Stuart Augustine is a financial advisor with LPL Financial in Fayetteville, NC, holding Series 63 and Series 66 licenses and 23 years of industry experience. He spent 15 years at Stifel Nicolaus & Co Inc prior to joining LPL Financial and Lumbee Guaranty Bank in 2024. 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 various advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Christopher Bostock is a Wealth Management Advisor with Merrill Lynch Wealth Management in the Fayetteville office. In this role, he provides customized wealth management services focusing on addressing complex financial needs of wealthy families. He offers assistance across areas such as liquidity management, personal retirement planning, portfolio management services, special needs planning strategies, tax minimization, and retirement income. 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). His approach involves working directly with clients to develop personalized financial strategies aimed at pursuing their long-term goals. Since relocating to Fayetteville, Chris has been actively involved in the local community. He has served as chairman and board member for various organizations such as the Economic Development Alliance of Fayetteville and Cumberland County, Alliance Behavioral Healthcare, Fayetteville Chamber of Commerce, and the Tulsa Initiative. Currently, he is on the board of the Community Development Foundation and serves on the Business Advisory Council for the Fayetteville Cumberland Economic Development Corporation. Outside of work, his interests include music, spending time with his family, and swimming.

Waverlyn Royals is a financial advisor with Primerica Advisors in Fayetteville, NC, holding Series 65 and Series 63 credentials and two years of industry experience. Prior to joining Primerica Advisors in 2024, Royals worked at Primerica Financial Services since 2022 and spent over two decades at ECU Health Medical Center. Outside of advisory work, Royals is president of The Marwall Group, LLC, a non-investment-related business in North Carolina. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services through a large network of financial advisors. The firm uses model-based investment strategies created by unaffiliated managers and offers portfolio management primarily to individual investors rather than institutional clients.

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 with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she is associated with Charter Oak Production Co LLC, which manages mineral rights and royalties. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets through a network of more than 14,000 financial advisors and offers both brokerage and advisory solutions.

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 holds the Series 66 designation and previously worked at Edward Jones for two years before joining Wells Fargo in 2018. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, retirement plan consulting, and brokerage solutions, managing roughly $671 billion in assets with over 14,000 financial advisors.

William Drewry is a financial advisor with Edward Jones in Fayetteville, NC, holding a Series 66 credential and seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Bragg Mutual Federal Credit Union for four years. Outside of his advisory role, he serves as a board member of the Snyder Memorial Baptist Church Foundation and is treasurer on the Finance Committee for the Better Business Bureau of Eastern Carolinas. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of advisors and branches.

Steven Smith Jr. is a financial advisor with Merrill in Fayetteville, NC, holding a Series 66 designation and 14 years of industry experience. He has been affiliated with Bank of America and Merrill Lynch Pierce, Fenner & Smith, Inc. since 2011. Outside of his advisory role, he serves as a board member for the Cape Fear Botanical Garden and teaches a high school finance class for a homeschool co-op called Homes Offering Meaningful Education. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients by providing managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm combines these offerings with a range of program strategies and tax-focused capabilities, leveraging its integration with Bank of America affiliates and capital markets platforms.

Carl Anthony is a Series 66-licensed financial advisor with 22 years of industry experience, currently practicing at LPL Financial since 2021. His previous roles include positions at Lumbee Guaranty Bank, Principal Securities Inc, Principal Life Insurance Company, and AXA Advisors, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services incorporating model portfolios, third-party asset management, and institutional platforms.

Frank Ramey is a financial advisor with Wells Fargo Clearing in Fayetteville, NC, holding Series 63, 65, and 66 licenses and 33 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at A. G. Edwards & Sons, Inc. from 2005 to 2008. Outside of his advisory role, he serves as the executor of his father's estate. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

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.

Tyjah Johnson is a financial advisor at Edelman Financial Engines with a Series 65 credential and one year of industry experience. Prior to joining Edelman Financial Engines, Johnson worked as an independent licensed life insurance agent for five years and served at the North Carolina Department of Public Safety for five years. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a proprietary modeling process with planner delivery and online tools, offering a range of management services and emphasizing diversified portfolios, periodic rebalancing, and a long-term investment approach.

Megan Tate is a financial advisor at Edward Jones in Fayetteville, NC, holding a Series 66 designation with six years of industry experience. She previously worked at Ashley Collins State Farm for four years before joining Edward Jones in 2020. 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 large network of financial advisors and branch offices across the United States.

Denise O'dell is a financial advisor at Morgan Stanley with 29 years of industry experience. She holds Series 63 and Series 65 designations and has been with Morgan Stanley and its affiliated entities since 2009. Outside of her advisory role, she is involved in property management as a partner in a rental property business in Fayetteville, North Carolina. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages a significant amount of client assets and provides services through a broad range of investment and financial planning offerings.

Steven Canali is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and over 24 years of industry experience. He previously worked at FSC Securities Corporation for 17 years and at Waddell & Reed for four years. In addition to his advisory role, he is involved in selling life, health, disability insurance, and annuities. OSAIC Wealth serves a diverse client base, including retail and institutional investors, offering a range of brokerage and advisory services through a multi-advisor platform. The firm’s investment process focuses on model-based asset allocation and portfolio optimization, supporting strategies managed by advisors or third-party managers.

James Melvin is a financial advisor at Wells Fargo Advisors with 46 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of his advisory role, he teaches a 13-week Financial Peace University course at Northwood Temple Church in Fayetteville, NC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options using proprietary research and tools, with a focus on tailored recommendations across various financial needs.

Bruce Brown is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior roles include positions at Securities America Advisors, SSN Advisory, and National Planning Corp. Outside of his advisory work, he serves on the finance committee of Hay Street Methodist Church and is a member of the Kiwanis Club of Fayetteville, a civic organization focused on community and youth programs. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment approach centered on model-based asset allocation, portfolio optimization, and a multi-advisor platform supporting discretionary and third-party manager strategies.

Michael Stanfield is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Prior to that, he was with Citigroup Global Markets from 2001 to 2009. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and modeling tools to develop tailored financial plans, operating primarily in an advisory capacity.

Marcos Soltren is a Wealth Management Advisor at Merrill Lynch Wealth Management. With over 25 years of experience in the financial services industry, he focuses on building meaningful client-advisor relationships to understand and address each client's unique financial goals and dreams. He offers personalized wealth management strategies that consider clients' objectives, time horizon, liquidity needs, cost considerations, and risk tolerance, helping clients pursue their goals through a consistent and customized approach. Marcos specializes in areas such as college education planning, divorce transition planning, family wealth management strategies, investment consulting for defined contribution plans, legacy planning, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. He provides access to investment insights from Merrill and banking convenience and lending solutions from Bank of America to manage all aspects of clients' financial lives. He holds a Bachelor's Degree from Florida State University and has earned the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. Marcos is bilingual in English and Spanish. He participates in his community through volunteer work and enjoys fishing, football, music, soccer, softball, spending time with his family, traveling, and watching movies.