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.

Daniel Einstein is a financial advisor with Edelman Financial Engines in Holly Springs, NC. He holds a Series 65 designation and has been in the industry since 2021, with prior roles at Personal Capital and Empower Financial Services. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process coupled with planner delivery and online tools, offering a range of discretionary and non-discretionary investment options.

John Whitman is a financial advisor at Raymond James Financial in Holly Springs, NC. He holds Series 65 and Series 63 licenses and has been working in financial services since 2025. Outside of his advisory role, Whitman serves in the North Carolina Army National Guard. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, pension plans, corporations, and institutional clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and promotes client implementation through its advisory programs or other providers.

Lyndah Tello is a financial advisor with Primerica Advisors in Garner, NC, holding Series 63 and Series 65 credentials and with eight years of industry experience. Her prior roles include positions at Wells Fargo and SunTrust Bank, alongside ongoing involvement with Reina Consulting, Inc. She is the founder of 1099 Ladies No Cost Networking, a networking group for women. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that emphasizes model-based investment strategies managed by unaffiliated asset managers, supported by an overlay manager and custodial services.

Robert Eargle Jr. is a financial advisor with Edward Jones in Garner, NC, holding a Series 66 license and four years of industry experience. Prior to his current role at Edward Jones, he worked at DICKS SPORTING GOODS for six years. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Candace Stepp is a financial advisor at Fidelity with 14 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Fidelity Investments in various roles since 2008. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Katherine Wall is a CFP® practitioner with Edward Jones in Garner, North Carolina, where she has worked since 2018 and has eight years of industry experience. Before joining Edward Jones, she spent five years with Johnston County Public Schools. Outside of her advisory work, she writes a personal blog focused on her experience with grief and travel. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a range of advisory programs and affiliated investment options. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Derek Oliphant is a financial advisor at J.P. Morgan Securities in Raleigh, NC, holding Series 63 and Series 65 licenses with eight years of industry experience. His prior roles include positions at Fortright Capital, Equitable Advisors, and Forney Financial Solutions. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a manager solutions team.

Michael Morrison is a CFP® professional at Edelman Financial Engines with seven years of industry experience. His career includes roles at Fidelity Investments, Northwestern Mutual, and Empower Advisory Group. He is based in Fuquay-Varina, NC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary advice with a focus on diversified portfolios and long-term investment strategies.

Dwight Carson is a CFP® and holds a Series 66 license with seven years of industry experience. He has been with Edward Jones since 2019 and previously worked at Royal Oaks Homes, a division of Mattamy Homes, from 2016 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Michael Nunez is a financial advisor with LPL Financial in Garner, NC, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at United Community Bank, Lincoln Financial Securities Corporation, and Edward Jones. He is also involved with United Community Advisors, an investment-related business associated with his LPL work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers various financial planning and investment management services, including model portfolios, third-party asset management, and institutional platforms.

Michael Dunaway is a CFP® and ChFC® financial advisor with nine years of industry experience. He is currently affiliated with Raymond James Financial Services Advisors, Inc. and is the owner and president of Corval Strategic Wealth Management, a financial advisory firm based in Holly Springs, NC. Prior to joining Raymond James, he worked at Edward Jones for eight years. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting services and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Jarrett Corder is a financial advisor at Edward Jones in Cary, NC, holding a Series 66 credential with two years of industry experience. Prior to his current role, he worked in education and sports media, including positions at Chatham County Schools and 247Sports. Outside of advising, he owns an online store on Teachers Pay Teachers and has created YouTube content. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory strategies and affiliated investment products supported by a large nationwide network of advisors and branch offices.

Haley Plumley is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Edward Jones with five years of industry experience. Prior to joining Edward Jones in 2021, she worked at Fidelity Bank and was involved in the restaurant industry at The Mason Jar Tavern. She also serves as a Planning Board Associate for the town of Angier, assisting with local growth opportunities. 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.

Laura Myers is a financial advisor with Primerica Advisors in Garner, NC, holding Series 63 and Series 65 credentials and 10 years of industry experience. She has been associated with PFS Investments Inc and Primerica Financial Services since 2015. Outside of her advisory role, Myers is involved in home inspection businesses as a partner and sole owner and serves as a notary public in North Carolina. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure while delegating trading and implementation responsibilities to BNY Mellon Advisors.

Jesse Malone is a financial advisor at Edward Jones in Cary, NC, holding a Series 66 designation with one year of industry experience. His background includes previous roles at Edward Jones and tax-related positions at Pikula Tax and H&R Block. Edward Jones is a full-service wealth management firm serving individual and institutional clients with various investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branches nationwide.

Rene Karsko is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing, First Citizens Investor Services, and Osaic FS. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, and institutions through a large network of investment adviser representatives. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Adam Bailey is the Vice President Private Wealth Management Advisor at Fidelity Investments. He has been with Fidelity since 2006, progressing through roles including Retirement Consultant, Retirement Consultant Manager, Financial Consultant, Vice President Financial Consultant, and currently serving as Vice President in Private Wealth Management. With over fifteen years in the financial services industry, Adam focuses on being a trusted adviser for his clients and their families. His approach emphasizes an objective and open planning process that explores multiple strategies and educates clients to foster comfort and confidence. Outside of his professional work, Adam's personal interests include art, family activities, fitness, golf, and visiting museums.

Anthony Ruggiero is a financial advisor at Fidelity with Series 66 and Series 63 designations and four years of industry experience. His prior work includes roles at Wells Fargo and service in both the North Carolina and Pennsylvania Army National Guard. Outside of advising, he is an officer of LittleFoot Enterprises LLC, a real estate rental business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm utilizes a combined approach of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Daniel Arney is a financial advisor with LPL Financial who holds a Series 66 designation and has 18 years of industry experience. He previously worked at Edward Jones for five years before joining LPL Financial in 2013. Arney is based in Holly Springs, NC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.