Timothy Huber is a Series 66-registered advisor with Edward Jones in Wake Forest, NC, where he has worked since 2025. He has one year of experience in financial advising and previously served 15 years with the Wake County Public School System. He is also a Master Sergeant in the United States Air National Guard, where he has served for 20 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs and investment solutions through a large network of financial advisors and branch offices.

David Twiddy is a financial advisor with Ameriprise in Wake Forest, NC, holding Series 63, Series 65, and Series 66 designations and bringing 39 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, he is president and sole owner of DM Twiddy, Inc. Ameriprise provides a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, offering tailored recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. As a large institutional firm, Ameriprise also delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Barry Venick is a financial advisor at Merrill with eight years of industry experience. He holds the Series 63 and Series 66 licenses and previously worked at W&S Brokerage Services and Western & Southern Life. Outside of his advisory role, he owns a family retail sports souvenir business in Raleigh, North Carolina. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Thomas Piper Jr. is a Series 66 licensed financial advisor with eight years at Edward Jones and two years of prior experience at Danone North America, totaling seven years in the financial industry. He is based in Wake Forest, NC. 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 large nationwide network of financial advisors and branch offices.

Ricardo Barbosa Ballester is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. His background includes five years of service in the US Army and a combined four years at Fidelity Investments. Fidelity’s Strategic Advisers LLC 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios comprised of mutual funds, ETFs, and ETPs.

Rudy Stulc Jr. is a financial advisor at Edward Jones with Series 66 registration and three years of industry experience. Prior to joining Edward Jones, he worked for the Wake County Public School System and Dawson County High School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,000 financial advisors across 15,000 branch offices.

Robert Trujillo II is a financial advisor with OSAIC based in Wake Forest, NC, holding a Series 66 designation and 13 years of industry experience. He has been associated with Royal Alliance since 2014. Outside of his advisory work, he owns a sole proprietorship providing insurance services as needed. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers a range of integrated investment and financial planning services, utilizing asset-allocation tools and third-party managed account solutions.

Blair Griffin is a CFP® professional with 15 years of industry experience, currently serving at Edward Jones since 2012. He holds the Series 66 designation and is based in Wake Forest, 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 broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Blake Greiter is a financial advisor at LPL Financial with 21 years of industry experience and holds a Series 66 designation. His prior roles include positions at Morgan Stanley and UBS Financial Services. Outside of his advisory work, he is also a licensed massage therapist. 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 portfolio programs, and institutional platforms, supported by a network of over 22,000 advisors and managing more than $819 billion in discretionary assets.

Christopher Cracchiolo is a financial advisor with LPL Financial in Franklinton, NC, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. He worked at Edward Jones for two years before joining LPL Financial in 2009. Outside of his advisory role, he serves as a high school assistant baseball coach at East Wake Academy. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of financial planning and investment solutions to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm combines a large advisor network with diverse advisory platforms and non-advisory financial services.

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.