Candace Stepp is a financial advisor at Fidelity with 14 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fidelity and its affiliated entities since 2008. Her roles include work with Fidelity Personal and Workplace Advisors and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, with distinctive features such as CFTC registration and advisory roles to multiple registered investment companies.

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 six years of industry experience. He has been with Edward Jones since 2019 and previously worked at Royal Oaks Homes, a division of Mattamy Homes, and Carson Realty Group, Inc. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Nunez is a Series 66-licensed financial advisor with 12 years of industry experience. He is currently with LPL Financial and United Community Bank in Garner, NC, where he has worked since 2018. Prior to that, he was employed at Lincoln Financial Securities Corporation from 2014 to 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Russell Galvan is a financial advisor with Edward Jones, holding a Series 66 designation and six years of industry experience. He worked at The HP Group, LLC for ten years before joining Edward Jones in 2024. 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 through a large network of advisors and branch offices.

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.

Christopher Brooks is a Series 66–licensed financial advisor with Thrivent Investment Management in Raleigh, NC. He has prior experience at Resolute International Services and Vetted International, Ltd., totaling over a decade in the industry. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and a broad range of planning topics without discretionary portfolio management.

Anthony Ruggiero is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. His previous roles include positions at Wells Fargo and service in the North Carolina and Pennsylvania Army National Guard. Outside of his advisory work, 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, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of model portfolios, advisory roles to registered investment companies, and application of systematic methodologies.

William Forster is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds a Series 66 designation and has worked at Thrivent and related entities since 2023. Prior to this, he held positions at Rocket Mortgage, Caliber Home Loans, Newrez, LLC, State Employees Credit Union, and Ditch Witch of North Carolina. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm provides written recommendations on a wide range of financial topics and integrates planning with its managed-account program under a consolidated billing option called WealthPlan.

Matthew Abold is a financial advisor with LPL Financial and holds Series 63 and Series 65 credentials. He has 17 years of industry experience, with prior roles at Cadaret, Grant & Co., Inc., Northwestern Mutual Wealth Management Company, and Northwestern Mutual Life Insurance Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL Research and third-party subadvisors.

Katherine Johnson is a financial advisor at Edward Jones in Clayton, NC, holding a Series 66 designation with 12 years of industry experience. She has been with Edward Jones since 2013. 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, offering a range of advisory programs and investment strategies through a nationwide network of more than 23,700 financial advisors.

James Branan Sr. is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and previously worked for Cornwell Quality Tools for 20 years. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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 at Cetera with 29 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Charles Schwab and TD Ameritrade. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and a multi-manager platform.

Michael Young is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. Prior to joining LPL Financial in 2024, he spent 10 years with Lincoln Financial Securities Corporation. Outside of his advisory work, he is involved in youth sports as a head coach for the Carolina Junior Hurricanes hockey team. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by in-house and third-party research and a broad suite of investment strategies.

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.

Manuel Segovia Alvarez is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. He previously worked at FME, Evoke, Mindshare, and ZenithOptimedia, with gaps of unemployment between roles. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and maintaining a large retail advisor and branch network.

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.