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.

Joseph Friend is a financial advisor with RBC Capital Markets in Raleigh, NC, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has worked at RBC Capital Markets since 2017 and City National Bank since 2019, with prior experience at Wells Fargo Clearing and Wells Fargo Advisors LLC. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients, including pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs tailored to clients’ risk profiles and portfolios managed through a combination of in-house and third-party managers.

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 in Apex, NC, holding Series 65 and Series 63 licenses and bringing 18 years of industry experience. Prior to joining LPL Financial in 2020, she worked at BB&T for 13 years. LPL Financial serves individual clients, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management strategies supported by in-house and third-party research.

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.

Amber Barefoot is a financial advisor at Stifel with 20 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at Wells Fargo Advisors LLC and Wells Fargo Clearing. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

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.

Angel Vivas Feo is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 credentials. He has been with Wells Fargo since 2023 and has prior work experience in various retail and grocery positions, including at Whole Foods Market as a part-time Grocery Team Member. 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 extensive research and analytics.

Edward King is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 65 registrations and possessing 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wachovia Bank, N.A. He also serves as a power of attorney for his mother. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Brian Ruiz is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 65 and Series 63 credentials with two years of industry experience. His work history includes positions at Wells Fargo Clearing and Wells Fargo Bank, NA. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with more than 14,000 financial advisors and offers a range of brokerage and advisory solutions.

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.

Jonathan Drew is an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2021. In this role, he assists individuals and families in planning their finances according to their specific situations. Prior to joining Fidelity Investments, Jonathan worked as a Financial Advisor at Merrill Lynch from 2019 to 2021. He began his financial services career as a Financial Representative at OneMidwest Financial Partners from 2018 to 2019.

Jessica Christy is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding CFP® and Series 66 designations and having 11 years of industry experience. She has been with Wells Fargo Clearing since 2016, following four years at WELLS FARGO Advisors, LLC. She holds power of attorney for her parents in West Chester, OH. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Ethan Mcelroy is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. His prior work includes roles in health and fitness consulting and at the Duke Center for Living at Fearrington. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its roles as a commodity pool operator and advisor to multiple registered investment companies.

Maliik Marcin is a Planning Consultant at Fidelity Investments, where he collaborates with clients and Financial Consultants to develop tailored financial plans that address the unique needs of individuals and their families. He has been in this role since 2024. Prior to this, Maliik worked as a Relationship Manager at Fidelity Investments from 2023 to 2024 and served as a High Net-Worth Associate at the same firm from 2022 to 2023. He began his financial advisory career as an Associate Wealth Management Advisor at Northwestern Mutual from 2019 to 2022. Maliik's professional experience includes working closely with clients to manage wealth and develop strategic financial planning. Outside of his professional responsibilities, he has interests in concerts, fitness, football, music, social events with friends, and pets.

Kathleen Welte is a Series 66 licensed financial advisor with Morgan Stanley in Raleigh, NC, bringing 14 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011 and currently works at Morgan Stanley Private Bank, N.A. Ms. Welte's career reflects a long tenure within the Morgan Stanley organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services supported by firm-approved tools and a structured discovery process.

Jessica Couts is a financial advisor with RBC Capital Markets in Raleigh, NC. She holds a Series 66 designation and has recently begun her career in the industry. Prior to joining RBC, she worked at H&R Block and has experience in education and digital photography. RBC Wealth Management serves a diverse client base, including individuals, institutions, corporations, and charitable organizations. The firm offers various advisory programs with tailored portfolio management and financial planning services, leveraging both in-house and third-party investment managers.