Robert Cockman is a financial advisor with Raymond James Financial Services, Inc. He holds a Series 66 designation and has four years of industry experience. Prior to joining Raymond James, he worked in pharmacy consulting and management roles for over 18 years. Outside of advising, he is an associate at Milestone Wealth Management and a silent partner in a local holding company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and supports advisory programs through a large network of advisors.

Matthew Lovette is a financial advisor at Edward Jones with seven years of industry experience. He has worked at Edward Jones since 2018 and previously spent eight years at Paychex. Outside of his advisory role, he is an owner of MLB Productions, an entertainment business, and serves on the finance committee for the Denise Marie Flaherty Foundation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm manages over $1 trillion in assets and is notable for its large network of advisors and affiliated financial services beyond traditional advisory offerings.

Matt Roberts is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His work history includes roles at Cambridge Investment Research Advisors since 2019, as well as prior positions at Royal Alliance Associates and Signator Investors. In addition to his advisory work, he operates as an independent insurance agent and has experience as an independent sales associate with Isagenix. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Paul Burns is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2009. Outside of his advisory role, Burns coaches girls’ basketball at Alamance Christian School and serves as president of the Pay It Forward Foundation, a nonprofit that provides scholarships for private education. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a nationwide network of over 23,700 advisors. The firm offers a range of advisory programs and affiliated investment products under a fiduciary standard.

Johnny Campbell II is a Series 66-registered financial advisor with Raymond James Financial in Burlington, NC, with six years of industry experience. His prior roles include positions at LPL Financial, Wells Fargo Bank, and Edward Jones. Outside of his advisory work, he has been employed as a delivery driver for Amazon Flex and DoorDash. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a broad range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports both retail and institutional markets, with notable offerings in municipal advisory and SIMPLE IRA consulting services.