Christie Navedo is a financial advisor with Primerica Advisors in Louisburg, NC, holding Series 63 and Series 65 designations and 23 years of industry experience. She has been with Primerica Advisors since 2002 and Primerica Financial Services since 2001. Outside of her advisory role, she is involved in translation services and works as a field interviewer for the Census Bureau, and she co-owns an e-commerce business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed account options primarily for individual and high-net-worth clients, using a wrap-fee structure and third-party asset managers for portfolio implementation.

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.

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.

Paul Tucker is a financial advisor with Edward Jones in Knightdale, NC, holding Series 63, Series 65, and Series 66 licenses. He has 31 years of industry experience and has been with Edward Jones since 2016. Outside of his advisory role, he owns and manages rental properties near NC State University. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients, offering a range of investment advisory programs and affiliated services with approximately $1.01 trillion in assets under management.

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.

Denise Moye is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 14 years of industry experience. Her prior roles include positions at Prudential Insurance Company of America, Raymond James & Associates, and First Citizens Bank. Outside of her advisory work, she occasionally assists family and friends with home purchases as a real estate agent. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

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.

Chadwick Wester is a CFP®-certified financial advisor with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at SunTrust from 2014 to 2017. 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 strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Ithianell Goire Delbrey is a financial advisor at Merrill with Series 63 and Series 66 licenses and three years of industry experience. She has worked at several firms including Bank of America, Fidelity Investments, and SECU Brokerage Services. Delbrey also has an academic background with ongoing involvement at the University of North Carolina Pembroke. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Richard Pabis Jr. is a financial advisor at Charles Schwab with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab and Wells Fargo in various roles since 2013. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational resources.

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.

Jordan Senter is a financial advisor with Charles Schwab, holding a Series 66 designation and 11 years of industry experience. He has been with Charles Schwab since 2016, including roles at Charles Schwab bank, SSB and Charles Schwab Premier Bank, SSB. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions, supported by centralized custody and operational services.

Harlan Little is a financial advisor at Edward Jones with Series 63, Series 65, and Series 66 credentials and four years of industry experience. Prior to joining Edward Jones, he held positions at Fidelity Investments, Equis Financial, Guaranteed Rate/KBHS, and First Citizens Bank among others. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

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.

Tod Cattani is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Bank of America Corporation and Wells Fargo in various capacities. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

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.

Danny Brown is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Valic Financial Advisors. Outside of finance, he is involved in a cow and calf breeding operation through 2B Farms Inc. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists and offers financial planning, consulting, and access to third-party asset managers.

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.