Nicole Burnette is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and previously worked with the UNC Health Foundation and Make-A-Wish Eastern North Carolina. Edward Jones is a wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment strategies through a large network of advisors and branch offices.

Charles Calloway is a financial advisor at Primerica Advisors with 32 years of industry experience. He has worked at Primerica Financial Services since 1986 and at PFS Investments Inc. since 2013. His credentials include Series 63 and Series 65 registrations. In addition to his advisory role, he is involved in the sale of loan products and home security services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and operates at scale with thousands of advisors and billions in assets under management.

Caroline Gooding is a CFP® and holds a Series 66 license with four years of industry experience. She has worked at Edward Jones since 2022 and previously held positions at BDO and AR Workshop locations in Cary and Raleigh. 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 and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.

Kimberly Phillips is a financial advisor at Merrill with 13 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Merrill since 2015. 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. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Janine Higgins is a financial advisor at Edward Jones in Raleigh, NC, holding a Series 66 designation with eight years of industry experience. Prior to joining Edward Jones in 2018, she was a homemaker from 2016 to 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, manages approximately $1.01 trillion in assets under management, and operates under a fiduciary standard.

Johnathan Pulleyn is a CFP® professional with 18 years of industry experience, currently affiliated with LPL Financial since 2023. He previously worked for Lincoln Financial Securities Corporation for nine years. Outside his advisory work, he owns JOCO Contracting, LLC, a business unrelated to investment advisory services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers financial planning, a variety of advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options supported by proprietary and third-party research.

George Seamen III is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been providing financial advisory services since 2006. He and his team of five professionals focus on strategic wealth management for a select group of clients, including ultra-high net worth families, businesses, and non-profit organizations. His areas of specialization include portfolio construction, integrated wealth management planning, security selection, and the implementation of these strategies. Prior to joining Merrill Lynch, George spent six years as a Senior Financial Analyst and Manager at a Global 500 company. He earned a Bachelor's Degree in Finance from James Madison University. George holds multiple professional designations, including Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). In addition to his professional work, George has been involved with the Raleigh Rescue Mission, where he served on the Board and as President of the Raleigh Rescue Mission Foundation. He has also served as Board President for SAFEChild and continues to serve on their Foundation Board.

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.

Allison Wasle is a financial advisor with Edward Jones in Raleigh, NC, holding a Series 66 designation and 14 years of industry experience. She has been with Edward Jones since 2012. Outside of her advisory role, she manages bookkeeping and financial record-keeping for a local fishing charter business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 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.

Daniel Randall is a financial advisor with OSAIC who holds Series 63 and Series 65 licenses and has 34 years of industry experience. He has worked at Lincoln Financial Group and Lincoln Financial Securities Corporation from 2008 until 2025 before joining OSAIC. Randall is an owner of The Carolinas Financial Network, LLC, which provides insurance products, and he is also a partner in a family travel blog, Adventures of Our Clan, LLC. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that may include a variety of securities and alternative investments.

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.

Daniel Mason is a financial advisor at Wells Fargo Advisors in Raleigh, NC, holding a Series 66 designation with 25 years of industry experience. Prior to joining Wells Fargo Advisors in 2025, he spent ten years at UBS Financial Services. He is also the owner of 811 Financial Services, a separate investment-related business based in Raleigh. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu, including specialized services such as business-owner transition and special-needs planning, utilizing Wells Fargo research and tools to develop tailored recommendations for clients.

Kaleb Wright is a financial advisor at Merrill with five years of industry experience and holds a Series 66 designation. His work history includes roles at Bank of America N.A., Merrill, and Equitable Advisors, as well as non-financial positions with Immigration Centers of America and Liberty University. Outside of finance, he serves as a poll worker for the North Carolina Board of Elections. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services primarily for Bank of America fiduciary clients, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mark Stein is a financial advisor with LPL Financial in Raleigh, NC, holding Series 63 and Series 66 credentials and 22 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, MML Investors Services LLC, and CUNA Mutual Group. Outside his advisory work, Stein is the owner and game designer of Dynamic Sports Sims, LLC. LPL Financial is a nationally registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and multiple portfolio strategies.

James Lassiter is a financial advisor at Merrill with Series 63 and Series 66 credentials and 54 years of industry experience. He has been associated with Merrill since 1971 and has worked at Bank of America, NA since 2009. Outside of his advisory role, he consults for a retail surf shop called Aussie Island Surf Shop. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.