Mary Williams is a Series 66-licensed financial advisor with Raymond James Financial in Fayetteville, NC, with nine years of industry experience. She previously worked at Merrill from 2015 to 2022 and has been associated with Raymond James Financial Advisors, Inc. since 2023. Williams serves on the Finance and Investment Committee for Village Baptist Church, where she collaborates on the church’s financial oversight. 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 using analytical tools to illustrate potential outcomes and supports various advisory programs and institutional consulting.

Carrie Underwood is a financial advisor at Edward Jones in Fayetteville, NC, with 11 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2014. 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 discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services under a fiduciary standard.

James Wilson is a CFP® and holds a Series 66 license with 20 years of industry experience. He is currently with Fidelity Investments and has been associated with FIDELITY Brokerage Services LLC since 2008. Outside of his advisory role, Wilson works as an independent contractor using a car-sharing app. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of proprietary research, quantitative analysis, and systematic methodologies to construct model portfolios from mutual funds, ETFs, and ETPs, with oversight that includes delegated management and conflict-of-interest evaluations.

Cynthia Celeste is a financial advisor at Merrill with 27 years of industry experience. She has been with Merrill since 1992 and holds a Series 66 designation. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Phillip Coram is a financial advisor with Edward Jones in Fayetteville, NC, holding a Series 66 designation and eight years of industry experience. He worked at OneMain Financial Group LLC for nine years before joining Edward Jones in 2018. 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 and a network of more than 23,700 financial advisors. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts and affiliated mutual funds, and provides services under a fiduciary standard.

Michael Best serves as a Resident Director and Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining Merrill Lynch in 2000, he collaborates with clients to establish quantifiable financial goals and prioritize their needs. He develops customized strategies utilizing a wide range of financial instruments to assist clients in pursuing long-term objectives. His client focus includes college education planning, family wealth management, retirement planning, portfolio management, socially responsible and ESG investing, tax minimization, and retirement income strategies. Michael holds a Bachelor of Science degree from East Carolina University, an M.B.A. from Fayetteville State University, and an associate degree from Wayne Community College. He is a CERTIFIED FINANCIAL PLANNER® and a Personal Investment Advisor (PIA). A lifelong resident of eastern North Carolina, Michael is active in charitable organizations and community service. He is a past president of the Lafayette Rotary Club, a Paul Harris Fellow, and volunteers with Liberty Point Rotary Club service projects. In his personal time, he enjoys boating, fishing, camping, cooking, football, gardening, writing, and spending time with his three children.

Eve Fowler is a Wealth Management Advisor with Merrill Lynch Wealth Management. She began her career in the financial industry in 1996 and joined Merrill Lynch in 2004. Eve’s advisory approach emphasizes understanding clients’ goals through detailed conversations, allowing her to guide them in making informed and objective decisions about their financial futures. Her areas of focus include managing new wealth, personal retirement planning, philanthropic planning, and portfolio management services. Eve holds a bachelor’s degree in Marketing from the University of North Carolina at Wilmington. She has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is also recognized as a member of The Tilghman Fowler Lawhead Group, which was named to the 2023 Forbes "Best-in-State Wealth Management Teams" list. Residing in Fayetteville with her husband Jason and their two sons, Eve values her community and maintains involvement with the Center for Economic Empowerment & Development (CEED). Outside of work, she enjoys reading, traveling, and spending time with family and friends.

Stuart Augustine is a financial advisor with LPL Financial in Fayetteville, NC, holding Series 63 and Series 66 licenses and having 23 years of industry experience. He previously worked at Stifel Nicolaus & Co Inc for 15 years prior to joining LPL Financial and Lumbee Guaranty Bank in 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Christopher Bostock is a Wealth Management Advisor based in the Fayetteville office of Merrill Lynch Wealth Management. He focuses on providing customized wealth management services to affluent families. His client expertise includes liquidity management, personal retirement planning, portfolio management, special needs planning, tax minimization, and retirement income strategies. Chris holds a Bachelor's Degree from Purdue University System and has earned several professional designations, including Chartered Financial Consultant (ChFC), Chartered Special Needs Consultant (ChSNC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Since relocating to Fayetteville, he has been actively involved in the local community, serving in leadership roles such as past Chairman of the Economic Development Alliance of Fayetteville and Cumberland County, past Board Chairman of Alliance Behavioral Healthcare, past Chairman of the Fayetteville Chamber of Commerce, and as a committee member of the Community Development Foundation. He is also a member of the Business Advisory Council for the Fayetteville Cumberland Economic Development Corporation. Outside of his professional duties, Chris has an interest in music, swimming, and spending time with his family. He works closely with clients to develop personalized financial strategies aimed at pursuing their long-term goals.

