advisor with Cetera and holds a Series 66 designation. He has two years of industry experience and has worked at Cetera and Cetera Wealth Services, LLC since 2024. Outside of his advisory role, he is a lead server at Stoney River Steakhouse and Grill. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and uses a multi-manager platform that provides access to affiliated and third-party managers across multiple program structures.

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.

Christina Taylor is a financial advisor with Morgan Stanley in Chapel Hill, NC, holding a Series 66 designation and nine years of industry experience. She has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm’s approach incorporates structured discovery conversations and firm-approved planning tools to support client financial plans.