Autumn Yamamura is a financial advisor at Morgan Stanley with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2016 and Morgan Stanley Smith Barney LLC since 2009. She is based in Chapel Hill, NC. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Joshua Spear is a Financial Consultant currently working at Fidelity Investments since 2024. He has accumulated seven years of experience in the financial services industry, previously serving as an Investment Consultant at Fidelity Investments from 2023 to 2024, a Wealth Advisor at Level Four Advisory Services from 2022 to 2023, and a Relationship Banker at Southern Bank and Trust from 2018 to 2022. Joshua focuses on creating an open and comfortable environment to discuss clients' financial goals. He emphasizes understanding each client's personal story to develop tailored financial strategies that empower informed decision-making toward financial success and security. Outside of his professional career, Joshua enjoys camping, comedy, golf, skiing, traveling, and volunteering.

Jessica Standifer is a financial advisor with Morgan Stanley in Chapel Hill, NC, holding Series 63 and Series 65 designations and having 24 years of industry experience. She has worked with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. She serves as a representative for the NC State Student Aid Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Kelly Meshaw is a financial advisor at Robert Baird & Co. with five years of industry experience. She holds the Series 66 designation and has worked at Baird since 2018. Prior to joining Baird, she was with Mosaic Capital and Palladium Healthcare, and has also been involved in community volunteering. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group provides tailored financial planning and portfolio management services, utilizing a range of investment strategies and manager options.

Laura Horvath is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley and its Private Bank since 2011. Based in Chapel Hill, NC, she provides advisory services within a large institutional firm. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning and the use of firm-approved tools and methodologies such as Monte Carlo simulations and Secular Return Estimates. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

Adam Bailey is the Vice President Private Wealth Management Advisor at Fidelity Investments. He has been with Fidelity since 2006, progressing through roles including Retirement Consultant, Retirement Consultant Manager, Financial Consultant, Vice President Financial Consultant, and currently serving as Vice President in Private Wealth Management. With over fifteen years in the financial services industry, Adam focuses on being a trusted adviser for his clients and their families. His approach emphasizes an objective and open planning process that explores multiple strategies and educates clients to foster comfort and confidence. Outside of his professional work, Adam's personal interests include art, family activities, fitness, golf, and visiting museums.

Kendall Thomason is a financial advisor with Wells Fargo Clearing, holding the ChFC® designation and Series 66 license, and has eight years of industry experience. Prior to joining Wells Fargo in 2025, Kendall worked seven years at Edward Jones. Outside of his advisory role, he has a part ownership interest in a rental home in Oak Island, North Carolina. 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 sources.

Tatum Amato is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, they worked at Heidrick & Struggles and have also held positions in education and nonprofit organizations. 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 to manage diversified model portfolios.

Maliik Marcin is a Planning Consultant at Fidelity Investments, where he collaborates with clients and Financial Consultants to develop tailored financial plans that address the unique needs of individuals and their families. He has been in this role since 2024. Prior to this, Maliik worked as a Relationship Manager at Fidelity Investments from 2023 to 2024 and served as a High Net-Worth Associate at the same firm from 2022 to 2023. He began his financial advisory career as an Associate Wealth Management Advisor at Northwestern Mutual from 2019 to 2022. Maliik's professional experience includes working closely with clients to manage wealth and develop strategic financial planning. Outside of his professional responsibilities, he has interests in concerts, fitness, football, music, social events with friends, and pets.

John Hamilton is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior roles include positions at Cambridge Investment Research, Avantax Insurance Agency, and Morgan Keegan & Company. He is also owner of Hamilton Financial Associates Inc., where he provides tax services and trading activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors, utilizing various portfolio strategies and incorporating technology tools for operational support.

Bret Bledsoe is a financial advisor with Morgan Stanley in Chapel Hill, NC, holding a Series 66 designation and bringing 12 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill. Outside of financial advising, he is a partner at Goosey’s Books LLC, a retail and online bookstore in Hillsborough, North Carolina. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes advanced modeling tools.

Pamela Parker is a financial advisor at Merrill with 28 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Merrill since 2009. Prior to Merrill, she worked at Bank of America, N.A., where she remains associated. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions, with account administration and custody support.

Eddie Ramirez is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds the Series 66 designation and previously worked at Stifel, West Bend Insurance, and EatStreet. Ramirez serves as a board member for Zero Dark Birdie, a nonprofit organization supporting veterans with mental health issues through golf and related therapies. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics to support a diversified investment approach and provides both brokerage and advisory solutions.

Karla Flick is a financial advisor at UBS Financial Services with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 2002. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client solutions.

Amanda Klier is a financial advisor at Edward Jones in Pittsboro, NC, holding a Series 66 designation. She has experience working at Edward Jones since 2025 and previously held roles at Lowe's Home Improvement, IBM, and the Alliance of Professional Consultants. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Keith Crabtree is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with First Clearing, LLC since 2015. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Cheryl White is a CFP® with 28 years of industry experience, currently advising at Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she manages investment-related responsibilities as power of attorney for her mother and administrator for her father's estate, and holds a minority ownership in Pilgrim's Progeny, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s advisory process includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

James Mishoe III is a CFP® professional with 11 years of industry experience, currently serving at J.P. Morgan Securities in Chapel Hill, NC. His career includes roles at JPMorgan Chase Bank, Wells Fargo, Morgan Stanley, and Bank of America. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Steven Halko is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill since 2003, focusing on serving high-net-worth individuals and families. Steven's client base includes physicians, business owners, couples, and families, with relationships often spanning multiple generations and over twenty states. He concentrates on long-term investing and wealth planning, helping clients determine their financial needs and risk tolerance. Steven also coordinates efforts with clients' CPAs and attorneys to align tax-minimization and estate planning strategies and provides access to Bank of America specialists for additional banking and lending needs. Before joining Merrill, Steven had a seven-year professional hockey career in the NHL with the Carolina Hurricanes and in the American Hockey League. He graduated from the University of Michigan, where he captained the National Championship hockey team in 1996. Steven holds several professional credentials, including the CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Plan Fiduciary Advisor® (CPFA®), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) designations. Steven resides in Morrisville, North Carolina, with his wife Sherene. They have two adult sons who live and work locally. Steven has coached hockey at various levels and remains active in sports as an avid curler with the Triangle Curling Club. He is also a volunteer with the Carolina Hockey Alumni Association. His personal interests include music, reading, spending time with family, and traveling.

Anthony Mazzeo Jr. is a financial advisor with Wells Fargo Clearing in Chapel Hill, NC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Wells Fargo entities since 2009, initially at Wells Fargo Advisors LLC before joining Wells Fargo Clearing in 2016. Outside of his advisory role, he performs food delivery and rideshare services in the Durham area. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in their investment offerings.