Colleen Williams is a Wealth Management Planning Consultant at Fidelity Investments, a position she has held since 2026. She collaborates with clients and their advisors to develop financial plans tailored to the unique needs of clients and their families. Colleen has extensive experience in the financial services industry, having held various roles at Fidelity Investments since 2008. Her professional background includes positions as a Planning Consultant, Managing Director, Senior Relationship Manager, Relationship Manager, Financial Representative, and Defined Contribution Representative. Outside of her professional work, Colleen has personal interests that include cars, horseback riding, museums, running, skiing, and traveling.

Barbara Lutke is a Senior Financial Advisor with Merrill Lynch Wealth Management. She focuses on creating personalized financial strategies that align with her clients’ individual goals, adapting to changing market conditions while leveraging investment insights from Merrill and banking services from Bank of America. Barbara holds the Personal Investment Advisor (PIA) designation and completed her high school education at Ridgewood High School. In addition to her professional role, she actively participates in community volunteer work, reflecting Merrill’s tradition of community involvement.

Chason Arrington is a Resident Director and Wealth Management Advisor with Merrill Lynch, specializing in tailored financial strategies that align with clients' evolving life stages. Since 2018, he has been part of the MacDonald Arrington team, focusing on business management, investment management, and financial planning. Chason works closely with clients to develop personalized wealth management plans, addressing priorities such as retirement planning, estate and legacy planning, philanthropic giving, and portfolio management. He holds the Chartered Financial Analyst® (CFA®) designation as well as the Personal Investment Advisor (PIA) credential. Chason earned both his Bachelor's degree in Finance/Economics and his Master of Business Administration (MBA) from Gardner-Webb University. In addition to his professional commitments, he is involved with the Hendersonville Connections Center. Outside of work, Chason enjoys spending time with his family, playing golf, and attending sporting events.

Bobby Pulgarin is a Financial Advisor with Merrill Lynch Wealth Management based in Pinehurst, North Carolina. He serves families and business owners throughout Central and Coastal North Carolina, providing personalized financial strategies aimed at growing and protecting wealth. His client focus areas include liquidity management, managing new wealth, and personal retirement planning, with expertise in retirement planning, investment management, and 401(k) and business retirement plans. Bobby holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned a High School Diploma from Lee Christian School and an Associate's Degree from Central Carolina Community College. Bobby’s approach centers on building long-term relationships grounded in integrity and clarity by understanding clients’ priorities and delivering strategies that align with their goals. Outside of his professional work, Bobby enjoys antiquing, chess, fishing, hunting, spending time with family, traveling, and watching movies. His philosophy emphasizes helping families and business owners uncover what matters most and create personalized financial plans to pursue their objectives.