Jody White is a Series 66-licensed financial advisor with Edward Jones in Raleigh, NC, and has two years of industry experience. Prior to returning to Edward Jones in 2025, Jody worked for Irby Stinson Realty and briefly for Locopops. Currently, Jody holds an inactive real estate broker license and participates in continuing education to maintain it. Edward Jones is a full-service wealth management firm serving a broad client base including individual, institutional, and charitable organizations. The firm manages over $1 trillion in assets and provides a range of investment strategies and affiliated financial services through a nationwide network of advisors.

Robert Appleton is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Fidelity, he held positions at Target, Fluent Solar, DoorDash, and several other companies across various industries. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and oversee multiple registered investment companies.

Michael Buckner is a financial advisor with Wells Fargo Clearing in Chapel Hill, NC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by extensive research and analytics.

Ethan Phelps is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. He has held contract positions supporting firms such as NuVotronics and Wells Fargo prior to joining Fidelity. 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 portfolios that include mutual funds, ETFs, and ETPs.

Michael Lingner is a financial advisor with Morgan Stanley in Chapel Hill, NC, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. He has worked with Morgan Stanley and its affiliates since 2008. Outside of his advisory role, Lingner serves as a board member of the Virginia Inland Sailing 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. The firm provides tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Cynthia Nnochiri is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. She previously worked at Zenith Bank PLC for eight years and has held roles at Cornell University and Recruiter Tea Consulting. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory role to registered investment companies, and incorporation of AI and algorithmic tools in its investment process.

Morgan Thrasher is a financial advisor with Edward Jones in Durham, NC, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held roles at McGriff Insurance Services, Northwestern Mutual, Dan Gilbert Insurance, Ferguson Enterprises LLC, Headway HR Solutions, and worked at Appalachian State University and Georgia State University. Outside of his advisory work, Thrasher has interests in mineral rights royalties connected to Devon Energy and Vintage Oil & Gas LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and managed solutions supported by a large national network of financial advisors and branch offices.

Meghan Hanna is a Planning Consultant at Fidelity Investments, where she collaborates with clients to develop thoughtful financial plans and provide guidance tailored to their individual needs. In her role, she emphasizes building trust, understanding client goals, and equipping clients with the knowledge and resources necessary to make confident financial decisions. Meghan joined Fidelity Investments in 2023 as a Financial Representative and subsequently served as a Relationship Manager before assuming her current position as Planning Consultant in 2025. Her progressive experience at Fidelity Investments reflects her continued commitment to supporting clients' financial planning needs.

Jeffrey Klein is a financial advisor at Charles Schwab with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Integrity Funds Distributor, LLC and Nationwide Investment Services Corporation. He is also president of JSK Dreamachine Inc., a financial services company. Charles Schwab serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering both non-discretionary and discretionary investment options supported by a multi-asset model portfolio approach.

Arthur Everett is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 66 designation and has worked at Fidelity Brokerage Services LLC since 2018, joining Fidelity Investments in 2025. Prior to that, he held positions at Veritude and Target. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, as well as registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to build model portfolios using mutual funds, ETFs, and ETPs.

David Johnson is a financial advisor with Wells Fargo Clearing in Chapel Hill, NC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and has been with Wachovia Bank, N.A. since 2002. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting to a broad range of clients, including individual and institutional investors. The firm combines research and analytics with diversified investment strategies and offers both brokerage and advisory solutions.

Austin Meunier is a Planning Consultant based out of the Durham office of Fidelity Investments. He partners closely with individuals and families in the local community to co-create personalized financial plans tailored to their goals, priorities, and long-term vision. His role focuses on building meaningful client relationships and simplifying complex financial decisions through guidance, education, and support. Austin joined Fidelity Investments in 2023 and has held several roles, including Financial Services Representative, Financial Representative, Relationship Manager, and currently Planning Consultant. This progression reflects his growing experience and expertise in financial planning and client relationship management. Outside of his professional work, Austin has interests in baseball, football, skiing, traveling, and food.

Jeremy Rascoe is a financial advisor with Fidelity in Durham, NC, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity, he worked at Duke University Health and has experience working as an employee at Angus Barn, a steak restaurant. 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and it is noted for its use of systematic methodologies and formal advisory roles to multiple registered investment companies.

Emmanuel C Ezike II is a financial advisor at Fidelity with Series 63 and Series 66 credentials and 18 years of industry experience. His prior work includes roles at Wells Fargo Clearing Services and LPL Financial. Outside of his advisory work, he is involved in writing and publishing books and screenplays, creating websites and promotional videos for local businesses, and contributing editorial content to a community newsletter. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios drawn from mutual funds, ETFs, and ETPs.

Keith Dasilva is a CFP® with 29 years of industry experience, currently serving at Wells Fargo Clearing since 2016. His prior experience includes roles at Morgan Stanley and Citigroup Global Markets. He is a finance committee member and board member at El Futuro, where he participates in financial oversight and strategic discussions. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm utilizes research and analytics to inform its investment approach while offering a broad range of brokerage and advisory solutions.

Allen Parker is a CFP®-certified financial advisor with Edward Jones, based in Durham, NC, and has 22 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, he owns and maintains a rental property in Chapel Hill, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options. The firm manages over $1 trillion in assets and supports its clients through a large network of advisors and branch offices nationwide.

Ryan Towner is a CFP® with 20 years of industry experience, currently serving at Fidelity. His prior roles include positions at TD Ameritrade from 2006 to 2015 and various Fidelity affiliates from 2015 onward. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory roles to multiple registered investment companies, and incorporation of AI-driven research techniques.

Robert Merdes is a financial advisor with Fidelity in Durham, NC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked across several Fidelity entities since 1993, including Brokerage Services, Personal and Workplace Advisors, and currently with Strategic Advisers LLC. Outside of his advisory role, he owns a real estate investment LLC and serves as a trustee for a lending trust. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines proprietary research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios primarily composed of mutual funds, ETFs, and ETPs.

Chen Anna Grundland is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. Her prior experience includes positions at Bank of America and Amazon WVCS LLC. She serves as the secretary of the Greenway Condominium Association board, where she participates in meeting documentation and approval of community projects. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients using a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages portfolios composed of mutual funds, ETFs, and ETPs and offers advisory services including fund management and model portfolio delivery.

Brian Ligett is a financial advisor at Fidelity with Series 65 and Series 66 licenses and five years of industry experience. His prior roles include positions at Encompass More, Appreciation Financial, Feedtrail, and Weatherby Healthcare. He is based in Durham, NC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios that utilize mutual funds, ETFs, and ETPs.