Tammy Matthews is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and has previously worked at Ranch Solutions LLC, Harnett Health, and Campbell University Health Center. Tammy also serves as a Membership Coordinator for Women in Networking of Fuquay, where she manages membership applications and communications. 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 options supported by a broad national network of advisors and branch offices.

Michael Stone is a CFP® with 12 years of experience and has been with Edward Jones since 2014. He is based in Holly Springs, NC. 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.

Ryan Carpenter is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC since 2018. Prior to his career in financial services, he was employed by Uber Technologies Inc and Artistic Tile LLC. Strategic Advisers LLC, a Fidelity Investments company, 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various investment platforms.

Ryan Monteleone is a financial advisor with Edward Jones in Holly Springs, NC, holding the ChFC® designation and Series 63 and 66 licenses. He has 21 years of industry experience, all with Edward Jones since 2004. Outside of his advisory role, Monteleone serves as president of Pace Yourself Run Company, a specialty running store, umpires NCAA and minor league baseball games, and is involved in local education and property management organizations. Edward Jones is a full-service wealth management firm serving 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 over $1 trillion in assets and operates through a nationwide network of financial advisors and branch offices.

Robin Wellings Loftus is a CFP® and Series 66 credentialed financial advisor with Edward Jones, where she has worked since 2009. She has 16 years of industry experience. Outside of her advisory role, she is a Mary Kay consultant selling cosmetics to existing customers and family. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mary Twiddy is a CFP® and holds a Series 66 license with 11 years of industry experience, all spent at Edward Jones since 2015. She is based in Fuquay Varina, NC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. 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.

Jon Narducci is a financial advisor at Ameriprise with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise since 2015. Outside of his advisory role, he is involved in the fast-casual restaurant business as an owner and investor in NC Lobster LLC and BN Lobster LLC. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm provides a combination of advisory, brokerage, and insurance solutions, utilizing algorithmic automation and research-supported recommendations tailored to clients’ needs.

Joe Peterson is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2024. He focuses on helping clients achieve financial peace of mind through personalized planning tailored to the unique needs of individuals and families. Prior to his current role, he worked as an Investment Consultant at Fidelity Investments from 2022 to 2024 and as an Investment Advisor at PNC Private Bank from 2016 to 2022. Throughout his career, Joe has accumulated experience in investment consulting and advisory roles, collaborating with clients to co-create and maintain financial plans aligned with their goals. He emphasizes maintaining open lines of communication to support ongoing financial planning and adjustments. Outside of his professional work, Joe enjoys board games, football, golf, movies, music, and reading.

William Mcgoldrick Sr. is a CFP® with 32 years of industry experience, currently affiliated with OSAIC since 2024. His prior roles include positions at Wealth and Pension Services Group Inc. and Triad Advisors, Inc., spanning over two decades. He is also the owner of Mcgoldrick & Company, CPA, CFP, a public accounting firm where he provides tax preparation and planning services in addition to his advisory work. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory, and financial planning services. The firm utilizes advanced portfolio construction tools and supports multiple advisory platforms, including third-party managed account solutions.

Angela Brown is a financial advisor at Edward Jones with 23 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Edward Jones since 2003. 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 nationwide network of more than 23,700 financial advisors.

Ryan Williams is a Series 66-licensed financial advisor with Edward Jones, based in Fuquay Varina, NC. He has nine years of industry experience, having started his career at Walgreens Pharmacy before joining Edward Jones in 2017. Outside of his advisory work, he is involved in a family entertainment center business in Raleigh, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, managing over $1 trillion in assets and operating through a widespread network of financial advisors and branch offices.

Brian Diller is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. He has been with Fidelity since 2021, initially working as an Investment Solutions Representative before assuming his current role in 2025. Prior to Fidelity, he gained experience as a Financial Planning Intern at Northwestern Mutual in 2021. He holds insurance licenses in Arkansas and California. Brian pursued a degree in finance, motivated by his early interest in understanding finances influenced by his family's small business background. In his role, he assists clients in looking ahead to their financial goals and identifying actionable steps to achieve them. Brian grew up in central Colorado. Outside of work, he and his wife enjoy spending time outdoors.

Amber Honeycutt is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and 22 years of industry experience. She has been with Edward Jones since 2011. 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 solutions, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Mark Harrell is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 credential and has worked at Edward Jones since 2020. Prior to that, he held positions at AC Hall Company, Southern Bank and Trust, and Wells Fargo and Company. 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 solutions, supported by a nationwide network of approximately 23,701 advisors and 15,121 branch offices.

Robert Eargle Jr. is a financial advisor with Edward Jones in Garner, NC, holding a Series 66 license and four years of industry experience. Prior to his current role at Edward Jones, he worked at DICKS SPORTING GOODS for six years. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Candace Stepp is a financial advisor at Fidelity with 14 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Fidelity Investments in various roles since 2008. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Katherine Wall is a CFP® practitioner with Edward Jones in Garner, North Carolina, where she has worked since 2018 and has eight years of industry experience. Before joining Edward Jones, she spent five years with Johnston County Public Schools. Outside of her advisory work, she writes a personal blog focused on her experience with grief and travel. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a range of advisory programs and affiliated investment options. The firm manages over $1 trillion in assets and operates a 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.

Michael Morrison is a CFP® professional at Edelman Financial Engines with seven years of industry experience. His career includes roles at Fidelity Investments, Northwestern Mutual, and Empower Advisory Group. He is based in Fuquay-Varina, NC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary advice with a focus on diversified portfolios and long-term investment strategies.

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.