Matthew Abold is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc., and Northwestern Mutual Wealth Management Company. 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 and access to third-party asset management, supported by tools such as machine learning for operational purposes.

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.

James Branan Sr. is a financial advisor at Edward Jones in Garner, NC, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2021, he spent 20 years at Cornwell Quality Tools. Edward Jones is a full-service wealth management firm serving over four million 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 operates under a fiduciary standard and maintains a large nationwide network of advisors and branch offices.

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.

Derrick Williams is a financial advisor with Cetera, holding Series 63 and Series 66 designations and over 30 years of industry experience. His prior work includes roles at Charles Schwab and TD Ameritrade. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm provides various investment services through a multi-manager platform, offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Michael Young is a financial advisor at LPL Financial with 18 years of industry experience. He previously worked at Lincoln Financial Securities Corporation for 10 years and BB&T Investment Services, Inc. for one year. Outside of his advisory role, Young coaches youth hockey with the Carolina Junior Hurricanes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions with a broad range of advisory and brokerage services.

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.

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.

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.

Johnathan Pulleyn is a CFP® with 19 years of industry experience, currently serving as an advisor at LPL Financial since 2023. His prior experience includes roles at Lincoln Financial Securities Corporation, Woodbury Financial Services, Inc., and Merrill. Outside of his advisory work, he owns JOCO Contracting, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment programs, utilizing both proprietary and third-party strategies, supported by advanced operational and research tools.

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.