Mackenzie Sherrard is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and five years of industry experience. Prior to joining Commonwealth in 2021, Sherrard worked at Atlantic Wealth Management, LLC, as well as in roles outside finance, including at Woodstock Furniture and in education at the University of West Florida and Stafford County Public Schools. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving approximately 2,900 affiliated advisors and a broad client base across the U.S. The firm provides adviser-support services such as managed-account programs, third-party asset manager access, and custody/clearing services, offering various investment options including mutual funds, ETFs, and personalized indexing.

Patrick Cottle is a financial advisor with Edward Jones, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Gabriel Tiller is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and has previously worked as a self-employed professional and with Kalisher/Art is Love, LLC. Outside of advising, he has experience as a rental property owner. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network and offers a range of advisory programs and investment solutions under a fiduciary standard.

Ashley Lindsay is a financial advisor at Edward Jones with five years of industry experience. She has been with Edward Jones since 2018 and previously worked at Cannon Auto Collision from 2012 to 2018. Lindsay holds a Series 66 designation. 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 programs and investment solutions supported by a national network of over 23,000 financial advisors.

Browning Sanderson is a financial advisor with Edward Jones in Morehead City, NC, holding Series 63 and Series 66 credentials and offering 12 years of industry experience. Sanderson has been with Edward Jones since 2015. 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 provides a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Steven Jones is a financial advisor with LPL Financial in Morehead City, NC, holding a Series 66 license and 15 years of industry experience. He has worked with firms including Wells Fargo Clearing and Concourse Financial Group Securities, and currently operates Good Life Advisors, LLC, an independent investment advisory firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management services delivered through a large network of investment adviser representatives utilizing diverse portfolio strategies and technology tools.

Konstantinos Hemmerly is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 20 years of industry experience. He has been with LPL Financial since 2009 and previously worked at UBS Financial Services from 2005 to 2009. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, including access to third-party asset managers and institutional platforms.

John Matta is a financial advisor with Edward Jones in Beaufort, NC, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Frederick H. Cooke is a financial advisor with UBS Financial Services who holds Series 63 and Series 65 designations and has 41 years of industry experience. He has been with UBS since 1988. Outside of his advisory role, Cooke serves on the Finance Committee at McMannen United Methodist Church and leads a local boating safety education organization affiliated with the US Power Squadrons. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings tailored through proprietary research and model-based asset allocations.

James Bass is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at NYLife Securities LLC and New York Life Insurance Co, and served in the United States Marine Corps for 18 years. He also has experience at Penn State University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and operates under a fiduciary standard, with approximately $1.01 trillion in assets under management supported by a large network of financial advisors and branch offices nationwide.

Ryan Hale is a CFP® professional with 26 years of industry experience, currently serving as an advisor at LPL Financial since 2006. Prior to that, he worked at Cetera Investment Services and Banc of America Investment Services. Outside of his advisory role, he is involved with Hale Investment Group, LLC, a business entity established for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of financial planning and investment solutions, including access to third-party asset management and institutional platforms, supported by advanced advisor tools and a large network of over 22,800 advisors.

Ryan Morris is a financial advisor at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2012. Outside of his advisory role, he serves as the head varsity baseball coach at Croatan High School in Newport, NC. 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 over $1 trillion in assets and offers a range of investment strategies and affiliated services through a large network of advisors and branch offices.

Henry Kahen is a financial advisor with Ameriprise in Atlantic Beach, NC, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He previously worked at Edward Jones for ten years before joining Ameriprise in 2019. Outside of his advisory role, he is involved in independent insurance brokering and owns a business called Bogue Banks Holdings, LLC. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Paige Joyner is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. from 2011 to 2020. Outside of her advisory role, Joyner serves as Treasurer on the Board of Directors for the White Oak Elementary PTO in Cape Carteret, NC. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement, offering written Recommendation Reports that incorporate income sources, Social Security strategies, and tax-efficient withdrawals. The firm combines research, modeling, and advisory expertise with a broad range of brokerage and insurance solutions.

William Vallecillo is a financial advisor with Wells Fargo Advisors in Morehead City, NC. He holds Series 63 and Series 66 licenses and has seven years of industry experience. His prior work history includes roles at Wells Fargo Clearing and W&S Brokerage Services, Inc. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options and integrates advisory services with various financial products and referral channels.

Barton Farrell is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. His prior work includes roles at LPL Financial, Brennan Asset Management, and Cetera Advisors Networks LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and is notable for its extensive network of advisors and branch offices.

Tiffany Grammer Newlin is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and having 12 years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Clearing before joining LPL Financial and Good Life Advisors, LLC, where she maintains a role providing administrative support. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, including access to model portfolios, third-party asset managers, and institutional platforms.

Craig Kopka is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and has prior experience at Brighthouse Financial, Primerica Financial Services, and in public education. Outside of his advisory role, he is a part-owner of a rental property in Surf City, North Carolina. 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 strategies supported by a large national network of financial advisors and branch offices.

Milton Warner is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Wells Fargo and its affiliates since 2009. Outside of his advisory role, he serves on the Coral Bay Ridge Homeowners Association board in Emerald Isle, NC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services. The firm provides tailored recommendations supported by extensive research and planning tools, covering areas such as retirement, education, and business-owner transition planning.

David Hood is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked extensively within Wells Fargo-affiliated firms since 2009. Outside of his advisory role, he co-owns Hood Investments LLC with his spouse. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning solutions supported by Wells Fargo research and tools, delivering tailored recommendations through a network of financial advisors.