Bonnie Clare Kunath is a financial advisor with Equitable Advisors in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. She has been with Equitable Advisors since 2006 and previously worked at Axa Advisors, LLC. Outside of her advisory work, she serves as Sponsorship Chair for Festa Italiano, The Sons and Daughters of Italy in Raleigh. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Wendy Artis is a financial advisor at Merrill with a Series 66 designation and 18 years of tenure at the firm. She has three years of industry experience. Outside of her advisory role, she serves on the Stone Soup committee for Urban Ministries of Wake County and is involved with the Susan G. Komen Carolinas committee, assisting with fundraising and event planning. Merrill provides managed account services to Bank of America fiduciary clients through model-based and discretionary strategies developed by internal and third-party teams. The firm serves a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Leah Williams is a financial advisor at Fidelity with three years of industry experience. She holds the Series 66 designation and has previously worked at Chad Richards State Farm, Matt Pelz State Farm, Bankers Life, and Amazon. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and integrates algorithmic methods and AI in its investment process.

Nathan Niles is a financial advisor at Raymond James Financial Services Advisors, Inc. with four years of industry experience. He holds the Series 66 designation and previously worked at TD Private Client Wealth for three years. Outside of his advisory role, he supports client services and administrative functions at Baker Wealth Advisors LLC. Raymond James Financial Services Advisors provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, pension plans, and institutional clients. The firm offers tailored, non-discretionary planning and supports a broad advisor network, with a notable municipal advisory affiliation and specialized SIMPLE IRA consulting services.

Carmine Greco is a Financial Consultant at Fidelity Investments, a role he has held since 2022. In this capacity, he works closely with clients to understand their unique financial situations and goals. Carmine applies his financial knowledge alongside Fidelity's resources to develop personalized strategies for his clients. His approach involves researching available financial options and collaborating with clients to make well-informed decisions tailored to their needs. Outside of his professional work, Carmine has interests in fitness, football, hiking, pets, snowboarding, and traveling.

Jack Wormington is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Bank of America, Merrill, and entrepreneurial ventures such as IRT Living and Konkr Klothing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services including investment advisory, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Charles Bell III is a financial advisor with Morgan Stanley in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as an executor and co-executor for estate administration matters. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Kyle Smith is a CFP® professional with 28 years of experience in the financial industry. He is currently with LPL Financial and has previously worked at Truist Advisory Services, Truist Investment Services, and Bb&T Securities. Kyle is based in Raleigh, NC. 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 advisory programs, financial planning, and retirement plan consulting, utilizing research from LPL and third-party subadvisors to support diversified and tactical investment strategies.

Janice Sanderson is a financial advisor with UBS Financial Services in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocation with institutional trading capabilities and wealth management services.

Thomas Lanigan II is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and based in Raleigh, NC. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a wide range of investment advisory services, financial planning, and retirement plan consulting, operating at large scale with over $671 billion in assets under management and more than 14,000 financial advisors.

Aiden Spencer is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. His career includes roles at Fidelity Investments, Synergy Labs, and various positions outside finance, including work with Hickory Parks and Recreation and FedEx. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios comprising mutual funds, ETFs, and ETPs.

Marcus Trotter is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 66 designation and has been affiliated with various Fidelity entities since 2016. Outside of his advisory role, he is a member of CMMJ Restoration, LLC, where he consults on operations and workflow strategies. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios composed of mutual funds, ETFs, and ETPs.

Jennifer Walker is a Wealth Management Advisor with Merrill Lynch Wealth Management. She employs a disciplined and personalized approach to financial planning, beginning by understanding each client's unique family dynamics, financial priorities, and long-term goals. Jennifer provides tailored advice and strategies that adapt as her clients' lives evolve. She holds the CERTIFIED FINANCIAL PLANNER® (CFP) certification, the Chartered Retirement Planning Counselor™ (CRPC) designation, and the Personal Investment Advisor (PIA) credential. Jennifer earned a bachelor's degree from the University of Kentucky. Her areas of focus include college education planning, divorce transition planning, LGBT wealth planning, personal retirement planning, socially responsible and ESG investing, women and wealth, tax minimization, and retirement income. Jennifer is a member of the Phoenix-Tucson Women's Exchange and participates in the National Charity League. Outside of her professional work, she enjoys biking, gardening, golfing, hiking, photography, running, soccer, spending time with her family, traveling, and yoga.

Trevor Yates is a financial advisor at Morgan Stanley in Chapel Hill, NC, holding Series 63 and Series 65 credentials with 10 years of industry experience. He has worked at Morgan Stanley since 2017 and was previously with E*Trade Securities LLC for one year. 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 and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Mitchell Valenza is a financial advisor at OSAIC with four years of industry experience. He holds a Series 66 designation and has previously worked at American Portfolios Financial Services, Inc. and First Command Brokerage Services. Valenza is also a Captain and Civil Affairs Officer in the U.S. Army Reserve. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services, utilizing a range of portfolio construction tools and third-party solutions to manage discretionary and non-discretionary accounts.

Andrew Preddy is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has prior experience at Wells Fargo Advisors, LLC and Wells Fargo Bank NA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Niyati Harsh Gandhi is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Fidelity, Gandhi held positions at Kochhar & Co. and Surana & Surana International Attorneys. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm combines proprietary research with quantitative analysis and algorithmic portfolio construction, offering model portfolios across mutual funds, ETFs, and ETPs while maintaining oversight of affiliated and unaffiliated sub-advisers.

Mia Houston is a Financial Consultant with experience at Fidelity Investments, where she held several roles including Workplace Planning and Advice Leader from 2023 to 2025, Planning Consultant from 2021 to 2023, Relationship Manager in 2021, and Financial Representative from 2020 to 2021. Her career at Fidelity has provided her with comprehensive experience in financial planning and client relationship management. Mia brings a perspective shaped by living both in and outside the United States, along with an entrepreneurial family background. She focuses on creating financial plans tailored to her clients' individual lifestyles and goals, aiming to support them throughout their retirement journey. Outside of her professional work, Mia enjoys activities such as Pilates, reading, snowboarding, surfing, swimming, and traveling.

Cameron Barclay is a Financial Advisor at Merrill Lynch Wealth Management, specializing in personalized, goals-based financial strategies for individuals and families. He holds the Chartered Retirement Planning Counselor℠ (CRPC®) designation and combines his analytical skills with a commitment to clear education and disciplined planning to help clients make confident, long-term financial decisions. Before joining Merrill, Cameron served in the United States Navy and worked in consulting with Forvis Mazars. He earned a Bachelor of Business Administration in Finance from the University of Oklahoma and holds Series 7, Series 66, and Securities Industry Essentials (SIE) certifications. Cameron focuses on areas such as education planning, family wealth management, legacy planning, liquidity management, tax minimization, and retirement income. Originally from Stilwell, Kansas, Cameron is passionate about supporting the veteran community and is involved with organizations like the American Legion. Outside of his professional work, he enjoys outdoor activities including scuba diving, sailing, and golfing, and values spending time with his family.

Megan Blum is the Vice President and Branch Leader at Fidelity Investments. In her current role, she leads a team of financial professionals who collaborate with clients to provide comprehensive financial planning and aim to deliver an exceptional client experience for individuals and families in the local community. Her experience at Fidelity Investments includes progressively responsible positions such as Branch Leader, Workplace Planning and Advice Team Leader, Help Desk associate, and Workplace Planning Consultant, highlighting her extensive background in financial services and client support. Specific information regarding her education, credentials, personal interests, or community involvement has not been provided.