Nathan Huntley is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Trinity Wealth Securities LLC and Tristate Financial Advisors. Prior to his financial career, he worked in other industries such as automotive services and masonry. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Christopher Reaume is a Series 66-licensed financial advisor with 24 years of industry experience. He is currently affiliated with LPL Financial, having worked there since 2018, with prior experience at Citizens Bank & Trust, Infinex Investments, and Bb&T Investment Services. Outside of his advisory role, he owns and operates Cardinal Home and Landscape Services LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management, supporting advisors with various tools and platforms.

Lucas Gooding is a financial advisor at Edward Jones with the Series 66 designation. He has one year of industry experience and has held prior roles at Court One and NC State University. Gooding serves in the North Carolina Army National Guard. 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, managing approximately $1.01 trillion in assets through a network of over 23,700 financial advisors nationwide.

Ansell Neri is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked with multiple firms, including Royal Alliance Associates and Signator Investors, and served as president of June-Neri Financial. Neri is a board member of the Philippines American Association of North Carolina and the WakeMed Foundation. Cambridge Investment Research Advisors serves a broad range of clients, providing financial planning, investment management, and retirement advisory services through a network of independent professionals with a variety of portfolio management and model-based solutions tailored to client needs.

Dean Waldron is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 28 years of industry experience. He has been associated with LPL Financial and Waldron Financial Group since 1998. 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 a wide range of services including financial planning, model portfolio programs, and institutional platforms, supporting advisors with both proprietary and third-party investment strategies.

Seth Asbill is a financial advisor at Edward Jones with 11 years of industry experience. He holds the CFP® and Series 66 designations and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. 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.

Daniel Creswell is a financial advisor with Primerica Advisors in Wake Forest, NC, holding Series 63 and Series 65 credentials and having four years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2021. Outside of his advisory role, Creswell is involved with North Wake Church and has operated Sychar Properties, a real estate business focused on house flipping, since 2008. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

Mark Obrien is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Bank of America and Merrill since 2014. Merrill 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, pension plans, corporations, and charitable organizations.

Christopher Ellis is a financial advisor with Edward Jones in Creedmoor, NC, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. He has been with Edward Jones since 2003. 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 and branch offices.

Matthew Waldron is a financial advisor with LPL Financial in Wake Forest, NC, holding Series 63 and Series 66 credentials and 13 years of industry experience. His prior roles include positions at Morgan Stanley and Belpointe Insurance and Asset Management. Outside his advisory work, he participates in a family-run online retail business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management.

Jaime Carmona is a financial advisor affiliated with LPL Financial, holding a Series 66 designation and bringing 18 years of industry experience. He previously worked at Edward Jones for four years before joining LPL Financial in 2012. Carmona Financial LLC is a non-investment-related business entity associated with him. 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 a range of advisory services including financial planning, model portfolio programs, and third-party asset management, supported by technology tools and a broad platform of financial products.

James Staples is a financial advisor at Edward Jones in Youngsville, NC, with 24 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2001. 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 nationwide.

William Scott is a financial advisor at Edward Jones in Raleigh, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at ServiceTrade and several other companies in diverse roles. 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 strategies, separately managed accounts, and affiliated mutual funds.

Michael Franks is a financial advisor at Cambridge Investment Research Advisors with 21 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Franks has been with Cambridge Investment Research Advisors since 2011. He is also an independent insurance agent through Franks Financial & Insurance Planning. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, using a variety of investment platforms and proprietary model strategies.

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.

Thomas Cannan is a financial advisor with LPL Financial in Wake Forest, NC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His background includes roles at MCM Partners Erie, LLC, and a range of positions in education and community organizations such as the Spencerport Central School District and Spencerport Chamber of Commerce. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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.

Valerie Massengill is a CFP® professional with 15 years of experience in the financial services industry. She has been with Edward Jones since 2013 and previously worked at BB&T Investment Services, Inc. for two years. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors. The firm offers various investment strategies and affiliated capabilities, supported by a large network of financial advisors and branch offices nationwide.