Jennifer Gordon is a Series 66 licensed financial advisor with Edward Jones, based in Sanford, NC, and has eleven years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, with a large nationwide network of advisors and branch offices.

Jonathan Goossen is a financial advisor at Prudent Harbor Advisors with a Series 65 credential and one year of industry experience. Prior to founding his firm, he worked at UNC Healthcare and held positions with the North Carolina Department of Public Safety and the North Carolina Department of Adult Corrections. He also works part-time as a pharmacist. Prudent Harbor Advisors provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm employs a tailored Three-Bucket Architecture incorporating global equities, debasement protection through real assets, and defensive liquidity, with portfolio management conducted on a discretionary basis using custody and trade execution centralized at Charles Schwab.

Ahmed Monley is a financial advisor at Strategic Wealth Management LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at Vintage Wealth Management Group, Charles Schwab Bank, CHARLES SCHWAB & CO., Inc, and Edward Jones. In addition to his advisory role, he is involved with Monley's Enterprises LLC, an outside business activity. Strategic Wealth Management LLC offers discretionary and non-discretionary portfolio management and standalone financial planning primarily for individuals and high-net-worth clients. The firm provides client-specific investment programs using various techniques and also conducts public educational seminars and workshops.

Gary Smith is the sole advisor at Wealth Creation Advisory in Carthage, NC, holding Series 63 and Series 65 licenses with 36 years of industry experience. His career includes operating his own advisory practices before and after periods of retirement. Wealth Creation Advisory provides portfolio management and related advisory services to individual clients, employing a combination of charting, fundamental, quantitative, and technical analysis. The firm offers both discretionary and non-discretionary management across various investment vehicles, including mutual funds, equities, fixed income, annuities, and ETFs.

Michael Kelly is a financial advisor at Canopy Financial Solutions with six years of industry experience. He holds the ChFC® and Series 66 designations. Prior to his advisory career, he served 15 years in the U.S. Army. Kelly also provides financial consulting services for legal clients through his work with Brick City Law. Canopy Financial Solutions offers portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm combines cyclical and fundamental analysis with modern portfolio theory and quantitative methods, employing both long- and short-term trading strategies that may include higher-risk instruments.

Milton West is a CFP® professional with 25 years of experience in financial advising. He has been with West Financial Strategies, Inc. since 1998 and also serves as the president and sole owner of M. Lee West, CPA, P.A., a CPA firm he founded in 1986. Outside of his advisory role, he is a managing partner in a company that holds title to a motorboat and boat slip. West Financial Strategies provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset-allocation approach using passive index funds and ETFs as the core, complemented by selective active funds and securities, managing approximately $106 million in discretionary assets.

Charles Von Canon is a PFS™ credentialed financial advisor with 24 years of industry experience. He has been with West Financial Strategies, Inc. since 1998 and is also vice-president and manager at M. Lee West, CPA, a CPA firm. West Financial Strategies provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a strategic asset-allocation approach combining passive index funds and ETFs with selective active funds and securities, managing approximately $106 million in discretionary assets.

Chayne Riggs is a CFP® and ChFC® with 10 years of industry experience. He is currently with Base Wealth Management and has prior work history at CJC Wealth Management LLC, Eagle Strategies LLC, NYLIFE Securities LLC, New York Life Insurance Co., and Fidelity Investments. Outside of his advisory role, Riggs is a licensed insurance agent. Base Wealth Management is a team-based registered investment adviser managing approximately $326 million for individuals, high-net-worth clients, trusts, estates, and business entities. The firm offers fee-based discretionary portfolio management and financial planning services, utilizing a tactical allocation strategy informed by fundamental analysis and also incorporates third-party money managers and platforms for certain clients.

Daniel Baugher is a financial advisor at Fiduciary Financial Advisors with a Series 65 credential and no prior industry experience. He has served in the US Army Special Forces since 2010. Fiduciary Financial Advisors provides discretionary investment management, financial planning, legacy position management, and retirement services to individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm combines strategic asset allocation with tactical adjustments and multiple analysis methods, and offers individual professional trustee services as well as access to private and non-liquid alternative funds.

Thomas Rosser Jr. is a ChFC®-designated financial advisor with Guardian Life and Park Avenue Securities, bringing 26 years of industry experience. Based in Sanford, NC, he has been with both firms since 2000. He serves on the finance committee of Broadway Baptist Church. Park Avenue Securities LLC, a subsidiary of Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary programs and third-party solutions.

