Linda Erickson is a CFP® professional with 41 years of industry experience. She is currently with Cetera and has held roles at Cetera Wealth Services, LLC, and her own firm, Erickson Advisors. Outside of her advisory work, she volunteers as a trusted person for St. Francis Church, where she reviews discretionary fund activity, and serves on a committee of the Society of Financial Services Professionals. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers.

Tamra Ellis is a financial advisor with Edward Jones in Durham, NC, holding a Series 66 designation and 15 years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates under a fiduciary standard.

Lauren Tyndall is a financial advisor with Edward Jones in Wake Forest, NC. She holds a Series 66 designation and has 13 years of experience with Edward Jones. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Calvin Williamson III is a financial advisor at Raymond James Financial with 20 years of industry experience. He holds the Series 63 and Series 66 credentials and previously worked at Edward Jones for 16 years. Outside of his advisory role, he co-owns Four Corners Advisor Group, an LLC focused on recruiting advisors to affiliate with their branch. 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 and profit-sharing plans, corporations, and institutions. The firm offers tailored, non-discretionary consulting using analytical tools and supports various advisory programs, distinguishing itself with municipal advisor affiliations and specialized retirement plan consulting services.

Anna Lewis is a financial advisor at Edward Jones based in Durham, NC, holding a Series 66 designation with two years of industry experience. Before joining Edward Jones in 2024, she worked at Atlassian, Inc. and Trello, Inc. from 2016 to 2024. She receives book royalties from Wiseblood Books and participates in a research study at Bardone-Cone Lab, UNC-Chapel Hill. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

James Lowe II is a financial advisor with LPL Financial in Durham, NC, holding a Series 66 designation and 16 years of industry experience. His prior firms include Lincoln Financial Securities Corporation, Waddell & Reed, Morgan Stanley, and Edward Jones. Outside of advisory work, he has operated JRL Photography since 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Marie Baker is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Raymond James Financial in Durham, NC. She previously worked at Edward Jones for nine years before joining Raymond James in 2022. In addition to her advisory role, she co-owns an LLC focused on recruiting advisors to affiliate with her branch and is involved in an LLC that supports home-health services and youth basketball fundraising. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting, using analytical tools to support client goals and maintains specialized programs in municipal advisory and SIMPLE IRA consulting.

Scott Cook is a financial advisor at Ameriprise with 10 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise Financial Services LLC since 2021, following five years with Edward Jones. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Morgan Thrasher is a financial advisor with Edward Jones in Durham, NC, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held roles at McGriff Insurance Services, Northwestern Mutual, Dan Gilbert Insurance, Ferguson Enterprises LLC, Headway HR Solutions, and worked at Appalachian State University and Georgia State University. Outside of his advisory work, Thrasher has interests in mineral rights royalties connected to Devon Energy and Vintage Oil & Gas LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and managed solutions supported by a large national network of financial advisors and branch offices.

Allen Parker is a CFP®-certified financial advisor with Edward Jones, based in Durham, NC, and has 22 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, he owns and maintains a rental property in Chapel Hill, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options. The firm manages over $1 trillion in assets and supports its clients through a large network of advisors and branch offices nationwide.

Becky Leever is a financial advisor at Fidelity with the Series 66 designation and four years of industry experience. Her prior roles include positions at Bank of America and Southern Bank and Trust before joining Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios using mutual funds, ETFs, and ETPs.

Richard Dove II is a financial advisor at Edward Jones with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including First Citizens Investor Services, First Citizens Bank, First Horizon Bank, and SunTrust. Outside of his financial career, he serves as a Minister of Music at Bible Gospel Church and performs as a musician for various events. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Edgar Blackley is a financial advisor with Edward Jones, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with Edward Jones since 1984. Outside of his advisory role, he is involved in agricultural land ownership through Preddy Farms. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Bryan Richardson is a financial advisor with Ameriprise in Wake Forest, NC, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its related entities since 2005, accumulating 18 years at the firm. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing tax-aware retirement planning advice, focusing on dependable income strategies for clients approaching or in retirement.

Jonathan Hill is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Woodbury Financial Services and Questar Capital Corporation. Outside of advising, he acts as an insurance agent specializing in health, life, and disability insurance and serves as a trustee for a family trust. OSAIC serves a diverse client base, including individual, high-net-worth, institutional, and charitable investors, providing a range of brokerage, advisory, and financial planning services through a large network of affiliated advisers and multiple platforms. The firm employs advanced asset-allocation tools and offers both discretionary and non-discretionary account management, supporting various investment vehicles and third-party managed solutions.

Max Gausch is a financial advisor at Fidelity with 12 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Fidelity Investments in various capacities since 2011. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research and quantitative analysis to construct portfolios from mutual funds, ETFs, and ETPs, employing systematic methodologies and long-term asset allocation benchmarks.

Jennifer Waugh is a Certified Financial Planner® (CFP®) with 10 years of industry experience. She has worked at Fidelity Investments since 2025 and Fidelity Brokerage Services, LLC since 2021, following six years at Howard Financial Services, LTD. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, including fund advisory and model portfolios.

Gary Crenshaw is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has worked at Pinnacle Bank/Pinnacle Financial Partners and Suntrust Investments. He is also an associate at Pinnacle Asset Management, where he serves as a financial consultant. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, institutional, and nonprofit clients. The firm utilizes risk profiling and analytical tools to tailor non-discretionary planning and encourages clients to implement recommendations through various advisory programs.

Kimberly Cozart is a financial advisor with Cetera, holding the CFP® and PFS™ designations and over 24 years of industry experience. She has worked with multiple firms throughout her career and currently supervises an accounting and tax preparation business, Cozart & Edwards, PA. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors nationwide.

James Ustby is a financial advisor at LPL Financial with four years of industry experience. He holds the Series 66 designation and has prior experience at Ameriprise Financial Services Inc. and as a self-employed advisor. Ustby is also an insurance representative with Karma Financial Group. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of financial planning and investment management services, including access to model portfolios, third-party asset managers, and institutional platforms.