Reid Bowen is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He has worked at Wells Fargo Advisors since 2018 and previously at Mission Value Partners from 2015 to 2018. Bowen serves on the Board of Trustees for the R. Keith Like Scholarship Endowment Fund. 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 and delivers tailored recommendations using Wells Fargo research and planning tools.

Leigh Kempf is a Wealth Management Advisor associated with Merrill Lynch Wealth Management. She holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Leigh's work involves helping clients with areas such as college education planning, family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, portfolio management services, socially responsible investing, and tax minimization. With over 25 years of experience, Leigh combines her financial planning expertise with a comprehensive approach that addresses key aspects required for financial independence. She implements proprietary Personal Wealth Analysis® focusing on net worth consolidation, retirement income, and consistent cash flow to assist clients in achieving their financial goals, especially in retirement planning and transitional life events. Leigh holds an Associate's degree from Saint Mary's College and a Bachelor of Arts from the University of North Carolina at Chapel Hill. Residing in Chapel Hill, North Carolina, she is involved in several professional and community organizations including Chapel Hill Carrboro Women Connect, Networking Women of the Triangle (NWOTT) - Chapel Hill/Carrboro, and The Chamber For a Greater Chapel-Hill Carrboro. Her community involvement includes participation in Habitat for Humanity Corporate Campaign Committee for Weavers Grove, Saint Mary's Alumnae Council, The Volunteer Center, and The Women's Center. Outside of work, Leigh enjoys biking, gardening, painting, spending time with her family, and traveling.

Timothy Riebock is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity since 2018, progressing through roles including Financial Consultant 1, Investment Management Consultant, Relationship Manager, High Net Worth Service Associate, and Customer Relationship Advocate. Throughout his tenure, he has developed expertise in investment management and client relationship services. Timothy holds insurance licenses in Arkansas and California. His professional approach emphasizes integrity, objectivity, and diligence, focusing on collaboration and clear communication to help clients build strategies aligned with their goals. Outside of his professional role, Timothy enjoys activities such as camping, fishing, fitness, outdoor adventures, reading, and exploring food.

Kari Andrade is a Series 66-licensed advisor with LPL Financial, located in Hillsborough, NC, and has 25 years of industry experience. She has been with LPL Financial since 2008, following seven years at Ameriprise. Andrade is associated with Andrade Wealth Management as a DBA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset managers, supported by a network of over 22,800 investment adviser representatives.

Giselle Pater is a Series 66 licensed financial advisor with Morgan Stanley in Raleigh, NC, and has three years of industry experience. She previously worked at Merrill from 2006 to 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Monte Carlo simulations, as part of its financial planning process.

Jennifer Hinnant is a financial advisor at Morgan Stanley with the Series 66 designation and nine years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that utilizes firm-approved tools and modeling techniques.

Samuel Hodgson Jr. is a CFP®-designated financial advisor with 10 years of industry experience. He currently works at Wells Fargo Clearing and has previously held roles at Rockefeller Capital Management, First Republic Investment Management, and Eaton Vance. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and offers a range of services including discretionary and non-discretionary retirement plan consulting informed by research and diversification principles.

James Mc Daniel is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior firms include PNC Investments, First Citizens Bank, and Wells Fargo Advisors. Charles Schwab & Co., Inc. serves a large client base, 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 both non-discretionary and discretionary investment options, combining centralized custody and brokerage services with access to alternative investments.

Andrew Gosselin is a Planning Consultant at Fidelity Investments, a role he has held since 2023. Prior to this, he worked as a Registered Client Service Associate at Ameriprise Financial Services from 2022 to 2023 and served as a Paraplanner at Cornerstone Wealth Management between 2019 and 2022. He holds a California Insurance License. Andrew focuses on assisting clients by providing education on financial planning topics and facilitating robust planning conversations. Utilizing Fidelity's planning tools, he supports clients in making informed financial decisions aligned with their goals. Outside of his professional work, Andrew enjoys engaging in family activities, football, and embraces parenthood.

Karl Spruill is a financial advisor at Fidelity with 23 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Fidelity, he worked at Members Trust Company and SeCU Life Insurance Company among other roles. Fidelity’s subsidiary, 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 to manage discretionary and non-discretionary portfolios.

