Katherine Wall is a CFP® certificant and Series 66 licensee with seven years of industry experience. She has been with Edward Jones since 2018 and previously worked at Johnston County Public Schools from 2013 to 2018. Outside of her advisory role, she writes a personal blog focused on her experiences with grief and travel. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options, supported by a large nationwide network of financial advisors and branch offices.

Phillip Harris is a financial advisor with Ameriprise in Cary, NC, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service targeting individuals with at least $1,000,000 in net investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored retirement-income advice through a centralized consulting team.

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.

Aurea Wangerien is a financial advisor at LPL Financial with 39 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Edward Jones for seven years before joining LPL Financial in 2017. Wangerien is also involved in non-variable insurance as a side business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Kevin Cecil is a financial advisor at LPL Financial with 24 years of industry experience. He has been with LPL Financial since 2007 and holds Series 63 and Series 65 credentials. Outside of his advisory role, he is involved in fixed insurance and annuities sales and maintains direct agent contracts with several insurance companies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of advisory programs, financial planning, and brokerage services, supported by research and technology, including discretionary and non-discretionary management and diverse investment strategies.

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.

Michael Mullins is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, he worked at Stericycle and Shred-It. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Lucas Bourne is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at Fidelity Investments and Fidelity Personal and Workplace Advisors since 2008. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction, and it manages model portfolios across various asset classes.

Tracy Harrison is a Series 66 licensed financial advisor with Edward Jones, based in Smithfield, North Carolina, and has eight years of industry experience. She has been with Edward Jones since 2016. Outside of her advisory role, she is the owner of a building management business in Clayton, North Carolina. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Michael Nunez is a Series 66-licensed financial advisor with 12 years of industry experience. He is currently with LPL Financial and United Community Bank in Garner, NC, where he has worked since 2018. Prior to that, he was employed at Lincoln Financial Securities Corporation from 2014 to 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Paul Pratto is a financial advisor with LPL Financial in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with LPL Financial since 2011. He also acts in a fiduciary capacity as a trustee for family members. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Fred Asfoury is a CFP® professional with 28 years of industry experience. He currently serves as a financial advisor at Raymond James & Associates, where he has been since 2019. Prior to this, he held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is a partner in a real estate brokerage and owns several short-term rental properties managed by a professional firm. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Christopher Alexander is a financial advisor with Fisher Investments in Raleigh, NC, holding Series 63 and Series 65 credentials and 13 years of industry experience. His prior roles include positions at Personal Capital Advisors Corporation, Spire Investment Partners, Bank of America N.A., and Merrill. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm combines quantitative screening and qualitative research through a centralized investment process and manages risk with tax-aware strategies and defensive tactics.

Griffin Shively is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Before joining Fidelity, he held positions at Southern Mobility and Medical, Sonic Automotive Inc., and Firehouse Subs. Outside of his advisory role, he participates in the Amazon Influencer Program, where he records video reviews of various products. Fidelity, through its subsidiary Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages multiple registered investment companies and fund-of-funds.

Avery Love is a financial advisor at Raymond James Financial with Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Raymond James, Avery held positions at Fidelity Investments and Hall Private Wealth Advisors. Outside of his advisory work, he serves as a financial associate at Stonegate Financial, a company owned by StillGreen Partners, LLC. 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 institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals, with specialized services in municipal and public finance as well as employer SIMPLE IRA consulting.

Benjamin Greer is a Financial Consultant who focuses on building relationships with clients to understand their financial goals and collaboratively create plans aimed at growing and protecting their wealth. He has been with Fidelity Investments since 2021, progressing through roles including Customer Relationship Advocate, Investment Solutions Representative, and Planning Consultant. His professional experience spans various facets of financial planning and investment solutions. Benjamin's approach centers on working closely with clients to develop strategies aligned with their objectives. Outside of his professional life, Benjamin has interests in board games, football, and golf.

James Mertens is a CFA® charterholder based in Cary, NC, with 26 years of industry experience. He is currently affiliated with OSAIC and has previously worked at LPL Financial, Independent Advisor Alliance, and Founders Financial Alliance. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, using a range of portfolio construction tools and third-party solutions.

David Heffelfinger is a financial advisor at Raymond James Financial with 26 years of industry experience. He holds Series 63 and Series 66 licenses and currently serves as Managing Director at Atlantic Union Bank and Atlantic Union Financial Consultants, LLC. His career includes positions at Wells Fargo and First Citizens Investor Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains unique offerings such as municipal advisory services and a SIMPLE IRA Employer Advisory & Consulting Services program.

Alyssa Fields is a financial advisor with Equitable Advisors in Raleigh, NC. She holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Equitable Advisors, she worked at Harris Teeter for six years. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through third-party programs. The firm utilizes a hybrid referral and implementation model, offering both advisory and brokerage channels to meet client needs.