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Riley H

Series 66

Raleigh, NC

Edward Jones

Riley Harshbarger is a financial advisor with Edward Jones in Raleigh, NC, holding a Series 66 designation and six years of industry experience. He has worked at Edward Jones since 2017 and previously held roles outside the financial sector at Abercrombie & Fitch and Jimmy John's. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Thomas W

CFP®, Series 66

Raleigh, NC

Edward Jones

Thomas Wilson is a CFP® and Series 66-licensed financial advisor with Edward Jones in Raleigh, NC, where he has worked since 2019. He has six years of industry experience and holds leadership roles outside of finance, including CEO of Iceberg Entertainment, an entertainment and speaking business, and CVO/CEO of Mogul Vision, a marketing and business development firm. Wilson is also associated with G & W Trucking, although he currently does not perform active duties there. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory and investment programs. The firm manages over $1 trillion in assets and operates through a large network of advisors and branches across the United States.

Retirement plans for business owners (SEP, solo 401k) Liquidity event planning Business ownership considerations General estate planning guidance Wealth management Founder/Business Owner
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James M

Series 66

Raleigh, NC

Edward Jones

James Moyes is a financial advisor with Edward Jones in Raleigh, NC. He holds a Series 66 designation and began his advisory career in 2026 following 29 years of service with the United States Army, 1st Army. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and affiliated services, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Elise W

Series 66

Raleigh, NC

Edward Jones

Elise Wiley is a Series 66 licensed financial advisor with Edward Jones, based in Raleigh, NC, with four years of industry experience. She has been with Edward Jones since 2006 in various capacities. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Julianne S

CFA®, Series 63

Raleigh, NC

Edward Jones

Julianne Stockbauer is a financial advisor with Edward Jones in Raleigh, NC, holding the CFA® designation and Series 63 license. She has 10 years of industry experience, including roles at Edward Jones and Dimensional Fund Advisors. 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 under management and offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a nationwide network of over 23,700 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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