Kevin Brown is a CFP® with four years of industry experience. He currently serves as a financial advisor at Fortress Private Ledger, LLC and has prior experience at Fidelity Investments and Simplicity Wealth. Outside of his advisory role, he works as an Uber driver in Clayton, NC. Fortress Private Ledger provides financial planning, portfolio management, and retirement plan consulting services to individuals, high-net-worth clients, and employer-sponsored plans. The firm employs a variety of investment strategies, including trend identification and technical analysis, and offers both discretionary and non-discretionary management through in-house and third-party solutions.

Jacob Stewart is a CFP® with five years of industry experience, currently serving at Wealth More Enterprise, Inc. since 2024. He has previously worked at Brightside, Garrett Investment Advisors, Zeiders Enterprises, and Wells Fargo Advisors. Outside of Wealth More, he is also financially active with Brightside in a non-investment-related role. Wealth More Enterprise is a team-based firm providing investment advisory and financial planning services through a mobile-first platform. The firm employs proprietary risk-scoring software and algorithmic management across four model portfolios, offering discretionary portfolio management alongside tiered advisory plans and standalone planning sessions.

Giovanni Todesco is a financial advisor at Belpointe Asset Management LLC with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Belpointe since 2016. Outside of his advisory role, he works as a parcel delivery supervisor at UPS. Belpointe Asset Management is a multi-team registered investment adviser managing over $7.5 billion for several thousand clients. The firm offers discretionary investment management, financial planning, and retirement-plan consulting to individuals, corporations, trusts, and other advisers, employing customized portfolios and a range of advisory structures.

Ron Linton is a CFP® and holds a Series 66 designation with 23 years of industry experience. He is currently with Level Four Advisory Services, where he has worked since 2025. Prior to this, he spent 12 years at The Fidelity Bank and LPL Financial. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion and serves individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, asset and portfolio management, retirement-plan consulting, and fiduciary services, utilizing model portfolios and a variety of platform and sub-advisor arrangements.

Ana Fonseca is a financial advisor at Fifth Third Securities, Inc. based in Raleigh, NC, holding Series 63 and Series 65 licenses with 25 years of industry experience. Her prior roles include positions at Investment Distributors Inc, Protective Life Insurance Company, Concourse Financial Group, Raymond James, and Liberty Bank. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration with affiliation to Fifth Third Bank, providing access to various discretionary managed-account programs and features like direct indexing and tax-overlay services.

Jessica Lester is a financial advisor at Mercer Global Advisors Inc. with one year of industry experience. She holds a Series 66 designation and previously worked at Merrill and Wells Fargo. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based approach with globally diversified portfolios and offers a range of implementation options alongside financial planning and tax support services.

Angela Ambrose is a CFP® certificant with eight years of industry experience, currently advising at Cetera Planning Partners. She has held roles at multiple firms including Avantax and SECU, and provides financial counseling services to military personnel through Magellan Health. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with services that include investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm employs a diversified investment approach based on mutual funds and ETFs tailored to client objectives and risk tolerance, supported by integrated tax, bookkeeping, payroll, and estate-planning resources.

Crystal Fulton is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Money Concepts Capital Corp since 2016. She also holds a role as a paraplanner at NorthPoint Tax, Wealth & Business Advisory, LLP, where she provides administrative support and analysis. Additionally, she serves on the AssetMark Operations Advisory Board in a non-investment capacity. Money Concepts Capital Corp is an enterprise firm with approximately 431 advisors managing around $3.33 billion for about 14,700 clients. The firm offers portfolio management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, and corporations, utilizing a variety of managed programs and investment strategies.

Joanna Ransom is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and nine years of industry experience. She has worked at Truist Advisory Services and Truist Investment Services since 2021, and previously held roles at BB&T Securities, Wells Fargo Clearing Services, and Wells Fargo Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platform and manager arrangements, including AI-enabled research tools and integrated inter-affiliate services.

John Thomas III is a financial advisor with Truist Advisory Services in Clayton, NC, holding Series 63 and Series 66 licenses and six years of industry experience. He has been with Truist and its predecessor firms since 2011. Outside of his advisory work, he serves as treasurer for a local business networking group that meets twice monthly to share leads and discuss topics related to business growth. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager relationships supported by AI-enabled research and inter-affiliate integration within the Truist enterprise.

