Thomas Mense is a CFP®-certified financial advisor with eight years of experience, currently practicing at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Ferguson Enterprises, Inc. from 2015 to 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,000 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

John Healey is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in creating personalized financial strategies that align with clients' lifelong goals. He focuses on areas including college education planning, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, socially responsible and ESG investing, and women and wealth. Born and raised near Albany, New York, John earned both his bachelor's degree and MBA from The College of Saint Rose. He holds the Personal Investment Advisor (PIA) designation. In 2015, he and his family relocated to Raleigh, North Carolina, where they enjoy staying active outdoors year-round. John participates in community service with organizations such as the Food Bank of Central & Eastern North Carolina, the Greater Cleveland Athletic Association, and the U.S. Committee for Refugees and Immigrants. His approach as a financial professional emphasizes understanding clients' priorities to develop strategies that help pursue long-term goals.

Yah'kiel White is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, his work history includes roles at Fidelity Bank, Harris Teeter, Lowe’s, and UNC Greensboro. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, with a focus on systematic portfolio construction using proprietary research and algorithmic methods.

Dylan Mackenzie is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His background includes roles at Fidelity Investments and prior work in various industries including automotive and education. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, with an investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

William Langdon is a financial advisor at RBC Capital Markets with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Merrill and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, corporations, and charitable organizations. The firm provides various advisory programs and tailors investment strategies using both in-house and third-party managers, along with options for tax management and responsible investing.

Michael Patterson is a financial advisor with Cetera, holding the CFP® and ChFC® designations and over 40 years of industry experience. He has worked at Cetera and its affiliated entities since 2025 and previously spent 25 years at Advisors Financial Group Inc. Patterson serves on the board of the A.J. Fletcher Foundation and manages a charitable gift fund. Cetera Investment Advisers LLC is an SEC‑registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi‑manager platform, with access to both affiliated and unaffiliated managers and various program structures.

Christopher Marr is a financial advisor with Charles Schwab based in Raleigh, NC. He holds Series 63 and Series 66 licenses and has 27 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services, and Edge Portfolio Management, LLC. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management alongside financial planning services. Schwab’s integrated platform includes proprietary multi-asset model portfolios, alternative investment options, and centralized custody and supervisory functions.

Mabel Cheonwi is a financial advisor at Charles Schwab with six years of industry experience. She holds a Series 66 designation and has previously worked at RBC and Parametric as a portfolio associate. Outside of her advisory role, she is an independent business owner with Amway, engaged in online product sales. Charles Schwab serves a large client base primarily composed 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 relationships and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Nathan Plott is a Series 66 licensed financial advisor with six years of industry experience, currently affiliated with Raymond James Financial in Cary, NC. He has been associated with Caroline Sinclair Wealth Partners, LLC since 2021 and has held various roles within Raymond James Financial entities since 2020. Outside of his advisory work, he is a partner in a hair salon business operated by his wife. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools such as risk profiling and probability modeling to support client decision-making.

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.

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.

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.