Jason York is a Series 66-licensed financial advisor at Edward Jones with 11 years of industry experience. Prior to joining Edward Jones in 2026, he worked at several firms including LPL Financial and BB&T. He also serves as a Senior Vice President and Wealth Consultant at the Trust Company of North Carolina, assisting clients with financial planning, investments, and trust and estate planning. 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 strategies. The firm manages over $1 trillion in assets and maintains a large network of advisors and branch offices nationwide.

John Stone III is a financial advisor with Morgan Stanley in Raleigh, NC, holding Series 63 and Series 65 designations and 28 years of industry experience. He has been with Morgan Stanley and its affiliate Morgan Stanley Private Bank, National Association since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by firm-approved tools and analytical methods, managing approximately $2.74 trillion in client assets.

Kyle Tricarick is a Benefits & Planning Consultant within the Executive Services division at Fidelity Investments, a position he has held since 2026. He began his career at Fidelity in 2021, progressing through roles including Customer Relationship Advocate, High Net Worth Associate, and multiple levels of Investment Solutions Representative before assuming his current consultant role. Prior to Fidelity, he was a Broker Trainee at Aegis Capital Corp from 2020 to 2021. Kyle focuses on leveraging planning tools and disciplined investment principles to assist clients in navigating their benefits and establishing a clear path toward their financial goals. His approach emphasizes structure, thoughtful analysis, and maintaining a long-term perspective. He holds insurance licenses in Arkansas and California. Outside of his professional work, Kyle enjoys board games, family activities, fitness, social events with friends, and playing tennis.

Kristina Paget is a financial advisor at Edward Jones in Raleigh, NC, holding Series 66 and Series 65 licenses with one year of industry experience. Her prior work includes roles at Wells Fargo Bank, Buckley Wealth Management, and McClarren Financial Advisors. She has also been involved with the Tri Area Ministry Food Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Parrish Goodman is a financial advisor with Fidelity Investments in Durham, NC, holding Series 63 and Series 66 licenses and with two years of industry experience. Prior to joining Fidelity, he held positions in real estate and automotive services and was employed at North Carolina State University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Alvy Knasas is the Vice President and Branch Leader at Fidelity Investments' Cary office. In this role, he leads a team of financial professionals to develop actionable financial plans that support clients in achieving their financial goals while ensuring an exceptional client experience. Alvy has been with Fidelity Investments since 2008, progressing through various roles including Financial Representative, Investment Consultant, Vice President Financial Consultant, and Vice President Regional Planning Consultant before assuming his current leadership position in 2025. His extensive experience within Fidelity highlights his expertise in financial consulting and branch leadership. Outside of his professional responsibilities, Alvy enjoys family activities, football, golf, and traveling.

Nathan Neely is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at various Fidelity entities since 2007. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines proprietary research with quantitative analysis and algorithmic portfolio construction, and it manages model portfolios utilizing systematic methodologies and long-term asset allocation benchmarks.

Lorinda Spivey is a CFP®-designated financial advisor with 29 years of industry experience, currently with Cetera. Her work history includes long tenures at First Allied Advisory Services and Financial Directions Group, where she also holds ownership and performs insurance-related activities. Spivey serves on the Pureflow Advisory Committee and participates in non-profit and seed investment fund operations in committee and administrative roles. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, institutional, and charitable clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services delivered via a multi-manager platform with access to affiliated and third-party managers across multiple program structures.

Jason Jonczak is a financial advisor at Edward Jones in Cary, NC, holding the CFP® designation with 25 years of industry experience. He has been with Edward Jones since 2000. 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 with a network of more than 23,700 advisors and offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Charles Moehrke is a financial advisor with Morgan Stanley in Chapel Hill, NC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management delivers a wide range of advisory programs to individual 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 provides planning services that are generally advisory in nature without individual security recommendations in standalone plans.

Andrew Mckay is a financial advisor with Morgan Stanley in Raleigh, NC, holding a Series 66 designation and 19 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2010 and the Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved in managing commercial and residential real estate properties through several investment entities. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and research, with assets under management totaling approximately $2.74 trillion.

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.

Patrick Towne is a Financial Consultant currently working at Fidelity Investments, where he has been serving clients since 2023. Prior to this role, he was a Workplace Planning and Advice Consultant at Fidelity Investments from 2016 to 2023 and a Financial Consultant at PNC Bank from 2014 to 2016. His mission is to help clients navigate uncertainty and work toward better futures through financial planning. Patrick holds insurance licenses in Arkansas and California, supporting his work in providing financial and insurance advice. Outside of his professional career, he has personal interests in comedy, hiking, music, and traveling.

Lyn Adams Jr. is a CFP® professional with over 31 years of experience in the financial services industry, currently affiliated with Cetera since 2023. He has previously been associated with Cetera Wealth Services, LLC and worked at Lowes Grove Middle School. Outside of his advisory work, he owns and directs a basketball academy and serves as a youth basketball coach and board member for a competitive youth basketball organization. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, retirement services, and access to third-party money managers, managing over $256 billion in assets through a network of more than 10,000 advisors.

John Johnson Jr. is a financial advisor with Ameriprise in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Ameriprise since 2010. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency strategies to provide personalized, written Recommendation Reports delivered by a centralized consulting team, supporting clients primarily through Ameriprise-managed accounts.

Joseph Lushene Jr. is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lincoln Financial Securities Corporation and Securities America Advisors. Outside of his advisory role, he is involved in several insurance-related activities and owns Lushene & Associates, LLC, which manages his financial planning business. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a focus on diversified portfolios constructed using firm-provided asset-allocation tools and supports both discretionary and non-discretionary account management.

Robert Eastmann is a financial advisor at Cetera with 31 years of industry experience. He holds Series 63 and Series 66 credentials. In addition to his advisory work, Eastmann coaches girls' basketball at Neuse Christian Academy and with the N.R. Lady Vipers AAU team. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services across multiple program platforms and custodial relationships.

Timothy Mcguirk is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, he worked for New South Pizza for nine years. Outside of his advisory role, he is involved in buying and selling collectibles through eBay and Facebook groups. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios drawn from mutual funds, ETFs, and ETPs.

Joshua Almond is a financial advisor at Edward Jones with 8 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Edward Jones in 2017, he worked at Knowles Intellectual Property Strategies, LLC. Edward Jones is a wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Chelsea Gibson is a financial advisor at Fidelity with Series 63 and Series 66 licenses and seven years of industry experience. She previously worked at Barnes & Noble Inc. from 2009 to 2018 before joining Fidelity Brokerage Services LLC in 2018. Since 2025, she has been with Fidelity Investments in Durham, NC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.