Tammy Matthews is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and has previously worked at Ranch Solutions LLC, Harnett Health, and Campbell University Health Center. Tammy also serves as a Membership Coordinator for Women in Networking of Fuquay, where she manages membership applications and communications. 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 options supported by a broad national network of advisors and branch offices.

Michael Stone is a CFP® with 12 years of experience and has been with Edward Jones since 2014. He is based in Holly Springs, NC. 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 nationwide network of financial advisors and branch offices.

Ryan Carpenter is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC since 2018. Prior to his career in financial services, he was employed by Uber Technologies Inc and Artistic Tile LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various investment platforms.

Ryan Monteleone is a financial advisor with Edward Jones in Holly Springs, NC, holding the ChFC® designation and Series 63 and 66 licenses. He has 21 years of industry experience, all with Edward Jones since 2004. Outside of his advisory role, Monteleone serves as president of Pace Yourself Run Company, a specialty running store, umpires NCAA and minor league baseball games, and is involved in local education and property management organizations. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates through a nationwide network of financial advisors and branch offices.

Robin Wellings Loftus is a CFP® and Series 66 credentialed financial advisor with Edward Jones, where she has worked since 2009. She has 16 years of industry experience. Outside of her advisory role, she is a Mary Kay consultant selling cosmetics to existing customers and family. 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 broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Melissa Scott is a CFP® professional with 18 years of industry experience, currently with Cambridge Investment Research Advisors since 2024. Her prior experience includes roles at First Bancorp and Infinex Investments, as well as First Citizens Investor Services. Outside of advisory work, she is a board member of the Dunn Committee of 100 and owns businesses in agriculture and insurance. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services. The firm supports a range of investment strategies through multiple platform arrangements and emphasizes both proprietary and third-party model solutions tailored by independent Financial Professionals.

Mary Twiddy is a CFP® with 10 years of industry experience and has been with Edward Jones since 2015. She is based in Fuquay Varina, NC, and holds a Series 66 license. 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 solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Jon Narducci is a financial advisor at Ameriprise with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise since 2015. Outside of his advisory role, he is involved in the fast-casual restaurant business as an owner and investor in NC Lobster LLC and BN Lobster LLC. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm provides a combination of advisory, brokerage, and insurance solutions, utilizing algorithmic automation and research-supported recommendations tailored to clients’ needs.

Michael Parrish is a financial advisor at LPL Financial with 22 years of industry experience. He previously worked for Lincoln Financial Securities Corporation for 10 years before joining LPL Financial in 2024. Parrish holds a Series 66 designation. 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 advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research from various sources.

Joe Peterson is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2024. He focuses on helping clients achieve financial peace of mind through personalized planning tailored to the unique needs of individuals and families. Prior to his current role, he worked as an Investment Consultant at Fidelity Investments from 2022 to 2024 and as an Investment Advisor at PNC Private Bank from 2016 to 2022. Throughout his career, Joe has accumulated experience in investment consulting and advisory roles, collaborating with clients to co-create and maintain financial plans aligned with their goals. He emphasizes maintaining open lines of communication to support ongoing financial planning and adjustments. Outside of his professional work, Joe enjoys board games, football, golf, movies, music, and reading.

William Mcgoldrick Sr. is a CFP® with 31 years of industry experience and is currently affiliated with OSAIC. His prior roles include positions at Triad Advisors, Inc. and Wealth And Pension Services Group Inc. He is also the owner of Mcgoldrick & Company, CPA, CFP, where he provides tax preparation and income tax planning services. OSAIC serves a diverse client base including individuals, high-net-worth investors, and institutions, offering integrated brokerage and advisory services. The firm employs various investment tools and platforms to construct portfolios that include a range of asset classes and provides both discretionary and non-discretionary account management.

Melanie Marlow Scheffler is a financial advisor with Edward Jones in Clayton, NC, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. She has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Angela Brown is a financial advisor at Edward Jones with 23 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Edward Jones since 2003. 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 23,700 financial advisors.

Ryan Williams is a Series 66-licensed financial advisor with Edward Jones, based in Fuquay Varina, NC. He has nine years of industry experience, having started his career at Walgreens Pharmacy before joining Edward Jones in 2017. Outside of his advisory work, he is involved in a family entertainment center business in Raleigh, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, managing over $1 trillion in assets and operating through a widespread network of financial advisors and branch offices.

Brian Diller is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. He has been with Fidelity since 2021, initially working as an Investment Solutions Representative before assuming his current role in 2025. Prior to Fidelity, he gained experience as a Financial Planning Intern at Northwestern Mutual in 2021. He holds insurance licenses in Arkansas and California. Brian pursued a degree in finance, motivated by his early interest in understanding finances influenced by his family's small business background. In his role, he assists clients in looking ahead to their financial goals and identifying actionable steps to achieve them. Brian grew up in central Colorado. Outside of work, he and his wife enjoy spending time outdoors.

Amber Honeycutt is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and 22 years of industry experience. She has been with Edward Jones since 2011. 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, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Charles Bradshaw is a financial advisor with Edward Jones in Dunn, NC, holding Series 63 and Series 66 designations and 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Mark Harrell is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 credential and has worked at Edward Jones since 2020. Prior to that, he held positions at AC Hall Company, Southern Bank and Trust, and Wells Fargo and Company. 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 solutions, supported by a nationwide network of approximately 23,701 advisors and 15,121 branch offices.

Robert Eargle Jr. is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and previously worked at DICKS SPORTING GOODS for six years before joining Edward Jones. 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 through a nationwide network of more than 23,700 advisors and offers a range of advisory programs and investment solutions.

Amber Clos is a financial advisor with LPL Financial in Clayton, North Carolina, holding a Series 66 designation and three years of industry experience. Her prior work includes roles at United Community Bank and United Community Advisory Services, as well as sixteen years with McDonalds / Huebner Management Company LLC. 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. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.