Daniel Shannon is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2017. Prior to that, he was employed at Sports Endeavors, Incorporated for one year. 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, supported by a large nationwide network of advisors and branch offices, and manages approximately $1.01 trillion in assets.

Jan Williams is a financial advisor with Primerica Advisors, holding a Series 66 designation and bringing 10 years of industry experience. Prior to joining Primerica, Williams worked at Edward Jones and has been involved in various caregiving and consulting roles, including ownership in a home care services company and consulting for organizations supporting individuals with intellectual disabilities. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, primarily serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

J. Brian Glaze is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 19 years of industry experience. His prior roles include positions at Avantax Investment Services, IFG Advisory, LPL Financial, and operating his own DBA, Envision Wealth Partners. He serves as treasurer for a local government election committee and is an executive board member of a religious nonprofit organization. Cetera Investment Advisers LLC provides advisory services through a large nationwide network, serving individual, retirement plan, corporate, charitable, and institutional clients with a range of portfolio management and financial planning options.

Jimmy Dooley is a financial advisor at Ameriprise with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliates since 2005. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, providing tailored, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Richard Fisher Jr. is a CFP®-designated financial advisor with LPL Financial, where he has worked since 2005, totaling 29 years of industry experience. Based in Burlington, NC, he has been involved in managing wealth advisory services throughout his tenure. Outside of his advisory role, he owns a family business called Wilson Brown Sock Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, utilizing model portfolios and research to support diversified investment strategies.

Jonathan Foster is a financial advisor at Edward Jones in Burlington, NC, holding a Series 66 designation with over 18 years of experience. He previously worked at Cincinnati Insurance Company for 17 years before joining Edward Jones in 2025. 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 strategies, supported by a large national network of advisors and branch offices, and operates under a fiduciary standard.

Anthony Sconzo is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He holds the Series 66 designation and is based in Mebane, NC. 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, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, with a nationwide network of more than 23,000 advisors and $1.01 trillion in assets under management.

Rodney Pack is a financial advisor at Edward Jones in Burlington, NC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Thomas Struckmeyer is a financial advisor with Edward Jones in Hillsborough, NC, holding the CFP® designation along with Series 63 and Series 66 licenses. He has 23 years of industry experience and has been with Edward Jones since 2002. Outside of his advisory role, he is president of Triple Ten LLC, a commercial rental property holding company. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 advisors.

Mikaela Bradshaw is a financial advisor at Edward Jones with a Series 66 credential and three years of industry experience. She has held positions at Edward Jones, Syneos Health, Stadia Ventures, and Washington University in St. Louis. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Alexander Durham is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones, he worked at State Farm VP Management Corp and was involved with Michael Shoffner Insurance Agency. Outside of advisory work, he serves as an agent team member at Michael Shoffner Insurance Agency. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of investment advisory programs and services, supported by a large network of financial advisors and branch offices nationwide.

Brian Clayton is a financial advisor at Raymond James Financial Services Advisors, Inc. with 27 years of industry experience. He previously spent 15 years at LPL Financial and holds Series 65 and Series 63 designations. Outside of advisory work, he manages a forestry land holding in North Carolina and serves as a relationship manager at Fidelity Bank. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm provides tailored non-discretionary planning and consulting using risk profiling and modeling tools, supporting clients through its advisory programs and institutional consulting network.

Brooke Carpenter is a financial advisor with LPL Financial in Burlington, NC, holding a Series 66 designation and 9 years of industry experience. Prior to joining LPL Financial in 2019, Carpenter worked at First Command Insurance and related entities from 2016 to 2018. Outside of financial advising, Carpenter is the owner and structural engineer of Residential Engineering Solutions, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Matthew Johnson is a CFP® and Series 66 licensed advisor with six years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc. and has prior experience at LPL Financial and Trivantage. Outside of his advisory role, Johnson owns and operates a personal farm and cattle company in Burlington, NC. 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, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, supports advisory programs across a large network, and maintains unique affiliations such as municipal advisory services.

John Bellingham is a CFP® with 39 years of industry experience and is currently affiliated with LPL Financial. He previously worked at Geneos Wealth Management Inc. and HBS Financial Advisors, with twelve years at each firm. His outside activities include operating a personal retirement planning business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services supported by research and model portfolios.

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.