Lili Engelhardt is a financial advisor at Edward Jones in Durham, NC, holding a Series 66 designation and bringing four years of industry experience. Prior to joining Edward Jones in 2022, she was involved with Sky Leap LLC, a manufacturing business, from 2013 to 2022, although she has stepped away from day-to-day management. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with a broad offering that includes discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Alexandra Tyburski is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. Before joining Stifel, she worked in various roles including at Pizzeria Faulisi and Art of STEM. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

Wilton Drake III is a financial advisor with Equitable Advisors in Chapel Hill, NC, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Outside of his advisory work, he owns Brass N Sassy, a business based in Henderson, NC. Equitable Advisors serves individual clients, retirement plans, corporations, charitable organizations, and institutional clients, offering financial planning, retirement consulting, and a variety of asset-management programs. The firm utilizes a range of advisory models, including third-party TAMPs and LPL-sponsored programs, and provides ERISA fiduciary services through credentialed representatives.

Tami Ellen Schlossberg is a financial advisor with UBS Financial Services in Durham, NC, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. She has been with UBS Financial Services since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client plans.

David Mc Bride is a financial advisor with Merrill in Chapel Hill, NC, holding a Series 66 designation and four years of industry experience. Prior to joining Merrill and Bank of America in 2022, he worked in various roles including self-employment and positions at National Coating & Supplies, ChannelAdvisor, and US Buildings / Elephant Structures. He previously owned Quality Steel Structure LLC, a business focused on metal building sales and installation, which he is in the process of closing. Merrill, along 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 strategies supported by internal and third-party investment teams, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sharon Dickens is a CFP® professional with 16 years of industry experience. She has worked at Edward Jones since 2009. Edward Jones is a wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Cynda Beauchamp is a financial advisor at Edward Jones in Durham, NC, holding a Series 66 designation with 15 years at Edward Jones and a total of five years of industry experience. She is involved as a member and common board member in LLC holding companies 8RCH LLC and 8 Rivers Capital, LLC. 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 strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices.

Curtis Conover is a financial advisor at UBS Financial Services with 24 years of industry experience. He holds the Series 66 designation and has been with UBS since 2001. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides access to proprietary research and capital markets solutions.

Keith Minton is a financial advisor at Edward Jones in Chapel Hill, NC, with 13 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2012. 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 discretionary and non-discretionary investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Douglas Dickerson is a CFP® and holds a Series 66 designation with six years of industry experience. He has been with Edward Jones since 2019 and previously worked at AARP from 2011 to 2019. He is involved with the Woman's Club of Raleigh and has received an honorarium from Duke University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Laura Horvath is a financial advisor at Morgan Stanley in Chapel Hill, NC, holding a Series 66 designation with 20 years of industry experience. Her career includes roles at Morgan Stanley since 2011 and Wells Fargo Clearing from 2006 to 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and resources.

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.

Ryan Kasten is a financial advisor with MML Investors Services, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Park Avenue Securities LLC and Guardian Life Insurance Co of America. Kasten is based in Hillsborough, NC. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers annual financial planning engagements supported by firm-approved analytical tools and a variety of investment strategies, with optional implementation through separate brokerage or insurance arrangements.

Richard Rand IV is a financial advisor at UBS Financial Services in Chapel Hill, NC, holding a Series 66 designation. He has been with UBS since 2026 and has prior experience at Northwestern Mutual, TEKsystems, and Hawx. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm employs model-based asset allocations and proprietary research to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Michael Vuke is a financial advisor at Edward Jones in Durham, NC, with two years of industry experience. He holds a Series 66 designation and previously worked at Hamilton Company and VWR, part of Avantor. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, with over $1 trillion in assets under management. The firm offers a variety of advisory programs, including discretionary and non-discretionary strategies, and provides services such as tax-efficient investing and securities-based lending.