Susan Finley is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 10 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. and has been involved with the National Network of Digital Schools since 2014. Outside of her advisory role, she operates as a wedding minister and officiant through Weddings by Susan and serves as a substitute musician and preacher with Mt. Hope United Church of Christ. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including investment management, compliance, and technology, allowing advisors discretion in portfolio construction alongside managed model portfolios.

Gabriel Lindeen is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has worked with various Truist entities since 2010, including Truist Investment Services and Truist Bank. Truist Advisory Services offers investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary manager relationships and integrates affiliate services to deliver comprehensive investment solutions.

Doug Wegman is the Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2026. He has been with Fidelity Investments since 2020, progressing through roles including Executive Planning Consultant, Benefits & Planning Consultant, Non-Qualified Plan Services Lead, and Defined Contributions Representative. Doug specializes in executive financial life planning, focusing on complex areas such as equity compensation and deferred pay. He emphasizes a planning-first approach starting with workplace benefits and aims to develop personalized strategies tailored to clients' goals. He holds a California Insurance License. Outside of his professional role, Doug enjoys camping, golf, outdoor adventures, and spending time with his pets.

Roland Raffanti III is a financial advisor with Ameriprise in Mebane, NC, holding a Series 66 designation and nine years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary, written Recommendation Reports. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Malphus Gaines is a financial advisor at Wells Fargo Clearing with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following six years at Wells Fargo Advisors LLC. Outside of his advisory role, he is an owner of a rental property in Greensboro, NC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Nicklaus Parker is a Series 66 licensed financial advisor with Edward Jones in Mebane, NC, and has two years of industry experience. Prior to joining Edward Jones, he worked at Boston Consulting Group and held roles at Emory University and the PGA Tour. He also spent a decade with Fox Sports Carolinas. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, tax-efficient services, and affiliated capabilities. The firm manages over $1 trillion in assets and operates a large nationwide network of advisors and branch offices.

Kevin Tennyson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and having 29 years of industry experience. Prior to joining LPL Financial in 2022, he worked at Cuna Mutual Insurance Society and Cuna Brokerage Services, Inc. for a combined 19 years. 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 advisors. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from various sources.

Angelo Posillico is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he was affiliated with Duke University and the Army West Point Athletic Association. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and maintaining a large retail advisor and branch network.

Mackenzie Crawford is a financial advisor with Primerica Advisors in Mebane, NC, holding Series 65 and Series 63 licenses and eight years of industry experience. Prior to his current role, he worked with several organizations including Serco, Inc. and West Genesee School District. He is a co-owner of Why-Am-I Cattle Company, LLC, a non-investment related business based in Burlington, NC. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-based investment strategies managed by third-party asset managers and supports trade execution and custody through Pershing, focusing primarily on individual investors rather than institutional or pension clients.

Tamra Ellis is a financial advisor with Edward Jones in Durham, NC, holding a Series 66 designation and 15 years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates under a fiduciary standard.

Jody White is a financial advisor with Edward Jones in Hillsborough, NC, holding a Series 66 designation and one year of industry experience. Prior to returning to Edward Jones in 2025, Jody worked at Irby Stinson Realty for five years and has experience with Locopops and SEEDS NC. Their real estate broker license is currently inactive. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with various investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports its clients through a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

Erin Cockman is a CFP® professional with 30 years of experience in the financial services industry. She is currently affiliated with Raymond James Financial and has held previous roles at Pinnacle Wealth Partners and other business ventures. She is a passive partner in Plastridge Insurance Agency. 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, and institutions, using tailored, non-discretionary planning and advanced analytical tools.

Jonathan Hill is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Woodbury Financial Services and Questar Capital Corporation. Outside of advising, he acts as an insurance agent specializing in health, life, and disability insurance and serves as a trustee for a family trust. OSAIC serves a diverse client base, including individual, high-net-worth, institutional, and charitable investors, providing a range of brokerage, advisory, and financial planning services through a large network of affiliated advisers and multiple platforms. The firm employs advanced asset-allocation tools and offers both discretionary and non-discretionary account management, supporting various investment vehicles and third-party managed solutions.

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.

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, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated entity since 2014. Outside of his advisory role, Clark is involved as a member of AJ2 Capital Ventures, LLC and TAY-J Capital LLC, reflecting interests beyond traditional financial advising. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers a range of financial planning and investment management services through independent financial professionals, utilizing proprietary and third-party strategies across multiple platform arrangements.

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.

Alexander Nelson is a CFP® and Series 66-registered financial advisor with Edward Jones in Durham, NC. He has 10 years of industry experience and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households with varying net worth, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 financial advisors.

Mark Benenati is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. He currently assists clients in understanding their benefits and provides expert guidance in benefits planning. Mark joined Fidelity Investments in 2021 as a Workplace Planning Consultant and transitioned to his current role in 2026. His experience focuses on workplace benefits and planning solutions. Outside of his professional work, Mark enjoys camping, hiking, watching movies, and playing table tennis.

Rodney Hooks Jr. is a financial advisor with Edward Jones in Durham, NC, holding a Series 66 license and having 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 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.