Paul Tucker is a financial advisor with Edward Jones in Knightdale, NC, holding Series 63, Series 65, and Series 66 licenses. He has 31 years of industry experience and has been with Edward Jones since 2016. Outside of his advisory role, he owns and manages rental properties near NC State University. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients, offering a range of investment advisory programs and affiliated services with approximately $1.01 trillion in assets under management.

Michael Young is a financial advisor at LPL Financial with 19 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for Lincoln Financial Securities Corporation for 10 years and BB&T Investment Services, Inc. for one year. In addition to his advisory work, he coaches youth hockey for the Carolina Junior Hurricanes. 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 and access to third-party asset management, with a focus on both discretionary and non-discretionary strategies.

Joanna Mason is a financial advisor with Morgan Stanley in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her prior work includes roles at Wells Fargo Clearing and Prudential Equity Group. Mason currently serves at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services including estate planning and investment strategies.

Derek Crooks is a financial advisor at Edward Jones with 8 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2017. Prior to joining Edward Jones, he worked at JC Penney for three years. 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 advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Denise Moye is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 14 years of industry experience. Her prior roles include positions at Prudential Insurance Company of America, Raymond James & Associates, and First Citizens Bank. Outside of her advisory work, she occasionally assists family and friends with home purchases as a real estate agent. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

William Pomeroy is a CFP® and Series 66-registered financial advisor with Edward Jones in Raleigh, NC, where he has worked since 2018. He has seven years of industry experience, including three years at Arca Tech Systems LLC prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with a large nationwide network of financial advisors and branch offices.

Brian Murphy is a financial advisor with Merrill in Raleigh, NC, holding a Series 66 designation and four years of industry experience. His work history includes roles at Bank of America N.A. and Troy Container Line. 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, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Judy Deakins is a financial advisor at Merrill with 21 years of industry experience and holds a Series 66 designation. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2002. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Susan Taylor is a Series 66 licensed financial advisor with Morgan Stanley in Raleigh, NC, where she has worked since 2015. She has 24 years of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process utilizing firm-approved tools and modeling techniques.

Margaret Deng is a financial advisor at Morgan Stanley in Raleigh, NC, holding a Series 66 license. She has been with Morgan Stanley since 2025 and has prior experience with Golden Edge Solutions, LLC, as well as academic roles at New York University and involvement with The Skyscraper Museum and Steps Tutoring. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies.

Matthew Lovell is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at Bank of America, Merrill, Fidelity Investments, and Policygenius. Outside of his advisory work, he is a co-owner of a family rental property in Greenville, North Carolina. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering investment policy development, performance reporting, participant education, and discretionary plan management grounded in modern portfolio theory.

Julianne Stockbauer is a financial advisor with Edward Jones in Raleigh, NC, holding the CFA® designation and Series 63 license. She has 10 years of industry experience, including roles at Edward Jones and Dimensional Fund Advisors. 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 under management and offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a nationwide network of over 23,700 financial advisors.

Christopher Howard is a financial advisor with Edward Jones in Raleigh, NC, holding Series 63 and Series 66 licenses and having 34 years of industry experience. He has been with Edward Jones since 1992. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Lindsey Seymore is a financial advisor at Wells Fargo Clearing with 8 years of industry experience. She holds Series 65 and Series 63 designations and has been with Wells Fargo Clearing Services since 2018 and Wells Fargo Bank NA since 2015. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Brad Tavano is a financial advisor with RBC Capital Markets in Raleigh, NC. He holds a Series 66 designation and has been with RBC Capital Markets since 2025. Prior to this, he held positions at Congo Brands, Blue and Co., LLC, and has experience in various roles including education and retail. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and portfolio management services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Mary De Cola is a financial advisor with Merrill in Raleigh, NC, holding a Series 66 designation and three years of industry experience. She has worked at Merrill since 2018 and previously spent 16 years with Bank of America. 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, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth investors, and institutions.

Calvin Jones is a CFP® with 28 years of industry experience and has been with Wells Fargo Advisors since 2011. He is based in Raleigh, NC, and is the sole owner of Family Financial Partners, LLC, an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services utilizing Wells Fargo’s research and tools, with tailored recommendations delivered through advisor meetings and client summaries.

Austin Heath is a financial advisor with Raymond James & Associates and holds the Series 66 designation. He began his industry career in 2023, previously working at Fidelity Investments and Firetti Builders. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipalities, providing financial planning, non-discretionary investment consulting, and municipal advisory services.

Dawson Bass is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked at Styron & Hughes and has experience in multiple roles spanning finance and education from 2015 to 2024. 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 financial planning and investment management solutions through a large network of advisors utilizing model portfolios, third-party subadvisors, and customized strategies.

Christopher Elmore is a Series 66-licensed financial advisor at Charles Schwab with 22 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank, SSB since 2005. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.