Hunter Bostwick is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2024, he worked at IBM from 2013 to 2021 and has been employed at Kyndryl, Inc. since 2021, where he serves as a hardware program manager. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Thomas Macrone is a financial advisor with Equitable Advisors in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Equitable Advisors since 2003, including its predecessor firm AXA Advisors, LLC. Outside of his advisory role, he operates a health insurance brokerage under the name Prestige Financial Group. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance services to meet diverse client needs.

Richard Pabis Jr. is a financial advisor at Charles Schwab with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab and Wells Fargo in various roles since 2013. Charles Schwab & Co., Inc. serves primarily 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 discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational resources.

Christopher Wilsey is a financial advisor with Osaic, holding a Series 66 credential and five years of industry experience. His prior roles include positions at Triad Advisors and self-employment, along with an 18-year career at RSR Marketing. He occasionally works as a consultant on marketing research projects for a former business associate. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a wide network of advisers and platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and multiple investment options to construct tailored portfolios.

Manuel Segovia Alvarez is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. He previously worked at FME, Evoke, Mindshare, and ZenithOptimedia, with gaps of unemployment between roles. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and maintaining a large retail advisor and branch network.

Jordan Senter is a financial advisor with Charles Schwab, holding a Series 66 designation and 11 years of industry experience. He has been with Charles Schwab since 2016, including roles at Charles Schwab bank, SSB and Charles Schwab Premier Bank, SSB. Charles Schwab & Co., Inc. serves a large client base primarily composed 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 offers a combination of non-discretionary and discretionary investment solutions, supported by centralized custody and operational services.

Harlan Little is a financial advisor at Edward Jones with four years of industry experience. He holds Series 65, Series 66, and Series 63 licenses and has previously worked at Fidelity Investments, Equis Financial, and First Citizens Bank among others. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies and access to separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Tod Cattani is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Bank of America Corporation and Wells Fargo in various capacities. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Danny Brown is a financial advisor at LPL Enterprise with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he owns and operates a cattle breeding farm. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to a range of brokerage and insurance products through an integrated platform combining adviser programs with active sales of financial products.

Roger Lingle is a financial advisor at Cambridge Investment Research Advisors with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Guardian Wealth Advisors, Anthem Wealth Management, Quantum Capital, and Wealth Preservation Group. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes 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 variety of portfolio management approaches and custody arrangements.

William Moyer is a financial advisor with Edward Jones in Garner, NC, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he owns a beach rental property in Sunset Beach, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory strategies and affiliated investment products, supported by a large network of advisors and branch offices across the country.

Ivan Ellis is a financial advisor at Edward Jones in Clayton, NC, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked at United Parcel Service and attended Western Carolina University. Ivan’s background includes experience in logistics and education. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies. The firm manages approximately $1.01 trillion in assets and maintains a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Chad Stafford is a financial advisor with LPL Financial based in Raleigh, NC, holding Series 63 and Series 65 licenses and possessing two years of industry experience. He has worked at Wells Fargo and First Horizon Bank prior to joining LPL Financial. 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 financial planning and advisory programs, including discretionary and non-discretionary management supported by proprietary research and third-party resources.

Shaunda Moore is a Financial Consultant at Fidelity Investments, a position she has held since 2023. Prior to this role, she served as an Investment Consultant and Financial Representative at Fidelity Investments from 2022 to 2023 and 2021 to 2022, respectively. Her professional experience also includes roles as a Personal Banker II at Wells Fargo from 2018 to 2020, a Personal Banker at Truist in 2020, and a Licensed Personal Banker at Citizens Bank from 2014 to 2018. Throughout her career, Moore has focused on financial planning and investment consulting, helping clients navigate the complexities of investing and make informed financial decisions. Her approach emphasizes building strong client relationships to support their financial goals. Further details on her education, credentials, personal interests, or community involvement have not been provided.

Marian Greenfield is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and four years of industry experience. She has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2021 and previously worked at Bank of America from 2017 to 2021. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework when recommending investment strategies.

Ipcit Shah is a financial advisor with Ameriprise in Cary, NC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he is involved in business ownership through Sohan Properties, LLC, which manages an office condominium. Ameriprise is a large institutional firm offering a retirement-income planning service designed for clients with significant investable assets, combining research, modeling, and tax-efficiency strategies to provide written, non-discretionary recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Brannon Lambert is a CFP®-certified financial advisor with 25 years of industry experience. He is currently with Cambridge Investment Research Advisors and previously worked at Kestra Financial Services. Lambert is also involved in Broker Speak, LLC, an educational venture focused on financial literacy. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a large network of independent professionals, utilizing a range of managed solutions and platform options tailored to client objectives.

Charles Calloway is a financial advisor at Primerica Advisors with 32 years of industry experience. He has worked at Primerica Financial Services since 1986 and at PFS Investments Inc. since 2013. His credentials include Series 63 and Series 65 registrations. In addition to his advisory role, he is involved in the sale of loan products and home security services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and operates at scale with thousands of advisors and billions in assets under management.

Johnathan Pulleyn is a CFP® professional with 18 years of industry experience, currently affiliated with LPL Financial since 2023. He previously worked for Lincoln Financial Securities Corporation for nine years. Outside his advisory work, he owns JOCO Contracting, LLC, a business unrelated to investment advisory services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers financial planning, a variety of advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options supported by proprietary and third-party research.

Chase Breeden is a Series 66-licensed financial advisor at Edward Jones with five years of industry experience. He has worked at Edward Jones since 2019 and previously held roles at North Carolina State University, Florida State University, and CFD Investments/Breeden and Associates. 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 nationwide network of more than 23,000 financial advisors and manages approximately $1.01 trillion in assets.