Thomas Teeple is a financial advisor with Morgan Stanley in Chapel Hill, NC, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, and Enhanced Mortgage Solutions. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and comprehensive asset management.

Kyle Clements is a financial advisor with RBC Capital Markets in Chapel Hill, NC, holding CFP®, Series 63, and Series 65 designations and bringing 33 years of industry experience. His prior work includes roles at City National Bank and Bank of America. He serves as an at-large advisory board member for the University of North Carolina's Economics department. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutions and charitable organizations. The firm offers tailored investment strategies through various advisory programs, combining in-house and third-party managers with flexible portfolio management options.

David Pottenger III is a financial advisor at Morgan Stanley with 46 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets from 1994 to 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and strategies.

Kevin Maley is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2017. Prior to joining Edward Jones, he worked at Red Hat (Apex Systems) for one year. Outside of his advisory work, Maley volunteers as an instructor and coach for Dave Ramsey's Financial Peace University program at his local church. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supporting a nationwide network of more than 23,000 financial advisors.

Melissa Price is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and possessing 28 years of industry experience. She has worked with Wells Fargo Clearing since 2016, and previously with Wells Fargo Advisors LLC and Prudential Equity Group, LLC. 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 uses research and analytics from Wells Fargo Investment Institute and third-party sources to evaluate investment options, offering both brokerage and advisory solutions across a large platform.

Thomas Fenn is a CFP® with 15 years of industry experience, operating as the sole advisor at T. Fenn Financial Planning, LLC in Chapel Hill, NC. He has worked in the financial planning field since 2006. T. Fenn Financial Planning, LLC is an independent, single-advisor registered investment adviser serving approximately 60 clients. The firm specializes in financial planning and advisory services without providing discretionary portfolio management and does not charge fees based on assets under management.