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.

Tucker Valas is a financial advisor at Fidelity with one year of industry experience and holds the Series 66 designation. His professional background includes multiple roles at Fidelity Investments alongside academic involvement at Bucknell University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a proprietary investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios.

Luke Rogers is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. His prior work includes roles at Financial Symmetry Inc and North Carolina State University. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serve various types of investors.

Benjamin Kadlec is a financial advisor with Equitable Advisors in Raleigh, NC, holding Series 63 and Series 66 registrations and 19 years of industry experience. He has been with Equitable Advisors since 2013, including its predecessor AXA Advisors. Outside of his advisory role, Kadlec is a sole proprietor of Ashar Group, which provides life settlements, and serves on the Investment Policy Committee of PST Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning, retirement-plan support, and access to asset management through LPL and various third-party asset managers. The firm uses a hybrid referral and implementation model that combines advisory and brokerage channels to tailor services based on clients’ goals, risk tolerance, and time horizon.

Jonathan Dewar is a financial advisor with LPL Financial in Raleigh, NC, holding Series 63 and Series 66 licenses and with 23 years of industry experience. He has been associated with LPL Financial since 2007 and is president and owner of The Legacy Life Group, which includes LLG Advanced Insurance Services and LLG Financial Wealth Management & Planning. Dewar also operates an online referral platform that connects clients to various financial professionals and resources. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

Chip Marcus is a financial advisor with LPL Financial, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at Bank of America and Merrill Lynch. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs with both discretionary and non-discretionary management, supported by research and model portfolios from various sources.

Katherine Vargas is a Series 66-credentialed financial advisor at Edward Jones with two years of industry experience. She previously worked at Bank of America NA for nine years before joining Edward Jones. Outside of her advisory role, she is CEO and owner of Maktub Ventures LLC, a real estate rental business based in Raleigh, NC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of investment advisory programs and affiliated financial services through a nationwide network of over 23,700 advisors.

Geoffrey Poisson is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. His prior work includes roles at Cambridge Village of Wilmington and Apex, University of North Carolina Wilmington, and several other organizations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Barry Conover is a financial advisor with Fidelity in Durham, NC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior work includes positions at MassMutual, Mutual of Omaha, and Prudential. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Larry Williams is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he worked in healthcare at Southeastern Healthcare of NC and held positions at Amazon and several other organizations. Outside of finance, he has experience working as a seasonal sales associate at a retail clothing store. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across a broad investment universe.

Greyson Reitmeier is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. He has worked at Fidelity Investments and Fidelity Investment Canada, as well as Clifton Larsen Allen. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator and advisor to multiple registered investment companies and utilizes AI-driven research methods.

Vivian Roberts is a financial advisor at Stifel with a Series 66 designation and two years of industry experience. Her work history includes positions at the University of North Carolina at Chapel Hill and Asheville, as well as roles in private households prior to joining Stifel. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Melissa Herzog is a financial advisor with Raymond James & Associates in Chapel Hill, NC. She holds Series 63, 65, and 66 licenses and has 19 years of industry experience. Prior to joining Raymond James in 2019, she worked at Blue Heron Asset Management from 2016 to 2019. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and consulting services through a range of portfolio management styles and affiliated research, with a focus on tailored, non-discretionary advice supported by software-driven analyses.

Catherine Bryant is a financial advisor at LPL Financial with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Coastal Federal Credit Union and CUSO Financial Services, LP. Outside of her advisory role, she is involved with Mass Mutual in non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL and third-party subadvisors.

Jordin Peiffer is a financial advisor with Merrill Lynch Wealth Management. In this role, Jordin provides personalized guidance, strategic planning, and proactive investment management to assist clients in preserving and growing their wealth. His approach focuses on helping clients achieve financial clarity to confidently reach their financial goals. Jordin's areas of expertise include education planning, family wealth management strategies, legacy planning, managing new wealth, philanthropic planning, and retirement income. He holds a Bachelor's Degree from James Madison University and has earned the Personal Investment Advisor (PIA) designation. Outside of his professional work, Jordin has interests in billiards, chess, golfing, skiing, soccer, and tennis.

James Green is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2015, transitioning to Fidelity Investments in 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management along with fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios made up of mutual funds, ETFs, and ETPs, while also maintaining oversight and governance functions.

Michael Sandy is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior work includes roles at Blackbeard Cigars, the ECU School of Art and Design, East Carolina University, and Fiverr. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of investment structures.

Shane Tidd is a financial advisor at Fidelity Investments with three years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo. His background also includes roles outside finance, such as working with the North Carolina Museum of Natural Sciences and involvement in the restaurant industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver systematic, long-term asset allocation strategies.

Donovan White is an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2022, contributing to the firm's financial services and client support. Donovan focuses on helping clients navigate important financial considerations and make informed decisions. He emphasizes meaningful conversations as the foundation for understanding each individual's priorities, aiming to provide ongoing communication and support that fosters informed and confident financial decision-making. Outside of his professional role, Donovan has interests in cooking and baking, football, traveling, volunteering, and practicing yoga.