Dawn Walker is a financial advisor with Wells Fargo Clearing Services, LLC, holding Series 63 and Series 65 credentials and 28 years of industry experience. She has been with Wells Fargo since 2017 and previously worked at SunTrust Mortgage. 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 employs a large network of advisors and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Edward Estevez is a financial advisor at Merrill in Raleigh, NC, holding a Series 66 designation with seven years of industry experience. He has been with Merrill and Bank of America since 2014. Outside of his advisory role, Estevez is involved in managing several rental property businesses in Georgia and North Carolina as an owner and co-owner. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, and various institutions with model-based and discretionary investment strategies developed by internal teams and third-party managers.

Cale Herndon is a financial advisor with Merrill in Cary, NC, holding a Series 66 designation and 14 years of industry experience. He has worked at Merrill since 2012 and Bank of America, N.A. since 2013. Outside of financial advising, Herndon is the president and owner of True Custom Homes, a custom homebuilding company that he founded in 2010 but is not currently active in building. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Shayl Patel is an Investment Solutions Representative III at Fidelity Investments, a role held since 2026. Prior to this, Patel progressed through positions within Fidelity including Investment Solutions Representative II from 2025 to 2026, Investment Solutions Representative I from 2023 to 2025, and Customer Relationship Advocate from 2022 to 2023. Patel's experience in the financial sector includes roles such as Tax Assistant at ASR Tax and Accounting Services from 2019 to 2022, and Financial Assistant at Equitable Advisors in 2021. Patel focuses on providing personalized investment guidance and long-term planning to help clients build confidence in their financial future.

Dennis Bohm is a CFP® professional with 12 years of industry experience, currently affiliated with LPL Financial in Raleigh, NC. He previously worked at FSC Securities Corporation and OSAIC before joining LPL Financial in 2026. Outside of his advisory role, he operates a sole proprietorship related to wealth management and financial planning. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

Stephen Fry is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm offering 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 over 14,000 financial advisors and provides both brokerage and advisory solutions.

Nathan Porzio is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing Services since 2019, with prior experience at Edward Jones. Outside of his advisory role, Porzio co-owns Porzio's Party Rentals, LLC, a business operating bounce house rentals in Willow Spring, NC. 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 roughly $671 billion in assets through a large network of advisors and offers both brokerage and advisory solutions.

Jeffrey Sideras is a financial advisor at Fisher Investments in Raleigh, NC, holding Series 65 and Series 63 licenses with 10 years of industry experience. He has been with Fisher Investments since 2015. Fisher Investments provides discretionary portfolio management to a global client base that includes institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm combines quantitative and qualitative research through a centralized Investment Policy Committee to manage diversified portfolios, employing tax-aware and risk management strategies.

Evan Dunigan is a financial advisor at Fidelity with four years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Fidelity Investments since 2021. Prior to joining Fidelity, his background includes roles at the University of South Carolina and several other firms. Fidelity's Strategic Advisers LLC serves a broad client base including retail and institutional investors, offering investment management and advisory services that incorporate proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Whitney Keith is a Series 66-licensed financial advisor with Merrill, based in Raleigh, NC, with 21 years of industry experience. She has been with Merrill since 2000 and has also worked at Bank of America N.A. since 2020. Outside of her advisory role, she is involved as a managing member of a family real estate LLC and participates in skincare direct sales. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individual, high-net-worth, and institutional clients with model-based and discretionary investment strategies.

Marc Preyer is a financial advisor with Raymond James & Associates in Raleigh, NC, holding a Series 66 designation and 12 years of industry experience. He has been with Raymond James & Associates since 2015. Outside of his advisory role, he serves as a board member for Greensboro Day School, participating in alumni fundraising efforts. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Charles Brandon is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 designation and has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2017, as well as at Bank of America, N.A. since 2016. 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, and various institutional accounts.

Matthew Greenan is a financial advisor with LPL Financial in Cary, NC, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Canvasback Wealth Management, Kestra Financial, and TIAA-CREF. Greenan is also the owner of PhilGreat Insurance, a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, research, and various investment strategies.

Justin Jones is a financial advisor with J.P. Morgan Securities in Raleigh, NC, holding a Series 66 designation and seven years of industry experience. His career includes roles at Santander Bank, Santander Securities, Edward Jones, and Cardinal Health. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized manager due diligence and applying an ESG eligibility framework in its recommendations.

William Wowk is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. His prior work includes roles at United Wheels Inc. and Wasserman Next Gen. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its advisory roles to multiple registered investment companies and use of advanced AI methodologies.

Corbin Holder is a financial advisor at Osaic Wealth, Inc. based in Raleigh, NC, holding a Series 66 designation with one year of industry experience. His work history includes roles at LPL Enterprise, PRUCO Securities, LLC, and Stifel. Osaic Wealth serves a diverse clientele including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers and platforms. The firm provides integrated brokerage and advisory services with a range of investment options and employs firm-provided tools and third-party solutions to construct and manage portfolios.

Ezra Feldman currently serves as an Investment Solutions Representative III. In this role, he partners with clients to understand both their short and long term goals and helps co-create holistic plans. He emphasizes ensuring comfort and clarity during educational discussions while guiding clients through actionable steps toward pursuing their objectives. Ezra has professional experience with Fidelity Investments, beginning as a Customer Relationship Advocate from 2022 to 2023 before advancing to his current position in 2023. Prior to joining Fidelity Investments, he worked as a Personal Banker at Wells Fargo from 2015 to 2020.

Ashton Bowman is a financial advisor at Morgan Stanley in Raleigh, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, Ashton worked at PNC Investments LLC, PNC Bank, Mortgage Network Solutions, Optimal Sante, GoldFish Swim School, and Rosatis Pizza and Pub. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market modeling techniques in its advisory process.

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.