Nicklaus Parker is a Series 66 licensed financial advisor with Edward Jones in Mebane, NC, and has two years of industry experience. Prior to joining Edward Jones, he worked at Boston Consulting Group and held roles at Emory University and the PGA Tour. He also spent a decade with Fox Sports Carolinas. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, tax-efficient services, and affiliated capabilities. The firm manages over $1 trillion in assets and operates a large nationwide network of advisors and branch offices.

Kevin Tennyson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and having 29 years of industry experience. Prior to joining LPL Financial in 2022, he worked at Cuna Mutual Insurance Society and Cuna Brokerage Services, Inc. for a combined 19 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisors. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from various sources.

Mohammad Waqas is a financial advisor at Merrill based in Chapel Hill, NC, with a Series 66 designation and four years in the industry. His prior experience includes roles at JPMorgan Chase, Bank of America, and IBC Bank, as well as a position at Jet It and involvement with Cellphones 4 Us. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a variety of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James Fleming is a Series 66–licensed financial advisor with Edward Jones in Burlington, NC. He began his financial advisory career in 2025, including a position at Betty Andrews Investment Management/LPL prior to joining Edward Jones. Outside of his advisory work, he has been involved with the Figure Eight Island Yacht Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

Alec Lloyd is a financial advisor with LPL Financial based in Burlington, NC. He holds a Series 66 designation and has one year of industry experience. Prior to joining LPL Financial in 2024, he worked at Worldwide Golf Shops and Global Value Commerce. LPL Financial serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers diverse advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management alongside research from multiple sources.

Mackenzie Crawford is a financial advisor with Primerica Advisors in Mebane, NC, holding Series 65 and Series 63 licenses and eight years of industry experience. Prior to his current role, he worked with several organizations including Serco, Inc. and West Genesee School District. He is a co-owner of Why-Am-I Cattle Company, LLC, a non-investment related business based in Burlington, NC. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-based investment strategies managed by third-party asset managers and supports trade execution and custody through Pershing, focusing primarily on individual investors rather than institutional or pension clients.

Nicole Robertson is a ChFC® with 19 years of industry experience, currently serving as a financial advisor at LPL Financial. Her career includes roles at OSAIC, Opus Financial Advisors, Fsc Securities Corp, and SunTrust Advisory Services. She is also registered as a non-variable insurance representative. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a broad range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Joseph Coniglio is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Wells Fargo, Fifth Third Bank, and Truist Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary advice delivered by select Wealth Advisors, focusing on approved funds and strategies within a broad broker-dealer and banking organization.

Martin Frost is a CFP®-certified financial advisor with 16 years of industry experience, currently with LPL Financial. He has previously worked at OSAIC, Opus Financial Advisors, Inc., Fsc Securities Corp, and SunTrust in various advisory roles. Outside of his advisory duties, he is involved in non-variable insurance services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, 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 both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

Denisse Soto Cruz is a Series 66-licensed financial advisor at Merrill with 15 years of experience at the firm. She is based in Chapel Hill, NC. Outside of her advisory role, she is a co-owner of a family rental property in North Carolina. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Thomas Holtz is a financial advisor at Edward Jones in Chapel Hill, NC, holding a Series 66 designation with nine years of industry experience. Prior to joining Edward Jones in 2017, he worked at McKinney for three years. 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 through a network of more than 23,700 advisors and offers a range of discretionary and non-discretionary advisory strategies under a fiduciary standard.

Jody White is a financial advisor with Edward Jones in Hillsborough, NC, holding a Series 66 designation and one year of industry experience. Prior to returning to Edward Jones in 2025, Jody worked at Irby Stinson Realty for five years and has experience with Locopops and SEEDS NC. Their real estate broker license is currently inactive. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with various investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports its clients through a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

Shannon Harris is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. Prior to joining LPL Financial in 2022, Harris worked at Geneos Wealth Management Inc. and HBS Financial Advisors. Harris is also the president and owner of Harris Wealth & Retirement Planning, a separate business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, with both discretionary and non-discretionary management supported by research, model portfolios, and various advanced technologies.

Cole Sanders is a financial advisor at Raymond James Financial Services Advisors, Inc. He holds a Series 65 designation and has one year of industry experience. His prior work includes roles at Balser Investment Management Group, Commonwealth Financial Network, and various non-financial positions such as at Uline and Cog Hill Golf & Country Club. 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 and models, and it supports advisory programs along with municipal and public-finance work through a municipal advisor affiliation.

Gregory Ellington is a financial advisor with Raymond James Financial in Burlington, NC, holding Series 63 and Series 66 credentials and 12 years of industry experience. His work history includes roles at American National Bank & Trust and American National Investment Services. He serves as a board member at St Marks Evangelical and Reformed Church, advising on financial matters. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, institutions, and organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports advisory programs across a large network, including specialized municipal and retirement plan consulting services.

Brian Spangler is a financial advisor with Edward Jones in Burlington, NC, holding Series 63 and Series 66 designations and 24 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, he serves as Vice President of the Westpark Owners Association, which manages maintenance of office property he owns that is leased to Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets with a large network of financial advisors and branch offices, offering a variety of advisory programs and affiliated investment products under a fiduciary standard.

Erin Cockman is a CFP® professional with 30 years of experience in the financial services industry. She is currently affiliated with Raymond James Financial and has held previous roles at Pinnacle Wealth Partners and other business ventures. She is a passive partner in Plastridge Insurance Agency. 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, and institutions, using tailored, non-discretionary planning and advanced analytical tools.

Kimberly Faucette is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 25 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. In addition to her advisory role, she is a notary public and holds power of attorney responsibilities for a family investment entity. 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 IPS-driven approach incorporates a broad range of investment options, including insurance-related products and bank deposit sweep programs, serving institutional clients with tailored investment solutions.

Angela Hall is a financial advisor at LPL Financial with 25 years of industry experience. She holds the Series 63 and Series 65 licenses and has worked at firms including Raymond James Financial Services and Ancora Wealth Partners. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, and institutions. The firm offers various advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.

Samuel Parker III is a financial advisor with Edward Jones in Mebane, NC, holding the CFP®, ChFC®, and Series 66 designations. He has 24 years of industry experience, all with Edward Jones since 2002. Outside of his advisory role, he owns a video rental business in Hillsborough, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.