Matthew Rubush is a financial advisor at Millennium Planning Group, LLC with four years of industry experience. He holds a Series 65 designation and has prior experience as a CPA and tax professional, including operating his own bookkeeping and tax firm. Outside of his advisory role, he serves as president of Old House Bookkeeping & Tax, LLC, where he prepares tax returns and provides bookkeeping and tax planning services. Millennium Planning Group, LLC offers investment advisory and financial planning services to individuals, charitable organizations, and business entities, managing approximately $34 million in client assets. The firm employs a mix of analytical approaches and provides ongoing portfolio management, including oversight of third-party managers, with services extending to retirement plan consulting and investment management within insurance contract subaccounts.

Michael Whitman is a CFP® professional with 16 years of industry experience, currently serving at Millennium Planning Group, LLC. He previously worked at Lincoln Financial Securities and Millennium Insurance, LLC. Outside of his advisory work, he serves as Treasurer for the Pittsboro Elementary School PTA, where he develops financial procedures and manages PTA funds. Millennium Planning Group provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs a combination of fundamental, quantitative, technical, and modern portfolio theory analyses, managing accounts primarily on a discretionary basis and utilizing both in-house and third-party strategies.

Dana Gower is a financial advisor with Millennium Planning Group, LLC, holding Series 65 and Series 66 licenses and bringing 22 years of industry experience. He has worked in various roles including self-employment and positions at firms such as Chariot Advisors/Olympia Advisors and Nationwide Securities. Outside of his advisory work, Gower is an author and speaker focusing on topics like talent, careers, ethics, digital assets, and AI, and he also serves as a vice president and executive recruiter for CareerPro Inc. Millennium Planning Group, LLC provides investment advisory and financial planning services to individuals, charitable organizations, and business entities, managing approximately $34 million in client assets. The firm employs a range of analytical approaches in portfolio construction and oversight, offers 401(k) consulting, and delivers educational seminars and workshops free to clients and the public.

Douglas Coppola is a financial advisor with Crown Wealth Group LLC in Pittsboro, NC, holding a Series 63 designation and 23 years of industry experience. His prior experience includes roles at Client First Advisors, LLC, Raymond James Financial and Raymond James Financial Services, Inc., and Citigroup Global Markets. Outside of his advisory work, he provides investment consulting to a Swiss company on an occasional basis. Crown Wealth Group LLC serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management and comprehensive financial planning. The firm employs a goals-based investment process and an Investment Committee to manage diversified portfolios primarily using low-cost ETFs and mutual funds, while also incorporating other asset classes as appropriate.

Tracy Cohen Mcluckie is a financial advisor at B. Riley Wealth Advisors, Inc. with 36 years of industry experience. She holds Series 63 and Series 65 registrations and has previously worked at National Securities Corp. Outside of her advisory role, she is also the Vice President of Investments at North Shore Wealth Management, LLC, an affiliated business conducted through B. Riley Wealth. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base including individual investors, pension plans, trusts, estates, charitable organizations, and corporate clients. The firm offers a variety of programs and utilizes platforms such as Envestnet to manage approximately $4.21 billion in client assets.

David Hackney is a financial advisor with Money Concepts Capital Corp in Pittsboro, NC, holding a Series 66 designation and bringing 25 years of industry experience. He has been with Money Concepts, Inc. since 2008 and ProEquities, Inc. since 2003. Outside of his advisory role, he is involved in consulting services through David G Hackney Consulting. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and utilizes model portfolios, third-party sub-advisers, and a combination of fundamental and technical analysis in its investment approach.

Michael Denton is a Series 66 licensed financial advisor with three years of industry experience. He is currently with Empower Advisory Group and has previously worked at Edelman Financial Engines, Fidelity Investments, and Bank of America. Outside of financial advising, Denton holds a minor ownership interest in a photography business, Courtney Denton Photography LLC. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as retail brokerage clients. The firm delivers integrated services linked to Empower’s recordkeeping platforms, offering point-in-time financial plans and optional managed account solutions.

Erick Cova is a financial advisor at PNC Wealth Management with six years of industry experience. He holds a Series 66 designation and has worked at several firms including Valic Financial Advisors and Mutual of Omaha Insurance Company. Outside of financial services, he has worked as a delivery driver for DoorDash. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that utilizes algorithmic risk assessment and invests in mutual funds and ETFs with annual rebalancing.

Barry Goldberg is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and bringing 44 years of industry experience. He has worked at Commonwealth since 2017 and previously spent two years with National Planning Corporation. Goldberg is also president and sole owner of BGI Capital Management, Inc., a private entity established for tax and accounting purposes. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and back-office support, including operations, trading, technology, investment management, compliance, and practice management.

Uwe Schweikert is a financial advisor with Commonwealth Financial Network who holds Series 63 and Series 66 credentials and has 36 years of industry experience. He worked at Ameriprise Financial Services, Inc. for 27 years before joining Commonwealth in 2017. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $213 billion in client assets. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Christopher Scott is a financial advisor at Empower Advisory Group with four years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Wells Fargo Clearing, Wells Fargo Bank, and TIAA. Outside of advising, he is a licensed notary public in Bear Creek, North Carolina. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders, delivering integrated solutions linked to Empower’s recordkeeping and administrative platforms.

