Richard Dove II is a financial advisor at Edward Jones with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including First Citizens Investor Services, First Citizens Bank, First Horizon Bank, and SunTrust. Outside of his financial career, he serves as a Minister of Music at Bible Gospel Church and performs as a musician for various events. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

David Stuckey is a financial advisor at OSAIC with 41 years of industry experience. He holds Series 63 and Series 66 designations and has been with OSAIC since 1997. He also has a long tenure at Northwestern Mutual Life Insurance Company beginning in 1984. Outside of his advisory role, he assists clients with life insurance, disability insurance, fixed annuities, and long-term care insurance through his sole proprietorship. OSAIC Wealth serves a broad client base including retail and institutional investors, offering a range of brokerage and advisory services with a model-based investment approach that incorporates asset allocation, portfolio optimization, and multiple program options. The firm is notable for its large scale, affiliate network, and recent consolidation activities.

Jonathan Hill is a financial advisor at OSAIC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Woodbury Financial Services and Questar Capital Corporation. Outside of his advisory role, Hill acts as a trustee for a family trust and operates a sole proprietorship focused on health, life, and disability insurance sales. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment approach centered on model-based asset allocation, portfolio optimization, and multi-advisor platform integration.

Peter Sheahan is a financial advisor with Fisher Investments in Chapel Hill, NC, holding a Series 65 designation and bringing 22 years of industry experience. He has been with Fisher Investments since 2000. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research and utilizes tax-aware strategies and defensive tactics to manage risk.

Daniel Ryon is a financial advisor at Edward Jones with 21 years of industry experience. He has been with Edward Jones since 2004 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he owns a rental property in Raleigh, North Carolina. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Charles Moehrke is a financial advisor with Morgan Stanley in Chapel Hill, NC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management delivers a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services that are generally advisory in nature without individual security recommendations in standalone plans.

Everett Anderson is a financial advisor at Raymond James & Associates with 17 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James & Associates since 2008. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, charitable organizations, and governmental entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Gary Crenshaw is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. His career includes roles at Pinnacle Bank, Suntrust Investments, and Wells Fargo Clearing. Crenshaw is also an associate at Pinnacle Asset Management, where he works as a financial consultant. 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, corporations, and institutional clients. The firm employs tailored non-discretionary planning using risk profiling and analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Anne Marie Cummings is a financial advisor at Morgan Stanley in Chapel Hill, NC, holding a Series 66 designation with 11 years of industry experience. She has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a broad range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured financial planning tools without providing individual security recommendations as part of its standalone planning services.

James Ustby is a financial advisor at LPL Financial with four years of industry experience. He holds the Series 66 designation and has prior experience at Ameriprise Financial Services Inc. and as a self-employed advisor. Ustby is also an insurance representative with Karma Financial Group. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of financial planning and investment management services, including access to model portfolios, third-party asset managers, and institutional platforms.

Samuel Parker III is a financial advisor with Edward Jones in Mebane, NC, holding the CFP®, ChFC®, and Series 66 designations. He has 24 years of industry experience, all with Edward Jones since 2002. Outside of his advisory role, he owns a video rental business in Hillsborough, NC. 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 offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Marvin Rauchbach is a financial advisor at OSAIC with 40 years of industry experience. He previously worked for VALIC Financial Advisors for 38 years and spent two years at Agia before joining OSAIC in 2024. Outside of his advisory work, he is an active musician and plays drums in jazz bands. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a variety of brokerage and advisory services supported by a model-based investment process and a multi-advisor platform.

Richard Zyczkiewicz is a financial advisor with Cetera, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He has worked at Cetera since 2025 and previously spent 11 years with Avantax Investment Services and Avantax Advisory Services. Outside of his advisory role, he owns and operates Zyczkiewicz Latour & Company, a CPA firm providing accounting and tax preparation services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporations, charities, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform that includes model portfolios, third-party managers, and custom strategies.

Stacy Bledsoe is a financial advisor at Morgan Stanley with 34 years of industry experience. She has held positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill. She holds Series 63, 65, and 66 licenses. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers planning services that use structured discovery and firm-approved tools.

Cynthia Royal is a Series 66-licensed financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones in 2023, she worked at ABH Ventures and held roles as an independent sales consultant and at GSK China. She owns rental properties at ski resorts in Japan, which are fully managed by a local company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated services. The firm operates under a fiduciary standard and is notable for its extensive retail advisor network, affiliated mutual funds, and a trust company.

Nicholas Cellini is a financial advisor at Edward Jones in Hillsborough, NC, holding a Series 66 designation. He has been with Edward Jones since 2022. Prior to his current role, he held various positions including work in the food service industry and roles linked to Appalachian State University and Cedar Ridge High School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates with a nationwide network of financial advisors and branch offices.

Andrew Clark is a financial advisor with Cambridge Investment Research Advisors in Hillsborough, NC, holding Series 63 and Series 65 designations and 12 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2014 and previously spent a year at Equitable Advisors. Outside of his advisory role, Clark is involved with AJ2 Capital Ventures, LLC, where he is an owner and actively manages trading activities. Cambridge Investment Research Advisors serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm supports both discretionary and non-discretionary management across multiple platforms and provides proprietary model strategies through Founders Gate Capital.

Elizabeth Whitsel is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 20 years of industry experience. Her prior roles include positions at First Horizon, SunTrust Advisory Services, SunTrust Bank, SunTrust Investment Services, and Banc of America Investment Services. 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 advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by extensive operational tools and a broad network of over 22,800 advisors.

Michael Hughes is a Series 66-licensed financial advisor at Edward Jones in Hillsborough, NC, with 13 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Nancy Williams is a financial advisor with Cambridge Investment Research Advisors in Durham, NC, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has been with Cambridge Investment Research Advisors and its affiliated firm since 2016. Nancy serves as president of Blue Devils Toastmasters and holds board positions with the Colony West Advisory Board and Hinton Mill Owners Association. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals managing a multi-billion dollar asset base and offers both discretionary and non-discretionary management across multiple platforms.