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.

Earl Snyder is a Benefits & Planning Consultant within Executive Services at Fidelity Investments. He has held various roles at Fidelity, beginning as a Workplace Planning Consultant I in 2022 and progressing through Workplace Planning Consultant II and III positions before assuming his current role in 2026. Throughout his career, Earl focuses on building genuine relationships to co-create personalized financial strategies that align with his clients' goals and values. He emphasizes consistent support and clear communication in his client interactions. Outside of his professional responsibilities, Earl engages in activities such as football, hiking, traveling, and volunteering.

Lyndsay Larkin is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. Prior to joining Fidelity, she worked at Whole Foods and in healthcare organizations including UnityPoint Health and CarePartners. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to a broad range of clients, including retail and institutional investors, utilizing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, advisory roles for multiple registered investment companies, and incorporation of AI in its research.

Robert Appleton is a financial advisor with Fidelity in Durham, NC, holding Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Fidelity, he worked in roles at Target, Fluent Solar, DoorDash, and various other companies. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

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, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Eileen Ohannesian is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her career includes roles at Wells Fargo Bank, J.P. Morgan Securities, and Chase Manhattan Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Brian Tarrant is a financial advisor with Morgan Stanley, holding a Series 66 designation and 21 years of industry experience. He has been with Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and market models.

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.

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.

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.

Angela Mackinnon is a financial advisor with Equitable Advisors in Raleigh, NC, holding Series 63 and Series 65 credentials and seven years of industry experience. Her career includes roles at Equitable Advisors, W&S Brokerage Services, Inc., and Omnistar Financial Group, as well as periods of self-employment. She serves as Vice President on the executive board of a Child Development Center in Wilmington, NC. Equitable Advisors serves a diverse client base, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm provides financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating through a range of sponsored programs and endorsed third-party managers.

Alexander Greene is a financial advisor at Raymond James Financial with 11 years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2014. Greene is also involved with StillGreen Partners, LLC and Stonegate Financial, both support companies related to his advisory work. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, and institutions, offering tailored, non-discretionary advice supported by risk profiling and analytical tools.

Whitney Merrill is a CFP® professional with 31 years of experience in the financial industry. She is currently with OSAIC and previously worked at American Portfolios Financial Services, Inc. for 11 years. Merrill serves as a board member for the Apex Friendship Business Alliance and volunteers with the Brown Bag Ministry, assisting homeless individuals. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a broad network of advisers and platforms. The firm employs a range of investment tools and offers integrated brokerage and advisory services tailored to client needs.