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.

Christine Goldner is a Series 66-licensed financial advisor with Edward Jones in Garner, NC, with 11 years of industry experience. She has been with Edward Jones throughout her career, spanning from 2009 to the present. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, manages approximately $1.01 trillion in assets, and operates a large nationwide network of financial advisors and branch offices.

Derek Crooks is a financial advisor at Edward Jones with 8 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2017. Prior to joining Edward Jones, he worked at JC Penney for three 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 range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Alan Kennedy is a financial advisor with Edward Jones, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Navy Federal Financial Group, North Star Resource Group, Wake County EMS, and Novartis Oncology. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branch offices.

Lonnie Hedrick is a financial advisor with Edward Jones in Garner, NC, holding Series 63 and Series 66 designations and 28 years of industry experience. He has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets with a large network of advisors and branch offices nationwide.

William Groner is a CFP® and ChFC® with 28 years of experience in the financial services industry. He currently works at Cambridge Investment Research Advisors and has held prior roles at Lincoln Financial Securities Corporation and Osaic FS, Inc. In addition to his advisory work, he is involved in other business activities including ownership of Key Financial Concepts. Cambridge Investment Research Advisors serves a diverse client base ranging from individuals to institutional investors, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management across multiple platforms and custodians, and supports affiliated model strategies under the Founders Gate Capital brand.

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.

Tod Cattani is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo and Bank of America before joining J.P. Morgan in 2022. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory approach combines quantitative screening and qualitative research supported by a centralized manager solutions team.

William Moyer is a financial advisor with Edward Jones in Garner, NC, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he owns a beach rental property in Sunset Beach, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory strategies and affiliated investment products, supported by a large network of advisors and branch offices across the country.

Shaunda Moore is a Financial Consultant at Fidelity Investments, a position she has held since 2023. Prior to this role, she served as an Investment Consultant and Financial Representative at Fidelity Investments from 2022 to 2023 and 2021 to 2022, respectively. Her professional experience also includes roles as a Personal Banker II at Wells Fargo from 2018 to 2020, a Personal Banker at Truist in 2020, and a Licensed Personal Banker at Citizens Bank from 2014 to 2018. Throughout her career, Moore has focused on financial planning and investment consulting, helping clients navigate the complexities of investing and make informed financial decisions. Her approach emphasizes building strong client relationships to support their financial goals. Further details on her education, credentials, personal interests, or community involvement have not been provided.

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.

Marian Greenfield is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at Bank of America from 2017 to 2021. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

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.

Charles Calloway is a financial advisor at Primerica Advisors with 32 years of industry experience. He has worked at Primerica Financial Services since 1986 and at PFS Investments Inc. since 2013. His credentials include Series 63 and Series 65 registrations. In addition to his advisory role, he is involved in the sale of loan products and home security services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and operates at scale with thousands of advisors and billions in assets under management.

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.

Chase Breeden is a Series 66-licensed financial advisor at Edward Jones with five years of industry experience. He has worked at Edward Jones since 2019 and previously held roles at North Carolina State University, Florida State University, and CFD Investments/Breeden and Associates. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,000 financial advisors and manages approximately $1.01 trillion in assets.