Frank Dworsky is a CFP® credentialed financial advisor at Stifel with 47 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2020 and previously spent five years with Morgan Stanley Private Bank, N.A. He serves as a board member for Learning Outside, an organization focused on educating young children about the outdoor environment. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology from its Investment Strategy Group.

John Doerfer is a financial advisor with LPL Financial in Chapel Hill, NC, holding a Series 66 designation and 20 years of industry experience. Prior to joining LPL Financial in 2025, he worked for nine years at Wells Fargo Clearing. He also engages in non-variable insurance investment-related activities in Durham, NC. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of over 22,800 advisors and advanced operational tools.

David Henson is a CFP® professional with 41 years of industry experience, currently advising at Wells Fargo Clearing since 2016. He previously worked at Prudential Equity Group, LLC from 2001 to 2003. Outside of his advisory role, Henson serves on the finance committee for the East 54 HOA and is the treasurer for the Chamber for a Greater Chapel Hill/Carrboro board of directors. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

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.

William Langdon is a financial advisor at RBC Capital Markets with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Merrill and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, corporations, and charitable organizations. The firm provides various advisory programs and tailors investment strategies using both in-house and third-party managers, along with options for tax management and responsible investing.

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 is currently with Wells Fargo Clearing, where he has worked since 2016, following prior roles at 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 that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. 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.

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.

Ryan Wicks is a financial advisor at Charles Schwab with Series 66 registration and five years of industry experience. His work history includes roles at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., Webster Bank, Integrated Financial Group, and the University of Georgia. 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 offers a combination of non-discretionary and discretionary investment solutions, supported by a large client base and integrated operational structure.

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.

Benjamin Kadlec is a financial advisor with Equitable Advisors in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Equitable Advisors since 2013 and previously worked at AXA Advisors, LLC. Outside of his advisory role, he is the sole proprietor of Ashar Group, which provides life settlements, and serves on the Investment Policy Committee board of PST Advisors, LLC. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and a variety of asset management programs delivered through a broad network of Investment Adviser Representatives and third-party program sponsors.

Jonathan Dewar is a financial advisor with LPL Financial in Raleigh, NC, holding Series 63 and Series 66 credentials and possessing 24 years of industry experience. He has been affiliated with LPL Financial since 2007 and serves as president and owner of The Legacy Life Group, which integrates his financial wealth management and advanced insurance services businesses. Dewar also operates an online referral platform connecting clients to financial professionals and resources. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning, portfolio management, and institutional platforms supported by extensive advisor tools and over $819 billion in discretionary assets under management.

Chip Marcus is a financial advisor with LPL Financial in Cary, NC, holding a Series 66 designation and 26 years of industry experience. His prior firms include Bank of America, Merrill Lynch, Wells Fargo Clearing, and Morgan Stanley. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.

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.