Chase Breeden is a Series 66-licensed financial advisor at Edward Jones with five years of industry experience. He has worked at Edward Jones since 2019 and previously held roles at North Carolina State University, Florida State University, and CFD Investments/Breeden and Associates. 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 strategies supported by a nationwide network of more than 23,000 financial advisors and manages approximately $1.01 trillion in assets.

Aidan Scattaregia is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, he held roles at American Airlines and East Carolina University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a blend of proprietary research, quantitative analysis, and systematic methodologies in its investment process.

Michael Mc Kay is a financial advisor at Edward Jones in Cary, North Carolina, with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2001. 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 and offers a broad range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Darrin Guay is a CFP® professional with 12 years of experience in the financial services industry. He has been with Edward Jones since 2013, based in Cary, NC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across wealth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory and investment services through a large nationwide network of financial advisors.

Bryan Pollock is a financial advisor with OSAIC based in Raleigh, NC, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior roles include positions at Lincoln Financial Securities for eight years and various capacities at Northwestern Mutual from 2010 to 2017. OSAIC serves a wide range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with access to multiple investment platforms, utilizing asset-allocation tools and third-party solutions to manage diverse portfolios.

Katie Smith is a CFP®-certified financial advisor with six years of industry experience, currently serving clients at Edward Jones in Knightdale, NC. She has been with Edward Jones since 2015, including her time at North Carolina State University from 2013 to 2017. 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 strategies, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,000 financial advisors.

Todd Gronewald is a CFP® professional with 23 years of experience in the financial services industry. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he serves as Treasurer on the Board of Directors for Voice of Christians and is involved with DGM Financial, LLC, a financial planning business. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendation reports within a structured retirement-income framework.

Stephanie Fahrer is a financial advisor at Edward Jones with six years of industry experience. She has worked at Edward Jones since 2018, with a brief tenure at Kelaca in 2020-2021. Outside of her advisory work, Stephanie is involved as a bartender at Inner Beast Hatchet House in Fuquay-Varina, where she instructs guests on hatchet throwing and manages game activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering both discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Jeremy Cooper is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, Wells Fargo Clearing, and Wells Fargo Bank. Outside of his advisory role, he works as a server at two local restaurants in Raleigh, North Carolina. 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Keely Keelan is a financial advisor with Raymond James & Associates in Cary, NC, holding a Series 66 designation and one year of industry experience. She has been with Raymond James & Associates since 2021 and also operates Jackson Speech & Language Services, PLLC. Raymond James & Associates serves a broad client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting with a range of portfolio management styles supported by firm research and affiliate resources.

Jarrod Keen is a CFP® professional with 29 years of experience in financial advising, currently with Wells Fargo Advisors in Raleigh, NC since 2011. He holds Series 63 and Series 65 licenses and has a 40% ownership interest in RKJ Group, LLC, an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients with a broad range of financial planning and investment services tailored to clients meeting a net-worth threshold. The firm offers specialized planning services in areas such as business-owner transitions, sports and entertainment, and special-needs analysis.

Paulo Ribeiro De Lemos is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and two years of industry experience. He has previously worked at New York Life Insurance Company and NYLife Securities LLC, and spent nine years at Sunrun Inc. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning relationships using firm-approved software, with a focus on investment categories and strategies rather than specific products.

Landon Mundell is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Raymond James Financial in Cary, NC. His prior experience includes roles at Elser Financial Planning, Teachers Credit Union, and Herman and Kittle Properties. Mundell is also involved with StillGreen Partners, LLC, a holding company connected to Stonegate Financial. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, corporations, and institutions. The firm employs tailored, non-discretionary advisory services using analytical tools and maintains unique offerings such as municipal advisory support and a SIMPLE IRA Employer Advisory & Consulting Services program.