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.

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.

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 with Fidelity Investments, holding Series 63 and Series 66 licenses and four years of industry experience. His background includes roles at Wells Fargo and service in both the Pennsylvania and North Carolina Army National Guards. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of funds and model portfolios.

Katherine Johnson is a Series 66 licensed financial advisor with Edward Jones in Clayton, NC, where she has worked for 13 years. She has spent her entire advisory career at Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a broad network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated products under a fiduciary standard.

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.

Will Tibbals is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments, a role he has held since 2025. Prior to this position, he gained experience at Fidelity Investments in various capacities including Investment Solutions Representative roles from 2022 through 2025. His professional background also includes client development management at Arbor Wealth and an internship as a Financial Representative at Northwestern Mutual. Will holds insurance licenses in Arkansas and California, supporting his work in financial planning and benefits consulting. His career reflects a focus on understanding clients' financial situations comprehensively to improve their financial outcomes. Outside of his professional responsibilities, Will has interests in fitness, food, football, golf, and traveling.

Milford Quinn is a financial advisor at UBS Financial Services with 21 years of industry experience. He has worked at UBS since 2006 and holds the Series 63 and Series 65 designations. Quinn serves on the finance committee for Harnett Health System and is an advisory board member for Harnett County Economic Development. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocation to tailor financial plans to clients’ goals and risk tolerances.

William Groner is a CFP® and ChFC® with 28 years of industry experience. He is currently with Cambridge Investment Research Advisors and has prior experience at Lincoln Financial Securities Corporation, where he worked for 15 years. He is also the owner of Key Financial Concepts, a financial services trade name based in Apex, NC. Cambridge Investment Research Advisors serves a broad client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a large network of independent Financial Professionals, utilizing a variety of custodial platforms and proprietary as well as third-party model strategies.

Robert Volpe is a CFP® professional with 26 years of industry experience, currently serving as an advisor at Raymond James Financial Services Advisors, Inc. since 2010. He holds the Series 63 designation and is based in Holly Springs, NC. Volpe serves as Treasurer on the boards of two homeowners’ associations, providing financial oversight and budgeting support. Raymond James Financial Services Advisors, Inc. offers 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 utilizes risk profiling and analytical modeling to deliver tailored, non-discretionary planning and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

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.

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.

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.

Matthew Murphy is a financial advisor with Ameriprise, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise since 2002, serving in various capacities within the firm. Outside of his advisory role, Murphy owns and serves as president of Catherine Henry Co. and operates a Cookie Cutters Haircuts for Kids franchise. He also plans to serve as chair of the Generosity Committee at Saint Francis United Methodist Church beginning in 2026. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency strategies to provide personalized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Charles Houston is a CFP® professional with 29 years of industry experience, currently serving at Edward Jones since 2012. He holds Series 63 and Series 66 licenses and is based in Apex, NC. 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 advisory programs, including discretionary and non-discretionary strategies, with a nationwide network of more than 23,700 financial advisors.

Khristopher Andrews is a financial advisor with LPL Financial in Holly Springs, NC, holding Series 63 and Series 65 credentials and having 12 years of industry experience. He has worked at LPL Financial since 2016 and has prior experience with Fidelity Bank of North Carolina, Edward Jones, Wells Fargo Clearing, and the Herald Sun Newspaper. Outside of his advisory role, Andrews currently serves as a Relationship Manager for Fidelity Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment solutions including financial planning, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Courtney Kordsmeier is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Prior to her current role, she worked at Chick-fil-A and held positions in education and the food service industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base, including registered investment companies and charitable funds, and incorporates AI-driven methodologies in its investment process.

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.