Nicole Guernsey is a financial advisor with Equitable Advisors in Cary, NC, holding a Series 66 credential and two years of industry experience. Prior to joining Equitable Advisors, she worked in various roles including marketing consulting through her own firm, Teal House Consulting, LLC. She also serves on the marketing committee of the Harmony LGBT+ Allied Chamber of Commerce. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model that offers both advisory and brokerage/insurance channels to implement client recommendations.

Charles Green is a Financial Advisor at Merrill Lynch Wealth Management. He provides financial planning and investment management services to individuals, families, and business owners. His work emphasizes tailored wealth management and goals-based planning. Charles specializes in areas including college education planning, family wealth management, international wealth management, legacy planning, liquidity management, personal retirement planning, portfolio management, small business strategies, tax minimization, and retirement income. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). His educational background includes a Bachelor's Degree from the University of North Carolina at Wilmington and a Master's Degree from Campbell University. In his professional practice, Charles aims to build trusted relationships by offering customized financial strategies aligned with clients' priorities. His approach supports clients in making informed decisions to prepare for retirement, build and preserve wealth, and plan for the future.

Scotty Crouthamel is a Financial Consultant based in Raleigh, North Carolina. He specializes in helping individuals and families make informed financial decisions through tailored planning. His focus areas include long-term wealth building, retirement preparation, and legacy creation. Prior to his current role, Scotty served as a Workplace Planning Consultant III at Fidelity Investments from 2022 to 2024. He holds an AR Insurance License and is a Certified Financial Planner™. Outside of his professional work, Scotty enjoys boating, fishing, football, golf, spending time at the lake, and skiing.

William Miller is a CFP®-credentialed financial advisor with 18 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at South State Bank and FTB Advisors. He is also engaged as a private banker with South State Bank in Raleigh, NC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides various advisory programs, financial planning, and retirement consulting, supported by in-house and third-party research and portfolio management options.

Lyndah Tello is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and eight years of industry experience. Her work history includes roles at Primerica Advisors since 2020 and prior positions at Wells Fargo Clearing Services and SunTrust Bank. Outside of advising, she is the founder of 1099 Ladies No Cost Networking, a professional networking group for women. Primerica Advisors provides a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm emphasizes model portfolio strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Lindsy Lassere is a financial advisor at Fidelity with five years of industry experience. She holds a Series 66 designation and has held roles at Fidelity Investments since 2021, following a year at MassMutual Life Insurance Co and MML Investors Services LLC. Prior to her financial career, she worked for Wake County Public Schools at Vance Elementary School for five years. 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 combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios composed of mutual funds, ETFs, and ETPs.

William Thomas Jr. is a financial advisor at Merrill in Raleigh, NC, holding a Series 66 designation with nine years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2017. Outside of his advisory role, he is a co-owner of a family farm and a general partner in a restaurant business, as well as serving as a deacon at Sandhills Presbyterian Church. 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 a range of model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.

Daniel Creswell is a financial advisor with Primerica Advisors in Wake Forest, NC, holding Series 63 and Series 65 credentials and having four years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2021. Outside of his advisory role, Creswell is involved with North Wake Church and has operated Sychar Properties, a real estate business focused on house flipping, since 2008. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

Matthew Purdy is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. 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 approximately $671 billion in assets, supports more than 14,000 advisors, and combines brokerage and advisory solutions with research-driven investment approaches.

Kwabena Adabor is a financial advisor at Fidelity with a Series 66 credential and two years of industry experience. His prior work includes roles at DACE LLC, Charter Communications Inc., Conduent Inc., and Wright State University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios as well as fund advisory services.

Anthony Licht is a financial advisor at Fidelity with four years of industry experience and holds the Series 66 designation. His prior work includes roles at Levitate/Real Magic, Harris Teeter, Hilton North Raleigh, and DoubleTree Raleigh/Durham. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management, fund advisory, and model portfolio delivery. The firm’s investment process integrates proprietary fundamental research with quantitative analysis and uses algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Justin Rosenthal is a financial advisor with Fidelity Investments in Raleigh, NC, holding Series 66 and Series 63 licenses and three years of industry experience. His prior work includes roles at Coleman Research Group and various other positions outside the financial sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Christopher Gray is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He assists clients and their families in achieving financial clarity through education, personalized goal setting, and holistic planning. His work encompasses retirement lifestyle planning, tax-efficient investing, estate planning considerations, charitable giving, and complex strategies tailored to each client's unique goals and values. Prior to his current role, Christopher held several positions at Fidelity Investments, including Financial Consultant I and Investment Solutions Representative, spanning from 2021 to 2024. Before joining Fidelity, he worked as a Personal Banker and Home Preservation Specialist at Wells Fargo Bank NA from 2019 to 2021. He holds insurance licenses in Arkansas and California. Outside of his professional career, Christopher has interests in comedy, family activities, food, outdoor adventures, parenthood, and traveling.

Clayton Charland is a CFP® with eight years of industry experience, currently affiliated with Charles Schwab in Cary, NC. His prior roles include positions at TD Ameritrade, Domani Wealth, LPL Financial, Atlas Private Wealth Advisors, and John Driscoll & Co. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wealth advisory wrap fee programs alongside affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Brant Spesshardt is a CFP® professional with 26 years of industry experience. He has worked at LPL Financial since 2026, following three years at OSAIC and 23 years at FSC Securities. Outside of his advisory role, he is a partner at Banyan Rock and Talent Insurance Agency, where he assists in overseeing the agency. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management approaches supported by research and technology.

Melissa Hasty is a financial advisor at Fidelity with 9 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior work includes roles at Fidelity Brokerage Services LLC and Madison Property Management Solutions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe.

Russell Emrath is a financial advisor with Ameriprise in Apex, NC, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliated firms since 2008. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering personalized, algorithm-assisted recommendations through a centralized consulting team.

Brian Shobert is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been affiliated with Wells Fargo in various capacities since 2009. In addition to his advisory role, he serves as a FINRA arbitrator, assisting in dispute resolution. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services utilizing proprietary research and tools, with advisors delivering tailored recommendations on a discrete engagement basis.

Gavin Dabkowski is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, he spent four years at Clemson University and thirteen years with Peters Township School District. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to diverse clients, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including multi-manager and fund-of-funds structures.

Jonathan Foley is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as trustee and holds power of attorney for his mother's trust in Raleigh, NC. 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’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs.