Christine Goldner is a financial advisor at Edward Jones with 10 years of industry experience. She holds a Series 66 designation and has worked continuously with Edward Jones since 2009. 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 solutions, supported by a large nationwide network of advisors and branch offices, and operates under a fiduciary standard.

Nathan Plott is a Series 66 licensed financial advisor with six years of industry experience, currently affiliated with Raymond James Financial in Cary, NC. He has been associated with Caroline Sinclair Wealth Partners, LLC since 2021 and has held various roles within Raymond James Financial entities since 2020. Outside of his advisory work, he is a partner in a hair salon business operated by his wife. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools such as risk profiling and probability modeling to support client decision-making.

Derrick Williams is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Charles Schwab and TD Ameritrade. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and a multi-manager platform.

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.

Matthew Gieszl is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He is also vice president of Maricopa Land and Cattle Company, a family-owned business. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a broad range of investment advisory programs and maintains a large national network of financial advisors and branch offices.

Tristan Helms is a financial advisor with LPL Enterprise in Cary, NC, holding a Series 66 credential and seven years of industry experience. He has worked with Prudential Insurance Company of America and Pruco Securities, LLC, prior to joining LPL Enterprise. He serves as a board member for Seek First Sports Counseling, a nonprofit organization. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Toni Drapkin is a financial advisor with Cetera, holding a Series 66 credential and 16 years of industry experience. She has worked at Cetera since 2025 and owns Drapkin Financial Services, LLC. Drapkin is also involved in North Home Remodeling LLC, where she performs general office work. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors and serves individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management and financial planning services across multiple program structures and custodians.

Kevin Overcash is a financial advisor at Edward Jones in Apex, NC, holding CFP® and Series 66 credentials with seven years of industry experience. He worked previously at Piedmont Service Group from 2011 to 2019 before joining Edward Jones. Outside of advising, he manages a vacation rental property in Atlantic Beach, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial services, supported by a large network of advisors and branch offices nationwide.

Alan Kennedy is a financial advisor with Edward Jones, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Navy Federal Financial Group, North Star Resource Group, Wake County EMS, and Novartis Oncology. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branch offices.

Cyrus Durham is a financial advisor at Ameriprise in Raleigh, NC, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Millenium Planning Group RIA, Imperial Insurance and Financial Services, and Oldhouse Bookkeeping and Tax. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Elisha Hicks is a financial advisor with Edward Jones, holding a Series 66 designation and 13 years of industry experience. She has been with Edward Jones since 2012. 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 under management through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Rodney Fauth Jr. is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and previously served in the United States Air Force from 2016 to 2023. 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 and offers a range of advisory services through a nationwide network of financial advisors and branch offices.

Lonnie Hedrick is a financial advisor with Edward Jones in Garner, NC, holding Series 63 and Series 66 designations and 28 years of industry experience. He has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets with a large network of advisors and branch offices nationwide.

James Mc Glothlin is a financial advisor with Edward Jones in Cary, NC, holding the ChFC® designation and Series 66 license. He has 10 years of industry experience and has been with Edward Jones since 2015. Outside of his advisory work, he volunteers as a camera assistant for PGA Tour golf telecasts. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm has a large network of financial advisors and branch offices and operates under a fiduciary standard.

William Groner is a CFP® and ChFC® with 28 years of industry experience. He is currently with Cambridge Investment Research Advisors and has prior experience at Lincoln Financial Securities Corporation, where he worked for 15 years. He is also the owner of Key Financial Concepts, a financial services trade name based in Apex, NC. Cambridge Investment Research Advisors serves a broad client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a large network of independent Financial Professionals, utilizing a variety of custodial platforms and proprietary as well as third-party model strategies.

Zachery Merrill is a financial advisor at Osaic with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Blazing Trail Wealth Advisors, Oakline Solutions, and various positions outside the financial industry. Osaic Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, retirement plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services using a range of investment strategies and third-party platforms.

Robert Volpe is a CFP® professional with 26 years of industry experience, currently serving as an advisor at Raymond James Financial Services Advisors, Inc. since 2010. He holds the Series 63 designation and is based in Holly Springs, NC. Volpe serves as Treasurer on the boards of two homeowners’ associations, providing financial oversight and budgeting support. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm utilizes risk profiling and analytical modeling to deliver tailored, non-discretionary planning and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

David Beeler is a financial advisor at Edward Jones in Cary, NC, holding the CFP® designation with 24 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he serves as president of a franchised sandwich business, Jimmy John's Gourmet Sandwich Shop, overseeing three locations. 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 approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services, operating under a fiduciary standard.

Brady Mathias is a financial advisor at LPL Enterprise with two years of industry experience. He holds the Series 66 designation and has prior experience with firms including Pruco Securities LLC and Fidelity Investments. Outside of his advisory role, Mathias has worked in retail sales. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Domenic Battistella is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and eight years of industry experience. His career includes positions at NYLIFE Securities LLC, Eagle Strategies LLC, and First National Bank of PA. Outside of advising, he co-hosts two podcasts, The Joe Schmo Sports Show and Liquid Soap Box Podcast, which cover sports and a variety of discussion topics. Cetera Investment Advisers LLC serves individual and institutional clients through a nationwide network of independent advisors, offering portfolio management, financial planning, and retirement services across multiple program structures and custodial relationships.