Franklin Dunn III is a financial advisor with Morgan Stanley in Raleigh, NC, holding a Series 66 designation and 19 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2010 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as a volunteer firefighter with the Bayleaf Volunteer Fire Department and is a board member of Western Wake Fire and Rescue. Morgan Stanley Wealth Management offers a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through tailored strategies and firm‑approved planning tools.

Philip Johnson is a Senior Financial Advisor with the Bono & Kline Group at Merrill Lynch Wealth Management. In this role, he collaborates with team members to pursue optimal asset allocations tailored to clients’ objectives, cash-flow needs, and timeframes. He applies his quantitative skills to evaluate external investment managers and research market themes. His client focus areas include Family Wealth Management Strategies, Services for Endowments, Foundations, and Non-profits, Liquidity Management, Sports & Entertainment, and Tax Minimization. Philip holds a B.S. in Accounting and Finance from Mercyhurst University and an M.S. in Finance from The Vanderbilt Owen Graduate School of Management. He is a Chartered Financial Analyst (CFA®) charterholder and a Certified Financial Planner (CFP®) certificant. He is an active member of the CFA Society of Washington, DC, and participates in the Northern Virginia Estate Planning Council. Philip resides in Raleigh, NC. Outside of work, he enjoys hiking, camping, football, reading, and spending time outdoors with his dog.

Simran Dhaliwal is a financial advisor at Raymond James Financial with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked with firms including SunTrust Investment Services and Pinnacle Bank. In addition to her advisory role, she supports Pinnacle Asset Management as a sales assistant, helping to build client relationships and assist with daily service. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm offers tailored, non-discretionary planning using advanced analytical tools and maintains specialized programs for municipal finance and SIMPLE IRA employer advisory services.

Emmanuel C Ezike II is a financial advisor at Fidelity with Series 63 and Series 66 credentials and 18 years of industry experience. His prior work includes roles at Wells Fargo Clearing Services and LPL Financial. Outside of his advisory work, he is involved in writing and publishing books and screenplays, creating websites and promotional videos for local businesses, and contributing editorial content to a community newsletter. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios drawn from mutual funds, ETFs, and ETPs.

Klair Conant is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Advisors and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and market simulation models.

Keith Dasilva is a CFP® with 29 years of industry experience, currently serving at Wells Fargo Clearing since 2016. His prior experience includes roles at Morgan Stanley and Citigroup Global Markets. He is a finance committee member and board member at El Futuro, where he participates in financial oversight and strategic discussions. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm utilizes research and analytics to inform its investment approach while offering a broad range of brokerage and advisory solutions.

Richard Black Jr. is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in aiding business owners, successful individuals, and families in managing, preserving, and growing their wealth through personalized and strategic financial guidance. His areas of expertise include college education planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, tax minimization, and retirement income. Richard holds several professional designations, including Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his Bachelor's Degree from the University of North Carolina at Chapel Hill. Outside of his professional work, Richard enjoys gardening, genealogy, hunting, skiing, surfing, tennis, and spending time with his family.

Ryan Towner is a CFP® with 20 years of industry experience, currently serving at Fidelity. His prior roles include positions at TD Ameritrade from 2006 to 2015 and various Fidelity affiliates from 2015 onward. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory roles to multiple registered investment companies, and incorporation of AI-driven research techniques.

Andrew Applequist is a financial advisor with LPL Financial in Raleigh, NC, holding a Series 66 license and one year of industry experience. Prior to joining LPL Financial, he worked at Osaic and Steward Wealth Strategies. His background includes roles outside finance at FlyExclusive and Bass Pro Shop. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and third-party asset management, and supports its large network of advisors with various investment and operational tools.

Thomas Whitehead is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 65 designations and 16 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wachovia Bank, N.A. since 2011. Outside of his advisory role, Whitehead serves as a committee member on the Mt. Olive Baptist Finance Committee and is an assistant football coach at Hillside High School. 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 uses research and analytics to guide investment decisions, offering both brokerage and advisory solutions.

Sharmishtha Prasad is a financial advisor with LPL Financial in Raleigh, NC, holding Series 63 and Series 66 credentials and 14 years of industry experience. Her prior roles include positions at Coastal Federal Credit Union, PNC Bank, Bank of America, Merrill, and Wells Fargo. She serves on the boards of the North Carolina Museum of Art and the Community Foundation of North Carolina East. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports its network of over 22,800 advisors with various investment strategies and operational tools, managing more than $819 billion in discretionary assets.

