William Faber is a CFP® professional with eight years of industry experience, currently associated with LPL Financial since 2017. Prior to joining LPL, he worked for Johnston County Environmental Health for nine years. His secondary activities include involvement with Crump Life Insurance and managing a real estate rental business through Island Rascal Properties, LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutions. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios, with both discretionary and non-discretionary management options.

Brian Jernigan is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2021, progressing through various positions including Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, Brian worked at State Employees' Credit Union from 2013 to 2021, advancing from Financial Services Representative to Senior Financial Services Officer II. With over a decade of experience in the financial industry, Brian is a CERTIFIED FINANCIAL PLANNER4 professional. He focuses on client collaboration and education to develop personalized financial plans tailored to individual goals. Outside of his professional career, Brian enjoys camping, outdoor adventures, parenthood, scuba diving, and traveling.

Georgia Summers is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, she worked in education with Wilson Academy of Virtual Learning and Wilson County Schools. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios with a focus on systematic methodologies and long-term asset allocation.

James Forrester is a financial advisor with Raymond James & Associates, holding a Series 66 credential and over 20 years of industry experience. He has been with Raymond James & Associates since 2015. Outside of advising, he owns a commercial fishing boat and is a one-third owner of a water disaster mitigation equipment sales and leasing business. He also serves as president of the board for Pine Knoll Townes Phase 1. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering a range of financial planning, investment consulting, and institutional fiduciary services.

Christopher Key is a financial advisor with LPL Financial in Smithfield, NC, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has been with LPL Financial since 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, financial planning, and brokerage services.

Grayson Clements is a financial advisor at Merrill with a Series 66 designation and 0 years of industry experience. He has held positions at Bank of America and Merrill since 2026 and previously worked in various roles including at Townsquare Interactive and Mythic. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a wide range of clients including individuals, high-net-worth clients, and institutional accounts.

Tonya Maness is a financial advisor with LPL Financial in Smithfield, NC, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2021, she worked in healthcare and social services roles, including at Liberty Home Care and Hospice and the Chatham County Department of Social Services. She is also a published author. 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 of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Mauriel Vega is a financial advisor with Cambridge Investment Research Advisors, holding Series 66 and Series 63 credentials and 14 years of industry experience. Prior to joining Cambridge in 2021, Vega worked at BridgeLight Financial Advisors from 2015 to 2021. Outside of advisory work, Vega is involved in retail sales and distribution through CAFE REBELDE and operates as an independent insurance agent. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent financial professionals, utilizing a range of portfolio management strategies and platform arrangements.

Tyler Colmore is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at East Carolina University. 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 through a broad network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Robert Dunn III is a financial advisor with Edward Jones in Clayton, NC, holding a Series 66 designation and 12 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. 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.

Michael Parrish is a financial advisor at LPL Financial with 22 years of industry experience. He previously worked for Lincoln Financial Securities Corporation for 10 years before joining LPL Financial in 2024. Parrish holds a Series 66 designation. 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. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research from various sources.

Orvin Johnson is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior work includes positions at Edward Jones, United Parcel Service, and the United States Postal Service. Equitable Advisors serves a broad range of clients including individuals, high-net-worth investors, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm utilizes LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions, managing substantial assets on both discretionary and non-discretionary bases.

Melanie Marlow Scheffler is a financial advisor with Edward Jones in Clayton, NC, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. She has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

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.

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.

Aurea Wangerien is a financial advisor at LPL Financial with 39 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Edward Jones for seven years before joining LPL Financial in 2017. Wangerien is also involved in non-variable insurance as a side business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Michael Mullins is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, he worked at Stericycle and Shred-It. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Tracy Harrison is a Series 66 licensed financial advisor with Edward Jones, based in Smithfield, North Carolina, and has eight years of industry experience. She has been with Edward Jones since 2016. Outside of her advisory role, she is the owner of a building management business in Clayton, North Carolina. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.