Anthony Muttillo is a CFP® with 32 years of industry experience, affiliated with Osaic. He has worked at New Century Financial Group, LLC since 2015 and has held roles at Agm Financial Services, Inc. and Osaic Wealth, Inc. since 1994. Additionally, he serves as a trustee managing assets for a family trust. Osaic Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers and various advisory platforms. The firm provides integrated brokerage and investment advisory services with access to multiple asset types and third-party money managers, employing tools such as asset-allocation models, risk tolerance questionnaires, and automated rebalancing.

Ava Adams is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. She has held multiple roles at Edward Jones since 2019, with a background that includes work in education and nonprofit development. Adams also serves as Development Coordinator for Henderson Collegiate, a public charter school, where she manages events, grant writing, donor relations, and communications. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

David Caballero is a CFP® professional with 23 years of industry experience, currently serving at LPL Financial since 2005. He operates out of Wake Forest, NC, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he manages Caballero Holdings LLC, a real estate rental business. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, and retirement consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

Lauren Tyndall is a financial advisor with Edward Jones in Wake Forest, NC. She holds a Series 66 designation and has 13 years of experience with Edward Jones. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Edgar Blackley is a financial advisor with Edward Jones, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with Edward Jones since 1984. Outside of his advisory role, he is involved in agricultural land ownership through Preddy Farms. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Bryan Richardson is a financial advisor with Ameriprise in Wake Forest, NC, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its related entities since 2005, accumulating 18 years at the firm. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing tax-aware retirement planning advice, focusing on dependable income strategies for clients approaching or in retirement.

Max Gausch is a financial advisor at Fidelity with 12 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Fidelity Investments in various capacities since 2011. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research and quantitative analysis to construct portfolios from mutual funds, ETFs, and ETPs, employing systematic methodologies and long-term asset allocation benchmarks.

Jennifer Waugh is a CFP® professional with 10 years of industry experience. She is currently with Fidelity Investments, having worked there since 2021, and previously worked at Howard Financial Services, LTD. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of investment products and model portfolios.

Kimberly Cozart is a CFP® and PFS™ credentialed advisor with 23 years of industry experience, currently affiliated with Cetera. She has held various roles across financial services and real estate, including positions at Avantax and Premier Advantage Realty. Outside of her advisory work, she supervises an accounting and tax preparation firm, Cozart & Edwards, PA. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with diverse portfolio management options, combining affiliated model portfolios, third-party managers, and customized strategies.

Catherine Easop is a financial advisor with Edward Jones in Wake Forest, NC, holding the ChFC® designation and Series 63, 65, and 66 licenses. She has 12 years of industry experience, including roles at Edward Jones since 2017 and Allstate - Walters Insurance Agency, Inc. since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and fiduciary services supported by a nationwide network of more than 23,700 financial advisors and over $1 trillion in assets under management.

Christopher Reaume is a financial advisor at LPL Financial with 24 years of industry experience. He holds a Series 66 designation and has worked at several firms including Citizens Bank & Trust, Infinex Investments, and BB&T Investment Services. Outside of his advisory role, he is the owner of Cardinal Home and Landscape Services LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Dean Waldron is a financial advisor with LPL Financial in Oakfield, NY, holding a Series 63 designation and 27 years of industry experience. He has been affiliated with LPL Financial and Waldron Financial Group since 1998. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from internal and third-party sources.

Seth Asbill is a financial advisor at Edward Jones with 11 years of industry experience. He holds the CFP® and Series 66 designations and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mark Obrien is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Bank of America and Merrill since 2014. Merrill 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 plans, corporations, and charitable organizations.

Alexandra Adams is a financial advisor at Edward Jones with 10 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2015. 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 programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Ellis is a financial advisor with Edward Jones in Creedmoor, NC, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. He has been with Edward Jones since 2003. 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 strategies supported by a large nationwide network of advisors and branch offices.

Matthew Waldron is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has worked at LPL Financial since 2015, with a recent return to the firm in 2026 after seven years at Belpointe Insurance, LLC and Belpointe Asset Management, LLC. Outside of his advisory work, he is involved in an online retail family business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, and institutions. The firm offers financial planning, various advisory programs, and retirement plan consulting, utilizing discretionary and non-discretionary management supported by research and model portfolios from multiple sources.

Jaime Carmona is a Series 66 licensed financial advisor with LPL Financial, based in Wake Forest, NC. He has 17 years of industry experience and has been with LPL Financial since 2012. Carmona also operates Carmona Financial LLC, a business entity unrelated to investment advisory services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

James Staples is a financial advisor at Edward Jones in Youngsville, NC, with 24 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2001. 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.

Michael Franks is a financial advisor at Cambridge Investment Research Advisors with 21 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Franks has been with Cambridge Investment Research Advisors since 2011. He is also an independent insurance agent through Franks Financial & Insurance Planning. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, using a variety of investment platforms and proprietary model strategies.