Matthew Woodlief is a financial advisor at Private Wealth Management of North Carolina LLC with 14 years of industry experience. He has been with Private Wealth Management since 2011 and holds a Series 65 designation. Outside of advisory work, he is a managing member of Six Forks and Wind Chime LLC, a real estate-related business. Private Wealth Management of North Carolina provides discretionary investment management, financial planning, and consulting services to a range of clients including individuals, families, trusts, and institutions. The firm employs a diversified asset-allocation strategy with strategic and tactical adjustments and sponsors a wrap fee program with a multimillion-dollar qualification threshold.

Richard Speers is a financial advisor at Private Wealth Management of North Carolina LLC with 23 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Private Wealth Management of North Carolina in 2010, he has been involved in tax and management consulting as managing member of Choplin, Harp & Speers, LLC, and serves on the board of Velleros, Inc., a telecommunications company. Additionally, he is a member of the board of directors for the North Carolina State University Endowment Fund. Private Wealth Management of North Carolina provides discretionary investment management, financial planning, and consulting services to individuals, families, trusts, estates, retirement plans, corporations, charitable foundations, and pension plans. The firm follows a diversified asset-allocation strategy with both strategic and tactical adjustments and sponsors a wrap fee program with a multimillion-dollar qualification threshold.

Leonard Creech is a financial advisor at The Wealth Group, Ltd. in Oxford, NC, holding the PFS™ and Series 66 designations with 26 years of industry experience. He has been with The Wealth Group, Ltd. since 2011 and has also worked at Capital Investment Group, Inc. since 1999. The Wealth Group, Ltd. provides wealth analysis, financial planning, and portfolio management services to individuals, high net worth clients, trusts, corporations, and charitable organizations. The firm manages approximately $289 million for about 425 clients using a contrarian/value investment approach combined with access to external money managers.

Toney Falkner III is a financial advisor with Private Wealth Management of North Carolina LLC in Raleigh, NC. He holds Series 63 and Series 65 credentials and has 24 years of industry experience. He has been with Private Wealth Management of North Carolina since 2009. Outside of advising, he is a managing member of a real estate-related LLC. Private Wealth Management of North Carolina provides discretionary investment management, financial planning, and consulting services to a range of clients including high-net-worth individuals, families, trusts, and pension plans. The firm employs a diversified asset-allocation strategy with strategic and tactical adjustments and sponsors a wrap fee program for qualifying accounts.

Sabine Stovall is a financial advisor with Private Client Services, LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has been with Private Client Services since 2011 and also has a long-standing career as a model and talent professional. Outside of advising, she serves as a director and secretary for Friends of Prospect Parks, a nonprofit focused on park preservation in Louisville, KY. Private Client Services is a multi-team SEC-registered advisory firm serving individuals, families, high-net-worth clients, and institutions. The firm employs a structured discovery and risk-profiling process to develop investment strategies and offers multiple implementation platforms, managing approximately $1.05 billion across more than 3,200 client accounts.

Ally Goss is a financial advisor at Credit Union Investment Services with a Series 66 designation and one year of industry experience. Prior to joining CUIS, Ally worked at Equitable Advisors and held various positions in retail and service industries. Outside of financial services, Ally is a co-owner of Sunset Slush of Granville County, a seasonal business. Credit Union Investment Services serves individual investors and trust clients in North Carolina, offering non-discretionary portfolio management and financial planning focused on low-cost, index-based mutual funds and ETFs. The firm’s salaried advisors provide recommendations while clients retain final decision authority.

Phillip Burnette is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Lincoln Investment since 2010 and is also president of The Burnette Financial Group, Inc., which provides insurance sales and service including group health, life, dental, disability, and other employee benefits. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning and retirement plan advice, utilizing a mix of strategic and tactical investment approaches through both advisor-managed and firm-managed portfolios.

Anthony Adams is a financial advisor with Edward Jones in Henderson, North Carolina, holding a Series 63 designation and 45 years of industry experience. He has worked at Edward D. Jones & Co., L.P. since 1980. Outside of advising, he serves as a trustee managing a rental property in Clayton, North Carolina. 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 strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors.

Marcin Swiderski is a CFP® with 23 years of industry experience, currently affiliated with LPL Financial. His prior work includes roles at GWN Securities, Inc, CUSO Financial Services, LP, and Coastal Federal Credit Union. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Ava Adams is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. She has held multiple roles at Edward Jones since 2019, with a background that includes work in education and nonprofit development. Adams also serves as Development Coordinator for Henderson Collegiate, a public charter school, where she manages events, grant writing, donor relations, and communications. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

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.

Alexandra Adams is a financial advisor at Edward Jones with 10 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2015. 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 programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Claude Allen IV is a financial advisor with LPL Financial in Oxford, NC, holding a Series 66 designation and 17 years of industry experience. He has been with LPL Financial since 2013. Outside of his advisory role, he is involved with Wilton Advisory Group, Ltd., a business entity related to his work, and operates under the name Acera Wealth Management as a DBA for his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm provides a range of financial planning and advisory programs, offering both discretionary and non-discretionary management, supported by research and model portfolios from various sources.

William Jakes is a Series 66 licensed financial advisor with Edward Jones in Oxford, NC, with 13 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors.

Howell Ogeary is a financial advisor at Equitable Advisors with 36 years of industry experience. He has held Series 63 and Series 65 licenses and has been with Equitable Advisors since 1999, following a period at AXA Advisors, LLC. Outside of his advisory role, he is the managing partner of DH Properties, LLC, an entity operating under the name Sound Partners. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to execute client recommendations.

Charles Perry is a financial advisor with Edward Jones in Henderson, NC, holding Series 63 and Series 65 registrations and having 25 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Ezekial Blake is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2016, with prior roles at Waddell & Reed, Alexander Archery, and various insurance carriers. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Antoine Randall is a financial advisor at Edward Jones in Oxford, NC, holding a Series 66 designation with nine years of industry experience. His prior work includes roles at Wells Fargo Bank and Prudential, as well as an earlier tenure at Edward Jones. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

Jonathan White is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2024, he held roles at ICON plc, Verizon, Radeas, and ACR Supply Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of investment advisory programs and services, operating under a fiduciary standard and supporting approximately $1.01 trillion in assets under management through a nationwide network of advisors and branch offices.

Christopher Manning is a financial advisor at Edward Jones with 14 years of industry experience. He has been with Edward Jones since 2017 and previously worked at First Citizens Investor Services from 2014 to 2017. Manning holds a Series 66 designation and is based in Henderson, NC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households as well as pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions under a fiduciary standard.