Manuel Segovia Alvarez is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. He previously worked at FME, Evoke, Mindshare, and ZenithOptimedia, with gaps of unemployment between roles. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and maintaining a large retail advisor and branch network.

Jordan Senter is a financial advisor with Charles Schwab, holding a Series 66 designation and 11 years of industry experience. He has been with Charles Schwab since 2016, including roles at Charles Schwab bank, SSB and Charles Schwab Premier Bank, SSB. Charles Schwab & Co., Inc. serves a large client base primarily composed 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 offers a combination of non-discretionary and discretionary investment solutions, supported by centralized custody and operational services.

Harlan Little is a financial advisor at Edward Jones with four years of industry experience. He holds Series 65, Series 66, and Series 63 licenses and has previously worked at Fidelity Investments, Equis Financial, and First Citizens Bank among others. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies and access to separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Brady Mathias is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Fidelity Investments and Pruco Securities LLC. Outside of finance, he has worked in retail sales. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers advisory and brokerage services, utilizing research, model portfolios, and third-party strategists to deliver investment advice across various client programs.

Domenic Battistella is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and eight years of industry experience. His career includes positions at NYLIFE Securities LLC, Eagle Strategies LLC, and First National Bank of PA. Outside of advising, he co-hosts two podcasts, The Joe Schmo Sports Show and Liquid Soap Box Podcast, which cover sports and a variety of discussion topics. Cetera Investment Advisers LLC serves individual and institutional clients through a nationwide network of independent advisors, offering portfolio management, financial planning, and retirement services across multiple program structures and custodial relationships.

Robert Allen is a CFP® professional with 13 years of industry experience, serving as a financial advisor at Edward Jones since 2013. He is based in Raleigh, NC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Flowers is a financial advisor with Edward Jones in Holly Springs, NC, holding the Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2018 and has prior experience with Post Oak Properties, LLC and Unique Places, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with an extensive network of more than 23,700 financial advisors and 15,000 branch offices. The firm offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Justin Leaston is a financial advisor with Equitable Advisors in Raleigh, NC. He holds a Series 66 designation and has been with Equitable Advisors since 2026. Prior to his advisory role, he has worked in various positions including as an independent contractor for DoorDash. 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 operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Tod Cattani is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Bank of America Corporation and Wells Fargo in various capacities. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

James Wallace III is a financial advisor with Cambridge Investment Research Advisors in Cary, NC, holding the CFP® designation and Series 66 license. He has 19 years of industry experience, previously working at Lincoln Financial Securities Corporation and Securities America. In addition to his advisory role, he operates as an independent insurance agent. Cambridge Investment Research Advisors serves a broad client base including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement advisory services through a network of independent professionals using a range of portfolio management and advisory platforms.

David Schoening Jr. is a CFP® professional with four years of industry experience, currently working at Mass Mutual Investors Services. His background includes roles at MML Investor Services, LLC and MassMutual Life Insurance Co since 2021. Prior to his advisory career, he was involved with Appalachian State Tutoring Services and played for the Manchester Marlins. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, structuring client engagements as collaborative annual relationships.

Roger Lingle is a financial advisor at Cambridge Investment Research Advisors with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Guardian Wealth Advisors, Anthem Wealth Management, Quantum Capital, and Wealth Preservation Group. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes 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 Financial Professionals, utilizing a variety of portfolio management approaches and custody arrangements.

William Moyer is a financial advisor with Edward Jones in Garner, NC, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he owns a beach rental property in Sunset Beach, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory strategies and affiliated investment products, supported by a large network of advisors and branch offices across the country.

Ivan Ellis is a financial advisor at Edward Jones in Clayton, NC, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked at United Parcel Service and attended Western Carolina University. Ivan’s background includes experience in logistics and education. 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. The firm manages approximately $1.01 trillion in assets and maintains a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Robert Mccuiston III is a financial advisor with Ameriprise in Apex, NC, holding Series 63 and Series 65 credentials and having 35 years of industry experience. He has been with Ameriprise and its predecessor entities since 1990. He serves on the Board of Directors for the Yonahlossee Home Owners Association in Boone, NC. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant 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 in its approach and offers a wide range of advisory, brokerage, and insurance solutions through affiliated entities.

Chad Stafford is a financial advisor with LPL Financial based in Raleigh, NC, holding Series 63 and Series 65 licenses and possessing two years of industry experience. He has worked at Wells Fargo and First Horizon Bank prior to joining LPL Financial. 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, including discretionary and non-discretionary management supported by proprietary research and third-party resources.

Shaunda Moore is a Financial Consultant at Fidelity Investments, a position she has held since 2023. Prior to this role, she served as an Investment Consultant and Financial Representative at Fidelity Investments from 2022 to 2023 and 2021 to 2022, respectively. Her professional experience also includes roles as a Personal Banker II at Wells Fargo from 2018 to 2020, a Personal Banker at Truist in 2020, and a Licensed Personal Banker at Citizens Bank from 2014 to 2018. Throughout her career, Moore has focused on financial planning and investment consulting, helping clients navigate the complexities of investing and make informed financial decisions. Her approach emphasizes building strong client relationships to support their financial goals. Further details on her education, credentials, personal interests, or community involvement have not been provided.

David Hernandez Jr. is a financial advisor with Edward Jones in Fuquay Varina, NC, holding a Series 66 designation and nine years of industry experience. Prior to joining Edward Jones in 2017, he served in the United States Army for 16 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of investment strategies and advisory services, supported by a nationwide network of approximately 23,701 financial advisors and manages over $1 trillion in assets.

Marian Greenfield is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and four years of industry experience. She has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2021 and previously worked at Bank of America from 2017 to 2021. 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 due diligence and an ESG eligibility framework when recommending investment strategies.

James Pagnani is a CFP® professional with over 21 years of experience in the financial industry. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC for seven years. Based in Cary, NC, he holds the Series 63 and Series 66 licenses. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.