Heather Godwin is a financial advisor at Merrill with 30 years of industry experience. She has worked at Merrill since 1996 and holds a Series 66 designation. 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 supported by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.

Grant Muir is a Series 66-licensed financial advisor with Edward Jones in Durham, NC, and has 10 years of industry experience. He has worked at Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors. The firm manages approximately $1.01 trillion in assets and provides services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and overlay and tax-efficient solutions.

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.

Timothy Hinton is a financial advisor with Thrivent Investment Management in Mebane, NC, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. His prior positions include roles at First Citizens Bank and PNC Bank. Outside of his advisory work, he is a master instructor at a karate school he co-runs with his wife, teaching self-defense classes to children and adults. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering both one-time and ongoing planning engagements focused on comprehensive, goal-based analyses across various financial topics.

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.

De Marcus Bowden is a CFP®-certified financial advisor at Edward Jones with 13 years of industry experience. Prior to joining Edward Jones in 2022, he worked at Members Trust Company, Secu Life Insurance Company, Credit Union Investment Services, Secu Brokerage Services, and State Employees' Credit Union. Outside of his advisory role, he has worked as a warehouse package handler in Mebane, NC. 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, supported by a nationwide network of more than 23,700 financial advisors and $1.01 trillion in assets under management.

Cynthia Clark is a financial advisor at Merrill with 44 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 2000 and Bank of America, N.A. since 2011. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Adam Peery is a Financial Consultant at Fidelity Investments. He has been in this role since 2022. Prior to this, he worked as a Financial Solutions Advisor at Bank of America - Merrill Lynch from 2018 to 2022, and as a Relationship Manager at Bank of America from 2014 to 2018. With over ten years of experience, Adam specializes in developing and refining investment, retirement, and income strategies intended to support clients' financial goals and well-being. Originally from North Carolina, he emphasizes building lasting relationships and providing thoughtful financial guidance. Outside of his professional work, Adam has personal interests in family activities, football, movies, reading, and soccer.

Leigh Kempf is a Wealth Management Advisor associated with Merrill Lynch Wealth Management. She holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Leigh's work involves helping clients with areas such as college education planning, family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, portfolio management services, socially responsible investing, and tax minimization. With over 25 years of experience, Leigh combines her financial planning expertise with a comprehensive approach that addresses key aspects required for financial independence. She implements proprietary Personal Wealth Analysis® focusing on net worth consolidation, retirement income, and consistent cash flow to assist clients in achieving their financial goals, especially in retirement planning and transitional life events. Leigh holds an Associate's degree from Saint Mary's College and a Bachelor of Arts from the University of North Carolina at Chapel Hill. Residing in Chapel Hill, North Carolina, she is involved in several professional and community organizations including Chapel Hill Carrboro Women Connect, Networking Women of the Triangle (NWOTT) - Chapel Hill/Carrboro, and The Chamber For a Greater Chapel-Hill Carrboro. Her community involvement includes participation in Habitat for Humanity Corporate Campaign Committee for Weavers Grove, Saint Mary's Alumnae Council, The Volunteer Center, and The Women's Center. Outside of work, Leigh enjoys biking, gardening, painting, spending time with her family, and traveling.

Kari Andrade is a Series 66-licensed advisor with LPL Financial, located in Hillsborough, NC, and has 25 years of industry experience. She has been with LPL Financial since 2008, following seven years at Ameriprise. Andrade is associated with Andrade Wealth Management as a DBA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset managers, supported by a network of over 22,800 investment adviser representatives.

James Mc Daniel is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior firms include PNC Investments, First Citizens Bank, and Wells Fargo Advisors. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, combining centralized custody and brokerage services with access to alternative investments.

Ryan Schoendorf is the Vice President and Branch Leader at Fidelity Investments. In this role, he leads a team of financial professionals dedicated to delivering comprehensive and holistic financial planning services to clients. He has been with Fidelity Investments since 2015, initially serving as Assistant Branch Office Manager from 2015 to 2019 before assuming his current leadership position in 2019. His experience focuses on managing branch operations and guiding teams to support the unique goals and needs of the families they serve.

Susan Batchelor is a Wealth Management Advisor with Merrill Lynch Wealth Management. She works with business owners, corporate executives, professionals, and recently retired individuals, focusing on generational wealth transfer and personalized financial strategies. She utilizes the proprietary Merrill Personal Wealth Analysis® system to assist clients in preserving and nurturing their wealth in alignment with their life goals. Susan holds a Bachelor's degree from the University of South Carolina System and a Master's in Business Administration from the University of Wisconsin System, where she specialized in Corporate Finance and Investment Banking. She is a CERTIFIED FINANCIAL PLANNER® professional and a Certified Exit Planning Advisor (CEPA). Her areas of expertise include college education planning, executive compensation, family wealth management strategies, legacy planning, LGBT wealth planning, personal retirement planning, socially responsible and ESG investing, women and wealth, tax minimization, and retirement income. Beyond her professional role, Susan is involved with the Chapel Hill-Carrboro Chamber of Commerce and the Women's Giving Network of Wake County. She resides in Raleigh and enjoys biking, camping, cooking, gardening, golfing, ice hockey, pottery, soccer, spending time with her family, and practicing yoga.

Devesha Solanki is a Series 66-credentialed financial advisor with nine years of industry experience, currently practicing at UBS Financial Services in Chapel Hill, NC since 2017. Prior to joining UBS, Solanki worked at Durham Chiropractic Center for one year. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor plans according to clients’ goals and risk tolerances.

Chad Hood is a financial advisor at Fidelity with eight years of industry experience. He holds the Series 63 and Series 66 designations. Prior to his current role, Hood worked at Walmart for five years. Outside of his advisory work, he participates as an anonymous reviewer for Amazon products through the Amazon Vine program. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and it holds distinctive roles as a commodity pool operator and advisor to multiple registered investment companies.

Lori Stark is a financial advisor with Morgan Stanley in Chapel Hill, NC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, she was with Citigroup Global Markets beginning in 1991. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and modeling techniques.