Caroline Staples is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2020. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Lauren Murphy is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. She previously worked at Avantax Investment Services and Avantax Advisory Services for five years. Outside of her advisory role, she serves as a sales manager for Outdoor Decor Inc and assists with tax preparation and financial advisory support at Cozart and Edwards, PA. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual and institutional clients. The firm offers various portfolio management and financial planning services, utilizing multiple program structures and a multi-manager platform.

Claude Allen IV is a financial advisor with LPL Financial in Oxford, NC, holding a Series 66 designation and 17 years of industry experience. He has been with LPL Financial since 2013. Outside of his advisory role, he is involved with Wilton Advisory Group, Ltd., a business entity related to his work, and operates under the name Acera Wealth Management as a DBA for his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm provides a range of financial planning and advisory programs, offering both discretionary and non-discretionary management, supported by research and model portfolios from various sources.

Thomas Cannan is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with MCM Partners Erie, LLC and Waddell & Reed, Inc. He has also been involved with community organizations such as the Spencerport Chamber of Commerce and Daystar for Medically Fragile Children, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by proprietary research and third-party models.

William Jakes is a Series 66 licensed financial advisor with Edward Jones in Oxford, NC, with 13 years of industry experience. He has been with Edward Jones since 2013. 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 advisors.

Carlton Edwards II is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has worked at Avantax Advisory Services and Avantax Investment Services prior to joining Cetera in 2025. Edwards is also a partner at Cozart & Edwards PA, a tax preparation and accounting firm, and serves as chairman on the board of Converting Hearts Ministries, a nonprofit organization. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management options through a multi-manager platform, providing access to affiliated and unaffiliated managers as well as customizable strategies.

Zachary Nelson is a CFP® with three years of industry experience, currently associated with OSAIC in Wake Forest, NC. He previously worked at The Pillar Network for ten years and has been with Armstrong Wealth Management since 2022. Outside of his advisory role, Nelson occasionally provides tennis lessons at the Raleigh Racquet Club. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm integrates brokerage and advisory services using asset-allocation tools and multiple third-party platforms to offer a range of portfolio management options.

Timothy Huber is a Series 66-registered advisor with Edward Jones in Wake Forest, NC, where he has worked since 2025. He has one year of experience in financial advising and previously served 15 years with the Wake County Public School System. He is also a Master Sergeant in the United States Air National Guard, where he has served for 20 years. 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 wide range of advisory programs and investment solutions through a large network of financial advisors and branch offices.

David Twiddy is a financial advisor with Ameriprise in Wake Forest, NC, holding Series 63, Series 65, and Series 66 designations and bringing 39 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, he is president and sole owner of DM Twiddy, Inc. Ameriprise provides a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, offering tailored recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. As a large institutional firm, Ameriprise also delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Ezekial Blake is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2017. His prior experience includes roles at Waddell & Reed, Alexander Archery, and various insurance carriers. 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 under management and offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Barry Venick is a financial advisor at Merrill with seven years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at W&S Brokerage Services and Western & Southern Life. Outside of his advisory role, he owns a family retail sports souvenir business that operates on weekends. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Antoine Randall is a financial advisor at Edward Jones in Oxford, NC, holding a Series 66 designation with nine years of industry experience. His prior work includes roles at Wells Fargo Bank and Prudential, as well as an earlier tenure at Edward Jones. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

Ricardo Barbosa Ballester is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. His background includes five years of service in the US Army and a combined four years at Fidelity Investments. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios comprised of mutual funds, ETFs, and ETPs.

Robert Trujillo II is a financial advisor with OSAIC based in Wake Forest, NC, holding a Series 66 designation and 13 years of industry experience. He has been associated with Royal Alliance since 2014. Outside of his advisory work, he owns a sole proprietorship providing insurance services as needed. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers a range of integrated investment and financial planning services, utilizing asset-allocation tools and third-party managed account solutions.

Blair Griffin is a CFP® professional with 15 years of industry experience, currently serving at Edward Jones since 2012. He holds the Series 66 designation and is based in Wake Forest, 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 broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Blake Greiter is a financial advisor at LPL Financial with 21 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2013, following a four-year tenure at Capital Bank in Florida. Outside of his advisory role, Greiter is also a licensed massage therapist. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and proprietary research to support diversified investment strategies.

Christopher Cracchiolo is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he serves as a high school assistant baseball coach at East Wake Academy in Zebulon, NC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and research support, along with both discretionary and non-discretionary management options.

Jonathan White is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2024, he held roles at ICON plc, Verizon, Radeas, and ACR Supply Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of investment advisory programs and services, operating under a fiduciary standard and supporting approximately $1.01 trillion in assets under management through a nationwide network of advisors and branch offices.

Christopher Manning is a financial advisor at Edward Jones with 14 years of industry experience. He has been with Edward Jones since 2017 and previously worked at First Citizens Investor Services from 2014 to 2017. Manning holds a Series 66 designation and is based in Henderson, NC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households as well as pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions under a fiduciary standard.