John Brandon is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation and based in Raleigh, NC. He joined LPL Enterprise in 2026 and has experience working in various educational roles, including positions at Central Wake High School and the Art of Problem Solving Academy. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, providing financial planning, advisory services, and access to model portfolios and third-party asset management through both advisory and brokerage channels.

Shaun Rowell is a Financial Consultant at Fidelity Investments, a position he has held since 2021. Prior to this role, he worked as a Financial Solutions Advisor at Merrill Lynch from 2014 to 2021. In his current capacity, he focuses on providing a comprehensive approach to managing wealth, emphasizing a holistic understanding of clients and their financial goals. Shaun collaborates with clients to build personalized financial plans that remain flexible to accommodate changing needs and market conditions. His work is centered on delivering an excellent client experience and supporting clients in pursuing their financial objectives. Outside of his professional responsibilities, Shaun enjoys activities such as biking, camping, scuba diving, skiing, surfing, and exploring food.

Brian Diller is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. He has been with Fidelity since 2021, initially working as an Investment Solutions Representative before assuming his current role in 2025. Prior to Fidelity, he gained experience as a Financial Planning Intern at Northwestern Mutual in 2021. He holds insurance licenses in Arkansas and California. Brian pursued a degree in finance, motivated by his early interest in understanding finances influenced by his family's small business background. In his role, he assists clients in looking ahead to their financial goals and identifying actionable steps to achieve them. Brian grew up in central Colorado. Outside of work, he and his wife enjoy spending time outdoors.

Eugene Freedman is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has worked at LPL Financial since 2008. 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, offering a range of advisory programs, financial planning, and brokerage services.

Lesia Mc Kenzie is a CFP® and holds a Series 66 license, with 15 years of industry experience. She has been with Edward Jones since 2010. Outside of her advisory role, she is involved in real estate through McKenzie Holding LLC and co-ownership of a property management venture in St. Thomas, VI. 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 services, including discretionary and non-discretionary managed solutions, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kerry Johnson is a financial advisor with Osaic Wealth, Inc. based in Raleigh, NC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 42 years of industry experience, including 17 years at Woodbury Financial Services prior to joining Osaic. Johnson also offers fixed insurance products through his insurance agency. Osaic Wealth, Inc. serves a diverse range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides brokerage and investment advisory services through various platforms, employing asset-allocation tools and risk assessments to construct portfolios across multiple asset classes.

Stanley Coats II is a financial advisor with Raymond James Financial and holds Series 63 and Series 65 licenses. He has 26 years of industry experience and has been associated with Raymond James in various capacities since 1999. Outside of his advisory role, he and his wife own and breed horses, occasionally earning income from shows and sales. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm emphasizes tailored, non-discretionary planning using analytical tools to support client goals and serves a broad client base including high-net-worth individuals and pension plans.

Lyndah Tello is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and eight years of industry experience. Her work history includes roles at Primerica Advisors since 2020 and prior positions at Wells Fargo Clearing Services and SunTrust Bank. Outside of advising, she is the founder of 1099 Ladies No Cost Networking, a professional networking group for women. Primerica Advisors provides a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm emphasizes model portfolio strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Justin Rosenthal is a financial advisor with Fidelity Investments in Raleigh, NC, holding Series 66 and Series 63 licenses and three years of industry experience. His prior work includes roles at Coleman Research Group and various other positions outside the financial sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Jake Coffee is a Benefits & Planning Consultant in Executive Services at Fidelity Investments, a position he has held since 2025. He began his career at Fidelity Investments in 2021 as an Investment Solutions Representative I, II, and III, gaining experience until 2025. Prior to joining Fidelity, Jake worked as a Banker at PNC Bank in 2021 and as a Financial Services Representative at State Employees Credit Union from 2020 to 2021. Jake holds an Arkansas Insurance License and focuses on providing comprehensive and personalized financial planning and guidance. His approach involves understanding each client's unique needs and circumstances to support them in working toward their financial goals and aspirations. Outside of his professional role, Jake enjoys family activities, golf, movies, reading, and running.

Judith Naegely is a financial advisor at OSAIC with six years of industry experience. She has previously worked at Woodbury Financial Services and Pariox LLC, and also has experience with Certamed Medical Staffing. Outside of her advisory role, she is involved in community fundraising as Co-Sponsorship and Fundraising Chair for Carroll Magnet Middle School PTO and is a managing member of Live Your Archetype, a workshop series focused on personal development. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through a large network of advisors, employing asset allocation tools, risk-tolerance assessments, and multiple investment platforms to construct tailored portfolios.

Taylor Horten is a financial advisor with Equitable Advisors in Raleigh, NC, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors in 2022, Horten worked in various roles, including positions at Financial Data Systems and Papa John's in 2021, as well as experience in education and retail. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model and provides both advisory and brokerage/insurance services to tailor solutions based on client goals and risk tolerance.

Robert Eargle Jr. is a financial advisor with Edward Jones in Garner, NC, holding a Series 66 license and four years of industry experience. Prior to his current role at Edward Jones, he worked at DICKS SPORTING GOODS for six years. Edward Jones is a full-service wealth management firm serving both 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 nationwide.

Chase Hill is an Investment Consultant at Fidelity Investments, a position he has held since 2024. In this role, he assists clients in navigating a seamless planning process by understanding their current financial situation and future goals to co-create tailored financial plans. Prior to this, he served in various positions at Fidelity Investments, including Relationship Manager, Workplace Planning Consultant II, Workplace Planning Consultant I, and Workplace Planning Associate from 2021 to 2024. Before joining Fidelity, Chase was a Financial Representative at Northwestern Mutual from 2018 to 2019. Chase holds an Arkansas Insurance License, which supports his expertise in financial planning and investment consulting. His professional experience spans across different facets of financial services, focusing on collaborative planning and aligning strategies with clients' life events and objectives.

Amber Clos is a financial advisor with LPL Financial in Clayton, North Carolina, holding a Series 66 designation and three years of industry experience. Her prior work includes roles at United Community Bank and United Community Advisory Services, as well as sixteen years with McDonalds / Huebner Management Company LLC. 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. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Jeffrey Navarro is a CFP® and holds a Series 66 license with 16 years of industry experience. He has been with Edward Jones since 2009. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

William Whichard III is a financial advisor with Wells Fargo Advisors in Raleigh, NC. He holds a Series 66 designation and has one year of industry experience, including prior roles at Transamerica and four years at the University of North Carolina at Wilmington. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Mary Skinner is a financial advisor at LPL Financial in Raleigh, NC, holding a Series 66 designation with four years of industry experience. Prior to joining LPL Financial in 2025, she worked at First Horizon from 2021 and PNC Bank from 2012 to 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing strategic and tactical models supported by in-house and third-party research.

Joshua Soucy is a financial advisor at Fidelity with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has been affiliated with various Fidelity entities since 2008. Strategic Advisers LLC, part of Fidelity Investments, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a hybrid approach combining fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios through systematic methodologies and maintaining oversight of delegated sub-advisers.

Katherine Wall is a CFP® certificant and Series 66 licensee with seven years of industry experience. She has been with Edward Jones since 2018 and previously worked at Johnston County Public Schools from 2013 to 2018. Outside of her advisory role, she writes a personal blog focused on her experiences with grief and travel. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options, supported by a large nationwide network of financial advisors and branch offices.