Landon Mundell is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Raymond James Financial in Cary, NC. His prior experience includes roles at Elser Financial Planning, Teachers Credit Union, and Herman and Kittle Properties. Mundell is also involved with StillGreen Partners, LLC, a holding company connected to Stonegate Financial. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, corporations, and institutions. The firm employs tailored, non-discretionary advisory services using analytical tools and maintains unique offerings such as municipal advisory support and a SIMPLE IRA Employer Advisory & Consulting Services program.

Melissa Price is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at Prudential Equity Group, LLC from 2001 to 2003. Price has been with Wells Fargo Clearing since 2016 and is based in Chapel Hill, NC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, supported by research from Wells Fargo Investment Institute and third-party data.

Thomas Fenn is the sole advisor at T. Fenn Financial Planning, LLC in Chapel Hill, NC. He holds the CFP® designation along with Series 63 and Series 65 licenses and has 16 years of industry experience, including over 20 years in his current practice. T. Fenn Financial Planning, LLC is an independent registered investment adviser serving about 60 clients with a focus on financial planning and advisory services rather than discretionary portfolio management. The firm’s approach emphasizes consultative planning and uses fee arrangements that do not include percentage-of-assets-under-management fees.