Lindsy Lassere is a financial advisor at Fidelity with five years of industry experience. She holds a Series 66 designation and has held roles at Fidelity Investments since 2021, following a year at MassMutual Life Insurance Co and MML Investors Services LLC. Prior to her financial career, she worked for Wake County Public Schools at Vance Elementary School for five years. 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 combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios composed of mutual funds, ETFs, and ETPs.

William Thomas Jr. is a financial advisor at Merrill in Raleigh, NC, holding a Series 66 designation with nine years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2017. Outside of his advisory role, he is a co-owner of a family farm and a general partner in a restaurant business, as well as serving as a deacon at Sandhills Presbyterian Church. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.

Matthew Purdy is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding a Series 66 designation and 15 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, including a range of retirement plan services supported by research from Wells Fargo Investment Institute and third-party resources.

Kwabena Adabor is a financial advisor at Fidelity with a Series 66 credential and two years of industry experience. His prior work includes roles at DACE LLC, Charter Communications Inc., Conduent Inc., and Wright State University. Fidelity’s Strategic Advisers LLC 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 discretionary and non-discretionary portfolios as well as fund advisory services.

Anthony Licht is a financial advisor at Fidelity with four years of industry experience and holds the Series 66 designation. His prior work includes roles at Levitate/Real Magic, Harris Teeter, Hilton North Raleigh, and DoubleTree Raleigh/Durham. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management, fund advisory, and model portfolio delivery. The firm’s investment process integrates proprietary fundamental research with quantitative analysis and uses algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Justin Rosenthal is a financial advisor at Fidelity with Series 63 and Series 66 registrations and three years of industry experience. Before joining Fidelity, he worked at Coleman Research Group and held various roles including at Charles T Meyers Golf Course. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and model portfolios built using proprietary fundamental research and quantitative methods. The firm also advises multiple registered investment companies and delivers algorithmically constructed portfolios to intermediary platforms.

Christopher Gray is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He assists clients and their families in achieving financial clarity through education, personalized goal setting, and holistic planning. His work encompasses retirement lifestyle planning, tax-efficient investing, estate planning considerations, charitable giving, and complex strategies tailored to each client's unique goals and values. Prior to his current role, Christopher held several positions at Fidelity Investments, including Financial Consultant I and Investment Solutions Representative, spanning from 2021 to 2024. Before joining Fidelity, he worked as a Personal Banker and Home Preservation Specialist at Wells Fargo Bank NA from 2019 to 2021. He holds insurance licenses in Arkansas and California. Outside of his professional career, Christopher has interests in comedy, family activities, food, outdoor adventures, parenthood, and traveling.

Clayton Charland is a CFP® with eight years of industry experience, currently serving at Charles Schwab. His prior roles include positions at TD Ameritrade, Domani Wealth, LPL Financial, Atlas Private Wealth Advisors, The GenWealth Group, and John Driscoll & Co. He is based in Cary, NC. 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 operates a large-scale, integrated platform offering both non-discretionary and discretionary investment options, combining brokerage, custody, and advisory services.

Melissa Hasty is a financial advisor at Fidelity with 9 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior work includes roles at Fidelity Brokerage Services LLC and Madison Property Management Solutions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe.

Russell Emrath is a financial advisor with Ameriprise in Apex, NC, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliated firms since 2008. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering personalized, algorithm-assisted recommendations through a centralized consulting team.

Brian Shobert is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a FINRA arbitrator. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients who meet a net-worth threshold, utilizing in-house research and tools to develop customized recommendations.

Gavin Dabkowski is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, he spent four years at Clemson University and thirteen years with Peters Township School District. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to diverse clients, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including multi-manager and fund-of-funds structures.

Jonathan Foley is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding a Series 66 designation and 26 years of industry experience. He previously worked at Merrill for five years before joining Wells Fargo Clearing in 2016. He serves as a trustee and holds power of attorney for his mother’s investment-related matters. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individuals, corporations, and institutions, managing approximately $671 billion in assets and supporting both brokerage and advisory solutions.

