Yah'kiel White is an advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His work background includes roles at Fidelity Investments, Fidelity Bank, and UNC Greensboro. 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 employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs, and is noted for its registration as a commodity pool operator and advisory role to multiple registered investment companies.

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, where he provides personalized financial planning and investment strategies to individuals, families, and businesses. He supports clients in areas such as college education planning, employee benefits planning, family wealth management strategies, legacy planning, portfolio management services, and small business strategies, among others. Bronico brings a strong analytical background to his work and emphasizes building long-term relationships through trust, accessibility, and clarity. He partners with clients to create financial strategies aligned with their goals and values, focusing on thoughtful, data-driven insight and open, honest financial conversations. He holds the Personal Investment Advisor (PIA) designation. He attended the University of North Carolina System, earning a High School Diploma/GED, and was involved with the Pi Kappa Alpha Fraternity. Outside of work, Bronico 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® professional with 15 years of experience in the financial services industry. He is currently with Charles Schwab & Co., Inc., having held prior roles at LPL Financial, Vanguard, and Charles Schwab Bank. He is based in Chapel Hill, NC. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 strategic asset allocation with due diligence on 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 an advisor with Fidelity Investments in Durham, NC, holding Series 63 and Series 66 licenses and having two years of industry experience. His work history includes roles in hospitality and retail sectors before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver systematic model portfolios across a range of 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 has worked at Wells Fargo Clearing since 2016 and previously held positions at Wells Fargo Advisors LLC, 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 serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research-driven investment strategies with a wide range of brokerage and advisory solutions.

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 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, he worked at Financial Symmetry Inc and held roles at North Carolina State University and Chick-fil-A Heritage Village. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

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 63 and Series 66 licenses and one year of industry experience. His prior work includes roles at Cambridge Village of Wilmington and Apex, as well as positions in retail and university settings. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

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 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he worked in various roles including positions at Southeastern Healthcare of NC and Amazon. Outside of his advisory work, he has seasonal retail experience with J. Crew Factory. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and sub-adviser oversight.

Greyson Reitmeier is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. His prior experience includes roles at Fidelity Investment Canada and Clifton Larsen Allen. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its advisory roles with multiple registered investment companies and its use of algorithmic methods and AI in research.

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.

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.

Catherine Bryant is a financial advisor at LPL Financial with 20 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Coastal Federal Credit Union, CUSO Financial Services, PNC Wealth Management, Truist Investment Services, and Principal Financial Services. Bryant is also involved with Coastal Wealth Management, a registered investment advisor she operates alongside her LPL business. 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 broad range of advisory and brokerage services, including financial planning, wrap and model portfolio programs, and third-party asset management, supported by a large network of investment adviser representatives.

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.