Vivian Roberts is a financial advisor at Stifel with a Series 66 designation and two years of industry experience. Her work history includes positions at the University of North Carolina at Chapel Hill and Asheville, as well as roles in private households prior to joining Stifel. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Melissa Herzog is a financial advisor at Raymond James & Associates with 20 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Her prior experience includes roles at Blue Heron Asset Management and Wells Fargo Clearing. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional solutions.

Jordin Peiffer is a financial advisor with Merrill Lynch Wealth Management. In this role, Jordin provides personalized guidance, strategic planning, and proactive investment management to assist clients in preserving and growing their wealth. His approach focuses on helping clients achieve financial clarity to confidently reach their financial goals. Jordin's areas of expertise include education planning, family wealth management strategies, legacy planning, managing new wealth, philanthropic planning, and retirement income. He holds a Bachelor's Degree from James Madison University and has earned the Personal Investment Advisor (PIA) designation. Outside of his professional work, Jordin has interests in billiards, chess, golfing, skiing, soccer, and tennis.

John Bergland is a financial advisor at LPL Financial with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at First Horizon Advisors, Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that delivers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of financial planning and investment solutions, including access to third-party asset managers and institutional platforms.

Madeline Amberg is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Prior to joining UBS, she worked at FareHarbor for nine years and Havas Helia for four years. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans based on clients’ goals and risk tolerances. The firm also provides institutional trading capabilities alongside wealth management services.

Maria Horta is a financial advisor with Morgan Stanley in Chapel Hill, NC, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and tailored financial planning supported by structured discovery processes and proprietary planning tools.

Robert Garrett is a financial advisor at Stifel with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Stifel Nicolaus & Co Inc since 2020, following a six-year tenure at Morgan Stanley Private Bank, National Association. Stifel serves a wide range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology developed by its Investment Strategy Group.

Carmine Greco is a Financial Consultant at Fidelity Investments, a role he has held since 2022. In this capacity, he works closely with clients to understand their unique financial situations and goals. Carmine applies his financial knowledge alongside Fidelity's resources to develop personalized strategies for his clients. His approach involves researching available financial options and collaborating with clients to make well-informed decisions tailored to their needs. Outside of his professional work, Carmine has interests in fitness, football, hiking, pets, snowboarding, and traveling.

Trevor Yates is a financial advisor at Morgan Stanley in Chapel Hill, NC, holding Series 63 and Series 65 credentials with 10 years of industry experience. He has worked at Morgan Stanley since 2017 and was previously with E*Trade Securities LLC for one year. 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 and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Megan Blum is the Vice President and Branch Leader at Fidelity Investments. In her current role, she leads a team of financial professionals who collaborate with clients to provide comprehensive financial planning and aim to deliver an exceptional client experience for individuals and families in the local community. Her experience at Fidelity Investments includes progressively responsible positions such as Branch Leader, Workplace Planning and Advice Team Leader, Help Desk associate, and Workplace Planning Consultant, highlighting her extensive background in financial services and client support. Specific information regarding her education, credentials, personal interests, or community involvement has not been provided.

David Bomar is a financial advisor at Stifel with 21 years of industry experience. He holds the Series 66 designation and has held positions at firms including Morgan Stanley Private Bank and Wells Fargo Clearing. Bomar is based in Chapel Hill, NC. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Madison Janeczko is a Financial Consultant at Fidelity Investments, a role she has held since 2023. She has been with Fidelity Investments since 2021, previously working as an Investment Consultant from 2022 to 2023 and as a Relationship Manager from 2021 to 2022. Madison focuses on helping individuals and families make confident financial decisions by connecting their money to what matters most. She serves as both an educator and strategic partner, building trust-based relationships and taking a holistic, collaborative approach to financial planning. Madison aims to empower clients to understand their finances, simplify complexity, and move forward with clarity, confidence, and intention.

Jacqueline Wade is a CFP® professional with nine years of experience in the financial industry, currently serving at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB since 2017 and 2019 respectively. Her background also includes roles at Indiana University and a position with Penny Githens for District 60. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals with a comprehensive wealth advisory program that combines non-discretionary and discretionary investment management, along with centralized custody and operational services.

Gareth Livesay is a financial advisor at Morgan Stanley in Chapel Hill, NC, with five years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at First Citizens Investor Services and First Citizens Bank. Outside of his advisory role, he is involved with the Hill Learning Center, an educational organization in Durham, North Carolina. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs and tailored financial planning to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and market models.

Geoffrey Hudson is a financial advisor with Morgan Stanley in Chapel Hill, NC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, Hudson is the author of a published fiction novel titled *The String Theory*. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Madi Casale is a Planning Consultant at Fidelity Investments, a role she has held since 2026. In this position, she collaborates with two Financial Advisors to facilitate in-depth planning discussions, aiming to provide clients with personalized support tailored to their specific needs. Her approach focuses on helping clients feel informed, empowered, and confident in their financial decisions. Madi's experience at Fidelity Investments spans several roles, including Relationship Manager from 2025 to 2026, Financial Representative from 2024 to 2025, and Financial Services Representative from 2023 to 2024. This progression reflects her developing expertise in client relationship management and financial planning. Outside of her professional responsibilities, Madi enjoys activities such as fitness, hiking, painting, reading, running, and softball.

Bryson Smith is an Investment Consultant at Fidelity Investments, where he collaborates with individuals and families to develop personalized financial strategies that align with their goals and priorities. He focuses on providing thoughtful guidance and fostering meaningful relationships through a collaborative planning approach. Bryson's experience at Fidelity Investments spans several roles since 2020, including Financial Associate 1 - Health and Welfare, Executive Services Associate, Investment Solutions Representative I, Financial Representative, and currently Investment Consultant. This progression reflects his growing expertise in financial services and investment consulting. Outside of his professional role, Bryson has interests in beach activities, cars, golf, music, and soccer.

Eric Williams is a CFP® and Series 66-licensed financial advisor with Edward Jones in Chapel Hill, NC, where he has worked since 2016. He has nine years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

Benjamin Roberts is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. He has previously worked at Bank of America and was involved with askneo.io (formerly SquarePlan). He serves as a board member and fundraising chair nominee for the New York Alpha Alumni Association of the Sigma Alpha Epsilon fraternity at Cornell University. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage services. The firm employs various investment strategies overseen by its CIO and integrates closely with Bank of America affiliates to support trading, lending, and capital markets activities.

Marvin Carver III is a financial advisor at Merrill with 47 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Carver has worked at Merrill since 1978 and has been with Bank of America, N.A. since 2011. He serves as a board member of the Murray Hill Condominium Association in Chapel Hill, North Carolina. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.