Heather Oakley is a Series 66 licensed financial advisor with eight years of industry experience. She has been with Edward Jones since 2014, including her current position since 2026. 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 advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Crystal Dempsey is a CFP® and Series 66 licensed financial advisor with 14 years of experience, currently practicing at Edward Jones in Garner, NC since 2012. She has been with Edward Jones throughout her advisory career. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and supports a large national network of advisors and branch offices.

John Piersall is a CFP® professional with 33 years of industry experience. He has been with OSAIC since 2025 and previously worked at Lincoln Financial Advisors Corporation for 32 years. In addition to his advisory role, he operates a sole proprietorship focused on the sale of fixed annuities and term insurance. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management across multiple investment types.

Anita Hearn is a financial advisor with Edward Jones in Apex, NC, holding a Series 66 designation and 6 years of industry experience. She has been with Edward Jones since 2008, totaling 15 years at the firm. Outside of finance, she is the owner and coach of Storm All Star Cheerleading, a competitive cheerleading gym where she coaches a team several hours per week without compensation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Bonnie Fischer is a financial advisor at Edward Jones with 29 years of industry experience. She has been with Edward Jones since 2003 and holds Series 63, Series 65, and Series 66 licenses. Outside of her advisory role, she is involved as a member of J & B Holdings of Apex LLC, a personal investment and rental business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 advisors, offering a range of advisory programs and affiliated investment products.

John Bottega is a financial advisor at LPL Financial with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Thorough Financial Group LLC, Waddell & Reed, Inc., and various insurance carriers. He was also involved with the Syracuse University Raleigh Alumni Association from 2018 to 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Beatriz Mas is a financial advisor with UBS Financial Services in Miami, FL, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. She has worked at UBS since 2013 and has also been affiliated with Santander Securities and Banco Santander Central Hispano International since 2002. Outside of her advisory role, she is a representative for Amway. UBS Financial Services serves individual, corporate, and institutional clients with a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management.

Anna Johnson is an Investment Consultant at Fidelity Investments, where she has been serving clients since 2023. She previously worked as a Financial Representative at the same firm from 2022 to 2023. In her role, Anna focuses on collaborating with clients to develop financial plans that aim to provide confidence in their long-term financial goals. She combines her professional experience with a dedication to understanding what clients deem important in managing their savings. Outside of her professional career, Anna enjoys family activities, hiking, visiting museums, attending theater performances, exploring new cuisines as a foodie, and traveling.

Jacob Haas is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds the Series 66 designation and has worked at Merrill and Bank of America prior to joining Raymond James. He is based in Cary, NC. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, pension and profit-sharing plans, charitable organizations, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles and affiliated research to support its advisory services.

Justin Clayton is a financial advisor with Edward Jones in Cary, NC, holding a Series 66 designation and three years of industry experience. Before joining Edward Jones, he worked at Ferguson Enterprises for 17 years and operated his own insurance agency. He is a founder of the Exit Planning Institute's Raleigh/Durham Chapter and co-founded a regional business referral networking group. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment products. The firm manages over $1 trillion in assets and supports its clients through a nationwide network of more than 23,700 financial advisors.

James Bowdish is a financial advisor with Edward Jones in Raleigh, NC, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. 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 through a large nationwide network of advisors and branch offices, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Karena Bagwell is a financial advisor at Edward Jones with 31 years of industry experience. She holds a Series 63 designation and has been with Edward Jones since 1994. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices across the United States.

Sarah Hancock is a financial advisor at Raymond James & Associates with 12 years of industry experience. She holds the Series 63 and Series 65 designations. Her prior experience includes roles at BDO Wealth Advisors, LLC, BDO USA, LLP, Stone Carlie Wealth Advisors, LLC, and Greenway Family Office, LLC. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Jonathan Bandy is a financial advisor at Edward Jones in Apex, NC, with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. Prior to his financial services roles, he was employed by the N.C. Governor's Highway Safety Program from 2015 to 2018. Outside of advising, he is involved as a Chapter Consultant for Triangle BNI, a local business networking group. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial services across a nationwide network of advisors and branches.

John Adams II is a CFP®-certified financial advisor with 18 years of industry experience, currently practicing at Cetera. He has held roles at Cetera Wealth Services, LLC since 2013 and operates John Adams, LLC, focusing on personal tax strategy. Outside of his advisory work, he volunteers as a budget counselor for Hope Community Church and coaches youth basketball with Carolina Legend. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager investment platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Chani Oscavich is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Fidelity Brokerage Services since 2015. Outside of her advisory role, she works as an independent contractor for Amazon Flex, delivering packages during nights and weekends. 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 employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and supports its advisory roles with established governance and oversight procedures.

Christopher Fletcher is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2024, he worked at Financial Resources Group, Fidelity Bank, and Wells Fargo. He is also a licensed public notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning and portfolio management services through a broad network of investment adviser representatives.

Alayna Sherwood is a Financial Consultant at Fidelity Investments, a position she has held since 2023. In her role, she focuses on providing tailored financial planning services that aim to make the process simple and pleasant for clients. She emphasizes building long-term partnerships to support clients' goals through education and confidence. Alayna's expertise lies in personalized financial planning that addresses the unique needs of each client. She is committed to delivering support and guidance throughout the financial planning journey. Outside of her professional work, Alayna enjoys boating, golf, spending time with her pets, and traveling.

Kevin Perrault is a financial advisor at Merrill with a Series 66 designation and seven years of experience in the industry. His prior work includes roles at AAFMAA, Wells Fargo, and PNC Bank. 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 model-based and discretionary strategies for a diverse client base including individuals and institutional investors.

Sean Clark is a Financial Consultant based in the Cary Investor Center at Fidelity Investments. He collaborates with the Wealth Management team and leverages Fidelity's resources to assist clients in achieving their financial goals. Sean has been with Fidelity Investments since 2023, holding roles as Investment Consultant and Planning Consultant before his current position as Financial Consultant starting in 2024. Prior to joining Fidelity, he was a Financial Advisor at Corebridge Financial Services from 2020 to 2023. He holds a California Insurance License.