Rodney Fauth Jr. is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and previously served in the United States Air Force from 2016 to 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services through a nationwide network of financial advisors and branch offices.

Karla Valas is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 66 designations and is based in Raleigh, NC. Valas has been associated with Fidelity Investments since 1998. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including mutual funds and charitable gift funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Mark Fortier is a CFP®-designated financial advisor with Edward Jones in Raleigh, NC, where he has worked since 1993. He has 32 years of industry experience and holds a Series 63 license. Outside of his advisory role, he owns a charter fishing boat business in Raleigh. 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 solutions supported by a large national network of financial advisors and branch offices.

Arya Gor is a Planning Consultant at Fidelity Investments, a role they have held since 2025. In this position, Arya partners with clients to understand their financial goals and helps build customized financial plans. They prioritize forming strong relationships with clients and maintaining trust and transparency. Prior to their current role, Arya served as a Relationship Manager and Financial Representative at Fidelity Investments between 2023 and 2025. Before joining Fidelity, Arya worked in finance and accounts receivables at Seesaw Learning, Inc. from 2021 to 2023. Arya holds a California Insurance License. Outside of their professional work, Arya enjoys spending time at the beach, cooking and baking, engaging in family activities, fitness, social events with friends, and skiing.

Lonnie Hedrick is a financial advisor with Edward Jones in Garner, NC, holding Series 63 and Series 66 designations and 28 years of industry experience. He has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets with a large network of advisors and branch offices nationwide.

James Mc Glothlin is a financial advisor with Edward Jones in Cary, NC, holding the ChFC® designation and Series 66 license. He has 10 years of industry experience and has been with Edward Jones since 2015. Outside of his advisory work, he volunteers as a camera assistant for PGA Tour golf telecasts. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm has a large network of financial advisors and branch offices and operates under a fiduciary standard.

Casey Bumgarner is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Edward Jones and Prudential Insurance Company of America. Outside of his advisory role, he is involved with the Angelus Sano Fund, a medical device venture based in Winter Park, FL. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Chadwick Wester is a CFP®-certified financial advisor with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at SunTrust from 2014 to 2017. 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 strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Leslie Merritt III is a financial advisor at OSAIC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at FSC Securities Corporation, Inc. for 18 years before joining OSAIC in 2023. Outside of his advisory role, he owns Neuse Goatscaping, Inc., an agricultural business involved in brush clearing using goats, which is connected to his family’s longstanding farm. He also manages multiple insurance agencies specializing in life and long-term care insurance. OSAIC serves a diverse client base, including individual investors, institutions, and charitable organizations, offering integrated brokerage and advisory services, retirement plan consulting, and access to third-party money managers. The firm employs asset-allocation tools and risk-tolerance assessments to construct tailored portfolios and supports legacy platforms and model-managed account solutions.

Jackson Baum is a financial advisor with LPL Financial in Raleigh, NC, holding a Series 66 designation and four years of industry experience. He has been associated with LPL Financial since 2020 and also operates Capital Insurance & Financial Services, Inc., which focuses on non-variable insurance sales and customer service. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide through a large network of investment adviser representatives. The firm offers a wide range of advisory and brokerage services, including financial planning, retirement plan consulting, model portfolios, and utilizes both discretionary and non-discretionary management strategies supported by extensive research.

Wendy Artis is a financial advisor at Merrill with a Series 66 designation and 18 years of tenure at the firm. She has three years of industry experience. Outside of her advisory role, she serves on the Stone Soup committee for Urban Ministries of Wake County and is involved with the Susan G. Komen Carolinas committee, assisting with fundraising and event planning. Merrill provides managed account services to Bank of America fiduciary clients through model-based and discretionary strategies developed by internal and third-party teams. The firm serves a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Hunter Bostwick is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2024, he worked at IBM from 2013 to 2021 and has been employed at Kyndryl, Inc. since 2021, where he serves as a hardware program manager. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Melanie Reeve is a CFP® professional with 23 years of experience in the financial services industry. She has been with OSAIC since 2024 and previously worked for Triad Advisors for 13 years. Outside of her advisory role, she serves as CFO of an insurance agency and assists clients with term life insurance through the Jones Insurance Agency. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and investment advisory services. The firm employs various tools and platforms to construct and manage portfolios tailored to client risk profiles and investment restrictions.

Amy White is a financial advisor at Edward Jones with four years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2019. Outside of her advisory role, she is the owner and designer of Dobson & El, LLC, where she creates and sells art at local pop-up markets. She also serves as secretary for the BNI RD23 group in Raleigh, NC. 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 manages over $1 trillion in assets and offers a range of advisory programs, investment solutions, and affiliated services through a nationwide network of financial advisors and branch offices.

Jack Wormington is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Bank of America, Merrill, and entrepreneurial ventures such as IRT Living and Konkr Klothing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services including investment advisory, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Stuart Swanson is a financial advisor with Wells Fargo Advisors in Raleigh, NC, holding Series 63 and Series 65 credentials and totaling 29 years of industry experience. He has been affiliated with various Wells Fargo entities since 2009. Outside of his advisory role, he is a co-owner of Greenbrier Hillview Farms Inc., a corporation owning hunting property. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning, using Wells Fargo research and planning tools to develop tailored recommendations.

Charles Bell III is a financial advisor with Morgan Stanley in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as an executor and co-executor for estate administration matters. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals 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 utilizes structured planning tools and modeling techniques as part of its financial planning process.

Kyle Smith is a CFP® professional with 28 years of experience in the financial industry. He is currently with LPL Financial and has previously worked at Truist Advisory Services, Truist Investment Services, and Bb&T Securities. Kyle is based in Raleigh, NC. 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, financial planning, and retirement plan consulting, utilizing research from LPL and third-party subadvisors to support diversified and tactical investment strategies.

Janice Sanderson is a financial advisor with UBS Financial Services in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocation with institutional trading capabilities and wealth management services.

Thomas Lanigan II is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and based in Raleigh, NC. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a wide range of investment advisory services, financial planning, and retirement plan consulting, operating at large scale with over $671 billion in assets under management and more than 14,000 financial advisors.