James Mitchell IV is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he was involved with the Sanford Golf Course for six years and spent over a decade in full-time education. 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.

Tammy Matthews is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and has previously worked at Ranch Solutions LLC, Harnett Health, and Campbell University Health Center. Tammy also serves as a Membership Coordinator for Women in Networking of Fuquay, where she manages membership applications and communications. 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 options supported by a broad national network of advisors and branch offices.

James Mitchell III is a CFP® certificant with 24 years of industry experience. He has been with Edward Jones since 2001, based in Sanford, NC. 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 programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Robin Wellings Loftus is a CFP® and Series 66 credentialed financial advisor with Edward Jones, where she has worked since 2009. She has 16 years of industry experience. Outside of her advisory role, she is a Mary Kay consultant selling cosmetics to existing customers and family. 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 and offers a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Gregory Pace is a financial advisor with Edward Jones in Sanford, NC, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he is a 25% partner in Storm All-Star Cheerleading, a cheerleading gym in Sanford. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Mary Twiddy is a CFP® and holds a Series 66 license with 11 years of industry experience, all spent at Edward Jones since 2015. She is based in Fuquay Varina, NC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. 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.

Hillary Moore is a financial advisor with LPL Financial in Sanford, NC, holding a Series 66 credential and six years of industry experience. She has worked with LPL Financial since 2020 and is also involved with Lucia Capital Group. Outside of advising, she works with a CPA firm preparing taxes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a broad advisory and brokerage platform. The firm offers financial planning, asset management, and institutional services, supported by technology and a large network of over 22,800 advisors.

William Mcgoldrick Sr. is a CFP® with 32 years of industry experience, currently affiliated with OSAIC since 2024. His prior roles include positions at Wealth and Pension Services Group Inc. and Triad Advisors, Inc., spanning over two decades. He is also the owner of Mcgoldrick & Company, CPA, CFP, a public accounting firm where he provides tax preparation and planning services in addition to his advisory work. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory, and financial planning services. The firm utilizes advanced portfolio construction tools and supports multiple advisory platforms, including third-party managed account solutions.

Leigh Harris is a CFP®-certified financial advisor with 32 years of industry experience. Currently with Edward Jones since 2018, Harris previously worked at Horace Mann Investors, Inc. and Horace Mann Companies from 2017 to 2018. 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 financial advisors and branch offices.

Zachary Womble is a financial advisor with Edward Jones in Sanford, NC, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, he operated Zach Womble Enterprises, Inc. from 2012 to 2019. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory strategies and affiliated investment products through a nationwide network of advisors.

Angela Brown is a financial advisor at Edward Jones with 23 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Edward Jones since 2003. 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 nationwide network of more than 23,700 financial advisors.

Ryan Williams is a Series 66-licensed financial advisor with Edward Jones, based in Fuquay Varina, NC. He has nine years of industry experience, having started his career at Walgreens Pharmacy before joining Edward Jones in 2017. Outside of his advisory work, he is involved in a family entertainment center business in Raleigh, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, managing over $1 trillion in assets and operating through a widespread network of financial advisors and branch offices.

Amber Honeycutt is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and 22 years of industry experience. She has been with Edward Jones since 2011. 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, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Amber Kidd is a financial advisor with Edward Jones in Sanford, NC. She holds a Series 66 designation and has 23 years of experience with Edward Jones. Outside of her advisory role, she is involved in direct sales, working as a stylist for Color Street and a consultant for Pampered Chef. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branches nationwide.

Lauren Cox is a financial advisor with Edward Jones in Sanford, NC, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, she worked in education with positions at Lee County Schools, Wake County Schools, and Pine Springs Preparatory Academy. Outside of her advisory role, she is the managing member of Southeast Industrial Supply & Distribution, an industrial supply business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment strategies and affiliated services. The firm is notable for its extensive retail advisor and branch network, as well as its affiliated capabilities beyond advisory services.

Michael Morrison is a CFP® professional at Edelman Financial Engines with seven years of industry experience. His career includes roles at Fidelity Investments, Northwestern Mutual, and Empower Advisory Group. He is based in Fuquay-Varina, NC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary advice with a focus on diversified portfolios and long-term investment strategies.

Milford Quinn is a financial advisor at UBS Financial Services with 21 years of industry experience. He has worked at UBS since 2006 and holds the Series 63 and Series 65 designations. Quinn serves on the finance committee for Harnett Health System and is an advisory board member for Harnett County Economic Development. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocation to tailor financial plans to clients’ goals and risk tolerances.

Dargan Moore is a financial advisor at Edward Jones in Sanford, NC, holding the CFP® designation with 24 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, Moore owns a sole proprietorship focused on designing and building wooden furniture and serves as a board member on the Finance Committee for the St. James Santee Brick Church Restoration Committee in McClellanville, SC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm operates a nationwide network of over 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

David Hernandez Jr. is a financial advisor with Edward Jones in Fuquay Varina, NC, holding a Series 66 designation and nine years of industry experience. Prior to joining Edward Jones in 2017, he served in the United States Army for 16 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of investment strategies and advisory services, supported by a nationwide network of approximately 23,701 financial advisors and manages over $1 trillion in assets.

Johnathan Stephens is a financial advisor with Cetera in Sanford, NC, holding Series 63 and Series 66 designations and 16 years of industry experience. He has worked at Cetera since 2025 and previously spent nine years with Concourse Financial Group Securities Inc. Stephens also operates Legacy Asset Strategies, through which he provides financial and investment services, including advice on annuity, disability, and long-term care insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, employer-sponsored retirement, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, utilizing both affiliated and third-party investment managers across diverse program structures.