Ryan Tankelewicz is a financial advisor at Raymond James Financial Services Advisors, Inc. with three years of industry experience. He holds the Series 66 designation and has worked at firms including Edward Jones and Janney Montgomery Scott. He is associated with Buckner Wealth Management LLC as an employee financial advisor and has a minor role as an independent contractor with Four Corners Advisor Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and is noted for its municipal advisor affiliation and specialized advisory programs.

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.

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 five years of industry experience. His work history includes roles at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., Webster Bank, Integrated Financial Group, and the University of Georgia. Charles Schwab & Co., Inc. serves 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 combination of non-discretionary and discretionary investment solutions, supported by a large client base and integrated operational structure.

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.

Tucker Valas is a financial advisor at Fidelity with one year of industry experience and holds the Series 66 designation. His professional background includes multiple roles at Fidelity Investments alongside academic involvement at Bucknell University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a proprietary investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios.

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. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serve various types of investors.

Benjamin Kadlec is a financial advisor with Equitable Advisors in Raleigh, NC, holding Series 63 and Series 66 registrations and 19 years of industry experience. He has been with Equitable Advisors since 2013, including its predecessor AXA Advisors. Outside of his advisory role, Kadlec is a sole proprietor of Ashar Group, which provides life settlements, and serves on the Investment Policy Committee of PST Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning, retirement-plan support, and access to asset management through LPL and various third-party asset managers. The firm uses a hybrid referral and implementation model that combines advisory and brokerage channels to tailor services based on clients’ goals, risk tolerance, and time horizon.

Jonathan Dewar is a financial advisor with LPL Financial in Raleigh, NC, holding Series 63 and Series 66 licenses and with 23 years of industry experience. He has been associated with LPL Financial since 2007 and is president and owner of The Legacy Life Group, which includes LLG Advanced Insurance Services and LLG Financial Wealth Management & Planning. Dewar also operates an online referral platform that connects clients to various financial professionals and resources. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

Chip Marcus is a financial advisor with LPL Financial, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at Bank of America and Merrill Lynch. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs with both discretionary and non-discretionary management, supported by research and model portfolios from various sources.

Travis Sissler is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at Raymond James Financial Services and Pinnacle Asset Management. 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 follows an IPS-driven process grounded in modern portfolio theory and includes insurance-related products and bank deposit sweep options as part of its broader investment menu.

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 at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. His prior work includes roles at Cambridge Village of Wilmington and Apex, University of North Carolina Wilmington, and several other organizations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

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.

Larry Williams is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he worked in healthcare at Southeastern Healthcare of NC and held positions at Amazon and several other organizations. Outside of finance, he has experience working as a seasonal sales associate at a retail clothing store. 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 deliver model portfolios across a broad investment universe.

Greyson Reitmeier is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. He has worked at Fidelity Investments and Fidelity Investment Canada, as well as Clifton Larsen Allen. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator and advisor to multiple registered investment companies and utilizes AI-driven research methods.

Vivian Roberts is a financial advisor at Stifel with a Series 66 designation and two years of industry experience. Her work history includes positions at the University of North Carolina at Chapel Hill and Asheville, as well as roles in private households prior to joining Stifel. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Joanna Mason is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. She is currently based in Raleigh, NC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs supported by structured discovery conversations and firm‑approved tools. The firm manages approximately $2.74 trillion in client assets and provides a broad range of investment services.