Sam Brotherton is a Planning Consultant with the Durham Wealth Management team at Fidelity Investments, where he collaborates with clients to develop financial plans aligned with their life objectives. He focuses on simplifying complex financial concepts to help clients make informed and confident decisions. Sam's experience at Fidelity Investments includes roles as a Planning Consultant since 2026, a Workplace Planning Consultant from 2025 to 2026, and a Workplace Planning Associate from 2024 to 2025. Through these positions, he has gained expertise in financial planning and client support. Outside of his professional work, Sam's personal interests include spending time at the beach, fitness, socializing with friends, golf, soccer, and traveling.

Craig Crawford is an Investment Consultant at Fidelity Investments, a position he has held since 2023. He works closely with clients to develop personalized investment strategies and comprehensive financial plans that align with their goals, emphasizing a client-centered approach to understand unique needs and build roadmaps for long-term success. Craig's professional experience includes roles at Fidelity Investments, where he served as a Relationship Manager from 2022 to 2023 and as a Financial Representative in 2022. Prior to joining Fidelity, he worked at First Citizens Bank in various capacities, including Senior Financial Service Representative from 2021 to 2022, Financial Service Representative from 2020 to 2021, and Senior Sales and Service Representative from 2019 to 2020.

Patrick Voldness is a CFP® professional with 14 years of experience in the financial services industry. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he also works as a part-time driver for ride-sharing services in San Francisco. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary 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.

John Eberhard is a financial advisor with UBS Financial Services in Chapel Hill, NC, holding a Series 66 designation and 25 years of industry experience. He has been with UBS since 2014. Outside of his advisory role, he serves on the finance committee at Mt. Carmel Baptist Church, where he is involved in creating and managing church budgets. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances.

Frank Dworsky is a CFP® credentialed financial advisor at Stifel with 47 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2020 and previously spent five years with Morgan Stanley Private Bank, N.A. He serves as a board member for Learning Outside, an organization focused on educating young children about the outdoor environment. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology from its Investment Strategy Group.

John Doerfer is a financial advisor at LPL Financial with 20 years of industry experience. He holds the Series 66 designation and has previously worked with Wells Fargo Clearing and Wells Fargo Advisors LLC. He is also involved in non-variable insurance activities in Durham, NC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

David Henson is a CFP® professional with 41 years of experience in the financial services industry, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a trustee for a family trust, is a finance committee member for a local homeowners association, and acts as treasurer for the Chamber for a Greater Chapel Hill/Carrboro Board of Directors. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, with an investment menu that includes insurance-related products and bank deposit sweep options.

Thedoria Mccain is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and three years of industry experience. Her prior roles include positions at Fidelity Investments and Quest Advisors. 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 analytics.

Brady Bronico is a Financial Advisor with Merrill Lynch Wealth Management, where he provides personalized financial planning and investment strategies to individuals, families, and businesses. He supports clients in areas such as college education planning, employee benefits planning, family wealth management strategies, legacy planning, portfolio management services, and small business strategies, among others. Bronico brings a strong analytical background to his work and emphasizes building long-term relationships through trust, accessibility, and clarity. He partners with clients to create financial strategies aligned with their goals and values, focusing on thoughtful, data-driven insight and open, honest financial conversations. He holds the Personal Investment Advisor (PIA) designation. He attended the University of North Carolina System, earning a High School Diploma/GED, and was involved with the Pi Kappa Alpha Fraternity. Outside of work, Bronico enjoys boating, cooking, football, golfing, ice hockey, music, pickleball, soccer, spending time with his family, and traveling.

Walter Spencer is a CFP® professional with 15 years of experience in the financial services industry. He is currently with Charles Schwab & Co., Inc., having held prior roles at LPL Financial, Vanguard, and Charles Schwab Bank. He is based in Chapel Hill, NC. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 strategic asset allocation with due diligence on alternative investments.

Carl Thomason is a CFP®-designated financial advisor with 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held positions at Wells Fargo Advisors LLC, Morgan Stanley, and Citigroup Global Markets. Thomason serves on the finance committee of the Chapel Hill Carrboro Public School Foundation and is president of the Kindrick Mountain Property Owners Association. 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 combines research-driven investment strategies with a wide range of brokerage and advisory solutions.

Tracie Legg is a financial advisor with Robert W. Baird & Co. in Chapel Hill, NC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked at Baird since 2017 and previously held roles at Morgan Stanley and its affiliated entities from 2009 to 2017. She is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Katherine Vargas is a Series 66-credentialed financial advisor at Edward Jones with two years of industry experience. She previously worked at Bank of America NA for nine years before joining Edward Jones. Outside of her advisory role, she is CEO and owner of Maktub Ventures LLC, a real estate rental business based in Raleigh, NC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of investment advisory programs and affiliated financial services through a nationwide network of over 23,700 advisors.

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.

Daniel Shannon is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2017. Prior to that, he was employed at Sports Endeavors, Incorporated for one year. 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 strategies, supported by a large nationwide network of advisors and branch offices, and manages approximately $1.01 trillion in assets.

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 with LPL Financial, holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. He has worked previously 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 serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced research tools and a large network of investment adviser representatives.

Kelby Watson is a CFP® with nine years of experience in the financial industry, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at BKD LLP CPAs and Advisors for one year. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Khalif Dean is a financial advisor with Merrill in Durham, NC, holding a Series 66 credential and three years of industry experience. His prior work includes roles at Bank of America and Cardinal Financial. Outside of advising, he works as a driver for Uber Technologies. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charities.