Savannah Holmes is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America, she completed her studies at North Carolina State University. 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 to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Erik Rodriguez Lopez is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 65 and Series 63 credentials and two years of industry experience. He has been with Wells Fargo Bank since 2014 and Wells Fargo Clearing since 2023. Outside of his advisory role, he is a co-manager and part-owner of Rolobyte, LLC, a company focused on creating and maintaining websites, and also works as a part-time delivery driver for Amazon Flex. 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 utilizes research and analytics from Wells Fargo Investment Institute and offers both brokerage and advisory solutions across a broad range of financial products.

John Dortch is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. His prior work includes roles at Enterprise Rent-a-Car, Mellow Mushroom, and NC State University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Holly Vincitorio is a financial advisor at Edward Jones in Raleigh, NC, holding a Series 66 designation with six years at the firm and a total of three years of industry experience. Prior to joining Edward Jones, she worked in education roles at Guidepost Montessori and was affiliated with Duke University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and offices. The firm offers a range of advisory and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Carl Thomason is a CFP®-designated financial advisor with 25 years of industry experience. He is currently with Wells Fargo Clearing, where he has worked since 2016, following prior roles at Morgan Stanley and Citigroup Global Markets. Thomason serves on the finance committee of the Chapel Hill Carrboro Public School Foundation and is president of the Kindrick Mountain Property Owners Association. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. 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.

Bonnie Linnemeier is a financial advisor at Morgan Stanley in Raleigh, NC, with 11 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Merrill for 10 years before joining Morgan Stanley in 2024. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 uses structured planning tools along with market modeling techniques to support client financial planning.

Tracie Legg is a financial advisor with Robert W. Baird & Co. in Chapel Hill, NC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked at Baird since 2017 and previously held roles at Morgan Stanley and its affiliated entities from 2009 to 2017. She is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Ryan Wicks is a financial advisor at Charles Schwab with Series 66 registration and six years of industry experience. He has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB since 2020, with prior experience at Webster Bank and Integrated Financial Group. He was also affiliated with the University of Georgia from 2015 to 2019. Charles Schwab & Co., Inc. serves a large client base of 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 combination of non-discretionary advisory services and access to discretionary separately managed accounts, using multi-asset model portfolios and due diligence on alternative investments.

Sarah Brandl is a financial advisor at Ameriprise in Raleigh, NC, holding a Series 66 designation with 11 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2015. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary advice through a centralized consulting team, alongside a broad range of advisory, brokerage, and insurance solutions.

Luke Rogers is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. His prior work includes roles at Financial Symmetry Inc and North Carolina State University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction, using a blend of proprietary research, quantitative analysis, and systematic methodologies.

Benjamin Kadlec is a financial advisor with Equitable Advisors in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Equitable Advisors since 2013 and previously worked at AXA Advisors, LLC. Outside of his advisory role, he is the sole proprietor of Ashar Group, which provides life settlements, and serves on the Investment Policy Committee board of PST Advisors, LLC. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and a variety of asset management programs delivered through a broad network of Investment Adviser Representatives and third-party program sponsors.

Jonathan Dewar is a financial advisor with LPL Financial in Raleigh, NC, holding Series 63 and Series 66 credentials and possessing 24 years of industry experience. He has been affiliated with LPL Financial since 2007 and serves as president and owner of The Legacy Life Group, which integrates his financial wealth management and advanced insurance services businesses. Dewar also operates an online referral platform connecting clients to financial professionals and resources. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning, portfolio management, and institutional platforms supported by extensive advisor tools and over $819 billion in discretionary assets under management.

Amy Bennett is a Series 66-licensed financial advisor with LPL Financial, based in Raleigh, NC, and has two years of industry experience. Her prior roles include positions at OSAIC, FSC, Steward Wealth Strategies, and Cox Automotive, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, using model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational and research tools.

Travis Sissler is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing, Raymond James Financial Services, and Pinnacle Asset Management. 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 combines research from Wells Fargo Investment Institute with third-party analytics to support diversified, modern portfolio theory-based investment strategies.

Katherine Vargas is a Series 66-credentialed financial advisor at Edward Jones with two years of industry experience. She previously worked at Bank of America NA for nine years before joining Edward Jones. Outside of her advisory role, she is CEO and owner of Maktub Ventures LLC, a real estate rental business based in Raleigh, NC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of investment advisory programs and affiliated financial services through a nationwide network of over 23,700 advisors.

Geoffrey Poisson is a financial advisor with Fidelity Investments in Durham, NC, holding Series 66 and Series 63 licenses. He has approximately one year of industry experience, including prior roles at Cambridge Village of Wilmington and Apex, as well as various positions during his education. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs. The firm is also noted for its advisory roles to registered investment companies and its use of algorithmic methods and AI in research.

John Muir is a financial advisor with Wells Fargo Clearing in Chapel Hill, NC, holding Series 63 and Series 65 designations and five years of industry experience. His prior roles include positions at LPL Financial, Woodbury Financial Services, and Northwestern Mutual. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non‑qualified deferred compensation plans, offering both discretionary and non‑discretionary services with an IPS-driven approach grounded in modern portfolio theory. The firm serves plan sponsors with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

Barry Conover is a financial advisor with Fidelity in Durham, NC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior work includes positions at MassMutual, Mutual of Omaha, and Prudential. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Stanley Harriman is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with professionals, executives, and families to develop financial strategies aimed at pursuing short-, mid-, and long-term goals. His approach focuses on providing clients with clarity, confidence, and discipline in managing their financial lives, including areas such as personal retirement planning, family wealth management strategies, legacy planning, and education planning. Mr. Harriman holds a Bachelor's Degree from East Carolina University and an MBA from the University of North Carolina Wilmington. He has obtained professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His background includes military service, which has influenced his approach to financial discipline and planning. Outside of his professional role, Stanley Harriman pursues interests in football, golfing, hiking, and running marathons. He values building meaningful, long-term relationships with clients and emphasizes understanding what matters most to them and their families to create effective financial strategies.

Larry Williams is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. His prior work experience includes roles at Southeastern Healthcare of NC and Amazon. Outside of finance, he works seasonally as a sales associate at a retail clothing store. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.