Waverlyn Royals is a financial advisor at Primerica Advisors in Fayetteville, NC, holding Series 65 and Series 63 credentials with two years of industry experience. Prior to joining Primerica Advisors, Royals worked at ECU Health Medical Center for 23 years. Outside of advisory work, Royals serves as president of The Marwall Group, LLC, a non-investment-related business. Primerica Advisors sponsors a wrap-fee asset management program that serves individual, corporate, and charitable clients, offering model-based investment strategies managed by unaffiliated asset managers and supported by custodial services from Pershing.

Stephen Peterson is a financial advisor at Edward Jones in Fayetteville, NC, holding a Series 66 designation. He has been with Edward Jones since 2023 and previously worked in various roles including at Brock Cabinets and Salem Methodist Church. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary investment strategies, and manages approximately $1.01 trillion in assets.

Jane Smith is a financial advisor at Wells Fargo Clearing with 39 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of her advisory role, she is associated with Charter Oak Production Co LLC, a mineral rights and royalties business in Oklahoma City. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Debbie Best is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. She also has a longstanding involvement with Stella & Dot, an entrepreneurial venture she has been part of since 2010. 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 strategies supported by a large network of financial advisors and branch offices nationwide.

David Sheldon is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He previously worked at Edward Jones and Branch Banking and Trust Company. Sheldon holds a Series 66 credential and is based in Fayetteville, NC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products than typical large institutional advisers.

William Drewry is a financial advisor with Edward Jones in Fayetteville, NC, holding a Series 66 license and six years of industry experience. Prior to joining Edward Jones in 2019, he worked at Bragg Mutual Federal Credit Union. He is also a board member of the Snyder Memorial Baptist Church Foundation and serves as Treasurer and Finance Committee member for the BBB of Eastern Carolinas. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated services, supported by a large nationwide network of advisors and branch offices.

Elijah Chavis is a financial advisor at Edward Jones in Fayetteville, NC, holding a Series 66 designation. He has been with Edward Jones since 2023 and has prior work experience in various service and entrepreneurial roles, including time at Chick-fil-A and operating Chavis Pro Turf. 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.

Steven Smith is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been with the firm since 1986 and holds the designation of Personal Investment Advisor (PIA). In his role as a specially qualified Senior Portfolio Manager, Steven provides clients with traditional financial advice and guidance while also building and managing personalized or defined investment strategies. His approach may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies, offering a high degree of flexibility in portfolio construction and security selection. When working within the Firm’s Investment Advisory Program, he may manage strategies on a discretionary basis and, after meeting additional requirements, may manage assets for clients collaborating with other Merrill Advisors. Steven’s expertise focuses on education planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, and retirement income. He earned his Bachelor of Arts degree from Wake Forest University. Outside of his professional work, Steven enjoys biking, fishing, photography, reading, traveling, and spending time with his family, which includes his wife Kathy, four children, and five grandchildren.

Carl Anthony is a financial advisor at LPL Financial with 22 years of industry experience. He holds the Series 66 designation and has worked previously at AXA Advisors, Principal Securities, and Lumbee Guaranty Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, providing both discretionary and non-discretionary management supported by extensive research and technology.

Frank Ramey is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as the executor of his father's estate. 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 uses modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Kevin Alexander is a financial advisor at Morgan Stanley in Fayetteville, NC, holding a Series 66 designation with two years of industry experience. Before joining Morgan Stanley in 2022, he spent ten years at HCL America. Outside of his advisory role, he owns and operates a property management and automotive business. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, managing approximately $2.74 trillion in client assets and offering tailored financial planning supported by firm-approved tools and analysis.