Dustin Hall is a CFP® professional with 22 years of industry experience, currently with LPL Financial since 2008. He holds a Series 66 license and operates out of Cary, NC. In addition to his advisory role, he is involved with Hall & Burns Tax Management, LLC, providing tax preparation services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Jason Kristof is a financial advisor with Raymond James & Associates, holding a Series 66 designation and six years of industry experience. He previously worked at Merrill from 2014 to 2021 and has been with Raymond James since 2021. Outside of his advisory role, he works as a product specialist at Audi Cary. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, offering financial planning and investment consulting through various programs, with a non-discretionary approach that involves tailored planning and a range of portfolio management styles.

Matthew Savidge is a financial advisor at Ameriprise with two years of industry experience. He has previously worked in property management at Mid America Apartments and Greystar. Based in Raleigh, NC, Savidge holds Series 63 and Series 65 licenses. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Geoffrey Bell is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with Merrill Lynch since 2005, where he works with executives and families to manage wealth, focusing on complex multi-generational needs. His role involves wealth forecasting, portfolio management, analytics, and performance reviews. Geoffrey also assists clients with developing restricted-stock award strategies, including Rule 10b5-1 programs and other Rule 144 issues, as well as facilitating family meetings concerning intergenerational wealth transfers. He holds the Chartered Financial Analyst (CFA) designation and is a Personal Investment Advisor (PIA). Geoffrey earned bachelor's degrees in economics and management and society from the University of North Carolina at Chapel Hill. He currently serves as corporate secretary for the Research Triangle Chapter of the National Association of Corporate Directors. Outside of his professional career, Geoffrey enjoys outdoor activities including soccer, mountain biking, golf, skiing, and skydiving. He lives in Cary, North Carolina, with his wife and their four children.

Elizabeth Scott is a financial advisor at Merrill with Series 65 and Series 63 credentials and three years of industry experience. Her prior roles include positions at Modern Woodmen of America and Guaranteed Rate. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies supported by internal and third-party managers for a range of individual, institutional, and charitable clients.

William Stephens is a Financial Advisor with Merrill Lynch Wealth Management. He works with clients to develop personalized wealth management strategies that connect all aspects of their financial lives, helping them prioritize and pursue the goals that matter most to them. His areas of expertise include family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, tax minimization, and retirement income. William holds professional designations such as Accredited Wealth Management Advisor (AWMA), Certified Exit Planning Advisor (CEPA), and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from East Carolina University. Outside of his professional pursuits, William enjoys adventure sports, fishing, football, hunting, pickleball, surfing, and spending time with his family.

Frederick Cutter IV is a financial advisor at LPL Financial with 14 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Edward Jones, Cetera Advisors LLC, and FWC Financial. Cutter is also involved with FWC Financial LLC in a non-investment-related capacity outside of his advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Hudson Wilson is a financial advisor with Fidelity Investments based in Durham, NC, holding Series 63 and Series 66 designations and seven years of industry experience. His prior roles include positions at MML Investors Services, Mass Mutual Life Insurance Company, and Northwestern Mutual. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction.

Donna Alston is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at Jazz Pharmaceuticals and Biogen. Outside of her advisory role, she manages a rental property leased to a family member, overseeing homeowners association matters. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary strategies. The firm is notable for its extensive network of advisors and branches, as well as its affiliated services such as a trust company and proprietary mutual funds.

David Vaikness is a financial advisor at LPL Financial in Raleigh, NC, holding the ChFC® designation and Series 63 license with 27 years of industry experience. His career includes roles at CITIGROUP, Wells Fargo, BancWest Investment Services, and First Horizon Advisors. 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 representatives. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Ryan Mcdonald is a Series 66-licensed financial advisor at Fidelity Investments with four years of industry experience. Prior to his current role, he worked in various service and retail positions including at MattressFirm and DSW. 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 and quantitative analysis to construct model portfolios, and it maintains regulatory registrations and governance procedures that support its advisory activities.

Glenn Grimsley is a financial advisor at Fidelity with 16 years of industry experience. He holds the Series 63 and Series 66 designations and has been associated with various Fidelity entities since 2007. Fidelity’s Strategic Advisers LLC, where Glenn is affiliated, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, utilizing systematic methodologies and long-term asset allocation benchmarks.

Zachary Hauser is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His work history includes roles at Merrill, Bank of America, Elon University, Cape Fear Community College, and the University of North Carolina at Chapel Hill. Outside of financial services, he has experience with Kustom Koozies, a business he was involved with for three years. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers a range of model-based and discretionary investment strategies designed for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mary Akin is a financial advisor with Morgan Stanley in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

Ameen Jaroush is a Series 66-licensed financial advisor with Fidelity in Durham, NC, and has four years of industry experience. His work history includes roles at Fidelity Investments, Wells Fargo, and the University of North Carolina at Greensboro. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors, utilizing a blend of proprietary research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs.

Paul Clark is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2023, with prior roles at Sunlight Financial and several other companies. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, manages fund-of-funds structures, and delivers model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Charlaine Glaspie is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has been with Fidelity Investments since 2012, including roles at Fidelity Personal and Workplace Advisors since 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction across a broad investable universe.

Jay Rapp is a Senior Financial Advisor with Merrill Lynch Wealth Management and a member of the Harrison Rapp Mansfield & Associates Team. He is responsible for designing the team’s approach to wealth management, focusing on investment research, portfolio development opportunities, and outside investment manager analysis. Jay conducts both macroeconomic and investment-oriented research to assist in developing proprietary and client-specific customized strategies. As a Senior Portfolio Advisor, he manages custom investment strategies on a discretionary basis, selecting from various Merrill model portfolios and third-party investment options. Jay began his career in financial services with UBS in 2008 before joining Merrill Lynch Wealth Management in 2012. He holds a Bachelor’s degree in Finance and Sports Management from North Carolina State University, and he earned his high school diploma from the International School of Geneva. Jay is a Personal Investment Advisor (PIA) and speaks both English and French. Residing in Cary, North Carolina, Jay lives with his wife, Katy, and their sons, Cole and Eli. He serves as Vice President of the Stay Strong vs ALS organization and is a minority owner of the NHL’s Carolina Hurricanes. Jay participates in community activities aligned with his professional values, particularly through his involvement with Stay Strong vs ALS.

Bruce Sharpe is a financial advisor with UBS Financial Services in Raleigh, NC, holding Series 63 and Series 66 licenses and over 26 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, Sharpe serves as a trustee for multiple nonprofit organizations, including Communities Schools of Wake County and the Eastern North Carolina Chapter of the National Multiple Sclerosis Society, and is involved with regional economic development initiatives. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor investment plans. The firm combines institutional trading capabilities with wealth management services across a broad platform of financial products and services.

Alexis Turner is a financial advisor at Morgan Stanley with six years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2012, including a role at Morgan Stanley Private Bank, N.A. since 2024. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses a structured financial planning process supported by firm-approved tools and offers a broad range of retail and institutional investment solutions.