Christopher Howard is a financial advisor with Edward Jones in Raleigh, NC, holding Series 63 and Series 66 licenses and having 34 years of industry experience. He has been with Edward Jones since 1992. 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 national network of financial advisors and branch offices.

Logan Palmer is a financial advisor with Equitable Advisors in Raleigh, NC. He holds the Series 66 designation and has been with the firm since 2026. His background includes roles in education with Davidson County Schools, Watauga County Schools, Appalachian State University, and Ledford High School. Equitable Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing both proprietary and third-party solutions through a network of Investment Adviser Representatives.

Trevor Moyer is a financial advisor with Equitable Advisors in Raleigh, NC, holding a Series 66 designation and six years of industry experience. His career includes roles at Fidelity Investments, Jackson National Life, and several other firms. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm relies on third-party program sponsors and TAMPs for many advisory models and offers a range of investment products including mutual funds, ETFs, separately managed accounts, and select alternatives.

Johnny Medlin is a financial advisor with LPL Financial in Raleigh, NC, holding a Series 66 designation and five years of industry experience. His career includes roles at Fidelity Investments, Coastal Federal Credit Union, and Amazon.com Inc. 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 with access to model portfolios, third-party asset managers, and institutional platforms.

Joshua Miller is a CFP® professional with 16 years of experience in the financial services industry. He is currently with Charles Schwab, where he has worked since 2022, and previously held roles at Ameriprise, Edward Jones, Strategic Advisors Inc, and Fidelity Investments. Charles Schwab serves a large client base 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by centralized operational and supervisory structures.

Alan Kennedy is a financial advisor with Edward Jones, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Navy Federal Financial Group, North Star Resource Group, Wake County EMS, and Novartis Oncology. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branch offices.

Mark Fortier is a CFP®-designated financial advisor with Edward Jones in Raleigh, NC, where he has worked since 1993. He has 32 years of industry experience and holds a Series 63 license. Outside of his advisory role, he owns a charter fishing boat business in Raleigh. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Lonnie Hedrick is a financial advisor with Edward Jones in Garner, NC, holding Series 63 and Series 66 designations and 28 years of industry experience. He has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets with a large network of advisors and branch offices nationwide.

Chadwick Wester is a CFP®-certified financial advisor with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at SunTrust from 2014 to 2017. 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 strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Leslie Merritt III is a financial advisor at OSAIC with 20 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at FSC Securities Corporation for 18 years before joining OSAIC in 2023. Outside of his advisory role, Merritt owns Neuse Goatscaping, Inc., an agricultural business connected to his family’s historic farm, and he manages The Buchan Agency, a life and long-term care insurance firm. OSAIC serves a diverse range of clients, including retail and institutional investors, through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment process with portfolio optimization and offers various programs such as financial planning, Unified Managed Accounts, and retirement plan consulting.

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, he worked at IBM for eight years and currently holds a program management role at Kyndryl, 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Andrew Cobb is a Series 66 registered financial advisor with Thrivent Investment Management in Raleigh, NC. He has one year of industry experience and has previously worked at Aramark and Floor Action, Inc. Outside of finance, he has experience in the hospitality and sports bar sectors. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across various planning areas. The firm offers these planning services without discretionary trading authority and supports clients with periodic reviews and a consolidated billing option when combined with managed-account programs.

Thomas Macrone is a financial advisor at Equitable Advisors in Raleigh, NC, with 28 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Equitable Advisors since 2003, including time under its predecessor AXA Advisors. Outside of his advisory role, he operates a health insurance brokerage business focused on under-65 health insurance. Equitable Advisors serves a diverse client base, including individual, institutional, and corporate clients, providing financial planning, retirement consulting, and asset-management programs. The firm utilizes a range of investment models and third-party advisory platforms to tailor solutions aligned with client needs.

Ithianell Goire Delbrey is a financial advisor at Merrill with Series 63 and Series 66 licenses and three years of industry experience. She has worked at several firms including Bank of America, Fidelity Investments, and SECU Brokerage Services. Delbrey also has an academic background with ongoing involvement at the University of North Carolina Pembroke. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Richard Pabis Jr. is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Bank NA. Outside of his advisory work, he is a part-owner in a family real estate venture. Charles Schwab & Co., Inc. serves a large client base 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and utilizes a multi-asset model portfolio approach supported by research from Schwab Center for Financial Research.

Mary Woodard is a CFP® credentialed financial advisor with 15 years of industry experience, currently with Edward Jones since 2008. She is based in Raleigh, NC and holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a variety of discretionary and non-discretionary investment solutions under a fiduciary standard.

Brooke Rudolph is a financial advisor at Morgan Stanley in Raleigh, NC, holding a Series 66 designation with three years of industry experience. Prior to her current role, she worked at ArchiveSocial and Help One Now, and has a background that includes full-time education. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Christopher Wilsey is a financial advisor at OSAIC with five years of industry experience. He holds a Series 66 credential and previously worked at Triad Advisors and operated his own practice before joining OSAIC. Outside of advising, he has consulted on business research projects for RSR Marketing Solutions, a firm he was associated with for nearly two decades. OSAIC Wealth serves a diverse client base, including retail and institutional investors, through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, using tools such as risk-tolerance assessments and efficient frontier analysis.

Whitney Walker is a financial advisor with Morgan Stanley in Raleigh, NC, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has been with Morgan Stanley since 2011. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, focusing on structured financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs advanced modeling tools such as Monte Carlo simulations in its planning process.

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.