Alex Crawford is a financial advisor at Primerica Advisors with Series 65 and Series 63 credentials and two years of industry experience. Prior to joining Primerica Advisors, he worked at PFS Investments Inc. He also serves in the U.S. Army and attended the United States Military Academy. Primerica Advisors is a large institutional firm managing a wrap-fee asset management program primarily for individual investors, utilizing model-delivery strategies from third-party managers and supporting trade execution and custody through established financial service providers.

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.

Andrew Metz is a Certified Financial Planner® (CFP®) with 14 years of industry experience. He has been with Edward Jones in Durham, NC since 2011. Outside of his advisory role, he owns a rental property business in Holden Beach, NC, managed through a third-party company. 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 through a nationwide network of more than 23,700 advisors and offers a range of investment strategies and affiliated financial services under a fiduciary standard.

Gregory Archer is a CFP® professional with over 21 years of experience in the financial industry. He has been with Edward Jones in Durham, NC since 2004. 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 operates a nationwide network of over 23,700 financial advisors.

John Wagner is a financial advisor at Edward Jones in Mebane, NC, holding the CFP®, ChFC®, and Series 66 designations with 10 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he owns land used as a timber farm in Efland, NC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.

Michael ODowd is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. In this role, he partners with executives to help them understand their employer benefits and develop solid plans to work toward their financial goals. Michael has held multiple positions at Fidelity Investments, including Benefits & Planning Consultant since 2025, Workplace Planning Consultant from 2022 to 2025, College Planning Specialist in 2022, and Customer Relationship Advocate from 2021 to 2022. His experience spans various aspects of financial planning and client relationship management. Outside of his professional work, Michael enjoys activities such as beach outings, bowling, comedy, hiking, movies, and outdoor adventures.

Stephanie Davis is a financial advisor with Edward Jones in Burlington, NC, holding a Series 66 designation and six years of industry experience. Her prior work includes positions at Kayser Roth, Randstad, Wayfair LLC, and American National Bank and Trust. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and investment options, supported by a large nationwide network of financial advisors and branch offices.

Cynda Beauchamp is a financial advisor with Edward Jones in Durham, NC, holding a Series 66 designation and 15 years of experience at the firm. She is a member of the board of 8 Rivers Capital, LLC, a holding company based in Durham. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Curtis Conover is a financial advisor at UBS Financial Services with 24 years of industry experience. He holds the Series 66 designation and has been with UBS since 2001. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides access to proprietary research and capital markets solutions.

Ryan Kasten is a financial advisor with MML Investors Services, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Park Avenue Securities LLC and Guardian Life Insurance Co of America. Kasten is based in Hillsborough, NC. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers annual financial planning engagements supported by firm-approved analytical tools and a variety of investment strategies, with optional implementation through separate brokerage or insurance arrangements.

Timothy Hinton is a financial advisor with Thrivent Investment Management in Mebane, NC, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. His prior positions include roles at First Citizens Bank and PNC Bank. Outside of his advisory work, he is a master instructor at a karate school he co-runs with his wife, teaching self-defense classes to children and adults. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering both one-time and ongoing planning engagements focused on comprehensive, goal-based analyses across various financial topics.

Larry Ware is a financial advisor with Cetera who holds Series 63 and Series 66 credentials and has 28 years of industry experience. His prior work includes roles at Avantax Investment Services, IFG Advisory, and LPL Financial. He is a member of the advisory board for the local Salvation Army chapter. Ware also operates BGLW LLC, doing business as Envision Wealth Partners, where he provides investment advice to clients focused on retirement planning, college funding, income management, and debt control. Cetera Investment Advisers LLC serves a broad range of clients including individuals, employer-sponsored retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a large nationwide network of advisors and provides access to various investment strategies and third-party managers.

De Marcus Bowden is a CFP®-certified financial advisor at Edward Jones with 13 years of industry experience. Prior to joining Edward Jones in 2022, he worked at Members Trust Company, Secu Life Insurance Company, Credit Union Investment Services, Secu Brokerage Services, and State Employees' Credit Union. Outside of his advisory role, he has worked as a warehouse package handler in Mebane, 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 nationwide network of more than 23,700 financial advisors and $1.01 trillion in assets under management.

Kari Andrade is a financial advisor with LPL Financial in Hillsborough, NC, holding a Series 66 designation and bringing 24 years of industry experience. She has been with LPL Financial since 2008. Outside of her advisory role, she is associated with Andrade Wealth Management as a DBA. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations, through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

John Chaulklin III is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and having 34 years of industry experience. He previously worked at LPL Financial for 15 years before joining Raymond James. Outside of his advisory role, he is a partner in an internet site for uploading pictures of fish and serves as a relationship manager at Fidelity Bank. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using detailed analytical tools and supports clients through advisory programs and institutional consulting, with specialized services in municipal and public finance.

Daniel Shannon is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2017. Prior to that, he was employed at Sports Endeavors, Incorporated for one year. 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 large nationwide network of advisors and branch offices, and manages approximately $1.01 trillion in assets.

Jan Williams is a financial advisor with Primerica Advisors, holding a Series 66 designation and bringing 10 years of industry experience. Prior to joining Primerica, Williams worked at Edward Jones and has been involved in various caregiving and consulting roles, including ownership in a home care services company and consulting for organizations supporting individuals with intellectual disabilities. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, primarily serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

J. Brian Glaze is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 19 years of industry experience. His prior roles include positions at Avantax Investment Services, IFG Advisory, LPL Financial, and operating his own DBA, Envision Wealth Partners. He serves as treasurer for a local government election committee and is an executive board member of a religious nonprofit organization. Cetera Investment Advisers LLC provides advisory services through a large nationwide network, serving individual, retirement plan, corporate, charitable, and institutional clients with a range of portfolio management and financial planning options.

Jimmy Dooley is a financial advisor at Ameriprise with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliates since 2005. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, providing tailored, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Slayton Harpe is a Series 66-licensed financial advisor with Edward Jones in Bermuda Run, NC, and has 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, Harpe serves as president of the Mocksville Rotary Club. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors, with a broad range of investment advisory and wealth management services supported by a large national network of advisors.