Raul Palacios is a financial advisor at Edward Jones in Fayetteville, NC, holding a Series 66 designation. He has 20 years of industry experience, including 19 years at OneMain Financial and over a year 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 programs and investment solutions, supported by a nationwide network of over 23,000 financial advisors and more than $1 trillion in assets under management.

James Kinsey is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63, 65, and 66 credentials and has worked at LPL Financial since 2011. Kinsey also served at Crescom Bank from 2019 to 2020 and currently holds a relationship manager role at Fidelity Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of advisers. The firm offers a broad range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Christian Franco is a Series 66 licensed financial advisor with 14 years of industry experience. He is currently with Wells Fargo Clearing and has prior experience at Morgan Stanley Private Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in their investment menus.

Tricia Moreno is a financial advisor with Edward Jones in Fayetteville, NC, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2020, she worked at Laufer Insurance Solutions and the Michael C. Rock Agency, and previously spent a decade at Providence Classical School. Moreno is also an owner and partner in two real estate LLCs based in Washington, DC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory strategies and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

Carrie Mceachin is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds the Series 63 and Series 66 designations. Her career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as experience with Citigroup Global Markets. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including customized financial planning and investment management supported by structured planning tools and firm-wide resources.

Alicia Donahue is a CFP® professional with four years of industry experience, currently with Stifel in Fayetteville, NC. Her prior roles include positions at Janney Montgomery Scott and The Vanguard Group, Inc. Outside of financial advising, her background includes roles in academic institutions and athletic club management. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary capital market analysis and probabilistic modeling developed by its Investment Strategy Group.

Gary Hubbard is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since beginning his career at Merrill in 2000, he has focused on providing clients with personalized wealth management strategies tailored to their individual financial goals. His approach emphasizes a comprehensive understanding of each client's full financial picture to develop flexible strategies that align with changing market conditions. He offers access to Merrill’s investment insights alongside the banking and lending services of Bank of America. His areas of expertise include college education planning, employee benefits planning, family wealth management strategies, personal retirement planning, portfolio management services, and retirement income. Gary holds a Personal Investment Advisor (PIA) designation and earned a bachelor's degree from Campbell University. Outside of his professional work, Gary participates in community volunteer activities, reflecting the Merrill tradition of community involvement. He enjoys antiquing, genealogy, music, reading, traveling, and spending time with his family.

Max Weinstein is a financial advisor with Raymond James Financial in Fayetteville, NC, holding the Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has worked at Raymond James Financial since 2000 and also operates as owner of Back Again, LLC. Weinstein serves as Finance and Stewardship Chair and Board Member for the Cumberland Community Foundation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary consulting and supports a broad advisor network with specialized services, including municipal advisory and SIMPLE IRA Employer Advisory programs.

Justin Moore is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he provides financial advice and guidance to individuals and businesses, working closely with clients to align their financial lives with their personal circumstances. Justin collaborates with each client to establish quantifiable long-term goals and develop tailored wealth management strategies utilizing Merrill's investment insights. He holds a B.S. degree in Accounting and Finance from North Carolina A&T State University and a Master's degree in Accounting from the University of North Carolina at Greensboro. Prior to joining Merrill in 2011, Justin worked as a financial auditor and consultant in the financial services and insurance industries. He holds professional designations including Accredited Asset Management Specialist (AAMS), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Justin is married to Hona Kim Moore, and they live in Greensboro, North Carolina. Outside of work, he enjoys traveling and participating in athletic activities. He is involved in his community through his service on the boards of Big Brothers Big Sisters of the Central Piedmont and Kappa Alpha Psi Fraternity, Inc.

Madison Kinsey is a financial advisor at LPL Financial with three years of industry experience. She holds the Series 66 designation and has worked at multiple firms, including Black, Chestnut, & Johnson and Investment and Retirement Advisors. 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 advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios and research from both in-house and third-party sources.

Michael Gantt is a financial advisor with Wells Fargo Clearing in Pinehurst, NC, holding a Series 66 designation and 26 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a trustee for family-related trusts and is a stewardship committee member at Brownson Memorial Presbyterian Church, where he reviews financial statements and budgets. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, delivering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products than typical institutional advisors, such as insurance-related vehicles and bank deposit sweep options.

Linda Goff is a financial advisor with Morgan Stanley in Fayetteville, NC, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. She has been with Morgan Stanley since 2009 and also works with Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, she serves as Treasurer for the Women’s Giving Circle of Cumberland County, a charity focused on supporting homeless women and children. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers services that include both direct individual planning and corporate financial planning agreements.

Stephen Mc David is a financial advisor with Edward Jones in Fayetteville, NC, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1996. Mc David serves as vice president of the Cafe Fear Republican Men's Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Karen Tisdale is a financial advisor with Osaic in Fayetteville, NC, holding Series 63 and Series 66 credentials and with 16 years of industry experience. She has worked at several firms including Securities America and National Planning Corporation. Outside of her advisory work, she serves on the board and as treasurer for Cape Fear Regional Theatre and facilitates training and fundraising activities for the Child Advocacy Center. Osaic Wealth, Inc. serves a diverse client base including individuals, institutions, and charitable organizations through a broad network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services using asset allocation tools, risk assessments, and automated rebalancing to manage portfolios across a range of asset classes.

Steven Smith is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has been since 1986. He holds the role of Senior Portfolio Manager, enabling him to construct and manage personalized investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment approaches. His position allows him significant discretion in portfolio construction and security selection, and he manages client assets through the Firm’s Investment Advisory Program, sometimes on a discretionary basis. Steven's client focus includes education planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, and retirement income. He holds a Bachelor's Degree from Wake Forest University and carries the Personal Investment Advisor (PIA) designation. Outside of his professional work, Steven enjoys biking, fishing, photography, reading, traveling, and spending time with his family.

Edwin Waren is a Series 66-licensed financial advisor with 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Megan Stewart is a financial advisor with Edward Jones in Godwin, NC, holding a Series 66 designation and 17 years of industry experience. Her career includes roles at Merrill, Massachusetts Mutual Life Insurance Co, and State Farm. Outside of finance, she owns Stewart Farm and Land Management LLC, which provides landscaping services and raises goats and rabbits, as well as New England Premier GSPs LLC, a dog breeding business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment products. The firm manages over $1 trillion in assets and operates a nationwide network of advisors and branch offices, offering both discretionary and non-discretionary investment strategies under a fiduciary standard.

Danielle Osborne is a financial advisor at Edward Jones with seven years of industry experience. She holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Edward Jones in 2018, she worked at Southco, Harold Beck & Sons, and C2 Education. Osborne serves as Secretary on the Board of Directors for the Eastover Sanitary District in Eastover, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Nathan Smith is a financial advisor with Morgan Stanley Wealth Management, holding a Series 66 designation and 19 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously with Citigroup Global Markets starting in 2007. Outside of his advisory role, he owns and operates Cape Fear Hoggin LLC, an agricultural business in Fayetteville, North Carolina. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning agreements.

Joshua Paquette is a financial advisor at Edward Jones in Fayetteville, NC, with one year of industry experience. Prior to joining Edward Jones, he worked at the Defense Counter Intelligence Agency and Frito-Lay. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.