Paula Gilovich

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.

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.

Craig Wulff is a Market Leader at Fidelity Investments, where he leads a team of financial professionals focused on collaborating with clients to develop financial plans tailored to their priorities. He emphasizes understanding what is most important to clients to build plans they understand and trust. Craig has extensive experience in financial services, having held various leadership roles at Fidelity Investments since 2005, including Vice President and Branch Office Manager positions. Prior to that, he held multiple vice president roles at TD Waterhouse Investor Services from 1995 to 2005, progressing from Registered Representative to regional and national management positions. Details about Craig's education, credentials, personal interests, and community involvement were not provided.