Haley Plumley is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Edward Jones with five years of industry experience. Prior to joining Edward Jones in 2021, she worked at Fidelity Bank and was involved in the restaurant industry at The Mason Jar Tavern. She also serves as a Planning Board Associate for the town of Angier, assisting with local growth opportunities. 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 solutions supported by a large nationwide network of financial advisors and branch offices.

Juan Trujillo is a Series 66-credentialed financial advisor with 12 years of industry experience. He has worked at Equitable Advisors since 2014 and previously worked at Axa Advisors, LLC. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, using both proprietary and third-party investment solutions.

Albert Faber is a CFP® professional with 41 years of industry experience, currently affiliated with LPL Financial since 2007. He holds Series 63 and Series 65 licenses and operates out of Kenly, North Carolina. Outside of his advisory work, Faber is involved in senior marketing sales for Medicare Supplement products through SilverScript. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

John Szuchan is a CFP®-certified financial advisor with 42 years of industry experience, currently affiliated with LPL Financial in Raleigh, NC. He previously held various roles at Morgan Stanley and its associated entities for over 18 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset managers, supported by a large network of investment adviser representatives.

Christopher Brooks is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and one year of industry experience. Prior to joining Thrivent, he worked at Resolute International Services for six years and Vetted International, Ltd. for seven years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering holistic, goal-based financial analyses that cover retirement, tax, estate, and other planning areas. The firm offers clients the option to combine planning with managed-account services under a consolidated billing structure, while keeping these services separate.

Laura Myers is a financial advisor with Primerica Advisors in Garner, NC, holding Series 63 and Series 65 credentials and 10 years of industry experience. She has been associated with PFS Investments Inc and Primerica Financial Services since 2015. Outside of her advisory role, Myers is involved in home inspection businesses as a partner and sole owner and serves as a notary public in North Carolina. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure while delegating trading and implementation responsibilities to BNY Mellon Advisors.

Dylan Herrold is a financial advisor at Morgan Stanley in Raleigh, NC, holding Series 63 and Series 66 licenses with nine years of industry experience. His prior work includes roles at E*TRADE Capital Management and E*TRADE Securities. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and modeling techniques to support client financial plans while acting primarily in an advisory capacity.

Ransom Stokes is a financial advisor with LPL Financial in Raleigh, NC, holding Series 63 and Series 66 credentials and 26 years of industry experience. His prior roles include positions at First Horizon, Wells Fargo Clearing, Truist Investment Services, and BB&T, among others. 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 institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research, operational tools, and diverse investment strategies.

Dennis Bohm is a CFP® and holds a Series 66 license with 12 years of industry experience. He is currently with LPL Financial and previously worked at OSAIC and FSC Securities Corporation. He also operates a sole proprietorship focusing on insurance and financial planning services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational tools and oversight of substantial discretionary assets.

Jeffrey Sideras is a financial advisor at Fisher Investments with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Fisher Investments since 2015. Fisher Investments serves institutional and private clients worldwide, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across various asset classes. The firm uses a centralized investment approach combining quantitative and qualitative research, and employs tax-aware and risk-management strategies.

Jesse Malone is a financial advisor at Edward Jones in Cary, NC, holding a Series 66 designation with one year of industry experience. His background includes previous roles at Edward Jones and tax-related positions at Pikula Tax and H&R Block. Edward Jones is a full-service wealth management firm serving 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 manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branches nationwide.

Rene Karsko is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing, First Citizens Investor Services, and Osaic FS. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, and institutions through a large network of investment adviser representatives. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Ashton Bowman is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and previously worked at PNC Investments LLC, PNC Bank, Mortgage Network Solutions, Optimal Sante, GoldFish Swim School, and Rosatis Pizza and Pub. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services across a broad range of retail and institutional offerings.

James Duerr is a financial advisor at Thrivent Investment Management with seven years of industry experience. He holds a Series 66 designation and has been with Thrivent since 2019, following five years of self-employment. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning covering a broad range of financial topics and allows clients to combine planning with managed-account programs, maintaining separate delivery of each service.

Aman Aggarwal is a financial advisor with Morgan Stanley in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Ewelina Caplap is a financial advisor with LPL Financial, holding the ChFC® designation and Series 66 license, and has 19 years of industry experience. She has worked at several firms, including Guardian Life, Northwestern Mutual Investment Management, and Cuso Financial Services. Caplap also serves at Coastal Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

William Forster is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds a Series 66 designation and has worked at Thrivent and related entities since 2023. Prior to this, he held positions at Rocket Mortgage, Caliber Home Loans, Newrez, LLC, State Employees Credit Union, and Ditch Witch of North Carolina. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm provides written recommendations on a wide range of financial topics and integrates planning with its managed-account program under a consolidated billing option called WealthPlan.

Naji Jawabreh is a financial advisor with Thrivent Investment Management based in Raleigh, NC. He holds a Series 66 designation and joined Thrivent in 2026. Prior to his current role, he has experience at several firms including Fullstack Academy, Hendrick Auto Group, Oracle, IBM, and CloudFactory. Outside of finance, he has been involved with Filmology LLC, a business operating under the name Grunt Logic. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing goal-based financial analyses and broad planning recommendations without portfolio management for institutional clients. The firm combines planning with managed-account programs under a consolidated billing approach while maintaining separate services.

Katherine Johnson is a Series 66 licensed financial advisor with Edward Jones in Clayton, NC, where she has worked for 13 years. She has spent her entire advisory career at Edward Jones. 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 through a broad network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated products under a fiduciary standard.

Thomas Binkley is a financial advisor with UBS Financial Services in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with UBS since 2000. Outside of his advisory role, he operates a small eBay business trading collectible cards. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining model-based asset allocations and proprietary research to tailor plans to client goals. The firm integrates institutional trading capabilities with wealth management services, offering brokerage, advisory, and capital markets activities.