Dustin Hall is a CFP®-certified financial advisor with 22 years of industry experience, currently affiliated with LPL Financial in Cary, NC. He has worked at LPL Financial since 2005, with a brief period at Cetera Wealth Services from 2005 to 2008. In addition to his advisory role, he is involved in tax preparation services through Hall & Burns Tax Management, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

Jason Kristof is a financial advisor with Raymond James & Associates, holding a Series 66 designation and six years of industry experience. He previously worked at Merrill from 2014 to 2021 and has been with Raymond James since 2021. Outside of his advisory role, he works as a product specialist at Audi Cary. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, offering financial planning and investment consulting through various programs, with a non-discretionary approach that involves tailored planning and a range of portfolio management styles.

Matthew Savidge is a financial advisor with Ameriprise in Raleigh, NC, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Ameriprise in 2024, he worked at Mid America Apartments from 2018 to 2023 and has held other roles in real estate. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies through its Premier Retirement Income service.

Geoffrey Bell is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with Merrill Lynch since 2005, where he works with executives and families to manage wealth, focusing on complex multi-generational needs. His role involves wealth forecasting, portfolio management, analytics, and performance reviews. Geoffrey also assists clients with developing restricted-stock award strategies, including Rule 10b5-1 programs and other Rule 144 issues, as well as facilitating family meetings concerning intergenerational wealth transfers. He holds the Chartered Financial Analyst (CFA) designation and is a Personal Investment Advisor (PIA). Geoffrey earned bachelor's degrees in economics and management and society from the University of North Carolina at Chapel Hill. He currently serves as corporate secretary for the Research Triangle Chapter of the National Association of Corporate Directors. Outside of his professional career, Geoffrey enjoys outdoor activities including soccer, mountain biking, golf, skiing, and skydiving. He lives in Cary, North Carolina, with his wife and their four children.

Elizabeth Scott is a financial advisor at Merrill with Series 65 and Series 63 licenses and three years of industry experience. Prior to joining Merrill, she worked at Modern Woodmen of America and MWA Financial Services for four years each, and Guaranteed Rate for one year. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

William Stephens is a Financial Advisor with Merrill Lynch Wealth Management. He works with clients to develop personalized wealth management strategies that connect all aspects of their financial lives, helping them prioritize and pursue the goals that matter most to them. His areas of expertise include family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, tax minimization, and retirement income. William holds professional designations such as Accredited Wealth Management Advisor (AWMA), Certified Exit Planning Advisor (CEPA), and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from East Carolina University. Outside of his professional pursuits, William enjoys adventure sports, fishing, football, hunting, pickleball, surfing, and spending time with his family.

David Gilner is a financial advisor at LPL Financial with 30 years of industry experience. He has been with LPL Financial since 2004 and previously worked at WS Griffith Securities, Inc. from 2000 to 2004. Gilner holds the Series 63 and Series 65 licenses. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting a wide range of investment strategies with operational tools for advisors.

Clinton Chapman is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 credential and previously worked in education at several high schools. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment strategies and affiliated products supported by a large nationwide network of advisors and branch offices.

Frederick Cutter IV is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and possessing 14 years of industry experience. His career includes roles at Edward Jones, Cetera Advisors LLC, and his own firm, FWC Financial, where he remains involved. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning, portfolio management, and institutional platforms, supported by both proprietary research and third-party subadvisors.

Hudson Wilson is a financial advisor with Fidelity Investments based in Durham, NC, holding Series 63 and Series 66 designations and seven years of industry experience. His prior roles include positions at MML Investors Services, Mass Mutual Life Insurance Company, and Northwestern Mutual. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction.

Donna Alston is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at Jazz Pharmaceuticals and Biogen. Outside of her advisory role, she manages a rental property leased to a family member, overseeing homeowners association matters. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary strategies. The firm is notable for its extensive network of advisors and branches, as well as its affiliated services such as a trust company and proprietary mutual funds.

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.