Brooke Carpenter is a Series 66-licensed financial advisor with LPL Financial, based in Burlington, NC, and has nine years of industry experience. Prior to joining LPL Financial in 2019, Carpenter worked with First Command Financial Planning and related entities from 2016 to 2018. She is also the owner of Residential Engineering Solutions, LLC, where she works as a structural engineer. 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 financial planning and investment management services using both proprietary and third-party strategies.

Matthew Johnson is a CFP® and Series 66 licensed advisor with six years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc. and has prior experience at LPL Financial and Trivantage. Outside of his advisory role, Johnson owns and operates a personal farm and cattle company in Burlington, NC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, supports advisory programs across a large network, and maintains unique affiliations such as municipal advisory services.

John Bellingham is a CFP® professional with 39 years of industry experience. He is currently with LPL Financial and has held prior roles at Geneos Wealth Management Inc and HBS Financial Advisors. His outside activities include personal retirement planning as a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Robert Cockman is a financial advisor with Raymond James Financial Services, Inc. He holds a Series 66 designation and has four years of industry experience. Prior to joining Raymond James, he worked in pharmacy consulting and management roles for over 18 years. Outside of advising, he is an associate at Milestone Wealth Management and a silent partner in a local holding company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and supports advisory programs through a large network of advisors.

Matthew Lovette is a financial advisor at Edward Jones with seven years of industry experience. He has worked at Edward Jones since 2018 and previously spent eight years at Paychex. Outside of his advisory role, he is an owner of MLB Productions, an entertainment business, and serves on the finance committee for the Denise Marie Flaherty Foundation. 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 wrap fee strategies and separately managed accounts. The firm manages over $1 trillion in assets and is notable for its large network of advisors and affiliated financial services beyond traditional advisory offerings.

Paul Burns is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2009. Outside of his advisory role, Burns coaches girls’ basketball at Alamance Christian School and serves as president of the Pay It Forward Foundation, a nonprofit that provides scholarships for private education. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a nationwide network of over 23,700 advisors. The firm offers a range of advisory programs and affiliated investment products under a fiduciary standard.

Johnny Campbell II is a Series 66-registered financial advisor with Raymond James Financial in Burlington, NC, with six years of industry experience. His prior roles include positions at LPL Financial, Wells Fargo Bank, and Edward Jones. Outside of his advisory work, he has been employed as a delivery driver for Amazon Flex and DoorDash. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a broad range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports both retail and institutional markets, with notable offerings in municipal advisory and SIMPLE IRA consulting services.