Shane Sandretto is a financial advisor at First Command Advisory Services with eight years of industry experience. He holds a Series 66 designation and previously served three years in the U.S. Army. Outside of his advisory role, he works as an election poll worker for the Harnett County Department of Elections. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers using a disciplined model portfolio approach.

William Haddock is a Series 65-licensed advisor at Beacon Pointe Advisors, LLC with four years of industry experience. He has worked at Beacon Pointe since 2021 and is also a partner at DMJ & Co., LLC, a CPA firm. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm uses a proprietary manager due-diligence process and primarily allocates client assets across third-party independent managers, offering services including discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Brian Mathis is a financial advisor at Davenport & Company LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Edward D. Jones & Co., L.P. for 26 years before joining Davenport in 2024. Davenport & Company serves individual and institutional clients, providing asset management, brokerage, public finance, and investment banking services. The firm’s investment advisory division offers separately managed accounts, model delivery, financial planning, and manages a range of mutual funds and fixed-income strategies.

Laurel Johnson is a financial advisor at Davenport & Company LLC with 20 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Davenport since 2019, following prior roles at Wells Fargo Clearing from 2011 to 2019. Outside of her advisory role, she serves on the Ingram Family YMCA Advisory Board, participating in fundraising and community advocacy. Davenport & Company provides asset management, brokerage, and advisory services to individual and institutional clients, including banks, pension plans, trusts, and nonprofits. The firm’s investment approach includes dedicated portfolio management teams and a range of managed account strategies, mutual funds, and fixed-income products.

Taylor Wells Tucker is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Empower, Tucker worked at Fidelity Investments for three years and has a background that includes roles in healthcare and community services. Outside of finance, he has been involved with Core Gymnastics for six years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants. The firm uses an integrated model aligned with Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and client savings rates in its planning approach.

John Quiggle is a financial advisor with Osaic Institutions, Inc. holding Series 63 and Series 65 designations and 20 years of industry experience. He previously worked at First Citizens Investor Services and Wells Fargo Clearing. Outside of his advisory role, he serves as a high school football official and is a member of the NC State football chain crew. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary accounts.

Katherine Waters is a financial advisor with First Command Advisory Services in Carthage, NC. She holds a Series 66 credential and has nine years of industry experience, all with various entities within the First Command organization. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers who select approved third-party managers and design model portfolios.

Heather Wicker is a financial advisor at Davenport & Company LLC with 19 years of industry experience. She holds the Series 66 designation and has been with Davenport since 2006. Outside of her advisory role, she is a vice president and 50% owner of Central Moving & Storage Inc., a moving and storage business. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, estates, nonprofits, and corporations, offering a range of services such as asset management, brokerage, fixed income, public finance, and investment banking. The firm’s investment approach involves dedicated portfolio manager teams and comprehensive advisory programs across various account types and mutual funds.

Charlie Welborn is a financial advisor with Beacon Pointe Advisors, LLC, holding a Series 66 credential and 23 years of industry experience. Prior to joining Beacon Pointe in 2021, he worked at DMJ Wealth Advisors, LLC and Proequities. Outside of his advisory role, he serves as a board member for the Lee County Education Foundation and the Sanford Area Growth Alliance, where he also acts as Treasurer and a member of the Executive Committee. Additionally, he is involved with a family-owned used car business and is a partner in a CPA firm. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and retirement plans. The firm employs a manager-of-managers approach, utilizing a proprietary “Focus List” and quantitative and qualitative due diligence to guide asset allocation and investment selection.

Timothy Wilson is a financial advisor at Truist Advisory Services with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Truist Advisory Services and its affiliated entities since 2018, formerly with BB&T Investments. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, employing a combination of discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.

Carter Mathis is a financial advisor at Davenport & Company LLC with five years of industry experience. He holds the Series 66 designation and has previously worked at Fidelity Investments and Edward Jones. Outside of his advisory roles, he was involved with Pole Vault Carolina for two years. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, providing asset management, brokerage, fixed income, public finance, and investment banking services. The firm’s advisory division offers separately managed accounts, model delivery, and financial planning, supported by dedicated portfolio teams and a Manager Research group.

