Marc Verner is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Wells Fargo since 2009, initially at Wells Fargo Advisors LLC before joining Wells Fargo Clearing in 2016. Outside of his advisory role, he serves as president of the Northwoods Homeowners Association in Mcleansville, NC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

William Austin is a financial advisor with Edward Jones in Burlington, NC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, he is a 50% owner of a rental property in Atlantic Beach, NC. 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 range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joshua Martin is a financial advisor at Edward Jones with a Series 66 designation and six years of industry experience. His prior work history includes roles at Duke University, the Orange County School System, Biogen, and service in the U.S. Air Force. He has been with Edward Jones since 2019. 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 under management through a network of over 23,700 financial advisors, offering a range of advisory programs and affiliated investment products.

Rachel Walston is a financial advisor with LPL Financial in Burlington, NC, holding Series 63 and Series 65 licenses and having 12 years of industry experience. She has worked at LPL since 2013 and also operates Fisher Wealth Management. Outside of advising, she owns REW Consulting & Implementation, a home-based consulting business, and serves as a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of financial planning and asset management services through a large network of advisors, utilizing various model portfolios and customized strategies.

Austin Daugherty is a CFP®-designated financial advisor with eight years of industry experience, currently affiliated with Raymond James Financial. His prior experience includes roles at Commonwealth Financial Network and Elon University. He serves as secretary of Blaser Investment Management Group, Inc., an outside activity related to investment management. 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 supported by analytical tools and sponsors wrap-fee advisory programs while maintaining specialized services such as municipal and SIMPLE IRA employer advisory consulting.

Rachel Baldwin is a financial advisor at Edward Jones with 10 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2016. In addition to her advisory role, Baldwin is an independent health coach with Team Beachbody, LLC. 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 offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Kenneth Wince is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His previous work includes roles at Edward Jones and Fifth Third Securities, and he currently serves as a relationship manager at Fidelity Bank. Kenneth is also involved with Cleveland County Schools in a non-investment capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and custom strategies supported by advanced operational tools.

Mark Benenati is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. He currently assists clients in understanding their benefits and provides expert guidance in benefits planning. Mark joined Fidelity Investments in 2021 as a Workplace Planning Consultant and transitioned to his current role in 2026. His experience focuses on workplace benefits and planning solutions. Outside of his professional work, Mark enjoys camping, hiking, watching movies, and playing table tennis.

William Fisher is a financial advisor with LPL Financial in Burlington, NC, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. He has been with LPL Financial since 2009. 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 a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology and a large network of advisors.

Jeffrey Blaser is a CFP® professional with 35 years of industry experience, currently with Raymond James Financial Services Advisors, Inc. in Burlington, NC. His career includes multiple tenures at Raymond James and a five-year period at Commonwealth Financial Network. 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, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored non-discretionary planning and advisory services using advanced analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Alex Crawford is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and two years of industry experience. His background includes service in the U.S. Army since 2021 and prior roles with PFS Investments Inc. and Primerica Financial Services. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-based investment strategies managed by third-party asset managers. The firm supports a large network of advisors and offers a range of portfolio models including those investing in cryptocurrency ETFs.

Josiah White is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Graham, NC. He has nine years of industry experience, including a prior role with North Carolina State University Recreation. 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 nationwide network of financial advisors and branch offices.

Kacie Loye is a financial advisor at Edward Jones in Burlington, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked in various roles including positions at Lomax Construction Inc and Leeper, Kean & Rumley LLP. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and services, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets with a large network of financial advisors and branch offices.

Matthew Garcia is a CFP® professional with five years of industry experience, currently serving as a financial advisor at LPL Financial since 2024. Prior to this, he worked at The Vanguard Group for three years and Northwestern Mutual for one year. Outside of finance, he is the owner of a local lawn care business. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management options through a large network of advisors, utilizing various model portfolios, third-party subadvisors, and customized strategies.

John Wagner is a financial advisor at Edward Jones in Mebane, NC, holding the CFP®, ChFC®, and Series 66 designations with 10 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he owns land used as a timber farm in Efland, NC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.

Logan Sharpe is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at TIAA-CREF from 2010 to 2018. Outside of his advisory role, he serves as a board member for The Burlington School and works as a spin class instructor. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Michael ODowd is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. In this role, he partners with executives to help them understand their employer benefits and develop solid plans to work toward their financial goals. Michael has held multiple positions at Fidelity Investments, including Benefits & Planning Consultant since 2025, Workplace Planning Consultant from 2022 to 2025, College Planning Specialist in 2022, and Customer Relationship Advocate from 2021 to 2022. His experience spans various aspects of financial planning and client relationship management. Outside of his professional work, Michael enjoys activities such as beach outings, bowling, comedy, hiking, movies, and outdoor adventures.

Culbert Mclean Jr. is a financial advisor with LPL Financial who holds a Series 66 designation and has 23 years of industry experience. He has worked at LPL Financial since 2008 and is also a managing partner at S. Preston Douglas & Associates LLP, a CPA firm. Outside of his advisory work, he serves as Director and President of Pinecrest Country Club, a nonprofit private country club. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers financial planning, asset management, and retirement services to individuals, institutions, and other clients through a large network of investment adviser representatives. The firm combines advisory platforms with a broad range of financial services and oversight of substantial discretionary assets.

James Capps IV is a financial advisor at Merrill with three years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Fidelity Investments, Bank of America, and Jos. A. Bank. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers both model-based and discretionary investment strategies supported by its internal Chief Investment Office and third-party managers.

Stephanie Davis is a financial advisor with Edward Jones in Burlington, NC, holding a Series 66 designation and six years of industry experience. Her prior work includes positions at Kayser Roth, Randstad, Wayfair LLC, and American National Bank and Trust. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and investment options, supported by a large nationwide network of financial advisors and branch offices.