David Dykes is a financial advisor at Edward Jones in Raleigh, NC, holding a Series 66 designation. He joined Edward Jones in 2026 after 13 years with Baldwin And Creative, LLC. 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, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets.

Johnathan Pulleyn is a CFP® with 19 years of industry experience, currently serving as an advisor at LPL Financial since 2023. His prior experience includes roles at Lincoln Financial Securities Corporation, Woodbury Financial Services, Inc., and Merrill. Outside of his advisory work, he owns JOCO Contracting, LLC. 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 financial planning and investment programs, utilizing both proprietary and third-party strategies, supported by advanced operational and research tools.

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.

Allison Wasle is a financial advisor with Edward Jones in Raleigh, NC, holding a Series 66 designation and 14 years of industry experience. She has been with Edward Jones since 2012. Outside of her advisory role, she manages bookkeeping and financial record-keeping for a local fishing charter business. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Bryan Pollock is a financial advisor at Osaic with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Lincoln Financial Securities and Northwestern Mutual in various roles between 2010 and 2025. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm employs model-based asset allocation and portfolio optimization, offering a range of brokerage and advisory services through a multi-advisor platform.

Katie Smith is a CFP® and holds a Series 66 designation, with seven years of industry experience, all spent at Edward Jones. She began her career while attending North Carolina State University and has continued with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices, offering a range of advisory programs and investment solutions.

Daniel Mason is a financial advisor with Wells Fargo Advisors in Raleigh, NC, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at UBS Financial Services, Morgan Stanley, Wells Fargo Clearing, Truist Investment Services, and Merrill. Mason also owns 811 Financial Services, an investment-related business based in Raleigh. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning solutions that include cash-flow, retirement, and wealth-transfer strategies, using Wells Fargo research and planning tools to develop tailored recommendations delivered through advisor-client interactions.

Mark Stein is a financial advisor with LPL Financial in Raleigh, NC, holding Series 63 and Series 66 licenses and 22 years of industry experience. His prior roles include positions at MassMutual Life Insurance, Prudential Insurance Company of America, and CUNA Brokerage Services. He is also the owner and game designer of Dynamic Sports Sims, LLC, a separate business venture. 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, supported by technology tools for operational and research purposes.