Blake Greiter is a financial advisor at LPL Financial with 21 years of industry experience and holds a Series 66 designation. His prior roles include positions at Morgan Stanley and UBS Financial Services. Outside of his advisory work, he is also a licensed massage therapist. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,000 advisors and managing more than $819 billion in discretionary assets.

Caroline Gooding is a CFP® and holds a Series 66 license with four years of industry experience. She has worked at Edward Jones since 2022 and previously held positions at BDO and AR Workshop locations in Cary and Raleigh. 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 discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.

Johnathan Pulleyn is a CFP® with 19 years of industry experience, currently serving as an advisor at LPL Financial since 2023. His prior experience includes roles at Lincoln Financial Securities Corporation, Woodbury Financial Services, Inc., and Merrill. Outside of his advisory work, he owns JOCO Contracting, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment programs, utilizing both proprietary and third-party strategies, supported by advanced operational and research tools.

Katie Smith is a CFP®-certified financial advisor with six years of industry experience, currently serving clients at Edward Jones in Knightdale, NC. She has been with Edward Jones since 2015, including her time at North Carolina State University from 2013 to 2017. 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, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,000 financial advisors.