James Macdonald is a financial advisor at UBS Financial Services with 36 years of industry experience. He has held positions at RBC Capital Markets, Wells Fargo Clearing, and A.G. Edwards & Sons before joining UBS in 2012. He holds Series 63 and Series 65 credentials. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates institutional trading capabilities with wealth management services, providing tailored financial planning and portfolio management supported by proprietary research and model-based asset allocations.

Melynda Woody is a financial advisor with Edward Jones in Sanford, NC, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones, she worked at Touchstone Realty. She serves as president of the Winding Creek Farms Property Owners Association, managing meetings and organizing maintenance requests. Edward Jones is a full-service wealth management firm that serves individual and institutional clients across a broad spectrum, offering a range of advisory programs and affiliated investment products supported by a nationwide network of over 23,000 advisors.

Lisa Pace is a financial advisor with Edward Jones in Sanford, NC, holding the ChFC® designation along with Series 63, 65, and 66 licenses. She has 31 years of industry experience, including roles at Edward Jones since 2001 and prior experience at Centura Securities, Uvest Investment Services, Mid South Bank, and Centura Bank. Outside of her advisory work, Pace is a 25% partner and coach at Storm All-Star Cheerleading, an all-star cheerleading gym in Sanford. Edward Jones is a full-service wealth management firm serving individual and institutional clients across various segments. The firm manages approximately $1.01 trillion in assets through a nationwide network of advisors, offering a range of advisory programs and affiliated investment options under a fiduciary standard.

James Mitchell IV is a financial advisor at Edward Jones in Sanford, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he spent six years working at Sanford Golf Course and thirteen years in full-time education. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment advisory programs supported by a nationwide network of financial advisors and branch offices.

James Mitchell III is a CFP® certificant with 24 years of industry experience. He has been with Edward Jones since 2001, based in Sanford, NC. 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 and investment solutions through a large nationwide network of financial advisors and branch offices.

Gregory Pace is a financial advisor with Edward Jones in Sanford, NC, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he is a 25% partner in Storm All-Star Cheerleading, a cheerleading gym in Sanford. 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.

Hillary Moore is a financial advisor at LPL Financial with six years of industry experience. She holds a Series 66 designation and previously worked at Lucia Capital Group. Outside of her advisory role, she is also employed in tax preparation with a CPA firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad range of advisory and brokerage services.

Leigh Harris is a CFP® certificant with 32 years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to Edward Jones, Harris worked at Horace Mann Investors, Inc., Horace Mann Companies, and spent over a decade at Vanguard Advisers. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of advisors. The firm offers a range of advisory programs and investment strategies, managing over $1 trillion in assets under management.

Zachary Womble is a financial advisor with Edward Jones in Sanford, NC, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, he operated Zach Womble Enterprises, Inc. from 2012 to 2019. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory strategies and affiliated investment products through a nationwide network of advisors.

Amber Kidd is a financial advisor at Edward Jones in Sanford, NC, holding a Series 66 designation with four years of industry experience. She has been with Edward Jones since 2003. Outside of her advisory role, Kidd is involved in direct sales, working as a stylist for Color Street and a consultant for Pampered Chef. 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 solutions, supported by a large network of financial advisors and branch offices nationwide.

Lauren Cox is a financial advisor with Edward Jones in Sanford, NC, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, she worked in education with positions at Lee County Schools, Wake County Schools, and Pine Springs Preparatory Academy. Outside of her advisory role, she is the managing member of Southeast Industrial Supply & Distribution, an industrial supply business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment strategies and affiliated services. The firm is notable for its extensive retail advisor and branch network, as well as its affiliated capabilities beyond advisory services.

Dargan Moore is a financial advisor at Edward Jones in Sanford, NC, holding the CFP® designation with 24 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, Moore owns a sole proprietorship focused on designing and building wooden furniture and serves as a board member on the Finance Committee for the St. James Santee Brick Church Restoration Committee in McClellanville, SC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm operates a nationwide network of over 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.

Johnathan Stephens is a financial advisor with Cetera in Sanford, North Carolina, holding Series 63 and Series 66 designations and 17 years of industry experience. He has worked at Cetera and Cetera Wealth Services since 2025 and previously spent nine years with Concourse Financial Group Securities Inc. Since 2016, he has operated Legacy Asset Strategies, providing financial and investment services that include advice on annuity, disability, and long-term care insurance products. Cetera Investment Advisers LLC is an SEC-registered firm with a large nationwide network of over 10,000 advisors serving a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through multiple program structures, with assets under management exceeding $256 billion.