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.

Robbie Misplay is a financial advisor at Edward Jones with 11 years of industry experience. He has held his current position since 2014 and holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with an emphasis on both non-discretionary and discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and maintains a nationwide network of more than 23,700 advisors and 15,000 branch offices.

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.

Megan Stewart is a Series 66-registered financial advisor with Edward Jones in Godwin, North Carolina, and has 17 years of industry experience. Her work history includes roles at Edward Jones, Merrill, New England Premier GSP, Massachusetts Mutual Life Insurance Co, and Granite State College. Outside of advising, she owns Stewart Farm and Land Management LLC, where she provides landscaping services and raises goats and rabbits, and previously owned a dog breeding business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and advisory services. The firm manages over $1 trillion in assets and operates a large national network of financial advisors and branch offices.

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.

Melissa Scott is a CFP® professional with 18 years of industry experience, currently with Cambridge Investment Research Advisors since 2024. Her prior experience includes roles at First Bancorp and Infinex Investments, as well as First Citizens Investor Services. Outside of advisory work, she is a board member of the Dunn Committee of 100 and owns businesses in agriculture and insurance. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services. The firm supports a range of investment strategies through multiple platform arrangements and emphasizes both proprietary and third-party model solutions tailored by independent Financial Professionals.

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.

Michael Best serves as a Resident Director and Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining Merrill Lynch in 2000, he collaborates with clients to establish quantifiable financial goals and prioritize their needs. He develops customized strategies utilizing a wide range of financial instruments to assist clients in pursuing long-term objectives. His client focus includes college education planning, family wealth management, retirement planning, portfolio management, socially responsible and ESG investing, tax minimization, and retirement income strategies. Michael holds a Bachelor of Science degree from East Carolina University, an M.B.A. from Fayetteville State University, and an associate degree from Wayne Community College. He is a CERTIFIED FINANCIAL PLANNER® and a Personal Investment Advisor (PIA). A lifelong resident of eastern North Carolina, Michael is active in charitable organizations and community service. He is a past president of the Lafayette Rotary Club, a Paul Harris Fellow, and volunteers with Liberty Point Rotary Club service projects. In his personal time, he enjoys boating, fishing, camping, cooking, football, gardening, writing, and spending time with his three children.

Eve Fowler is a Wealth Management Advisor with Merrill Lynch Wealth Management. She began her career in the financial industry in 1996 and joined Merrill Lynch in 2004. Eve’s advisory approach emphasizes understanding clients’ goals through detailed conversations, allowing her to guide them in making informed and objective decisions about their financial futures. Her areas of focus include managing new wealth, personal retirement planning, philanthropic planning, and portfolio management services. Eve holds a bachelor’s degree in Marketing from the University of North Carolina at Wilmington. She has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is also recognized as a member of The Tilghman Fowler Lawhead Group, which was named to the 2023 Forbes "Best-in-State Wealth Management Teams" list. Residing in Fayetteville with her husband Jason and their two sons, Eve values her community and maintains involvement with the Center for Economic Empowerment & Development (CEED). Outside of work, she enjoys reading, traveling, and spending time with family and friends.

Stuart Augustine is a financial advisor with LPL Financial in Fayetteville, NC, holding Series 63 and Series 66 licenses and 23 years of industry experience. He spent 15 years at Stifel Nicolaus & Co Inc prior to joining LPL Financial and Lumbee Guaranty Bank in 2024. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers various advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Christopher Bostock is a Wealth Management Advisor with Merrill Lynch Wealth Management in the Fayetteville office. In this role, he provides customized wealth management services focusing on addressing complex financial needs of wealthy families. He offers assistance across areas such as liquidity management, personal retirement planning, portfolio management services, special needs planning strategies, tax minimization, and retirement income. Chris holds a Bachelor's Degree from Purdue University System and has earned several professional designations including Chartered Financial Consultant (ChFC), Chartered Special Needs Consultant (ChSNC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His approach involves working directly with clients to develop personalized financial strategies aimed at pursuing their long-term goals. Since relocating to Fayetteville, Chris has been actively involved in the local community. He has served as chairman and board member for various organizations such as the Economic Development Alliance of Fayetteville and Cumberland County, Alliance Behavioral Healthcare, Fayetteville Chamber of Commerce, and the Tulsa Initiative. Currently, he is on the board of the Community Development Foundation and serves on the Business Advisory Council for the Fayetteville Cumberland Economic Development Corporation. Outside of work, his interests include music, spending time with his family, and swimming.

Waverlyn Royals is a financial advisor with Primerica Advisors in Fayetteville, NC, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Primerica Advisors, Royals worked over two decades at ECU Health Medical Center. Outside of advising, Royals serves as president of The Marwall Group, LLC, a non-investment related business. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies developed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.