Patrick Dunston is a CFP® with 12 years of industry experience and has been with Edward Jones since 2013. He is based in New London, NC. Outside of his advisory role, he is a member of Mallard Pig LLC, an entity intended to potentially hold real estate property. 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 discretionary and non-discretionary investment strategies, tax-efficient services, and operates under a fiduciary standard.

Stephen Repak Jr. is a CFP® professional with 26 years of industry experience, currently affiliated with LPL Financial since 2024. He previously worked at OSAIC and SagePoint Financial, Inc. Repak is also an author through Repak Enterprises, a non-investment-related business activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, and institutions. The firm provides various advisory programs, financial planning, and retirement plan consulting, supported by research, model portfolios, and both discretionary and non-discretionary management options.

Shelden Flowers is a financial advisor at Edward Jones in Mooresville, NC, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he worked in the automotive sales industry and briefly at New York Life Securities. He is also the founder and CEO of MagnaMat, a business specializing in magnetic rug locks sold on Amazon. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and supports a nationwide network of more than 23,700 financial advisors.

Daniel Richardson is a financial advisor at Thrivent Investment Management in Concord, NC. He holds a Series 66 designation and has professional experience at Lincoln Financial and Liberty Life Assurance prior to joining Thrivent. Richardson has been with Thrivent and its affiliated entities since 2025. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers holistic, goal-based financial planning covering a wide range of topics and combines planning with managed-account programs under a consolidated billing arrangement called “WealthPlan,” while maintaining separation between planning and portfolio management.

Thomas Harding is a Series 66 licensed financial advisor at Edward Jones with five years of industry experience. He has been with Edward Jones since 2020 and previously worked at Otsuka America Pharmaceutical, Inc. from 2010 to 2019. 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 through a network of over 23,700 advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Mitchell Comport is a financial advisor at LPL Financial with one year of industry experience. He holds the CFA® designation and a Series 63 license. His prior experience includes roles at Dimensional Fund Advisors, The Huntington National Bank, and KeyBank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Cameron Hunt is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 credentials and one year of industry experience. His prior work includes roles at Wells Fargo and JPMorgan Chase Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide investment recommendations.

Daniel Brown is a Benefits & Planning Consultant in Executive Services at Fidelity Investments, where he has worked since 2022. In this role, he helps clients understand complex strategies, financial topics, and tools to support their financial goals. His professional experience includes positions as a Financial Advisor at The Vanguard Group from 2020 to 2021, a Client Relationship Consultant at TIAA from 2018 to 2020, a Senior Financial Consultant at TIAA from 2016 to 2018, and a High Net Worth Investment Consultant at The Vanguard Group from 2008 to 2016.

Braden Radcliff is a financial advisor at Raymond James Financial with 13 years of industry experience. His prior roles include positions at Janney Montgomery Scott and Wells Fargo Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses fact-finding, risk profiling, and analytical tools to deliver tailored non-discretionary planning and consulting, and it is noted for its municipal advisory affiliation and recent SIMPLE IRA Employer Advisory & Consulting Services program.

Andrew Rose is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing Services LLC. Outside of his advisory role, he is involved as a ticket reseller. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

Wesley Norman is a financial advisor with Equitable Advisors, holding a Series 66 designation and 11 years of industry experience. He has worked at Equitable Advisors since 2014 and previously was associated with Axa Advisors. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Marshall Ward is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. Prior to joining Edward Jones, he was involved with JFL Enterprises Inc d/b/a Failure Free Reading from 2011 to 2019. 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 discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Ronald Smith is a financial advisor with Edward Jones in Concord, NC, holding Series 63 and 66 licenses and bringing 47 years of industry experience. He has been with Edward Jones since 1978. Outside of his advisory role, he is involved in managing commercial financial services rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory programs and affiliated investment products through a large network of advisors and branch offices.

Brandon Monette is a CFP® and ChFC® with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. His background includes over two decades in full-time education. 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 supported by a large nationwide network of advisors and branch offices.

Matthew Leonard is a financial advisor at Cambridge Investment Research Advisors with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at VisionQuest Advisors, LLC, and operates Leonard & Associates, CPA PLLC, where he has been active since 2013. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, employing both proprietary and third-party strategies tailored to client objectives.

Kyle Williams is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 19 years of industry experience. He previously worked at Voya Financial Advisors and Steve and Brad Little. Outside of his advisory role, Williams is an independent insurance agent and owns a financial services business, 401KYLE.COM. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a nationwide network of independent advisors and operates a multi-manager platform with access to various program structures and third-party money managers.

Christopher Borras is a financial advisor with Edward Jones in Concord, NC, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm provides a range of advisory programs and investment solutions, operates under a fiduciary standard, and supports its clients with a nationwide network of advisors and branch offices.

Daniel Boehm is a financial advisor with LPL Financial in Concord, NC, holding Series 63 and Series 66 registrations and 15 years of industry experience. He previously worked at Edward Jones for 15 years before joining LPL Financial. 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 financial planning, advisory programs, retirement consulting, and brokerage services with both discretionary and non-discretionary management supported by a range of model portfolios and research.

Amanda Whitlock is a financial advisor at Wells Fargo Clearing with seven years of industry experience. She holds a Series 66 designation and has previously worked at Edward Jones and in public education within Wake County and Nash Rocky Mount schools. Outside of finance, she coaches children’s Jiu Jitsu classes at Metrolina Martial Arts in Concord, NC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering a range of services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and offering discretionary investment management options.

Tyler Ervin is a financial advisor with LPL Financial in Concord, NC, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial, he has held various positions in retail and service industries and has been involved in small business operations including pavement cleaning and carwash ventures. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, with discretionary and non-discretionary management supported by research and model portfolios.