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.

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.

Alexander Greene is a financial advisor at Raymond James Financial with 11 years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2014. Greene is also involved with StillGreen Partners, LLC and Stonegate Financial, both support companies related to his advisory work. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, and institutions, offering tailored, non-discretionary advice supported by risk profiling and analytical tools.

Whitney Merrill is a CFP® professional with 31 years of industry experience, currently serving at OSAIC since 2024. Prior to joining OSAIC, Merrill worked at American Portfolios Financial Services, Inc. for 11 years and Equitable Advisors for three years. Merrill is active in the Apex community as a board member of the Apex Friendship Business Alliance, where she participates in volunteer efforts to support student career development. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a wide range of brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various tools and options including discretionary management and third-party managers.

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.

Chandrani Ghosh is a financial advisor at Charles Schwab with a Series 66 designation and two years of industry experience. She previously worked at Fifth Third Bank and has been with Charles Schwab since 2023. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated financial planning services. The firm combines non-discretionary advisory models with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by the Schwab Center for Financial Research.

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.

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, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked across multiple Fidelity subsidiaries since 1993. Outside of his advisory role, he is involved in real estate investment as the owner of R & A Real Estate LLC and serves as a trustee for a lending trust. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research and quantitative analysis to construct systematic model portfolios from mutual funds, ETFs, and ETPs. The firm also has regulatory registrations and advisory roles that are less common among peers, including the use of algorithmic methods and AI in portfolio construction.

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.

Alex Butler is a Planning Consultant at Fidelity Investments, where they support clients and their families in achieving financial clarity. In this role, Alex focuses on education, personalized goal setting, and holistic planning to address various aspects of clients' financial goals. Alex's expertise includes retirement lifestyle planning, tax-efficient investing, estate planning considerations, and charitable giving. Their professional experience at Fidelity Investments spans several positions, including Investment Solutions Representative I & II and Customer Relationship Advocate, demonstrating a progression in roles since 2023. Alex holds insurance licenses in Arkansas and California. Outside of work, Alex has interests in baseball, music, parenthood, running, and singing.