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.

Yah'kiel White is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, his work history includes roles at Fidelity Bank, Harris Teeter, Lowe’s, and UNC Greensboro. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, with a focus on systematic portfolio construction using proprietary research and algorithmic methods.

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.

Dylan Mackenzie is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His background includes roles at Fidelity Investments and prior work in various industries including automotive and education. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, with an investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

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.

Nathan Plott is a Series 66 licensed financial advisor with six years of industry experience, currently affiliated with Raymond James Financial in Cary, NC. He has been associated with Caroline Sinclair Wealth Partners, LLC since 2021 and has held various roles within Raymond James Financial entities since 2020. Outside of his advisory work, he is a partner in a hair salon business operated by his wife. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools such as risk profiling and probability modeling to support client decision-making.

John Dortch is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. His prior work includes roles at Enterprise Rent-a-Car, Mellow Mushroom, and NC State University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Ryan Tankelewicz is a financial advisor at Raymond James Financial Services Advisors, Inc. with three years of industry experience. He holds the Series 66 designation and has worked at firms including Edward Jones and Janney Montgomery Scott. He is associated with Buckner Wealth Management LLC as an employee financial advisor and has a minor role as an independent contractor with Four Corners Advisor Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and is noted for its municipal advisor affiliation and specialized advisory programs.

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.

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.

Luke Rogers is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. His prior work includes roles at Financial Symmetry Inc and North Carolina State University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction, using a blend of proprietary research, quantitative analysis, and systematic methodologies.

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.

Geoffrey Poisson is a financial advisor with Fidelity Investments in Durham, NC, holding Series 66 and Series 63 licenses. He has approximately one year of industry experience, including prior roles at Cambridge Village of Wilmington and Apex, as well as various positions during his education. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs. The firm is also noted for its advisory roles to registered investment companies and its use of algorithmic methods and AI in research.

Barry Conover is a financial advisor with Fidelity in Durham, NC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior work includes positions at MassMutual, Mutual of Omaha, and Prudential. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Larry Williams is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. His prior work experience includes roles at Southeastern Healthcare of NC and Amazon. Outside of finance, he works seasonally as a sales associate at a retail clothing store. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Greyson Reitmeier is a financial advisor at Fidelity with Series 63 and Series 66 certifications and two years of industry experience. He previously worked at Fidelity Investment Canada and Clifton Larsen Allen. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.