Craig Wulff

Tim founded Iseler Financial to help creative professionals build stability & security in their financial lives. The firm offers hourly engagements, one-time plans, ongoing financial planning, and investment management. Tim lives in Durham NC with his family and wonder dog, Yoshi. Prior to starting Iseler Financial, he spent 18 years in the music industry as a recording & touring audio engineer. And, even further back in time, Tim grew up on a family farm before graduating with honors with a degree in mathematics.

Brittany is a financial advisor at Hilltop Wealth Advisors, a fee-only financial planning firm located in Chapel Hill, NC. Brittany has been with the Hilltop team since 2014, when she started as a financial planning intern while earning her BA in Mathematics at UNC-Chapel Hill. She quickly discovered financial planning to be a perfect combination of problem solving and relationship building, which made it her ideal career path. She is a CERTIFIED FINANCIAL PLANNER™(CFP®) professional and Certified Student Loan Professional (CSLP®), and is passionate about working with Gen X & Gen Y clients. Brittany lives in Raleigh with her husband and dog. When she’s not working, she loves cheering on the Carolina Hurricanes, exploring the local food scene, and traveling to the mountains.

Mark Little is a Financial Consultant at Fidelity Investments, a role he has held since 2021. He has more than two decades of experience in the financial industry, with 19 years at Fidelity. Mark's approach to financial planning focuses on understanding clients' financial goals, motivations, and preferences. He works closely with clients to develop, implement, and evaluate personalized financial plans that adapt to changes in their lives. Mark's professional experience includes various roles at Fidelity Investments, such as Senior Relationship Manager from 2018 to 2021, Branch Service Manager from 2016 to 2018, Senior Manager from 2008 to 2016, and Manager from 2006 to 2008. Prior to joining Fidelity, he was a Team Manager at Ameritrade from 2001 to 2006. Outside of his professional work, Mark has interests that include camping, food, military service, and soccer.

Mikel Chalmers is a Financial Consultant at Fidelity Investments, where he currently assists clients and their families in understanding and achieving their financial goals. He collaborates with clients to analyze all aspects of their financial lives and develops plans to work towards meeting those goals. Mikel has held several roles in the financial services industry, including Planning Consultant at Fidelity Investments from 2022 to 2023, and Paraplanner at Ameriprise Financial during 2020 and 2021. Prior to that, he was an Associate Advisor at Millennium Advisory Services from 2018 to 2020. He holds insurance licenses in both Arkansas and California.

Kyle Jaquez currently serves as Vice President, Financial Consultant at Fidelity Investments, a position he has held since 2019. In this role, he partners with individuals and families to assist them in making educated decisions regarding their financial plans. His work includes helping clients select appropriate investments aligned with their future goals, developing retirement income plans based on lifestyle and living expenses, discussing tax-efficient investing strategies, and assisting with estate planning considerations to ensure alignment with clients' objectives. Kyle has been with Fidelity Investments since 2008, progressing through several roles including Financial Consultant, Investment Consultant, Central Relationship Manager, Guidance Support Specialist, Workplace Planning and Guidance Representative, and 401k Specialist. He holds a California Insurance License and brings extensive experience in financial consulting and investment advisory services. Outside of his professional responsibilities, Kyle enjoys boating, family activities, golf, spending time at the lake, snowboarding, and traveling.

Doug Wegman is an Executive Planning Consultant at Fidelity Investments, specializing in working with corporate executives within the company's Executive Services business unit. He focuses on helping executives save for retirement and invest in a tax-efficient manner. Doug's experience at Fidelity Investments includes roles as Benefits & Planning Consultant, Non-Qualified Plan Services Lead, and Defined Contributions Representative, demonstrating his expertise in compensation packages, benefit plans, and equity compensation strategies. He holds a California Insurance License. Outside of his professional work, Doug has personal interests that include camping, golf, outdoor adventures, and spending time with pets.