Michael Dunaway is a CFP® and ChFC® financial advisor with nine years of industry experience. He is currently affiliated with Raymond James Financial Services Advisors, Inc. and is the owner and president of Corval Strategic Wealth Management, a financial advisory firm based in Holly Springs, NC. Prior to joining Raymond James, he worked at Edward Jones for eight years. 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 investors. The firm offers tailored, non-discretionary planning and consulting services and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Jarrett Corder is a financial advisor at Edward Jones in Cary, NC, holding a Series 66 credential with two years of industry experience. Prior to his current role, he worked in education and sports media, including positions at Chatham County Schools and 247Sports. Outside of advising, he owns an online store on Teachers Pay Teachers and has created YouTube content. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory strategies and affiliated investment products supported by a large nationwide network of advisors and branch offices.

Ryan Verdery is a financial advisor with LPL Financial in Apex, NC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party model portfolios.

Haley Plumley is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Edward Jones with five years of industry experience. Prior to joining Edward Jones in 2021, she worked at Fidelity Bank and was involved in the restaurant industry at The Mason Jar Tavern. She also serves as a Planning Board Associate for the town of Angier, assisting with local growth opportunities. 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.

Juan Trujillo is a financial advisor with Equitable Advisors in Raleigh, NC, holding a Series 66 designation and 12 years of industry experience. He has worked at Equitable Advisors since 2014 and was previously with Axa Advisors, LLC for six years. Equitable Advisors serves a wide range of clients including individuals, high-net-worth individuals, retirement plans, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

John Szuchan is a CFP® professional with 42 years of industry experience. He is currently with LPL Financial since 2025 and previously worked at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, National Association from 2015 to 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by in-house and third-party research.

Christopher Brooks is a Series 66–licensed financial advisor with Thrivent Investment Management in Raleigh, NC. He has prior experience at Resolute International Services and Vetted International, Ltd., totaling over a decade in the industry. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and a broad range of planning topics without discretionary portfolio management.

Laura Myers is a financial advisor with Primerica Advisors in Garner, NC, holding Series 63 and Series 65 credentials and 10 years of industry experience. She has been associated with PFS Investments Inc and Primerica Financial Services since 2015. Outside of her advisory role, Myers is involved in home inspection businesses as a partner and sole owner and serves as a notary public in North Carolina. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure while delegating trading and implementation responsibilities to BNY Mellon Advisors.

Dylan Herrold is a financial advisor at Morgan Stanley in Raleigh, NC, holding Series 63 and Series 66 licenses with nine years of industry experience. His prior work includes roles at E*TRADE Capital Management and E*TRADE Securities. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and modeling techniques to support client financial plans while acting primarily in an advisory capacity.

Edward Muse is a financial advisor with Ameriprise in Raleigh, NC, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he oversees the business operations of his practice through DGM Financial LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning advice focused on retirement income, utilizing proprietary research and third-party data within a non-discretionary implementation framework.

Ransom Stokes is a financial advisor at LPL Financial with 26 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked at firms including First Horizon, Wells Fargo Clearing, Truist Investment Services, and BB&T. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Cale Herndon is a financial advisor with Merrill in Cary, NC, holding a Series 66 designation and 14 years of industry experience. He has worked at Merrill since 2012 and Bank of America, N.A. since 2013. Outside of financial advising, Herndon is the president and owner of True Custom Homes, a custom homebuilding company that he founded in 2010 but is not currently active in building. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jeffrey Sideras is a financial advisor at Fisher Investments in Raleigh, NC, holding Series 65 and Series 63 licenses with 10 years of industry experience. He has been with Fisher Investments since 2015. Fisher Investments provides discretionary portfolio management to a global client base that includes institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm combines quantitative and qualitative research through a centralized Investment Policy Committee to manage diversified portfolios, employing tax-aware and risk management strategies.

Jaime Molina is a financial advisor at Edward Jones with seven years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Edward Jones in 2019, he worked at Cmed Clinical Services and Gamestop, and he has served in the United States Air Force Reserves since 2016. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices.

Jesse Malone is a financial advisor at Edward Jones in Cary, NC, holding a Series 66 designation with one year of industry experience. His background includes previous roles at Edward Jones and tax-related positions at Pikula Tax and H&R Block. Edward Jones is a full-service wealth management firm serving 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 manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branches nationwide.

Robert Larson is a financial advisor at Edward Jones with 31 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1994 and holds the Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

Matthew Greenan is a financial advisor with LPL Financial in Cary, NC, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Canvasback Wealth Management, Kestra Financial, and TIAA-CREF. Greenan is also the owner of PhilGreat Insurance, a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, research, and various investment strategies.

Justin Jones is a financial advisor with J.P. Morgan Securities in Raleigh, NC, holding a Series 66 designation and seven years of industry experience. His career includes roles at Santander Bank, Santander Securities, Edward Jones, and Cardinal Health. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized manager due diligence and applying an ESG eligibility framework in its recommendations.

Rene Karsko is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. 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, financial planning, retirement consulting, and brokerage services using both discretionary and non-discretionary management, supported by research and technology-driven solutions.

James Duerr is a Series 66 licensed advisor with Thrivent Investment Management in Raleigh, NC, and has six years of industry experience. He has been with Thrivent Financial since 2019 and was self-employed from 2014 to 2019. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm focuses on holistic, goal-based planning across various financial topics, offering these services separately from managed accounts.