Scott Werts is a financial advisor at Charles Schwab with 12 years of industry experience. He holds Series 66 and Series 63 licenses and has been with Charles Schwab and Charles Schwab Bank SSB since 2015. Charles Schwab & Co., Inc. serves a large client base, 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 mix of non-discretionary and discretionary investment management, supported by multi-asset model portfolios and due diligence on alternative investments.

Ryan Schoendorf is the Vice President and Branch Leader at Fidelity Investments. In this role, he leads a team of financial professionals dedicated to delivering comprehensive and holistic financial planning services to clients. He has been with Fidelity Investments since 2015, initially serving as Assistant Branch Office Manager from 2015 to 2019 before assuming his current leadership position in 2019. His experience focuses on managing branch operations and guiding teams to support the unique goals and needs of the families they serve.

Susan Batchelor is a Wealth Management Advisor with Merrill Lynch Wealth Management. She works with business owners, corporate executives, professionals, and recently retired individuals, focusing on generational wealth transfer and personalized financial strategies. She utilizes the proprietary Merrill Personal Wealth Analysis® system to assist clients in preserving and nurturing their wealth in alignment with their life goals. Susan holds a Bachelor's degree from the University of South Carolina System and a Master's in Business Administration from the University of Wisconsin System, where she specialized in Corporate Finance and Investment Banking. She is a CERTIFIED FINANCIAL PLANNER® professional and a Certified Exit Planning Advisor (CEPA). Her areas of expertise include college education planning, executive compensation, family wealth management strategies, legacy planning, LGBT wealth planning, personal retirement planning, socially responsible and ESG investing, women and wealth, tax minimization, and retirement income. Beyond her professional role, Susan is involved with the Chapel Hill-Carrboro Chamber of Commerce and the Women's Giving Network of Wake County. She resides in Raleigh and enjoys biking, camping, cooking, gardening, golfing, ice hockey, pottery, soccer, spending time with her family, and practicing yoga.

Marti Switzer is a Certified Financial Planner (CFP®) with 25 years of industry experience. She is currently with Wells Fargo Clearing, where she has worked since 2016. Prior to this, she held positions at Morgan Stanley, Citigroup Global Markets, and Legg Mason Wood Walker, Incorporated. 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 combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Andrew Rogers is a Series 66 registered financial advisor with Fidelity in Durham, NC, with three years of industry experience. His prior work history includes roles at Walmart Inc, Amazon Inc, Tesla, and Oracle NetSuite. Fidelity’s subsidiary, Strategic Advisers LLC, provides investment management and advisory services to a broad client base, including retail and institutional investors as well as registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in managing portfolios and delivers model portfolios to intermediary platforms.

Stephen Hailey is a financial advisor with UBS Financial Services in Raleigh, NC, holding a Series 66 designation and with 25 years of industry experience. He has been with UBS since 2000. Outside of his advisory role, he serves as a head varsity girls basketball coach at Franklin Academy and for Wake County Public Schools. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, employing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and advisory solutions.

Devesha Solanki is a Series 66-credentialed financial advisor with nine years of industry experience, currently practicing at UBS Financial Services in Chapel Hill, NC since 2017. Prior to joining UBS, Solanki worked at Durham Chiropractic Center for one year. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor plans according to clients’ goals and risk tolerances.

Chad Hood is a financial advisor with Fidelity in Durham, NC, holding Series 63 and Series 66 credentials and nine years of industry experience. He has worked at various Fidelity entities since 2017 and previously worked at Walmart for five years. Outside of his advisory role, he participates in Amazon Vine, anonymously reviewing products sent by Amazon. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is notable for its use of AI and algorithmic methods in research and its formal advisory role to multiple registered investment companies.

Taylor Freeman is a financial advisor at OSAIC with 29 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. Freeman has worked at SagePoint Financial Advisors and operates Freeman Financial Services, Inc. He serves as a board member of the CBF Foundation and is involved in managing a business preparing to acquire another venture. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides a range of brokerage and advisory services through a multi-advisor platform, utilizing model-based asset allocation and portfolio optimization supported by various analytical tools.

Jairi Key is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity in 2023, Key held positions at KPI Residential, Wake County Public Schools, and GMH Capital Partners. Outside of finance, Key operates a YouTube channel called "Bad as a Mother" and works as an independent contractor for grocery shopping and delivery through Instacart. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, blending fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers a range of services including discretionary portfolio management and fund advisory, with distinctive features such as CFTC registration and the use of AI-driven research methods.