Katherine Johnson is a financial advisor at Edward Jones in Clayton, NC, holding a Series 66 designation with 12 years of industry experience. She has been with Edward Jones since 2013. 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, offering a range of advisory programs and investment strategies through a nationwide network of more than 23,700 financial advisors.

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 34 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at AXA Advisors, LLC from 1999 to 2020. Outside of his advisory role, he serves as a trustee for a family member without compensation. Equitable Advisors provides financial planning, retirement-plan support, and access to asset management for individuals, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model, utilizing third-party asset managers and LPL programs to tailor advisory services based on clients’ goals, risk tolerance, and time horizons.

Justina Cartner is a financial advisor with J.P. Morgan Securities in Raleigh, NC, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. Her career includes multiple roles within J.P. Morgan Chase Bank and J.P. Morgan Securities since 2014, as well as prior work at Fidelity Investments and involvement with fitness-related businesses. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations. The firm operates within the larger J.P. Morgan organization, offering a range of products including security-based swaps and futures commission merchant services.

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 with four years of industry experience. He holds the Series 66 designation and previously worked for Cornwell Quality Tools for 20 years. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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 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 an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and technology-driven investment strategies.

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.

Mabel Cheonwi is a financial advisor at Charles Schwab with five years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab since 2020, with prior roles at Parametric and RBC. Outside of advising, she is an independent business owner with Amway, engaged in online product sales. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts and employs multi-asset model portfolios supported by in-house investment research.

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.

Michael Young is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. Prior to joining LPL Financial in 2024, he spent 10 years with Lincoln Financial Securities Corporation. Outside of his advisory work, he is involved in youth sports as a head coach for the Carolina Junior Hurricanes hockey team. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by in-house and third-party research and a broad suite of investment 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.

Joshua Miller is a CFP® professional with 16 years of experience in the financial services industry. He is currently with Charles Schwab, where he has worked since 2022, and previously held roles at Ameriprise, Edward Jones, Strategic Advisors Inc, and Fidelity Investments. Charles Schwab serves a large client base 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by centralized operational and supervisory structures.

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.

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.