James Duerr is a financial advisor at Thrivent Investment Management with seven years of industry experience. He holds a Series 66 designation and has been with Thrivent since 2019, following five years of self-employment. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning covering a broad range of financial topics and allows clients to combine planning with managed-account programs, maintaining separate delivery of each service.

Anthony Ruggiero is a financial advisor at Fidelity with Series 66 and Series 63 designations and four years of industry experience. His prior work includes roles at Wells Fargo and service in both the North Carolina and Pennsylvania Army National Guard. Outside of advising, he is an officer of LittleFoot Enterprises LLC, a real estate rental business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm utilizes a combined approach of fundamental research, quantitative analysis, and algorithmic portfolio construction.

William Forster is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds a Series 66 designation and has worked at Thrivent and related entities since 2023. Prior to this, he held positions at Rocket Mortgage, Caliber Home Loans, Newrez, LLC, State Employees Credit Union, and Ditch Witch of North Carolina. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm provides written recommendations on a wide range of financial topics and integrates planning with its managed-account program under a consolidated billing option called WealthPlan.

Katherine Johnson is a Series 66 licensed financial advisor with Edward Jones in Clayton, NC, where she has worked for 13 years. She has spent her entire advisory career at Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a broad network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated products under a fiduciary standard.

Thomas Binkley is a financial advisor with UBS Financial Services in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with UBS since 2000. Outside of his advisory role, he operates a small eBay business trading collectible cards. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining model-based asset allocations and proprietary research to tailor plans to client goals. The firm integrates institutional trading capabilities with wealth management services, offering brokerage, advisory, and capital markets activities.

Fernando Jimenez is a financial advisor with Equitable Advisors in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Outside of advisory work, he serves as a trustee without compensation for a family member. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, nonprofits, corporations, and institutional clients. The firm utilizes a range of advisory models and third-party programs to tailor investment solutions, offering mutual funds, ETFs, separately managed accounts, and select alternative investments.

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.

Justina Cartner is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked in various roles at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2014. Outside of finance, she has been involved with Chicagoland Fitness HR LLC and Orangetheory Fitness. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research to develop model asset allocations, incorporating ESG considerations where applicable.

Patrick Yanke is a CFP® professional with 26 years of experience, currently affiliated with Raymond James Financial in Raleigh, NC. He has been with Raymond James since 2009 and is also the owner of Yanke Academy, LLC, where he works as a public speaker and author. Yanke serves as a board member and secretary for Divine Mercy Radio, a nonprofit organization. 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 uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Elizabeth Manning is a financial advisor at Edward Jones with Series 66 credentials and four years of industry experience. Prior to joining Edward Jones, she worked at the North Carolina Department of Health & Human Services for five years and the Down East Partnership for Children for four years. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

James Branan Sr. is a financial advisor at Edward Jones in Garner, NC, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2021, he spent 20 years at Cornwell Quality Tools. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large nationwide network of advisors and branch offices.

Hoss Esmaeili is a financial advisor with Cetera in Raleigh, NC, holding a Series 66 designation and 17 years of industry experience. He has previously held roles at Avantax, Cambridge Investment Research, Lincoln Financial Securities, Wells Fargo Clearing, and PNC Investments. Esmaeili is also president and CEO of Clever Financial Services Inc., a firm through which he provides comprehensive financial planning and conducts regular client reviews. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, supporting diverse program structures and custodial relationships.

Adam Morgan is a CFA® charterholder and holds a Series 66 license with five years of industry experience. He is currently affiliated with LPL Financial and First Horizon Advisors, and he also teaches at Skema Business School. His prior experience includes roles at Armor Investment Advisers, Investors Trust Company, and PNC Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by technology tools and a variety of investment strategies.

Christine Goldner is a Series 66-licensed financial advisor with Edward Jones in Garner, NC, with 11 years of industry experience. She has been with Edward Jones throughout her career, spanning from 2009 to the present. 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 and investment strategies, manages approximately $1.01 trillion in assets, and operates a large nationwide network of financial advisors and branch offices.

Mabel Cheonwi is a financial advisor at Charles Schwab with six years of industry experience. She holds a Series 66 designation and has previously worked at RBC and Parametric as a portfolio associate. Outside of her advisory role, she is an independent business owner with Amway, engaged in online product sales. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Derrick Williams is a financial advisor with Cetera, holding Series 63 and Series 66 designations and over 30 years of industry experience. His prior work includes roles at Charles Schwab and TD Ameritrade. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm provides various investment services through a multi-manager platform, offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Michael Young is a financial advisor at LPL Financial with 19 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for Lincoln Financial Securities Corporation for 10 years and BB&T Investment Services, Inc. for one year. In addition to his advisory work, he coaches youth hockey for the Carolina Junior Hurricanes. 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 and access to third-party asset management, with a focus on both discretionary and non-discretionary strategies.

Derek Crooks is a financial advisor at Edward Jones with 8 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2017. Prior to joining Edward Jones, he worked at JC Penney for three years. 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 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.

Denise Moye is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 14 years of industry experience. Her prior roles include positions at Prudential Insurance Company of America, Raymond James & Associates, and First Citizens Bank. Outside of her advisory work, she occasionally assists family and friends with home purchases as a real estate agent. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

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.