Joseph Disanto is a financial advisor with Fidelity Investments in Durham, NC, holding Series 63 and Series 66 credentials and five years of industry experience. His prior experience includes roles at The Vanguard Group and JP Morgan Chase & Co. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory roles to registered investment companies and use of systematic methodologies in managing model portfolios.

Harrison Durmus is a financial advisor at Fidelity with a Series 66 credential and four years of industry experience. His prior work includes roles at Keller Williams and various real estate firms. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to diverse clients including retail and institutional investors, utilizing a combination of 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 and algorithmic tools in its research.

Kelly Meshaw is a financial advisor at Robert Baird & Co. with five years of industry experience. She holds the Series 66 designation and has worked at Baird since 2018. Prior to joining Baird, she was with Mosaic Capital and Palladium Healthcare, and has also been involved in community volunteering. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group provides tailored financial planning and portfolio management services, utilizing a range of investment strategies and manager options.

Rebecca Maselli is a financial advisor with Merrill in Raleigh, NC, holding Series 63, 65, and 66 credentials and with 13 years of industry experience. She has worked at Merrill since 2018 and previously at UBS Financial Services, Inc. from 2016 to 2018. Outside of her advisory role, she serves as Vice President and Office Manager of The Frank Maselli Company, Inc., which provides sales training and publishes sales and marketing materials for the financial industry. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

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 with seven years of industry experience. He holds a Series 66 credential and has been associated with Merrill and Bank of America since 2014. Prior to this, he worked at Ro Ho Ho Inc for one year. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, and institutional investors.

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.

Cynda Beauchamp is a financial advisor with Edward Jones in Durham, NC, holding a Series 66 designation and 15 years of experience at the firm. She is a member of the board of 8 Rivers Capital, LLC, a holding company based in Durham. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Curtis Conover is a financial advisor at UBS Financial Services with 24 years of industry experience. He holds the Series 66 designation and has been with UBS since 2001. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides access to proprietary research and capital markets solutions.

Keith Minton is a financial advisor at Edward Jones in Chapel Hill, NC, with 13 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, supported by a large network of financial advisors and branch offices nationwide.

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.

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.

Douglas Dickerson is a CFP® and holds a Series 66 designation with six years of industry experience. He has been with Edward Jones since 2019 and previously worked at AARP from 2011 to 2019. He is involved with the Woman's Club of Raleigh and has received an honorarium from Duke University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Laura Horvath is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley and its Private Bank since 2011. Based in Chapel Hill, NC, she provides advisory services within a large institutional firm. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning and the use of firm-approved tools and methodologies such as Monte Carlo simulations and Secular Return Estimates. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

Whitney Keith is a financial advisor with Merrill in Raleigh, NC, holding a Series 66 credential and over 21 years of industry experience. She has worked with Merrill since 2000 and at Bank of America N.A. since 2020. Outside of her advisory role, she has check signing authority for a family-owned hauling business and is involved in skincare direct sales. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Marc Preyer is a financial advisor at Raymond James & Associates in Raleigh, NC, with 11 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2015. Outside of his advisory role, Preyer serves as a board member for Greensboro Day School, participating in fundraising efforts for the alumni board. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations, along with institutional consulting and public finance services.

Charles Brandon is a financial advisor with Merrill in Raleigh, NC, holding a Series 66 designation and nine years of industry experience. He has worked at Merrill and Bank of America in various capacities since 2016. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program. The firm offers a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

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.