Eric Williams is a CFP® and Series 66-licensed financial advisor with Edward Jones in Chapel Hill, NC, where he has worked since 2016. He has nine years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

Anthony Iacovelli is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Fidelity Brokerage Services LLC since 2015. Outside of his advisory role, he works as an independent content creator, writing and producing social media content for various clients. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary assets.

Benjamin Roberts is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. He has previously worked at Bank of America and was involved with askneo.io (formerly SquarePlan). He serves as a board member and fundraising chair nominee for the New York Alpha Alumni Association of the Sigma Alpha Epsilon fraternity at Cornell University. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage services. The firm employs various investment strategies overseen by its CIO and integrates closely with Bank of America affiliates to support trading, lending, and capital markets activities.

Jordan Mermet is a Benefits & Planning Consultant in Executive Services at Fidelity Investments, a role he has held since 2026. He works with executives to simplify complex benefit programs and develop tailored financial plans aligned with their long-term goals. Jordan employs a consultative approach to help clients navigate financial decisions and build lasting relationships with Fidelity. Jordan joined Fidelity Investments in 2021, gaining progressive experience through roles including Investment Solutions Representative I, II, and III before advancing to his current position. He holds insurance licenses in Arkansas and California. Outside of his professional responsibilities, Jordan has interests in food, outdoor adventures, pets, skiing, soccer, and traveling.

Thomas Struckmeyer is a financial advisor with Edward Jones in Hillsborough, NC, holding the CFP® designation along with Series 63 and Series 66 licenses. He has 23 years of industry experience and has been with Edward Jones since 2002. Outside of his advisory role, he is president of Triple Ten LLC, a commercial rental property holding company. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 advisors.

Brandon Maynard is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 designations and previously worked for Oxford University Press for eight years. 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 combines fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple funds while employing systematic methodologies and oversight controls.

David Ryan is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity, he worked at Camden Property Trust for six years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across a broad investable universe.

Marvin Carver III is a financial advisor at Merrill with 48 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His work history includes a long tenure at Merrill since 1978 and 15 years with Bank of America, N.A. Marvin serves as a board member for the Murray Hill Condominium Association in Chapel Hill, North Carolina. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Brady Mathias is a financial advisor at LPL Enterprise with two years of industry experience. He holds the Series 66 designation and has prior experience with firms including Pruco Securities LLC and Fidelity Investments. Outside of his advisory role, Mathias has worked in retail sales. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Kimberly Elliott is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in Chapel Hill, NC. She has 17 years of industry experience and has worked with Wells Fargo Clearing since 2016. Outside of her advisory role, she participates in community activities by attending meetings and planning events for the Brightleaf at the Park Homeowners 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 manages roughly $671 billion in assets and supports clients through a combination of brokerage and advisory solutions.

Brady Scheid is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, he held various roles including positions at NC State University and Capitol Careers LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, and utilizes a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI-driven research, and its advisory role to multiple registered investment companies.

Domenic Battistella is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and eight years of industry experience. His career includes positions at NYLIFE Securities LLC, Eagle Strategies LLC, and First National Bank of PA. Outside of advising, he co-hosts two podcasts, The Joe Schmo Sports Show and Liquid Soap Box Podcast, which cover sports and a variety of discussion topics. Cetera Investment Advisers LLC serves individual and institutional clients through a nationwide network of independent advisors, offering portfolio management, financial planning, and retirement services across multiple program structures and custodial relationships.

William Richards II is a financial advisor at LPL Financial in Chapel Hill, NC, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at Cambridge Investment Research, Edward Jones, Merrill Wealth Management, and other financial firms. He serves as president of the Hobby Farm Homeowners Association in Pittsboro, NC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies on discretionary and non-discretionary bases.

Sydney Burns is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. Their work history includes roles at Cetera Wealth Services, North Star Resource Group, and Minnesota Life Insurance Company. Outside of advisory work, Sydney is a fixed insurance agent at North Star Resource Group. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform that provides access to affiliated and third-party managers along with various program structures.

Mikaela Bradshaw is a financial advisor at Edward Jones with a Series 66 credential and three years of industry experience. She has held positions at Edward Jones, Syneos Health, Stadia Ventures, and Washington University in St. Louis. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Brad Creedle is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2022. He has over 20 years of experience in the financial services industry, during which he has held roles including Financial Solutions Advisor at Merrill from 2016 to 2022, Financial Advisor at AIG from 2011 to 2016, Regional Bank Private Banker at Wells Fargo from 2004 to 2011, Financial Advisor at Waddell & Reed from 2003 to 2004, and Financial Advisor at Foresters Equity Services, Inc. from 2001 to 2003. Brad focuses on building meaningful relationships with clients and their families, collaborating with them to provide education, tools, resources, and support to create and maintain personalized financial plans. He combines his passion for financial planning with the capabilities of Fidelity to help individuals and families work toward their financial goals. Outside of his professional role, Brad enjoys boating, camping, attending concerts, watching football, spending time at the lake, and engaging in outdoor adventures.

Linda Chabinsky is a Financial Consultant at Fidelity Investments, a position she has held since 2022. In this role, she works with clients to organize, protect, and grow their assets to help them achieve their personal financial goals. Prior to joining Fidelity Investments, Linda was a Financial Advisor at Edward Jones Investments from 2017 to 2022. She has experience in financial planning, budgeting, and disciplined long-term investing, and emphasizes understanding her clients' unique situations, priorities, and preferences to develop and implement financial plans. No information about her education, credentials, personal interests, or community involvement was provided.

Christopher Green is a financial advisor with Wells Fargo Clearing in Chapel Hill, NC. He holds the Series 63 designation and has two years of industry experience, including prior work at Fidelity Investments. Before entering the financial industry, he spent 20 years at Mark Jacobson Toyota and three years at Wake Technical Community College. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Nicholas Doyle is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., and Fidelity Brokerage Services, LLC. Prior to entering the financial services industry, he spent five years at New Stone Realty. Charles Schwab & Co., Inc. serves primarily 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 combines non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts and offers a distinctive integrated structure with centralized custody and order-routing.

Brett Walters is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he worked in healthcare settings including Duke University Health System and Village Physical Therapy. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving a wide range of individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.