James Summers is a financial advisor with Edward Jones in Durham, NC. He holds the CFP® and ChFC® designations as well as the Series 63 license, and has 40 years of industry experience. He has been with Edward Jones since 2002. 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, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branch offices.

Hayden Steelman is a financial advisor at Edward Jones in Carrboro, NC, holding a Series 66 designation. He has experience working with several firms, including Pesch, LLC, DCI Group, and Design Squared, LLC, before joining Edward Jones in 2026. Edward Jones is a full-service wealth management firm serving a broad client base that includes individual investors, institutional clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient solutions.

Mary Charles Nassif is a financial advisor at Edward Jones in Durham, NC, holding the CFP®, ChFC®, and Series 66 designations with 11 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. 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 and investment solutions under a fiduciary standard.

Linda Erickson is a CFP® professional with 41 years of industry experience. She is currently with Cetera and has held roles at Cetera Wealth Services, LLC, and her own firm, Erickson Advisors. Outside of her advisory work, she volunteers as a trusted person for St. Francis Church, where she reviews discretionary fund activity, and serves on a committee of the Society of Financial Services Professionals. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, employer-sponsored 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 that includes affiliated and third-party managers.

Tamra Ellis is a financial advisor with Edward Jones in Durham, NC, holding a Series 66 designation and 15 years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs 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 under a fiduciary standard.

Joseph Coniglio is a financial advisor with J.P. Morgan Securities in Chapel Hill, NC, holding Series 65 and Series 63 licenses and having seven years of industry experience. His prior roles include positions at Truist Bank, Fifth Third Securities, and Wells Fargo Clearing. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary advisory program. The firm combines quantitative and qualitative research to develop model asset allocations and incorporates broader derivatives and commodities capabilities.

Martin Frost is a CFP® professional with 16 years of industry experience, currently serving as an investment adviser representative at LPL Financial. His prior roles include positions at OSAIC, Opus Financial Advisors, Inc., Fsc Securities Corp, and SunTrust Advisory Services. He is also involved in non-variable insurance activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser delivering advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning, model portfolio programs, third-party asset management access, and institutional platforms, utilizing various investment strategies supported by operational and research tools.

Denisse Soto Cruz is a Series 66-licensed financial advisor at Merrill with 15 years of experience at the firm. She is based in Chapel Hill, NC. Outside of her advisory role, she is a co-owner of a family rental property in North Carolina. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Thomas Holtz is a financial advisor at Edward Jones in Chapel Hill, NC, holding a Series 66 designation with nine years of industry experience. Prior to joining Edward Jones in 2017, he worked at McKinney for three years. 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 network of more than 23,700 advisors and offers a range of discretionary and non-discretionary advisory strategies under a fiduciary standard.

Kamisha Aileen Mcknight is a financial advisor at LPL Financial with a Series 66 designation and three years of industry experience. She has worked at Fidelity Investments and is involved in administrative support for Good Life Advisors LLC. Outside of her advisory work, she is engaged with Zest Cafe & Home Art, a business unrelated to investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Calvin Williamson III is a financial advisor at Raymond James Financial with 20 years of industry experience. He holds the Series 63 and Series 66 credentials and previously worked at Edward Jones for 16 years. Outside of his advisory role, he co-owns Four Corners Advisor Group, an LLC focused on recruiting advisors to affiliate with their branch. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and institutions. The firm offers tailored, non-discretionary consulting using analytical tools and supports various advisory programs, distinguishing itself with municipal advisor affiliations and specialized retirement plan consulting services.

Anna Lewis is a financial advisor at Edward Jones based in Durham, NC, holding a Series 66 designation with two years of industry experience. Before joining Edward Jones in 2024, she worked at Atlassian, Inc. and Trello, Inc. from 2016 to 2024. She receives book royalties from Wiseblood Books and participates in a research study at Bardone-Cone Lab, UNC-Chapel Hill. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Jason Parker is a financial advisor with Morgan Stanley in Chapel Hill, NC, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has been with Morgan Stanley since 2009 and currently works at Morgan Stanley Private Bank. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies.

James Lowe II is a financial advisor with LPL Financial in Durham, NC, holding a Series 66 designation and 16 years of industry experience. His prior firms include Lincoln Financial Securities Corporation, Waddell & Reed, Morgan Stanley, and Edward Jones. Outside of advisory work, he has operated JRL Photography since 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Marie Baker is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Raymond James Financial in Durham, NC. She previously worked at Edward Jones for nine years before joining Raymond James in 2022. In addition to her advisory role, she co-owns an LLC focused on recruiting advisors to affiliate with her branch and is involved in an LLC that supports home-health services and youth basketball fundraising. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting, using analytical tools to support client goals and maintains specialized programs in municipal advisory and SIMPLE IRA consulting.

Chase Hickok is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked at Boston Consulting Group for three years and has held positions in realty and marketing. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

Michael Lingner is a financial advisor with Morgan Stanley in Chapel Hill, NC, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. He has worked with Morgan Stanley and its affiliates since 2008. Outside of his advisory role, Lingner serves as a board member of the Virginia Inland Sailing Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm provides tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Morgan Thrasher is a financial advisor with Edward Jones in Durham, NC, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held roles at McGriff Insurance Services, Northwestern Mutual, Dan Gilbert Insurance, Ferguson Enterprises LLC, Headway HR Solutions, and worked at Appalachian State University and Georgia State University. Outside of his advisory work, Thrasher has interests in mineral rights royalties connected to Devon Energy and Vintage Oil & Gas LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and managed solutions supported by a large national network of financial advisors and branch offices.

Allen Parker is a CFP®-certified financial advisor with Edward Jones, based in Durham, NC, and has 22 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, he owns and maintains a rental property in Chapel Hill, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options. The firm manages over $1 trillion in assets and supports its clients through a large network of advisors and branch offices nationwide.

Sean Fenton is a financial advisor with Morgan Stanley in Chapel Hill, NC, holding a Series 66 designation and 19 years of industry experience. His career includes roles at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015, as well as a prior position at Citigroup Global Markets from 2007 to 2009. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning approach utilizes structured discovery conversations and approved tools to model outcomes, serving clients primarily in an advisory capacity.