James Hoke is a Series 66-licensed financial advisor with Thrivent Investment Management, where he has worked since 2015. He has 10 years of industry experience and serves as a board member for several local organizations, including the Kenly Area Chamber of Commerce, the Tobacco Farm Life Museum, and the Johnston County Tourism Authority. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering holistic, goal-based financial planning that covers a wide range of topics without direct portfolio management or discretionary trading authority.

Tyler Lindsey is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and eight years of industry experience. Prior to his current role, he worked at Lindsey, Lindsey & Mueller CPA’s, where he provided tax preparation services. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals. The firm provides a range of investment solutions, including proprietary and third-party model strategies, with flexible custody and platform arrangements tailored to client objectives.

Scott Macdonald is a Senior Financial Advisor at Merrill Lynch Wealth Management and the founder of the Special Needs Team. He has dedicated over thirty years to providing financial advice and guidance tailored to the unique needs of disabled, special-needs, and elder-abuse victims and their families. His team collaborates closely with attorneys, caregivers, trustees, fiduciaries, and benefits counselors to address both the near- and long-term financial requirements of their clients. Scott has extensive expertise in managing Special Needs Trusts, court-supervised trusts, probate investing, and understanding the California Probate Code and the Uniform Prudent Investor Act. He employs sophisticated modeling tools and analytics to support the financial and quality-of-life goals of special-needs populations. His approach is collaborative and firmly centered on client well-being. He holds a Bachelor's Degree from the California State University system and carries the Personal Investment Advisor (PIA) designation. Scott has been recognized by Forbes as one of the Best-in-State Wealth Advisors from 2020 through 2025. He is active in his community through involvement with the Rotary Club of Tahoe Incline, the Society for disAbilities, and the Tahoe Fire Helicopter Project. Outside of work, Scott enjoys boating, fishing, hiking, skiing, and spending time with his family.

Nichola Agins is a financial advisor with Raymond James & Associates in Raleigh, NC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. Her prior roles include positions at Bank of America and Merrill Lynch. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including high-net-worth individuals, institutions, and municipal entities. The firm offers a range of financial planning and investment consulting services, utilizing multiple portfolio management styles supported by in-house research and affiliated sub-advisers.

Timothy Healy is a financial advisor with Fidelity Investments in Durham, NC, holding Series 63 and Series 66 designations and two years of industry experience. His prior work includes roles at Fidelity and Next Level Academy, as well as a 15-year tenure at Cardinal Gibbons High School. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Mark Scarbrough is a financial advisor with Mass Mutual Investors Services in Cary, NC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with MML Investors Services and Mass Mutual Life Insurance Company since 2013. Outside of his advisory role, he is the president and owner of Mainmast Financial Group, Inc., and an owner/member of Encompass Financial Partners, LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides financial planning, asset management, and educational seminars, focusing on collaborative client engagements and recommending investment strategies without discretionary authority.

Carroll Webb is a financial advisor with Fidelity in Durham, NC, holding a Series 66 designation and 11 years of industry experience. His background includes roles at Fidelity Investments, Regions Bank, H&R Block, LPL Financial, and Woodland Community College. 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 employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Gary Elefante is a CFP®-designated financial advisor with LPL Financial in Durham, NC, where he has worked since 2007. He has 24 years of industry experience and holds the Series 66 license. Outside of his advisory role, he is also involved in placing fixed insurance products through Crump Insurance Services as a producer. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services with discretionary and non-discretionary management supported by research from internal and third-party sources.

Lyben Hizkias is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America, Hizkias worked at Fidelity Investments and held roles in various companies, including Akula Security and Conquer Strategic Marketing. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individual, high-net-worth, and institutional clients.

Anastasia Council is a CFP®-designated financial advisor with 11 years of industry experience, currently serving clients at Edward Jones since 2014. She holds a Series 66 license and is based in Raleigh, NC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Joshua Filyaw is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop comprehensive financial plans tailored to their unique goals and preferences. He began his role as a Financial Consultant in 2024, having previously served as a Planning Consultant at Fidelity from 2022 to 2024. Prior to joining Fidelity, Joshua worked as an Investment Resource Consultant at Wells Fargo Advisors from 2021 to 2022 and as a Personal Banker at Wells Fargo Bank from 2019 to 2021. Outside of his professional work, Joshua has interests in baseball, cars, football, running, singing, and traveling.

Brett Campbell is a financial advisor at Cetera with 18 years of industry experience. He holds the CFP® designation and Series 66 license. Brett is also the owner of Brett Campbell LLC, an entity established for personal tax strategy, and serves as an investment committee member for Apex Baptist Church, where he assists with financial recommendations and asset allocation decisions. 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 multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through a network of more than 10,000 advisors.

Cameron Pait is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, Bank of America, and Merrill. Outside of his advisory role, he is a minority owner of a real estate business that manages properties inherited from his late father. J.P. Morgan Securities LLC 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 large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Quinn Angel is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Quinn has worked at Merrill since 2022 and has a diverse background including roles in education and retail. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James Forrester is a financial advisor with Raymond James & Associates, holding a Series 66 credential and over 20 years of industry experience. He has been with Raymond James & Associates since 2015. Outside of advising, he owns a commercial fishing boat and is a one-third owner of a water disaster mitigation equipment sales and leasing business. He also serves as president of the board for Pine Knoll Townes Phase 1. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering a range of financial planning, investment consulting, and institutional fiduciary services.

Adriana Turner is a financial advisor with Fidelity in Durham, NC, holding a Series 66 designation and three years of industry experience. Prior to joining Fidelity, she worked as a retail associate at lululemon athletica. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm’s investment approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios across mutual funds, ETFs, and ETPs.

Luke Hopkins is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Mass Mutual Investors Services and First Command Advisory Services. Outside of his advisory role, he holds a 25% ownership interest in Legacy Vault App LLC, a marketing-related business. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages roughly $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions supported by research and analytics.

Elizabeth Bass is a financial advisor with Morgan Stanley in Chapel Hill, NC, holding a Series 66 designation and bringing 11 years of industry experience. She has been with Morgan Stanley and its Private Bank since 2014. Bass serves as a board member of the Croasdaile Country Club in Durham, North Carolina. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to both individual and institutional clients, emphasizing tailored financial planning and a structured discovery process using firm-approved tools.

Scott Blanchard is a financial advisor with LPL Financial in Raleigh, NC. He holds the Series 66 designation and has been active in the industry since 2024. Prior to joining LPL Financial, he was associated with Charles Schwab and Steward Wealth Strategies. Outside of finance, his background includes roles in education and the restaurant industry. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by internal and third-party research.

Michael Rowlands is a Planning Consultant specializing in financial planning. He collaborates with Financial Consultants to co-create financial plans tailored to clients' needs. His work centers on helping clients understand retirement planning and appropriate investment strategies. He holds insurance licenses in Arkansas and California, supporting his role in advising clients on suitable financial solutions.