Michael Young is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. Prior to joining LPL Financial in 2024, he spent 10 years with Lincoln Financial Securities Corporation. Outside of his advisory work, he is involved in youth sports as a head coach for the Carolina Junior Hurricanes hockey team. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. 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 and a broad suite of investment strategies.

Derek Crooks is a financial advisor at Edward Jones with 8 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2017. Prior to joining Edward Jones, he worked at JC Penney for three 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 strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Denise Moye is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 14 years of industry experience. Her prior roles include positions at Prudential Insurance Company of America, Raymond James & Associates, and First Citizens Bank. Outside of her advisory work, she occasionally assists family and friends with home purchases as a real estate agent. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Catherine Bryant is a financial advisor at LPL Financial with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Coastal Federal Credit Union and CUSO Financial Services, LP. Outside of her advisory role, she is involved with Mass Mutual in non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL and third-party subadvisors.

Matthew Gieszl is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He is also vice president of Maricopa Land and Cattle Company, a family-owned business. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a broad range of investment advisory programs and maintains a large national network of financial advisors and branch offices.

Julianne Stockbauer is a financial advisor with Edward Jones in Raleigh, NC, holding the CFA® designation and Series 63 license. She has 10 years of industry experience, including roles at Edward Jones and Dimensional Fund Advisors. 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 with discretionary and non-discretionary strategies, supported by a nationwide network of over 23,700 financial advisors.

Christopher Howard is a financial advisor with Edward Jones in Raleigh, NC, holding Series 63 and Series 66 licenses and having 34 years of industry experience. He has been with Edward Jones since 1992. 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 national network of financial advisors and branch offices.

Tristan Helms is a financial advisor at LPL Enterprise with seven years of industry experience. He holds the Series 66 designation and has previous experience at Prudential Insurance Company of America and Pruco Securities, LLC. He serves as a board member for Seek First Sports Counseling, a nonprofit organization. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, model portfolio programs, third-party asset management, and access to a range of brokerage and insurance products via an integrated platform.

Dawson Bass is a financial advisor with LPL Financial, holding a Series 66 designation and having two years of industry experience. Prior to joining LPL Financial, he worked at Styron & Hughes and has held roles across various sectors including automotive sales and education. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of advisors. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Logan Palmer is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked in various educational roles, including positions at Davidson County Schools, Watauga County Schools, Appalachian State University, and Ledford High School. Equitable Advisors serves a broad range of clients, including individuals, high-net-worth individuals, retirement plans, corporations, charities, and institutions, offering 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, delivering advisory and brokerage solutions through program sponsors and endorsed third-party managers.

Trevor Moyer is a financial advisor at Equitable Advisors with six years of industry experience. He holds the Series 66 designation. His prior roles include positions at Fidelity Investments and Jackson National Life. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through program sponsors and endorsed third-party managers, focusing on a mix of discretionary and non-discretionary asset management.

Toni Drapkin is a financial advisor with Cetera, holding a Series 66 credential and 16 years of industry experience. She has worked at Cetera since 2025 and owns Drapkin Financial Services, LLC. Drapkin is also involved in North Home Remodeling LLC, where she performs general office work. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors and serves individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management and financial planning services across multiple program structures and custodians.

Garrett Railsback is a CFP® professional with 12 years of experience in the financial industry. He is currently with OSAIC and has previously worked at Founders Financial Alliance, LPL Financial, and Edward Jones, among other firms. Railsback has also provided investment advisory services through Founders Financial Alliance, an independent investment advisory firm. OSAIC serves a diverse range of retail and institutional clients, including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of investment options and uses firm-provided asset-allocation tools and third-party platforms to manage portfolios on both discretionary and non-discretionary bases.

Joshua Miller is a CFP® professional with 16 years of experience in the financial services industry. He is currently with Charles Schwab, where he has worked since 2022, and previously held roles at Ameriprise, Edward Jones, Strategic Advisors Inc, and Fidelity Investments. Charles Schwab serves a large client base of high- and ultra-high-net-worth individuals through its Schwab 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 separately managed accounts and employs a multi-asset model portfolio approach supported by centralized operational and supervisory structures.

Kevin Overcash is a financial advisor at Edward Jones in Apex, NC, holding CFP® and Series 66 designations with six years of industry experience. He previously worked at Piedmont Service Group for eight years before joining Edward Jones in 2019. Outside of advising, he owns and manages a vacation rental property in Atlantic Beach, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment options. The firm operates nationwide with over 23,000 financial advisors and offers various managed solutions and tax-efficient services under a fiduciary standard.

Alan Kennedy is a financial advisor with Edward Jones, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Navy Federal Financial Group, North Star Resource Group, Wake County EMS, and Novartis Oncology. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branch offices.

Cyrus Durham is a financial advisor at Ameriprise in Raleigh, NC, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Millenium Planning Group RIA, Imperial Insurance and Financial Services, and Oldhouse Bookkeeping and Tax. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Elisha Hicks is a financial advisor with Edward Jones, holding a Series 66 designation and 13 years of industry experience. She has been with Edward Jones since 2012. 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 under management through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Lonnie Hedrick is a financial advisor with Edward Jones in Garner, NC, holding Series 63 and Series 66 designations and 28 years of industry experience. He has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets with a large network of advisors and branch offices nationwide.

James Mc Glothlin is a financial advisor with Edward Jones in Cary, NC, holding the ChFC® designation and Series 66 license. He has 10 years of industry experience and has been with Edward Jones since 2015. Outside of his advisory work, he volunteers as a camera assistant for PGA Tour golf telecasts. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm has a large network of financial advisors and branch offices and operates under a fiduciary standard.