Keith Jackson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Wells Fargo and J.P. Morgan Chase Bank. Outside of his advisory work, he has been involved with TAK30V3RMUSIC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative due diligence and incorporates ESG considerations, with implementation support from affiliated investment management entities.

Drew Steffens is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 1994. He specializes in building long-term relationships with high net worth families and focuses on restricted and concentrated stock strategies, investment manager due diligence, and asset allocation modeling. Drew's client services include Corporate Executive Services, Family Wealth Management Strategies, Legacy Planning, Liquidity Management, Managing New Wealth, and Portfolio Management Services. He holds a Bachelor of Arts degree in Government from Dartmouth College and has earned the Personal Investment Advisor (PIA) designation. Over his career, Drew has been recognized with multiple industry honors, including being named to the Barron's Top 1000 and Top 1200 Advisor lists during the early 2010s, as well as repeated appearances on the Forbes Best-in-State Wealth Advisors and Wealth Management Teams lists throughout the 2020s. Drew has contributed to the community through his service on various boards, including the Montessori School of Raleigh Board of Trustees from 2001 to 2005, the North Carolina Symphony Foundation Board from 1998 to 2004, the North Ridge Country Club Board of Governors from 2017 to 2019, and the Old Chatham Board of Directors beginning in 2025. He resides in Raleigh with his wife and four children, and in his personal time he enjoys drawing/sketching, golfing, reading, and spending time with his family.

Dustin Hall is a CFP®-certified financial advisor with 22 years of industry experience, currently affiliated with LPL Financial in Cary, NC. He has worked at LPL Financial since 2005, with a brief period at Cetera Wealth Services from 2005 to 2008. In addition to his advisory role, he is involved in tax preparation services through Hall & Burns Tax Management, LLC. 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 and investment management solutions, including access to third-party asset managers and institutional platforms.

Jason Kristof is a financial advisor with Raymond James & Associates, holding a Series 66 designation and six years of industry experience. He previously worked at Merrill from 2014 to 2021 and has been with Raymond James since 2021. Outside of his advisory role, he works as a product specialist at Audi Cary. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, offering financial planning and investment consulting through various programs, with a non-discretionary approach that involves tailored planning and a range of portfolio management styles.

Geoffrey Bell is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with Merrill Lynch since 2005, where he works with executives and families to manage wealth, focusing on complex multi-generational needs. His role involves wealth forecasting, portfolio management, analytics, and performance reviews. Geoffrey also assists clients with developing restricted-stock award strategies, including Rule 10b5-1 programs and other Rule 144 issues, as well as facilitating family meetings concerning intergenerational wealth transfers. He holds the Chartered Financial Analyst (CFA) designation and is a Personal Investment Advisor (PIA). Geoffrey earned bachelor's degrees in economics and management and society from the University of North Carolina at Chapel Hill. He currently serves as corporate secretary for the Research Triangle Chapter of the National Association of Corporate Directors. Outside of his professional career, Geoffrey enjoys outdoor activities including soccer, mountain biking, golf, skiing, and skydiving. He lives in Cary, North Carolina, with his wife and their four children.

Elizabeth Scott is a financial advisor at Merrill with Series 65 and Series 63 licenses and three years of industry experience. Prior to joining Merrill, she worked at Modern Woodmen of America and MWA Financial Services for four years each, and Guaranteed Rate for one year. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

William Stephens is a Financial Advisor with Merrill Lynch Wealth Management. He works with clients to develop personalized wealth management strategies that connect all aspects of their financial lives, helping them prioritize and pursue the goals that matter most to them. His areas of expertise include family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, tax minimization, and retirement income. William holds professional designations such as Accredited Wealth Management Advisor (AWMA), Certified Exit Planning Advisor (CEPA), and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from East Carolina University. Outside of his professional pursuits, William enjoys adventure sports, fishing, football, hunting, pickleball, surfing, and spending time with his family.