Elizabeth Manning is a financial advisor at Edward Jones with Series 66 credentials and four years of industry experience. Prior to joining Edward Jones, she worked at the North Carolina Department of Health & Human Services for five years and the Down East Partnership for Children for four years. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

James Branan Sr. is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and previously worked for Cornwell Quality Tools for 20 years. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Will Tibbals is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments, a role he has held since 2025. Prior to this position, he gained experience at Fidelity Investments in various capacities including Investment Solutions Representative roles from 2022 through 2025. His professional background also includes client development management at Arbor Wealth and an internship as a Financial Representative at Northwestern Mutual. Will holds insurance licenses in Arkansas and California, supporting his work in financial planning and benefits consulting. His career reflects a focus on understanding clients' financial situations comprehensively to improve their financial outcomes. Outside of his professional responsibilities, Will has interests in fitness, food, football, golf, and traveling.

Emily Lowery is a financial advisor with Merrill in Cary, NC, holding a Series 66 designation and four years of industry experience. Her prior work includes positions at Bank of America, BB&T, Victoria’s Secret, and service in the U.S. Navy. She serves as a successor trustee and holds power of attorney for family fiduciary responsibilities. 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 individuals, high-net-worth clients, and institutional investors.

Karl Mundt is a Series 66-credentialed financial advisor at Raymond James Financial with 21 years of industry experience. He previously worked at Commonwealth Financial Network and Ameriprise Financial Services. Outside of his advisory role, he serves as president of Trail Ridge Financial, LLC, managing its financial planning practice. 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, and institutional investors. The firm offers tailored, non-discretionary investment consulting and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Troy Huskey is a financial advisor with Equitable Advisors in Raleigh, NC, holding a Series 66 designation and five years of industry experience. Prior to joining Equitable Advisors in 2020, he worked in various roles including positions at Sunset Slush and Omega Technology. 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 multiple third-party programs. The firm operates a hybrid referral and implementation model, utilizing both advisory and brokerage channels to tailor services based on client goals and risk tolerance.

Hoss Esmaeili is a financial advisor with Cetera in Raleigh, NC, holding a Series 66 designation and 17 years of industry experience. He has previously held roles at Avantax, Cambridge Investment Research, Lincoln Financial Securities, Wells Fargo Clearing, and PNC Investments. Esmaeili is also president and CEO of Clever Financial Services Inc., a firm through which he provides comprehensive financial planning and conducts regular client reviews. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, supporting diverse program structures and custodial relationships.

Adam Morgan is a CFA® charterholder and holds a Series 66 license with five years of industry experience. He is currently affiliated with LPL Financial and First Horizon Advisors and also teaches at Skema Business School. His prior experience includes roles at Armor Investment Advisers, Investors Trust Company, and PNC Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and technology-driven investment strategies.

Michael Witkowski is a financial advisor at Thrivent Investment Management with 19 years of industry experience. He holds a Series 66 designation and has worked at Thrivent and its affiliates since 2006, including a year at LPL Financial. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive, goal-based financial plans without discretionary trading. The firm offers clients the option to combine planning with managed accounts under a consolidated billing arrangement called “WealthPlan,” while keeping planning and asset management separate.

Joel Oliver is a CFP® with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. He previously worked at Fidelity Investments and has been involved with Christ Baptist Church in Raleigh, NC, where he provides financial literacy and budget coaching. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, affiliated mutual funds, and trust services. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,000 financial advisors.

Shihong Duan is a financial advisor at Merrill with a Series 66 designation and seven years of industry experience. Duan's prior work includes roles at Bank of America, JPMorgan Chase Bank, J.P. Morgan Securities, and HSBC. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Christine Goldner is a financial advisor at Edward Jones with 10 years of industry experience. She holds a Series 66 designation and has worked continuously with Edward Jones since 2009. 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, supported by a large nationwide network of advisors and branch offices, and operates under a fiduciary standard.

Thomas Mense is a CFP®-certified financial advisor with eight years of experience, currently practicing at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Ferguson Enterprises, Inc. from 2015 to 2018. 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 with a nationwide network of over 23,000 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

William Langdon is a financial advisor at RBC Capital Markets with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Merrill and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, corporations, and charitable organizations. The firm provides various advisory programs and tailors investment strategies using both in-house and third-party managers, along with options for tax management and responsible investing.

Mabel Cheonwi is a financial advisor at Charles Schwab with five years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab since 2020, with prior roles at Parametric and RBC. Outside of advising, she is an independent business owner with Amway, engaged in online product sales. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts and employs multi-asset model portfolios supported by in-house investment research.

Nathan Plott is a Series 66 licensed financial advisor with six years of industry experience, currently affiliated with Raymond James Financial in Cary, NC. He has been associated with Caroline Sinclair Wealth Partners, LLC since 2021 and has held various roles within Raymond James Financial entities since 2020. Outside of his advisory work, he is a partner in a hair salon business operated by his wife. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools such as risk profiling and probability modeling to support client decision-making.

Derrick Williams is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Charles Schwab and TD Ameritrade. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and a multi-manager platform.

Ryan Tankelewicz is a financial advisor at Raymond James Financial Services Advisors, Inc. with three years of industry experience. He holds the Series 66 designation and has worked at firms including Edward Jones and Janney Montgomery Scott. He is associated with Buckner Wealth Management LLC as an employee financial advisor and has a minor role as an independent contractor with Four Corners Advisor Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and is noted for its municipal advisor affiliation and specialized advisory programs.

Chip Marcus is a financial advisor with LPL Financial, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at Bank of America and Merrill Lynch. 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 financial planning and advisory programs with both discretionary and non-discretionary management, supported by research and model portfolios from various sources.

Paul Tucker is a financial advisor with Edward Jones in Knightdale, NC, holding Series 63, Series 65, and Series 66 licenses. He has 31 years of industry experience and has been with Edward Jones since 2016. Outside of his advisory role, he owns and manages rental properties near NC State University. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients, offering a range of investment advisory programs and affiliated services with approximately $1.01 trillion in assets under management.