Fernando Jimenez is a financial advisor with Equitable Advisors in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Outside of advisory work, he serves as a trustee without compensation for a family member. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, nonprofits, corporations, and institutional clients. The firm utilizes a range of advisory models and third-party programs to tailor investment solutions, offering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Elise Wiley is a Series 66 licensed financial advisor with Edward Jones, based in Raleigh, NC, with four years of industry experience. She has been with Edward Jones since 2006 in various capacities. 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 large network of financial advisors and branch offices nationwide.

Bryan Pacuch is a financial advisor with LPL Financial in Raleigh, NC, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Fidelity Investments and Bank of America. 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, model portfolio programs, third-party asset management, and institutional platforms.

James Branan Sr. is a financial advisor at Edward Jones in Garner, NC, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2021, he spent 20 years at Cornwell Quality Tools. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large nationwide network of advisors and branch offices.

Troy Huskey is a financial advisor with Equitable Advisors in Raleigh, NC, holding a Series 66 designation and five years of industry experience. His work history includes positions at Equitable Advisors since 2020 and previous roles at companies such as Sunset Slush and Omega Technology. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm’s approach involves assessing client information and risk tolerance to align clients with program models or discretionary managers, utilizing both proprietary and third-party solutions.

Hoss Esmaeili is a financial advisor with Cetera in Raleigh, NC, holding a Series 66 designation and 17 years of industry experience. He has previously held roles at Avantax, Cambridge Investment Research, Lincoln Financial Securities, Wells Fargo Clearing, and PNC Investments. Esmaeili is also president and CEO of Clever Financial Services Inc., a firm through which he provides comprehensive financial planning and conducts regular client reviews. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, supporting diverse program structures and custodial relationships.

Julie Kelly is a CFP® and holds a Series 66 license, with 21 years of experience in the financial industry. She has been with Edward Jones since 2010. Outside of her advisory role, she volunteers as a teacher at the Olli Learning Center at Duke. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, affiliated mutual funds, and other fiduciary services through a large network of advisors and branch offices.

Adam Morgan is a CFA® charterholder and holds a Series 66 license with five years of industry experience. He is currently affiliated with LPL Financial and First Horizon Advisors, and he also teaches at Skema Business School. His prior experience includes roles at Armor Investment Advisers, Investors Trust Company, and PNC Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by technology tools and a variety of investment strategies.

Christine Goldner is a Series 66-licensed financial advisor with Edward Jones in Garner, NC, with 11 years of industry experience. She has been with Edward Jones throughout her career, spanning from 2009 to the present. 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, manages approximately $1.01 trillion in assets, and operates a large nationwide network of financial advisors and branch offices.

Thomas Mense is a CFP®-certified financial advisor with eight years of experience, currently practicing at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Ferguson Enterprises, Inc. from 2015 to 2018. 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 with a nationwide network of over 23,000 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Mabel Cheonwi is a financial advisor at Charles Schwab with six years of industry experience. She holds a Series 66 designation and has previously worked at RBC and Parametric as a portfolio associate. Outside of her advisory role, she is an independent business owner with Amway, engaged in online product sales. Charles Schwab 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 advisory relationships and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Derrick Williams is a financial advisor with Cetera, holding Series 63 and Series 66 designations and over 30 years of industry experience. His prior work includes roles at Charles Schwab and TD Ameritrade. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm provides various investment services through a multi-manager platform, offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Amy Bennett is a Series 66-licensed financial advisor with LPL Financial, based in Raleigh, NC, and has two years of industry experience. Her prior roles include positions at OSAIC, FSC, Steward Wealth Strategies, and Cox Automotive, Inc. 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, using model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational and research tools.

Paul Tucker is a financial advisor with Edward Jones in Knightdale, NC, holding Series 63, Series 65, and Series 66 licenses. He has 31 years of industry experience and has been with Edward Jones since 2016. Outside of his advisory role, he owns and manages rental properties near NC State University. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients, offering a range of investment advisory programs and affiliated services with approximately $1.01 trillion in assets under management.

Michael Young is a financial advisor at LPL Financial with 19 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for Lincoln Financial Securities Corporation for 10 years and BB&T Investment Services, Inc. for one year. In addition to his advisory work, he coaches youth hockey for the Carolina Junior Hurricanes. 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 access to third-party asset management, with a focus on both discretionary and non-discretionary strategies.

Derek Crooks is a financial advisor at Edward Jones with 8 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2017. Prior to joining Edward Jones, he worked at JC Penney for three years. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Denise Moye is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 14 years of industry experience. Her prior roles include positions at Prudential Insurance Company of America, Raymond James & Associates, and First Citizens Bank. Outside of her advisory work, she occasionally assists family and friends with home purchases as a real estate agent. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

William Pomeroy is a CFP® and Series 66-registered financial advisor with Edward Jones in Raleigh, NC, where he has worked since 2018. He has seven years of industry experience, including three years at Arca Tech Systems LLC prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with a large nationwide network of financial advisors and branch offices.

Susan Taylor is a Series 66 licensed financial advisor with Morgan Stanley in Raleigh, NC, where she has worked since 2015. She has 24 years of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process utilizing firm-approved tools and modeling techniques.

Julianne Stockbauer is a financial advisor with Edward Jones in Raleigh, NC, holding the CFA® designation and Series 63 license. She has 10 years of industry experience, including roles at Edward Jones and Dimensional Fund Advisors. 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 offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a nationwide network of over 23,700 financial advisors.