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 Certified Financial Planner® (CFP®) with four years of industry experience. She is currently with Stifel and has previously worked at Janney Montgomery Scott and The Vanguard Group, Inc. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies 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 with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial, Madison worked at Black, Chestnut, & Johnson, Investment and Retirement Advisors, and Bernard Robinson & Co. 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 other institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Michael Gantt is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 26 years of industry experience. He previously worked at FSC Securities Corporation and Morgan Stanley DW Inc. Gantt serves as a trustee for family-related trusts and participates in stewardship activities at Brownson Memorial Presbyterian Church. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm utilizes research from Wells Fargo Investment Institute and third-party sources to inform investment decisions, serving a broad client base with both brokerage and advisory solutions.

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 financial advisor with Merrill in Fayetteville, NC, holding Series 63, 65, and 66 licenses and bringing 37 years of industry experience. He has worked with Merrill since 1987 and Bank of America since 2011. Outside of his advisory role, Smith serves as an advisory board member and elder at Heritage Bible Fellowship, a nonprofit church organization. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients by offering managed accounts, third-party manager selection, discretionary portfolio management, and brokerage services. The firm utilizes multiple program strategy types and maintains integration with Bank of America affiliates to support trading, lending, and capital markets activities.

Edwin Waren is a Series 66-licensed financial advisor with 19 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a previous role at A. G. Edwards & Sons, Inc. in 2008. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Danielle Osborne is a CFP® and ChFC® with seven years of industry experience. She has worked at Edward Jones since 2018 and previously held roles at Southco, Harold Beck & Sons, and C2 Education. Osborne serves as Secretary on the Board of Directors for the Eastover Sanitary District. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets with a nationwide network of financial advisors and branch offices.

Nathan Smith is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2007, following a prior role at Citigroup Global Markets. Outside of his advisory work, he is the sole proprietor of an agricultural business, Cape Fear Hoggin LLC, based in Fayetteville, North Carolina. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and the Global Investment Committee’s research.

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.

Mary Williams is a Series 66-licensed financial advisor with Raymond James Financial in Fayetteville, NC, with nine years of industry experience. She previously worked at Merrill from 2015 to 2022 and has been associated with Raymond James Financial Advisors, Inc. since 2023. Williams serves on the Finance and Investment Committee for Village Baptist Church, where she collaborates on the church’s financial oversight. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools to illustrate potential outcomes and supports various advisory programs and institutional consulting.

Carrie Underwood is a financial advisor at Edward Jones in Fayetteville, NC, with 11 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2014. 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 discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services under a fiduciary standard.

James Wilson is a CFP® and holds a Series 66 license with 20 years of industry experience. He is currently with Fidelity Investments and has been associated with FIDELITY Brokerage Services LLC since 2008. Outside of his advisory role, Wilson works as an independent contractor using a car-sharing app. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of proprietary research, quantitative analysis, and systematic methodologies to construct model portfolios from mutual funds, ETFs, and ETPs, with oversight that includes delegated management and conflict-of-interest evaluations.