Keith Minton is a financial advisor at Edward Jones in Chapel Hill, NC, with 13 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2012. 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 discretionary and non-discretionary investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Evan Dunigan is an advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. He has been with Fidelity Investments since 2021. His prior work includes roles at the University of South Carolina and several companies outside the financial sector. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies and a Charitable Gift Fund. The firm uses a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across a broad investable universe.

Jaime Molina is a financial advisor at Edward Jones with seven years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Edward Jones in 2019, he worked at Cmed Clinical Services and Gamestop, and he has served in the United States Air Force Reserves since 2016. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices.

Robert Larson is a financial advisor at Edward Jones with 31 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1994 and holds the Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

Laura Horvath is a financial advisor at Morgan Stanley in Chapel Hill, NC, holding a Series 66 designation with 20 years of industry experience. Her career includes roles at Morgan Stanley since 2011 and Wells Fargo Clearing from 2006 to 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and resources.

Matthew Greenan is a financial advisor with LPL Financial holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Canvasback Wealth Management, TIAA-CREF, and TD Ameritrade. Greenan is also the owner of PhilGreat Insurance, a non-variable insurance business based in Cary, NC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a broad range of advisory strategies and leveraging technology tools for operational and research support.

William Wowk is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. Before joining Fidelity, he held various roles including positions at United Wheels Inc. and Wasserman Next Gen. Fidelity’s Strategic Advisers LLC, where Wowk works, provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Ezra Feldman currently serves as an Investment Solutions Representative III. In this role, he partners with clients to understand both their short and long term goals and helps co-create holistic plans. He emphasizes ensuring comfort and clarity during educational discussions while guiding clients through actionable steps toward pursuing their objectives. Ezra has professional experience with Fidelity Investments, beginning as a Customer Relationship Advocate from 2022 to 2023 before advancing to his current position in 2023. Prior to joining Fidelity Investments, he worked as a Personal Banker at Wells Fargo from 2015 to 2020.

Adam Bailey is the Vice President Private Wealth Management Advisor at Fidelity Investments. He has been with Fidelity since 2006, progressing through roles including Retirement Consultant, Retirement Consultant Manager, Financial Consultant, Vice President Financial Consultant, and currently serving as Vice President in Private Wealth Management. With over fifteen years in the financial services industry, Adam focuses on being a trusted adviser for his clients and their families. His approach emphasizes an objective and open planning process that explores multiple strategies and educates clients to foster comfort and confidence. Outside of his professional work, Adam's personal interests include art, family activities, fitness, golf, and visiting museums.

Kendall Thomason is a financial advisor with Wells Fargo Clearing, holding the ChFC® designation and Series 66 license, and has eight years of industry experience. Prior to joining Wells Fargo in 2025, Kendall worked seven years at Edward Jones. Outside of his advisory role, he has a part ownership interest in a rental home in Oak Island, North Carolina. 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 sources.

Kailer Slusser is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked at Fidelity since 2021, following a year at SECU and nine years at Cinemark. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses proprietary fundamental research alongside quantitative and algorithmic methods to construct model portfolios and oversees multiple affiliated and unaffiliated sub-advisers in its portfolio management.

Nathan Zundel is a financial advisor at Fidelity with Series 63 and Series 66 credentials and seven years of industry experience. His career includes roles at Fidelity Brokerage Services LLC and Discover, as well as positions at Utah Valley University and Altaray Solar. Strategic Advisers LLC, a Fidelity Investments company where Zundel operates, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, employing systematic methodologies and long-term asset allocation benchmarks.

William Dyson is a financial advisor at Ameriprise with 14 years of industry experience. He holds a Series 66 designation and has been with Ameriprise Financial Services LLC since 2011. Outside of his advisory role, he serves on the Board of Directors of the City of Raleigh Museum as Treasurer. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide annual, non-discretionary retirement recommendations in partnership with clients’ financial advisors.

Meredith Barbour is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 18 years of industry experience. Prior to joining LPL Financial in 2020, she worked at BB&T from 2007 to 2020. 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 variety of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Tatum Amato is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, they worked at Heidrick & Struggles and have also held positions in education and nonprofit organizations. 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 diversified model portfolios.

Adam Blain is a Financial Consultant at Fidelity Investments, a position he has held since 2022. In this role, he focuses on helping clients build financial plans tailored to their specific goals, aiming to bring order to their financial lives. Prior to joining Fidelity, Adam served as Vice President at PNC Wealth Management from 2018 to 2022. Adam emphasizes the importance of integrity and empathy in his client relationships. He works closely with clients through the Fidelity platform and with the support of his team to develop financial strategies that allow clients to concentrate on their priorities. Outside of his professional work, Adam's personal interests include fitness, golf, and snowboarding.

Anthony Ruggiero is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and four years of industry experience. His background includes roles at Wells Fargo and service in both the Pennsylvania and North Carolina Army National Guards. 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 across a range of funds and model portfolios.

Isaac Artinger is a financial advisor at Fidelity with two years of industry experience and holds a Series 66 designation. His prior work includes roles at Switchboard Labs, LLC and Qualtrics. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm’s distinctive features include its role as a commodity pool operator, advisory relationships with multiple registered investment companies, and the use of AI and algorithmic methods in research.

Richard Rand IV is a financial advisor at UBS Financial Services in Chapel Hill, NC, holding a Series 66 designation. He has been with UBS since 2026 and has prior experience at Northwestern Mutual, TEKsystems, and Hawx. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm employs model-based asset allocations and proprietary research to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Michael Vuke is a financial advisor at Edward Jones in Durham, NC, with two years of industry experience. He holds a Series 66 designation and previously worked at Hamilton Company and VWR, part of Avantor. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, with over $1 trillion in assets under management. The firm offers a variety of advisory programs, including discretionary and non-discretionary strategies, and provides services such as tax-efficient investing and securities-based lending.