Lauren Erickson Bennett is a financial advisor at Cetera with 21 years of industry experience. She holds Series 63 and Series 65 credentials. In addition to her advisory role, she owns a catering company and serves as treasurer for a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and retirement services with access to both affiliated and third-party money managers across multiple program structures.

Thomas Piper Jr. is a Series 66 licensed financial advisor with eight years at Edward Jones and two years of prior experience at Danone North America, totaling seven years in the financial industry. He is based in Wake Forest, NC. 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 solutions supported by a large nationwide network of financial advisors and branch offices.

Landon Baucom is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. He has worked with Cetera and its affiliates since 2023 and has held roles at North Star Consultants, Securian Financial Services, and Minnesota Life Insurance since 2014. Outside of his advisory work, he is an agent/broker involved in fixed insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary approaches with access to affiliated and third-party managers.

Ricardo Barbosa Ballester is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. His background includes five years of service in the US Army and a combined four years at Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios comprised of mutual funds, ETFs, and ETPs.

Jordan Mermet is a Benefits & Planning Consultant in Executive Services at Fidelity Investments, a role he has held since 2026. He works with executives to simplify complex benefit programs and develop tailored financial plans aligned with their long-term goals. Jordan employs a consultative approach to help clients navigate financial decisions and build lasting relationships with Fidelity. Jordan joined Fidelity Investments in 2021, gaining progressive experience through roles including Investment Solutions Representative I, II, and III before advancing to his current position. He holds insurance licenses in Arkansas and California. Outside of his professional responsibilities, Jordan has interests in food, outdoor adventures, pets, skiing, soccer, and traveling.

Sydney Miller is a financial advisor with Cetera, holding a Series 66 credential and three years of industry experience. Prior to joining Cetera, Miller held roles at Minnesota Life Insurance Company and Securian Financial Services Inc., among others. Miller is also involved with North Star Resource Group as a fixed insurance agent. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers across various account types and program structures.

Rudy Stulc Jr. is a financial advisor at Edward Jones with Series 66 registration and three years of industry experience. Prior to joining Edward Jones, he worked for the Wake County Public School System and Dawson County High School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,000 financial advisors across 15,000 branch offices.

Brett Walters is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he worked in healthcare settings including Duke University Health System and Village Physical Therapy. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving a wide range of individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Robert Trujillo II is a financial advisor with OSAIC based in Wake Forest, NC, holding a Series 66 designation and 13 years of industry experience. He has been associated with Royal Alliance since 2014. Outside of his advisory work, he owns a sole proprietorship providing insurance services as needed. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers a range of integrated investment and financial planning services, utilizing asset-allocation tools and third-party managed account solutions.

Blair Griffin is a CFP® professional with 15 years of industry experience, currently serving at Edward Jones since 2012. He holds the Series 66 designation and is based in Wake Forest, NC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Laura Cooper is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. She has worked with LPL Financial since 2020 and previously held roles at First Allied Advisory Services, The Fox Alliance Wealth Advisors, Edward Jones, and Alcami Corporation. Cooper also operates The Fox Alliance, a DBA for her LPL business. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Elridge Emery Jr. is a financial advisor with Primerica Advisors in Durham, NC, holding Series 63 and Series 65 designations and possessing 30 years of industry experience. He has been with Primerica Advisors since 1994 and previously worked for the Department of Public Safety from 2012 to 2019. Outside of his advisory role, Emery is involved in sales of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a tiered wrap-fee structure. The firm manages model selection and oversight while delegating trading and execution to third-party providers.

Blake Greiter is a financial advisor at LPL Financial with 21 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2013, following a four-year tenure at Capital Bank in Florida. Outside of his advisory role, Greiter is also a licensed massage therapist. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, 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 model portfolios, third-party subadvisors, and proprietary research to support diversified investment strategies.

Tyler Parker is a financial advisor at Cetera with four years of industry experience and holds a Series 66 designation. His prior roles include positions at Minnesota Life Insurance, Securian Financial Services, and North Star Resource Group. Outside of advisory work, he is involved as an agent/broker offering fixed insurance and group benefits through North Star Consultants and North Star Brokerage Group. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a range of portfolio management and financial planning services through a multi-manager platform with various program structures and access to third-party money managers.

Henry Newton is a financial advisor at Edward Jones with 27 years of industry experience. He has held roles at Edward Jones since 1998, with a two-year period at Wells Fargo Clearing from 2018 to 2020. Newton holds the CFP® designation as well as Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds.

Christopher Cracchiolo is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he serves as a high school assistant baseball coach at East Wake Academy in Zebulon, NC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and research support, along with both discretionary and non-discretionary management options.

Caroline Gooding is a CFP® and holds a Series 66 license with four years of industry experience. She has worked at Edward Jones since 2022 and previously held positions at BDO and AR Workshop locations in Cary and Raleigh. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.