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.

Jan Williams is a financial advisor with Primerica Advisors, holding a Series 66 designation and bringing 10 years of industry experience. Prior to joining Primerica, Williams worked at Edward Jones and has been involved in various caregiving and consulting roles, including ownership in a home care services company and consulting for organizations supporting individuals with intellectual disabilities. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, primarily serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

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.

J. Brian Glaze is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 19 years of industry experience. His prior roles include positions at Avantax Investment Services, IFG Advisory, LPL Financial, and operating his own DBA, Envision Wealth Partners. He serves as treasurer for a local government election committee and is an executive board member of a religious nonprofit organization. Cetera Investment Advisers LLC provides advisory services through a large nationwide network, serving individual, retirement plan, corporate, charitable, and institutional clients with a range of portfolio management and financial planning options.

John Bergland is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 14 years of industry experience. His career includes roles at Wells Fargo Clearing, Wells Fargo Bank NA, and First Horizon Advisors. 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 portfolios, third-party asset management, and institutional platforms, supporting over 22,800 advisors and more than $819 billion in discretionary assets.

Kelby Watson is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Durham, NC. He has nine years of experience, all with Edward Jones since 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard. The firm is notable for its extensive advisor and branch network and affiliated capabilities beyond advisory services.

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.

Jimmy Dooley is a financial advisor at Ameriprise with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliates since 2005. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, providing tailored, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Madeline Amberg is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Prior to joining UBS, she worked at FareHarbor for nine years and Havas Helia for four years. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans based on clients’ goals and risk tolerances. The firm also provides institutional trading capabilities alongside wealth management services.

Maria Horta is a financial advisor with Morgan Stanley Wealth Management in Chapel Hill, NC, holding Series 65 and Series 63 licenses. She has 19 years of industry experience, including 17 years with Morgan Stanley Smith Barney. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach involves structured planning conversations and firm-approved tools without individual security recommendations in standalone planning.

Robert Garrett is a financial advisor at Stifel with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Stifel Nicolaus & Co Inc since 2020, following a six-year tenure at Morgan Stanley Private Bank, National Association. Stifel serves a wide range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology developed by its Investment Strategy Group.

Ryan Rosenberger is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. Prior to his current role, he was involved in Southwind Ice Cream LLC for four years. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and a multi-manager platform.

Carmine Greco is a Financial Consultant at Fidelity Investments, a role he has held since 2022. In this capacity, he works closely with clients to understand their unique financial situations and goals. Carmine applies his financial knowledge alongside Fidelity's resources to develop personalized strategies for his clients. His approach involves researching available financial options and collaborating with clients to make well-informed decisions tailored to their needs. Outside of his professional work, Carmine has interests in fitness, football, hiking, pets, snowboarding, and traveling.

Trevor Yates is a financial advisor at Morgan Stanley in Chapel Hill, NC, holding Series 63 and Series 65 credentials with 10 years of industry experience. He has worked at Morgan Stanley since 2017 and was previously with E*Trade Securities LLC for one year. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Megan Blum is the Vice President and Branch Leader at Fidelity Investments. In her current role, she leads a team of financial professionals who collaborate with clients to provide comprehensive financial planning and aim to deliver an exceptional client experience for individuals and families in the local community. Her experience at Fidelity Investments includes progressively responsible positions such as Branch Leader, Workplace Planning and Advice Team Leader, Help Desk associate, and Workplace Planning Consultant, highlighting her extensive background in financial services and client support. Specific information regarding her education, credentials, personal interests, or community involvement has not been provided.

Chadwick Capps is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been with Merrill for over 17 years, providing clients with personalized financial guidance tailored to their unique goals. His expertise includes college education planning, divorce transition planning, family wealth management, legacy planning, managing new wealth, personal retirement planning, sports and entertainment, tax minimization, and retirement income strategies. Chadwick holds a Bachelor's Degree from Lafayette College and is a Personal Investment Advisor (PIA). Prior to his financial career, he played college football, an experience that contributed to his approach of discipline and teamwork in his practice. He resides on a ranch in Olin, North Carolina, where he balances his professional work with a life connected to farming and nature. Outside of work, he enjoys fishing, golfing, horseback riding, skiing, volleyball, and spending time with his family.

David Bomar is a financial advisor at Stifel with 21 years of industry experience. He holds the Series 66 designation and has held positions at firms including Morgan Stanley Private Bank and Wells Fargo Clearing. Bomar is based in Chapel Hill, NC. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.