John Healey is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in creating personalized financial strategies that align with clients' lifelong goals. He focuses on areas including college education planning, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, socially responsible and ESG investing, and women and wealth. Born and raised near Albany, New York, John earned both his bachelor's degree and MBA from The College of Saint Rose. He holds the Personal Investment Advisor (PIA) designation. In 2015, he and his family relocated to Raleigh, North Carolina, where they enjoy staying active outdoors year-round. John participates in community service with organizations such as the Food Bank of Central & Eastern North Carolina, the Greater Cleveland Athletic Association, and the U.S. Committee for Refugees and Immigrants. His approach as a financial professional emphasizes understanding clients' priorities to develop strategies that help pursue long-term goals.

Yah'kiel White is an advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His work background includes roles at Fidelity Investments, Fidelity Bank, and UNC Greensboro. 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 across mutual funds, ETFs, and ETPs, and is noted for its registration as a commodity pool operator and advisory role to multiple registered investment companies.

Thedoria Mccain is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and three years of industry experience. Her prior roles include positions at Fidelity Investments and Quest Advisors. 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Brady Bronico is a Financial Advisor with Merrill Lynch Wealth Management, where he provides personalized financial planning and investment strategies to individuals, families, and businesses. He supports clients in areas such as college education planning, employee benefits planning, family wealth management strategies, legacy planning, portfolio management services, and small business strategies, among others. Bronico brings a strong analytical background to his work and emphasizes building long-term relationships through trust, accessibility, and clarity. He partners with clients to create financial strategies aligned with their goals and values, focusing on thoughtful, data-driven insight and open, honest financial conversations. He holds the Personal Investment Advisor (PIA) designation. He attended the University of North Carolina System, earning a High School Diploma/GED, and was involved with the Pi Kappa Alpha Fraternity. Outside of work, Bronico enjoys boating, cooking, football, golfing, ice hockey, music, pickleball, soccer, spending time with his family, and traveling.

Dylan Mackenzie is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His background includes roles at Fidelity Investments and prior work in various industries including automotive and education. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, with an investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Michael Patterson is a financial advisor with Cetera, holding the CFP® and ChFC® designations and over 40 years of industry experience. He has worked at Cetera and its affiliated entities since 2025 and previously spent 25 years at Advisors Financial Group Inc. Patterson serves on the board of the A.J. Fletcher Foundation and manages a charitable gift fund. Cetera Investment Advisers LLC is an SEC‑registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi‑manager platform, with access to both affiliated and unaffiliated managers and various program structures.

Christopher Marr is a financial advisor with Charles Schwab based in Raleigh, NC. He holds Series 63 and Series 66 licenses and has 27 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services, and Edge Portfolio Management, LLC. 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 management alongside financial planning services. Schwab’s integrated platform includes proprietary multi-asset model portfolios, alternative investment options, and centralized custody and supervisory functions.

Walter Spencer is a CFP® professional with 15 years of experience in the financial services industry. He is currently with Charles Schwab & Co., Inc., having held prior roles at LPL Financial, Vanguard, and Charles Schwab Bank. He is based in Chapel Hill, NC. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, combining strategic asset allocation with due diligence on alternative investments.

Savannah Holmes is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America, she completed her studies at North Carolina State University. 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 strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Erik Rodriguez Lopez is a financial advisor with Wells Fargo Clearing in Raleigh, NC. He holds Series 63 and Series 65 securities licenses and has two years of industry experience. In addition to his work in financial services, he is a part-owner and co-manager of Rolobyte, LLC, a company focused on creating and maintaining websites, and also works as a delivery driver for Amazon Flex. 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 with over 14,000 financial advisors and offers a range of brokerage and advisory solutions supported by research and analytics.

John Dortch is an advisor with Fidelity Investments in Durham, NC, holding Series 63 and Series 66 licenses and having two years of industry experience. His work history includes roles in hospitality and retail sectors before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver systematic model portfolios across a range of mutual funds, ETFs, and ETPs.

Holly Vincitorio is a financial advisor at Edward Jones in Raleigh, NC, holding a Series 66 designation with six years at the firm and a total of three years of industry experience. Prior to joining Edward Jones, she worked in education roles at Guidepost Montessori and was affiliated with Duke University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and offices. The firm offers a range of advisory and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Carl Thomason is a CFP®-designated financial advisor with 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held positions at Wells Fargo Advisors LLC, Morgan Stanley, and Citigroup Global Markets. Thomason serves on the finance committee of the Chapel Hill Carrboro Public School Foundation and is president of the Kindrick Mountain Property Owners Association. 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 combines research-driven investment strategies with a wide range of brokerage and advisory solutions.

Bonnie Linnemeier is a financial advisor at Morgan Stanley in Raleigh, NC, with 11 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Merrill for 10 years before joining Morgan Stanley in 2024. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools along with market modeling techniques to support client financial planning.

Tracie Legg is a financial advisor with Robert W. Baird & Co. in Chapel Hill, NC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked at Baird since 2017 and previously held roles at Morgan Stanley and its affiliated entities from 2009 to 2017. She is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Ryan Wicks is a financial advisor at Charles Schwab with Series 66 registration and five years of industry experience. His work history includes roles at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., Webster Bank, Integrated Financial Group, and the University of Georgia. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions, supported by a large client base and integrated operational structure.

Sarah Brandl is a financial advisor at Ameriprise in Raleigh, NC, holding a Series 66 designation with 11 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2015. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary advice through a centralized consulting team, alongside a broad range of advisory, brokerage, and insurance solutions.

Luke Rogers is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, he worked at Financial Symmetry Inc and held roles at North Carolina State University and Chick-fil-A Heritage Village. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Benjamin Kadlec is a financial advisor with Equitable Advisors in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Equitable Advisors since 2013 and previously worked at AXA Advisors, LLC. Outside of his advisory role, he is the sole proprietor of Ashar Group, which provides life settlements, and serves on the Investment Policy Committee board of PST Advisors, LLC. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and a variety of asset management programs delivered through a broad network of Investment Adviser Representatives and third-party program sponsors.

Jonathan Dewar is a financial advisor with LPL Financial in Raleigh, NC, holding Series 63 and Series 66 credentials and possessing 24 years of industry experience. He has been affiliated with LPL Financial since 2007 and serves as president and owner of The Legacy Life Group, which integrates his financial wealth management and advanced insurance services businesses. Dewar also operates an online referral platform connecting clients to financial professionals and resources. 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, portfolio management, and institutional platforms supported by extensive advisor tools and over $819 billion in discretionary assets under management.