Forrest Shanklin is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 16 years of industry experience, including 14 years at Edward Jones. Shanklin is also the owner of Shanklin Wealth Planning, where he serves as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and charitable clients. The firm employs tailored, non-discretionary planning and consulting using analytical tools and supports a broad advisor network with specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Blake Stewart is a CFP®, ChFC®, and Series 66-licensed financial advisor with eight years of industry experience. He is currently with Edward Jones, where he has worked since 2017 with a brief tenure elsewhere, including PNC Investments and Allstate Financial. Prior to his financial career, he worked at United Parcel Service and Idaho Central Credit Union. 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 services through a nationwide network of over 23,000 financial advisors.

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.

Clinton Chapman is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 credential and previously worked in education at several high schools. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment strategies and affiliated products supported by a large nationwide network of advisors and branch offices.

Chadwick Virgil is a CFP® and ChFC® credentialed financial advisor with Edward Jones in Pittsboro, NC, where he has worked for 25 years. His career has been exclusively with Edward Jones since 2001. Outside of advising, he is involved in agricultural ventures, including managing a holding company for livestock, timber, and crops, co-owning a farm, and serving as trustee for a farming trust. 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 large network of financial advisors and branch offices nationwide.

William Denton is a financial advisor at Merrill with 21 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2004 and Bank of America since 2009. Denton serves as a fiduciary and holds power of attorney for a partner's IRA, acting on their behalf if needed. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Amanda Klier is a financial advisor at Edward Jones in Pittsboro, NC, holding a Series 66 designation. She has experience working at Edward Jones since 2025 and previously held roles at Lowe's Home Improvement, IBM, and the Alliance of Professional Consultants. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

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.

Lewis Pate is an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2025. Prior to this role, he served as an Investment Solutions Representative II at Fidelity from 2024 to 2025, and as an Investment Solutions Representative I & II between 2021 and 2023. He also worked as a Financial Advisor Associate at Morgan Stanley from 2023 to 2024 and was a Cluster Branch Manager II at SunTrust (Truist) from 2013 to 2021. Throughout his career, Lewis has developed experience in investment solutions and financial advisory services. He partners with clients to understand their short and long-term goals and helps build customized financial plans tailored to their unique needs. Forming strong relationships with clients and their families is a key aspect of his approach. Outside of his professional life, Lewis enjoys activities such as spending time at the beach, family activities, fishing, golfing, exploring food, and spending time with pets.

Shari Becker is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 designation and previously worked for seven years at Carolina Home Mortgage. Outside of her advisory role, she owns and tends to a one-acre hobby farm growing blueberries and blackberries. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial services. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Johnathan Stephens is a financial advisor with Cetera in Sanford, North Carolina, holding Series 63 and Series 66 designations and 17 years of industry experience. He has worked at Cetera and Cetera Wealth Services since 2025 and previously spent nine years with Concourse Financial Group Securities Inc. Since 2016, he has operated Legacy Asset Strategies, providing financial and investment services that include advice on annuity, disability, and long-term care insurance products. Cetera Investment Advisers LLC is an SEC-registered firm with a large nationwide network of over 10,000 advisors serving a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through multiple program structures, with assets under management exceeding $256 billion.

Kevin Maley is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2017. Prior to joining Edward Jones, he worked at Red Hat (Apex Systems) for one year. Outside of his advisory work, Maley volunteers as an instructor and coach for Dave Ramsey's Financial Peace University program at his local church. 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, operating under a fiduciary standard and supporting a nationwide network of more than 23,000 financial advisors.