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.

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 with Fidelity in Durham, NC, holding Series 63 and Series 66 credentials and nine years of industry experience. He has worked at various Fidelity entities since 2017 and previously worked at Walmart for five years. Outside of his advisory role, he participates in Amazon Vine, anonymously reviewing products sent by Amazon. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is notable for its use of AI and algorithmic methods in research and its formal advisory role 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 34 years of industry experience. Her career includes roles at Morgan Stanley Smith Barney since 2009, Morgan Stanley Private Bank since 2015, and Citigroup Global Markets from 1991 to 2009. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by proprietary tools and modeling techniques.

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.

Malcolm Norton is a financial advisor at J.P. Morgan Securities in Chapel Hill, NC, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Fidelity and PNC Bank. Outside of finance, he has experience working with BowerBird Flowers. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence using quantitative and qualitative research, with capabilities in derivatives and commodities reflecting unique regulatory registrations.

Patrick Voldness is a CFP® certificant with 15 years of experience in the financial industry. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he works as a driver for ride-sharing services in San Francisco. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

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.

Stacey Walters is a financial advisor at Fidelity with a Series 66 designation and over a decade of experience, including roles at Thomas-Walters, PLLC and S. Walters Law, PLLC. Prior to joining Fidelity in 2025, Walters held positions at CPFRM, LLC and Lyft. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its formal advisory role to multiple registered investment companies and its use of AI and systematic methodologies in portfolio management.

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 with LPL Financial in Chapel Hill, NC, holding a Series 66 designation and 20 years of industry experience. Prior to joining LPL Financial in 2025, he worked for nine years at Wells Fargo Clearing. He also engages in non-variable insurance investment-related activities in Durham, NC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of over 22,800 advisors and advanced operational tools.

David Henson is a CFP® professional with 41 years of industry experience, currently advising at Wells Fargo Clearing since 2016. He previously worked at Prudential Equity Group, LLC from 2001 to 2003. Outside of his advisory role, Henson serves on the finance committee for the East 54 HOA and is the treasurer for the Chamber for a Greater Chapel Hill/Carrboro board of directors. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

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. He combines a strong analytical background with a commitment to his clients, applying thoughtful, data-driven insight to help individuals and families make sound financial decisions. Brady's approach is rooted in trust, accessibility, and long-term relationships, and he is dedicated to guiding clients with care, clarity, and a deep understanding of their goals. Before entering wealth management, Brady spent several years in the pharmaceutical and life sciences industry, gaining experience in assay development and PK/ADA. This experience taught him how to approach complex problems thoughtfully and make decisions when the path forward isn't always obvious. He brings this analytical and problem-solving mindset to his financial advisory practice, with a particular focus on working with professionals in pharmaceutical, biotechnology, clinical research, healthcare, and other life sciences fields. Brady holds a Personal Investment Advisor (PIA) designation. He earned his High School Diploma/GED from the University of North Carolina System and attended North Carolina State University without obtaining a degree. He is involved in the Pi Kappa Alpha Fraternity. In his personal time, Brady enjoys boating, cooking, football, golfing, ice hockey, music, pickleball, soccer, spending time with his family, and traveling.

Walter Spencer is a CFP®-designated financial advisor at Charles Schwab with 15 years of industry experience. His work history includes roles at LPL Financial, The Vanguard Group, and multiple positions within Charles Schwab and Charles Schwab Bank. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management, financial planning, and brokerage services. The firm is notable for its large scale, integrated structure, and access to a range of multi-asset model portfolios and alternative investments.

Carl Thomason is a CFP®-designated financial advisor with 25 years of industry experience. He is currently with Wells Fargo Clearing, where he has worked since 2016, following prior roles at 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 that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. 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.