Robert Merdes is a financial advisor with Fidelity in Durham, NC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked across several Fidelity entities since 1993, including Brokerage Services, Personal and Workplace Advisors, and currently with Strategic Advisers LLC. Outside of his advisory role, he owns a real estate investment LLC and serves as a trustee for a lending trust. 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 combines proprietary research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios primarily composed of mutual funds, ETFs, and ETPs.

David Mc Dowell is a financial advisor with OSAIC in Raleigh, NC, holding a Series 66 credential and two years of industry experience. Prior to joining OSAIC, he held roles at James River Insurance and First Citizens Bank, among others. He is involved as a financial advisor with Capitol Financial Solutions and acts as an insurance broker soliciting fixed insurance products. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including financial planning, managed portfolios, and retirement plan consulting. The firm employs a model-based investment approach with risk management tools and supports a complex affiliate network, serving high-net-worth individuals, corporate clients, and charitable organizations.

Mike Patti is a financial advisor at Morgan Stanley with 20 years of industry experience. He has held positions at Bank of America, Merrill, and Morgan Stanley Smith Barney. Patti holds Series 63, Series 65, and Series 66 licenses. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools supported by its Global Investment Committee.

E Ostendorff is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has extensive experience in estate and investment planning, serving the financial needs of families, endowments, foundations, and non-profits. E Ostendorff began his career at Merrill Lynch Wealth Management in 1995 as the Estate Planning specialist for multiple Merrill offices. He holds a Bachelor of Science in Economics from the College of Charleston and earned his Juris Doctorate from Nashville School of Law. His professional credentials include the Chartered Financial Consultant® (ChFC®), Chartered Life Underwriter® (CLU®), and Personal Investment Advisor (PIA) designations. Outside of his professional work, E Ostendorff is a founder of the Continuous Blessings Foundation and has participated on the finance and membership committees for North Ridge Country Club. His personal interests include football, golfing, music, and reading.

Max Hollingsworth is a financial advisor at Merrill Lynch Wealth Management. He provides advice and guidance tailored to clients' goals and priorities, focusing on comprehensive financial planning that centers on the individual rather than market conditions. Max works closely with clients to evaluate the potential advantages and drawbacks of various financial decisions and supports maintaining discipline to pursue key financial objectives. His client focus areas include college education planning, divorce transition planning, employee benefits planning, executive compensation, family wealth management strategies, legacy planning, personal retirement planning, small business strategies, special needs planning strategies, and tax minimization. Max collaborates with clients to organize their financial lives and adjusts plans as needs or market conditions change. Max holds a Bachelor's degree from William Peace University and holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, he pursues personal interests such as adventure sports, boating, fishing, pickleball, rock climbing, running, scuba diving, skiing, soccer, and spending time with his family.

Chen Anna Grundland is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. Her prior experience includes positions at Bank of America and Amazon WVCS LLC. She serves as the secretary of the Greenway Condominium Association board, where she participates in meeting documentation and approval of community projects. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients using a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages portfolios composed of mutual funds, ETFs, and ETPs and offers advisory services including fund management and model portfolio delivery.

Ward Marslender III is a financial advisor with Wells Fargo Advisors in Raleigh, NC, holding a Series 66 designation and 19 years of industry experience. He has been with Wells Fargo Advisors since 2013. Outside of his advisory role, he owns Marslender-West Asset Management, an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, education, risk, and wealth-transfer planning, delivering tailored recommendations supported by proprietary research and planning tools.

Brian Ligett is a financial advisor at Fidelity with Series 65 and Series 66 licenses and five years of industry experience. His prior roles include positions at Encompass More, Appreciation Financial, Feedtrail, and Weatherby Healthcare. He is based in Durham, NC. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios that utilize mutual funds, ETFs, and ETPs.

Alex Butler is a Planning Consultant at Fidelity Investments, where they support clients and their families in achieving financial clarity. In this role, Alex focuses on education, personalized goal setting, and holistic planning to address various aspects of clients' financial goals. Alex's expertise includes retirement lifestyle planning, tax-efficient investing, estate planning considerations, and charitable giving. Their professional experience at Fidelity Investments spans several positions, including Investment Solutions Representative I & II and Customer Relationship Advocate, demonstrating a progression in roles since 2023. Alex holds insurance licenses in Arkansas and California. Outside of work, Alex has interests in baseball, music, parenthood, running, and singing.