Jessica Villagrana is a financial advisor at Edward Jones with 14 years of industry experience. She holds the CFP® designation along with Series 63 and Series 66 licenses. Prior to joining Edward Jones in 2019, she worked at Apex Systems and Grand Villa Sales & Marketing Solutions. 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, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Lauren Newlin is a Planning Consultant at Fidelity Investments, a position she has held since 2025. She focuses on understanding her clients' individual goals and values to develop personalized financial planning strategies. Lauren emphasizes listening to her clients and fostering trust and transparency to support them throughout their financial journeys. Lauren has progressive experience within Fidelity Investments, having served in roles including Investment Solutions Representative II, Investment Solutions Representative I, High Net Worth Associate, and Client Service Representative between 2021 and 2025. This range of positions has provided her with a comprehensive perspective on financial planning and client service. No information about Lauren's education, credentials, personal interests, or community involvement has been provided.

Nicholas Bodnar is a CFP® professional with 13 years of experience at Edward Jones, where he has worked since 2013. He holds a Series 66 license and is based in Chapel Hill, NC. 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 network of financial advisors and branch offices nationwide.

Austin Taylor is a financial advisor with LPL Financial in Durham, NC, holding Series 65 and Series 63 licenses and eight years of industry experience. Prior to joining LPL Financial in 2026, he worked at Morgan Stanley Smith Barney LLC for four years and has held positions at several other financial services firms. 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 advisory and brokerage services, including financial planning and third-party asset management, with advice provided by a large network of investment adviser representatives who utilize various portfolio strategies and operational support tools.

Jennifer Hoselton is a financial advisor with UBS Financial Services in Chapel Hill, NC, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. She has been with UBS Financial Services since 2009. UBS Financial Services offers brokerage and investment advisory services to individual, corporate, and institutional clients, combining fiduciary financial planning with institutional trading capabilities and research-driven portfolio management.

Ryan McCauley is a Financial Consultant at Fidelity Investments, where he has been serving since 2024. He works with clients to build customized financial plans tailored to their individual needs, focusing on education to help clients gain comfort and confidence with their financial strategies. His approach emphasizes simplifying clients' financial lives through collaboration. Ryan has accumulated experience in various roles at Fidelity Investments since 2018, including positions as Investment Consultant, Workplace Planning Consultant, Workplace Planning Associate, and Financial Associate. This range of experience has contributed to his expertise in financial planning and investment consultation. Outside of his professional responsibilities, Ryan has interests in baseball, football, golf, reading, and running.

Joseph Link is a financial advisor with Raymond James Financial Services Advisors, Inc. in Durham, NC. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he has been associated with Four Corners Advisor Group and Causey Financial Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client goals, while also maintaining notable municipal advisory capabilities and specialized SIMPLE IRA advisory programs.

Keith Jackson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Wells Fargo and J.P. Morgan Chase Bank. Outside of his advisory work, he has been involved with TAK30V3RMUSIC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative due diligence and incorporates ESG considerations, with implementation support from affiliated investment management entities.

Johnaustin Chapman is a CFP®-certified financial advisor with Edward Jones in Chapel Hill, NC, where he has worked since 2013. He has 12 years of industry experience and is a founding partner of Chapman & One, a market research firm that provides insights on competition, pricing, and opportunities for start-up clients. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of advisors.

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.

Alex Crawford is a financial advisor with Primerica Advisors in Mebane, NC, holding Series 63 and Series 65 licenses. He has two years of industry experience, including roles at PFS Investments Inc. and Primerica Financial Services. Crawford also serves in the U.S. Army and attended the United States Military Academy. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients. The firm employs model-driven investment strategies supported by third-party asset managers and provides advisory services through a large network of financial advisors.

David Gilner is a financial advisor at LPL Financial with 30 years of industry experience. He has been with LPL Financial since 2004 and previously worked at WS Griffith Securities, Inc. from 2000 to 2004. Gilner holds the Series 63 and Series 65 licenses. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting a wide range of investment strategies with operational tools for advisors.

Patrick Flores is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2009, as well as at Citigroup Global Markets and A. G. Edwards & Sons, Inc. earlier in his career. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.

Blake Seibert is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2018, including a role at Morgan Stanley Private Bank, N.A. Prior to that, he held positions at Charles Schwab and Fleishel Financial Associates. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and research.

Noah Pettee is a financial advisor with Cetera and holds a Series 66 designation. He has two years of industry experience and has worked at Cetera and Cetera Wealth Services, LLC since 2024. Outside of his advisory role, he is a lead server at Stoney River Steakhouse and Grill. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and uses a multi-manager platform that provides access to affiliated and third-party managers across multiple program structures.

Christina Taylor is a financial advisor with Morgan Stanley in Chapel Hill, NC, holding a Series 66 designation and nine years of industry experience. She has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm’s approach incorporates structured discovery conversations and firm-approved planning tools to support client financial plans.

Myisha Nannola is a Financial Consultant at Fidelity Investments, a position she has held since 2023. In this role, she focuses on helping investors create and build custom financial plans tailored to their individual needs. She is dedicated to identifying opportunities for efficiency and providing professional guidance to empower clients in making sound financial decisions. Prior to joining Fidelity Investments, Myisha served as a Branch Manager at One Main Financial from 2016 to 2023. She brings nine years of experience working with clients in financial services, emphasizing the importance of thoughtful investment decisions and avoiding common pitfalls. Outside of her professional work, Myisha enjoys spending time at the beach, engaging in family activities, exploring culinary interests as a foodie, gardening, listening to music, and painting.

Holley Fuller is a financial advisor with Morgan Stanley in Chapel Hill, NC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and analyses to support its advisory services.

Josiah White is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Graham, NC. He has nine years of industry experience, including a prior role with North Carolina State University Recreation. 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, supported by a nationwide network of financial advisors and branch offices.

Leah Ogden is a CFA® charterholder and holds a Series 66 license, with 23 years of experience in the financial services industry. She currently works at Morgan Stanley in Chapel Hill, NC, having previously spent 11 years at Raymond James & Associates. Ogden serves on the board and finance committee of Carolina Meadows CCRC, a nonprofit organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs including financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.