Matthew Cronlund is a Wealth Management Advisor with Merrill Lynch Wealth Management. He is part of The Bell, Bell & Cronlund Group, where he focuses on portfolio analytics and assisting clients with wealth management strategies to help increase the probability of achieving their financial goals. Matthew joined Merrill Lynch Wealth Management in 2010 and Bank of America in 1997. He has spent the majority of his career in banking and investments. Matthew holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Chartered Advisor in Philanthropy (CAP) designation and is a Personal Investment Advisor (PIA). He earned his bachelor's degree in business administration from Wake Forest University, specializing in East Asian languages and cultures. Outside of his professional work, Matthew serves on the Harrington Grove Community Association Board of Directors and manages a youth soccer team for NCFC. He enjoys reading, playing soccer, spending time with his family, and traveling.

Drew Glassman is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He has been with Fidelity Investments since 2007, progressing through roles including Financial Consultant, Investment Consultant, Private Client Specialist, Retirement Investment Services, and 401k Specialist. His approach to client relationships is guided by the principles of compassion, education, and trust. He focuses on simplifying complex financial situations to help clients understand their investments and make informed decisions, aiming to build lasting financial success through trusted partnerships. Outside of his professional role, Drew has personal interests that include food, football, golf, movies, and traveling.

Avion Jenkins is a financial advisor with Fidelity in Durham, NC, holding a Series 66 designation and three years of industry experience. Prior to joining Fidelity, he worked at Mariner Finance and has experience in various roles outside finance, including at Liberty University and Southern Sugar Bakery. Fidelity’s affiliate, 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. The firm serves a diverse client base, including charitable funds and registered investment companies, and is noted for its use of systematic methodologies and formal advisory roles with multiple registered investment entities.

Henry Clark is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior work includes roles at National General Insurance Company and various positions connected to Appalachian State University. Henry has also been employed at Raleigh Founded/HQ Raleigh and Chick-Fil-A. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm’s investment process combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios made up of mutual funds, ETFs, and ETPs that align with long-term asset allocation benchmarks.

Michael Patterson is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has nearly 20 years of experience in the financial services industry, with a background in both brokerage and banking sectors. Michael focuses on research and portfolio construction and analysis. He holds a Personal Investment Advisor (PIA) professional designation and earned his High School Diploma from Broughton High School.

Nolan Havran is an Investment Solutions Representative III at Fidelity, a position he has held since 2022. Prior to this role, he worked as a Customer Relationship Advocate at Fidelity in the same year. Nolan focuses on partnering with clients to understand their short and long-term financial goals and aims to develop customized financial plans to meet their unique needs. He emphasizes forming strong relationships with clients and their families, prioritizing trust, reliability, and competency in his work.

Chase Hickok is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked at Boston Consulting Group for three years and has held positions in realty and marketing. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

Jody White is a Series 66-licensed financial advisor with Edward Jones in Raleigh, NC, and has two years of industry experience. Prior to returning to Edward Jones in 2025, Jody worked for Irby Stinson Realty and briefly for Locopops. Currently, Jody holds an inactive real estate broker license and participates in continuing education to maintain it. Edward Jones is a full-service wealth management firm serving a broad client base including individual, institutional, and charitable organizations. The firm manages over $1 trillion in assets and provides a range of investment strategies and affiliated financial services through a nationwide network of advisors.

Robert Appleton is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Fidelity, he held positions at Target, Fluent Solar, DoorDash, and several other companies across various industries. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and oversee multiple registered investment companies.

Kevin Lunsford is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Edward Jones in Raleigh, NC since 2012. He holds a Series 66 license and has worked exclusively at Edward Jones during the past 14 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 advisors. The firm operates under a fiduciary standard and provides various managed strategies, separately managed accounts, and affiliated mutual funds.

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.

Eileen Ohannesian is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked at Wells Fargo Clearing Services, LLC since 2017 and at Wells Fargo Bank NA since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Brian Tarrant is a financial advisor with Morgan Stanley in Raleigh, NC, holding a Series 66 designation and 22 years of industry experience. He has worked at Morgan Stanley and its affiliated entities since 2004, with prior roles at Wells Fargo Clearing, First Citizens Investor Services, Inc., and Ameriprise. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individual and institutional clients. The firm provides tailored financial planning supported by structured discovery conversations and proprietary planning tools, serving clients through both direct and corporate financial planning agreements.

Frank Evers is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Edward Jones in Raleigh, NC since 2008. He holds a Series 66 license and has spent his entire advisory career at Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated capabilities including a trust company and proprietary mutual funds.

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.

Morgan Thrasher is a financial advisor with Edward Jones in Durham, NC, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held roles at McGriff Insurance Services, Northwestern Mutual, Dan Gilbert Insurance, Ferguson Enterprises LLC, Headway HR Solutions, and worked at Appalachian State University and Georgia State University. Outside of his advisory work, Thrasher has interests in mineral rights royalties connected to Devon Energy and Vintage Oil & Gas LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and managed solutions supported by a large national network of financial advisors and branch offices.

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.

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.