David Hackney is a Series 66-credentialed financial advisor with Money Concepts Capital Corp in Pittsboro, NC, where he has worked since 2015. He has 10 years of industry experience and has been engaged in ongoing education since 2009. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and combines fundamental and technical analysis with modern portfolio theory to manage client assets.

Laura Clapp is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. She holds Series 66 registration and manages her practice in Siler City, North Carolina. Outside of her advisory work, Clapp is involved in agricultural equipment sales and service through Clapp Enterprises LLC and acts as a bookkeeper for Clapp Farm, a cattle operation. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers various investment advisory programs and maintains a large national network of advisors and branch offices.

Todd Graddy is a financial advisor at Edward Jones in Pittsboro, North Carolina, holding a Series 66 designation with eight years of industry experience. Prior to joining Edward Jones in 2024, he worked for Mediant Communications Inc. from 2016 to 2024. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a network of more than 23,000 financial advisors and over 15,000 branch offices nationwide.

Celeste Little is a financial advisor at Fidelity with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC since 2019. Prior to her current role, she was employed at Veritude LLC and worked in the Wake County Public School Systems for eight years. Fidelity's Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios, with a formal advisory role to multiple registered investment companies and fund-of-funds.

Jeffrey Bednarek is a Financial Consultant at Fidelity Investments, a role he has held since 2022. Prior to this, he served as Vice President Branch Office Manager from 2018 to 2022 and Assistant Branch Office Manager from 2017 to 2018 at Fidelity Investments. His experience also includes working in High Net Worth Service at Fidelity Investments from 2013 to 2017, Financial Specialist at PNC Bank from 2012 to 2013, and Licensed Banker at JP Morgan Chase from 2009 to 2012. Throughout his career, Jeffrey has developed expertise in financial consulting and branch office management. His approach centers on building relationships based on trust, transparency, and accountability, ensuring that clients feel understood and cared for along with the needs of their families. This client-focused philosophy guides his work and commitment to financial planning. Outside of his professional responsibilities, Jeffrey enjoys family activities, golf, and writing.

Forrest Shanklin is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 16 years of industry experience, including 14 years at Edward Jones. Shanklin is also the owner of Shanklin Wealth Planning, where he serves as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and charitable clients. The firm employs tailored, non-discretionary planning and consulting using analytical tools and supports a broad advisor network with specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Blake Stewart is a CFP®, ChFC®, and Series 66-licensed financial advisor with eight years of industry experience. He is currently with Edward Jones, where he has worked since 2017 with a brief tenure elsewhere, including PNC Investments and Allstate Financial. Prior to his financial career, he worked at United Parcel Service and Idaho Central Credit Union. 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 services through a nationwide network of over 23,000 financial advisors.

Clinton Chapman is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 credential and previously worked in education at several high schools. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment strategies and affiliated products supported by a large nationwide network of advisors and branch offices.

Chadwick Virgil is a CFP® and ChFC® credentialed financial advisor with Edward Jones in Pittsboro, NC, where he has worked for 25 years. His career has been exclusively with Edward Jones since 2001. Outside of advising, he is involved in agricultural ventures, including managing a holding company for livestock, timber, and crops, co-owning a farm, and serving as trustee for a farming trust. 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 options, supported by a large network of financial advisors and branch offices nationwide.

William Denton is a financial advisor at Merrill with 21 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2004 and Bank of America since 2009. Denton serves as a fiduciary and holds power of attorney for a partner's IRA, acting on their behalf if needed. 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.

Amanda Klier is a financial advisor at Edward Jones in Pittsboro, NC, holding a Series 66 designation. She has experience working at Edward Jones since 2025 and previously held roles at Lowe's Home Improvement, IBM, and the Alliance of Professional Consultants. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Lewis Pate is an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2025. Prior to this role, he served as an Investment Solutions Representative II at Fidelity from 2024 to 2025, and as an Investment Solutions Representative I & II between 2021 and 2023. He also worked as a Financial Advisor Associate at Morgan Stanley from 2023 to 2024 and was a Cluster Branch Manager II at SunTrust (Truist) from 2013 to 2021. Throughout his career, Lewis has developed experience in investment solutions and financial advisory services. He partners with clients to understand their short and long-term goals and helps build customized financial plans tailored to their unique needs. Forming strong relationships with clients and their families is a key aspect of his approach. Outside of his professional life, Lewis enjoys activities such as spending time at the beach, family activities, fishing, golfing, exploring food, and spending time with pets.

Shari Becker is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 designation and previously worked for seven years at Carolina Home Mortgage. Outside of her advisory role, she owns and tends to a one-acre hobby farm growing blueberries and blackberries. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial services. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Karah Wiley is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. Her prior work includes roles in education and retail. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering holistic, goal-based analyses and planning across a broad range of financial topics.

Kevin Maley is a financial advisor at Edward Jones with nine 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 Red Hat (Apex Systems) for one year. Outside of his advisory work, Maley volunteers as an instructor and coach for Dave Ramsey's Financial Peace University program at his local church. 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, operating under a fiduciary standard and supporting a nationwide network of more than 23,000 financial advisors.