John Lawrence is a Series 66 licensed financial advisor with 10 years of industry experience. He has worked at Wells Fargo Clearing since 2018 and previously held roles at IHS Markit and Scottrade. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process incorporates modern portfolio theory and offers a range of investment options, including insurance-related vehicles and bank deposit sweep programs, serving institutional clients with tailored solutions.

Jason Parker is a financial advisor with Morgan Stanley in Chapel Hill, NC, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has been with Morgan Stanley since 2009 and currently works at Morgan Stanley Private Bank. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies.

James Lowe II is a financial advisor with LPL Financial in Durham, NC, holding a Series 66 designation and 16 years of industry experience. His prior firms include Lincoln Financial Securities Corporation, Waddell & Reed, Morgan Stanley, and Edward Jones. Outside of advisory work, he has operated JRL Photography since 2013. 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 advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Marie Baker is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Raymond James Financial in Durham, NC. She previously worked at Edward Jones for nine years before joining Raymond James in 2022. In addition to her advisory role, she co-owns an LLC focused on recruiting advisors to affiliate with her branch and is involved in an LLC that supports home-health services and youth basketball fundraising. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting, using analytical tools to support client goals and maintains specialized programs in municipal advisory and SIMPLE IRA consulting.

Drew Glassman is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He has been with Fidelity Investments since 2007, progressing through roles including Financial Consultant, Investment Consultant, Private Client Specialist, Retirement Investment Services, and 401k Specialist. His approach to client relationships is guided by the principles of compassion, education, and trust. He focuses on simplifying complex financial situations to help clients understand their investments and make informed decisions, aiming to build lasting financial success through trusted partnerships. Outside of his professional role, Drew has personal interests that include food, football, golf, movies, and traveling.

Chase Hickok is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked at Boston Consulting Group for three years and has held positions in realty and marketing. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

Michael Buckner is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Michael Lingner is a financial advisor with Morgan Stanley in Chapel Hill, NC, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. He has worked with Morgan Stanley and its affiliates since 2008. Outside of his advisory role, Lingner serves as a board member of the Virginia Inland Sailing 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. The firm provides tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Morgan Thrasher is a financial advisor with Edward Jones in Durham, NC, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held roles at McGriff Insurance Services, Northwestern Mutual, Dan Gilbert Insurance, Ferguson Enterprises LLC, Headway HR Solutions, and worked at Appalachian State University and Georgia State University. Outside of his advisory work, Thrasher has interests in mineral rights royalties connected to Devon Energy and Vintage Oil & Gas LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and managed solutions supported by a large national network of financial advisors and branch offices.

Meghan Hanna is a Planning Consultant at Fidelity Investments, where she collaborates with clients to develop thoughtful financial plans and provide guidance tailored to their individual needs. In her role, she emphasizes building trust, understanding client goals, and equipping clients with the knowledge and resources necessary to make confident financial decisions. Meghan joined Fidelity Investments in 2023 as a Financial Representative and subsequently served as a Relationship Manager before assuming her current position as Planning Consultant in 2025. Her progressive experience at Fidelity Investments reflects her continued commitment to supporting clients' financial planning needs.

David Johnson is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, previously serving at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process 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.

Austin Meunier is a Planning Consultant based out of the Durham office of Fidelity Investments. He partners closely with individuals and families in the local community to co-create personalized financial plans tailored to their goals, priorities, and long-term vision. His role focuses on building meaningful client relationships and simplifying complex financial decisions through guidance, education, and support. Austin joined Fidelity Investments in 2023 and has held several roles, including Financial Services Representative, Financial Representative, Relationship Manager, and currently Planning Consultant. This progression reflects his growing experience and expertise in financial planning and client relationship management. Outside of his professional work, Austin has interests in baseball, football, skiing, traveling, and food.

Keith Dasilva is a CFP® professional with 28 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he serves on the finance committee and board of El Futuro, a nonprofit organization in Durham, NC, where he is involved in financial oversight and strategic discussions. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s IPS-driven approach is grounded in modern portfolio theory and includes both discretionary and non-discretionary services tailored to plan objectives, with a notable inclusion of insurance-related products and bank deposit sweep options.

Allen Parker is a CFP®-certified financial advisor with Edward Jones, based in Durham, NC, and has 22 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, he owns and maintains a rental property in Chapel Hill, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options. The firm manages over $1 trillion in assets and supports its clients through a large network of advisors and branch offices nationwide.

Sean Fenton is a financial advisor with Morgan Stanley in Chapel Hill, NC, holding a Series 66 designation and 18 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and worked at Morgan Stanley Private Bank, National Association since 2015. Prior to that, he was employed by Citigroup Global Markets beginning in 2007. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides 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 using firm-approved tools and models, emphasizing that clients are responsible for implementing and updating their plans.

Noah Brass is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop personalized financial plans aligned with their individual goals and preferences. His approach emphasizes a relationship-centered, collaborative planning process supported by Fidelity's resources to create and implement strategies aimed at helping clients achieve their unique definitions of success. Since joining Fidelity Investments in 2021, Noah has held multiple roles, including Investment Consultant and various levels of Workplace Planning Consultant, gaining experience that informs his current work. His professional journey within Fidelity has provided him with insight into investment consulting and workplace planning. Outside of his professional responsibilities, Noah engages in family activities and enjoys golf, spending time with pets, and reading.

Becky Leever is a financial advisor at Fidelity with the Series 66 designation and four years of industry experience. Her prior roles include positions at Bank of America and Southern Bank and Trust before joining Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios using mutual funds, ETFs, and ETPs.

Richard Dove II is a financial advisor at Edward Jones with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including First Citizens Investor Services, First Citizens Bank, First Horizon Bank, and SunTrust. Outside of his financial career, he serves as a Minister of Music at Bible Gospel Church and performs as a musician for various events. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Mark Avitabile is a financial advisor with Wells Fargo Clearing in Durham, NC, holding a Series 66 designation and 15 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2010 to 2016. Avitabile holds an inactive law license from the State of Indiana. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Brandon Mendoza is a Financial Advisor at Merrill Lynch Wealth Management. He collaborates with individuals and families to organize their financial lives, define meaningful goals, and build personalized strategies for the future. His approach involves thoughtful planning, clear communication, and a commitment to helping clients make informed financial decisions. Brandon's expertise includes general investing, retirement planning, and saving for unexpected events. He emphasizes understanding clients' priorities to develop strategies that align with their financial goals. He holds professional designations such as Accredited Wealth Management Advisor (AWMA) and Personal Investment Advisor (PIA). Brandon earned a Bachelor's Degree from the University of North Carolina at Chapel Hill. He is a member of Kappa Alpha Psi Fraternity, Inc. Outside of his professional work, he has interests in basketball, boxing, fishing, football, music, painting, running, spending time with his family, traveling, and watching movies.