Lyben Hizkias is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America, Hizkias worked at Fidelity Investments and held roles in various companies, including Akula Security and Conquer Strategic Marketing. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individual, high-net-worth, and institutional clients.

Matthew Cracchiolo is a financial advisor with LPL Financial in Franklinton, NC, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial, he worked at Protronics Inc. and has experience in various other roles including education and retail. Outside of advising, he is involved as a YouTube Google Adsense partner and volunteers as a backstage helper at Louisburg College. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing both proprietary and third-party investment models, and supports its network of over 22,800 advisors with technology and operational resources.

Kyle Winder is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 12 years of industry experience. He has worked with multiple entities within the Flight Plan group since 2014 and has held roles at Principal Securities and Edward Spencer Employee Group Benefits. Winder serves as president of The Flight Plan Group LLC. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, employing a range of portfolio management strategies and platform arrangements.

William Gass III is a financial advisor at Edward Jones in Raleigh, NC, holding a Series 66 designation. He began his career at Edward Jones in 2025 and previously worked at Pella Carolina, INC for 13 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard.

Gabriel Bowman is a financial advisor at Edward Jones in Youngsville, NC, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at East Carolina University. 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 solutions supported by a nationwide network of financial advisors and branch offices.

Danny Bostic Jr. is a CFP®-designated financial advisor with 19 years of industry experience. He is currently with Edward Jones, joining the firm in 2023. His prior roles include positions at SeCU Life Insurance Company, Members Trust Company, Credit Union Investment Services, SeCU Brokerage Services, and State Employees' 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 through a nationwide network of over 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Carri Carter is a financial advisor with Edward Jones in Wake Forest, NC, holding a Series 66 designation and 14 years of experience at the firm. She has been with Edward Jones since 2012. 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. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the United States.

Gregory Daniels is a CFP®-certified financial advisor with eight years of industry experience, currently serving with Raymond James Financial. He previously worked at Edward Jones for seven years and at ElecTel Cooperative FCU for 14 years. Daniels is the owner of Daniels Financial Partners, an independent advisory business based in Wake Forest, NC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients, including high-net-worth individuals and organizations. The firm provides tailored non-discretionary planning using risk profiling and analytical tools, and supports a broad advisor network with specialized municipal and retirement plan consulting services.

Anthony Muttillo is a CFP® professional with 32 years of industry experience, currently affiliated with Osaic Wealth, Inc. He has worked at New Century Financial Group, LLC and Agm Financial Services, Inc., and has maintained a longstanding role with Osaic Wealth since 1994. In addition to his advisory work, he serves as trustee for a family trust. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of financial advisers, offering integrated brokerage, investment advisory services, financial planning, and access to multiple third-party investment platforms. The firm employs asset-allocation tools and risk assessment strategies to build diversified portfolios including stocks, bonds, options, mutual funds, ETFs, and alternative investments.

David Caballero is a CFP®-designated financial advisor with LPL Financial, based in Wake Forest, NC, with 23 years of industry experience. He has been with LPL Financial since 2005. Outside of his advisory role, he is involved with Caballero Holdings LLC, a real estate rental business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad range of advisory and brokerage services. The firm offers financial planning, model portfolios, third-party asset management, retirement advice, and institutional platforms, supported by advanced operational and research tools.

Lauren Tyndall is a financial advisor with Edward Jones in Wake Forest, NC. She holds a Series 66 designation and has 13 years of experience with Edward Jones. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Scott Cook is a financial advisor at Ameriprise with 10 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise Financial Services LLC since 2021, following five years with Edward Jones. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Bryan Richardson is a financial advisor with Ameriprise in Wake Forest, NC, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its related entities since 2005, accumulating 18 years at the firm. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing tax-aware retirement planning advice, focusing on dependable income strategies for clients approaching or in retirement.

Darryl Banks is a financial advisor with Edward Jones in Raleigh, NC, holding CFP® and Series 66 designations and having 10 years of industry experience. He has worked at Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial products. The firm is notable for its extensive advisor and branch network and its integrated capabilities, including trust services and securities-based lending.

Kristina Paget is a financial advisor at Edward Jones in Raleigh, NC, holding Series 65 and Series 66 licenses with one year of industry experience. Her prior roles include positions at Wells Fargo Bank, Buckley Wealth Management, McClarren Financial Advisors, and Edward Jones Investments. She has been involved with Tri Area Ministry Food Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm 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.

Max Gausch is a financial advisor at Fidelity with 12 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Fidelity Investments in various capacities since 2011. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research and quantitative analysis to construct portfolios from mutual funds, ETFs, and ETPs, employing systematic methodologies and long-term asset allocation benchmarks.

Jennifer Waugh is a Certified Financial Planner® (CFP®) with 10 years of industry experience. She has worked at Fidelity Investments since 2025 and Fidelity Brokerage Services, LLC since 2021, following six years at Howard Financial Services, LTD. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, including fund advisory and model portfolios.

Kimberly Cozart is a financial advisor with Cetera, holding the CFP® and PFS™ designations and over 24 years of industry experience. She has worked with multiple firms throughout her career and currently supervises an accounting and tax preparation business, Cozart & Edwards, PA. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors nationwide.

Martin Coward is a financial advisor at Edward Jones in Raleigh, NC, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2010. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard across its advisory programs.

Catherine Easop is a financial advisor with Edward Jones in Wake Forest, NC, holding the ChFC® designation and Series 63, 65, and 66 licenses. She has 12 years of industry experience, including roles at Edward Jones since 2017 and Allstate - Walters Insurance Agency, Inc. since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and fiduciary services supported by a nationwide network of more than 23,700 financial advisors and over $1 trillion in assets under management.