Jeffrey Navarro is a CFP® and holds a Series 66 license with 16 years of industry experience. He has been with Edward Jones since 2009. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Michael Moore is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 19 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Outside of his advisory role, Moore is involved in managing a rental property jointly owned with his spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, using an IPS-driven approach grounded in modern portfolio theory and offering both discretionary and non-discretionary options.

Dillon Burdette is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with Equitable Advisors since 2015 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he is a guest lecturer at NC State University’s Poole College of Management and is the owner and managing member of Oakbridge Financial Group, LLC. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and third-party asset managers.

Gregory Seamster is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Stifel since 2022. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he is a partner and owner of Buckfins and Feathers LLC, a hunting farm in North Carolina. Stifel serves a diverse client base ranging from individuals to institutional investors, offering brokerage and investment advisory services with a focus on fee-based financial planning and proprietary investment analysis developed by its Investment Strategy Group.

Claren Englebreth is a CFP® and Series 66-designated financial advisor with 17 years of industry experience. Currently at Edward Jones since 2017, Englebreth previously worked at Wells Fargo Advisors and Wells Fargo Clearing. 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 large nationwide network of financial advisors and branch offices.

Stephen Murray is a financial advisor at Equitable Advisors in Raleigh, NC, holding a Series 66 designation with two years of industry experience. Before joining Equitable Advisors, he worked at Oakbridge Financial Group and has a background that includes roles in education and community services in the Raleigh area. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing a range of firm-offered and third-party advisory solutions.

William Whichard III is a financial advisor with Wells Fargo Advisors in Raleigh, NC. He holds a Series 66 designation and has one year of industry experience, including prior roles at Transamerica and four years at the University of North Carolina at Wilmington. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Christy Josephs is a financial advisor at Wells Fargo Clearing with nine years of industry experience. She holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016. Prior to this, she worked at Wells Fargo Advisors, LLC and Wells Fargo Bank NA. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach 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.

Audrey Averill is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. She has two years of industry experience and has been associated with Mass Mutual Investors Services since 2009. Audrey also has a long tenure with The Pelora Group beginning in 2008. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational services using firm-approved analytical tools and emphasizes collaborative, ongoing client relationships.

Brent Little is a financial advisor with Thrivent Investment Management based in Raleigh, NC. He holds the Series 66 designation and has five years of industry experience. Prior to his current role, Brent worked with 323 Sports for six years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across various financial topics and combines planning with managed-account programs through a consolidated billing option called “WealthPlan.”

Benjamin Swaney is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. His career at Wells Fargo and affiliated entities spans from 2009 to the present. Swaney has a significant ownership interest in Mifflin Capital S Corp and serves as a trustee for several Mifflin Capital 401(k) plans. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, using proprietary research and planning tools to tailor recommendations. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning.

Mary Skinner is a financial advisor at LPL Financial with four years of industry experience. She holds the Series 66 designation and has worked previously at First Horizon and PNC Bank. LPL Financial is a national broker‑dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management options, supported by extensive research tools and a broad platform of associated financial services.

John Holder is a financial advisor with Raymond James & Associates in Raleigh, NC, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Bank of America, Merrill, and NetApp Inc. Outside of his advisory work, he serves as Treasurer for the Brooks Avenue Church of Christ and is a board member of Wake Monarch Academy. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, advisory programs, and institutional consulting with a range of portfolio management styles and affiliated research resources.

Joshua Soucy is a financial advisor at Fidelity with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has been affiliated with various Fidelity entities since 2008. Strategic Advisers LLC, part of Fidelity Investments, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a hybrid approach combining fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios through systematic methodologies and maintaining oversight of delegated sub-advisers.

Stephen Fordham V is a CFA® charterholder and holds a Series 63 license with 17 years of industry experience. He has been with Edward Jones since 2011. Outside of advisory work, he is involved in managing rental properties through a property management company. 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 large national network of financial advisors and branch offices.

Katherine Wall is a CFP® certificant and Series 66 licensee with seven years of industry experience. She has been with Edward Jones since 2018 and previously worked at Johnston County Public Schools from 2013 to 2018. Outside of her advisory role, she writes a personal blog focused on her experiences with grief and travel. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options, supported by a large nationwide network of financial advisors and branch offices.

Derek Oliphant is a financial advisor with J.P. Morgan Securities in Raleigh, NC, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior roles include positions at Fortright Capital and Equitable Advisors. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Aurea Wangerien is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 39 years of industry experience. She previously worked at Edward Jones and Merrill, accumulating seven years at each firm before joining LPL Financial in 2017. Outside of her advisory work, she is involved in non-variable insurance. 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, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced research and operational tools.

Kevin Cecil is a financial advisor with LPL Financial in Raleigh, NC, holding Series 63 and Series 65 licenses and having 24 years of industry experience. He worked at PRUCO Securities, LLC from 2002 to 2007 before joining LPL Financial, where he has been since 2007. Cecil also engages in fixed insurance and annuity sales as a licensed agent with several insurance companies. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Dwight Carson is a CFP® and holds a Series 66 license with six years of industry experience. He has been with Edward Jones since 2019 and previously worked at Royal Oaks Homes, a division of Mattamy Homes, and Carson Realty Group, Inc. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.