Joshua Tirado is a financial advisor with J.W. Cole Advisors, Inc., holding Series 63 and Series 65 credentials and possessing 25 years of industry experience. He has been with J.W. Cole Advisors and J.W. Cole Financial since 2012. Outside of his advisory role, he manages Healthy Wealthy & Wise, a company providing marketing for educational webinar services focused on client life improvement. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of more than 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions.

James Hirst is a financial advisor with Prime Capital Financial in Clayton, NC, holding Series 63 and Series 65 licenses and 28 years of industry experience. His prior roles include positions at Moores Creek Capital Partners, National Asset Management, National Securities Corporation, and Corinthian Partners. He is also involved with CHHSZ Holdings, LLC, the parent company of Prime Capital Investment Advisors. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings, employing a mix of investment strategies alongside tax planning and consolidated reporting capabilities.

Richard Murray is a financial advisor with Prime Capital Financial in Clayton, NC, holding Series 63 and Series 65 designations and over 31 years of industry experience. He has been with Prime Capital Investment Advisors, LLC since 2018 and previously worked at Corinthian Partners, LLC and National Securities Corporation. Murray is also involved with CHHSZ Holdings, LLC, which owns Prime Capital Investment Advisors. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, and family office offerings. The firm employs a variety of investment strategies and provides integrated tax and financial administration services through affiliated entities.

William Faber is a CFP® professional with eight years of industry experience, currently affiliated with LPL Financial since 2017. Prior to joining LPL, he worked for nine years at Johnston County Environmental Health. His outside activities include managing a DBA business related to his financial practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, and institutions. The firm offers a range of financial planning and investment management solutions, including access to third-party asset management and institutional platforms.

Brian Jernigan is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2021, progressing through various positions including Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, Brian worked at State Employees' Credit Union from 2013 to 2021, advancing from Financial Services Representative to Senior Financial Services Officer II. With over a decade of experience in the financial industry, Brian is a CERTIFIED FINANCIAL PLANNER4 professional. He focuses on client collaboration and education to develop personalized financial plans tailored to individual goals. Outside of his professional career, Brian enjoys camping, outdoor adventures, parenthood, scuba diving, and traveling.

James Forrester is a financial advisor with Raymond James & Associates, holding a Series 66 credential and over 20 years of industry experience. He has been with Raymond James & Associates since 2015. Outside of advising, he owns a commercial fishing boat and is a one-third owner of a water disaster mitigation equipment sales and leasing business. He also serves as president of the board for Pine Knoll Townes Phase 1. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering a range of financial planning, investment consulting, and institutional fiduciary services.

Christopher Key is a financial advisor with LPL Financial in Smithfield, NC, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has worked at LPL Financial since 2010 and previously at Edward Jones from 2007 to 2010. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining a broad range of advisory services with various non-advisory financial activities.

Grayson Clements is a financial advisor at Merrill with a Series 66 designation and 0 years of industry experience. He has held positions at Bank of America and Merrill since 2026 and previously worked in various roles including at Townsquare Interactive and Mythic. 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 model-based and discretionary investment strategies for a wide range of clients including individuals, high-net-worth clients, and institutional accounts.

Tonya Maness is a Series 66-licensed financial advisor with LPL Financial, based in Smithfield, NC, with 4 years of industry experience. Prior to joining LPL in 2021, she worked in healthcare and social services roles, including positions at Liberty Home Care and Hospice and the Chatham County Department of Social Services. She has also authored a published book outside of her investment activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement participants, institutions, and banks. The firm provides access to financial planning, model portfolios, third-party asset management, and institutional platforms, supporting over 22,800 advisors and $819 billion in discretionary assets.

Mauriel Vega is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and 15 years of industry experience. His prior roles include positions at BridgeLight Financial Advisors, Symmetry Partners, LPL Financial, and TIAA-CREF. Outside of his advisory work, he is involved as an independent insurance agent supporting various companies and operates a retail sales business. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm provides tailored investment solutions across multiple platforms, incorporating both proprietary and third-party strategies.

Tyler Colmore is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at East Carolina University. 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 through a broad network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Robert Dunn III is a financial advisor with Edward Jones in Clayton, NC, holding a Series 66 designation and 12 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. 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.

Michael Parrish is a Series 66 licensed financial advisor with 22 years of industry experience. He is currently with LPL Financial and has previously worked at Lincoln Financial Securities Corporation, Woodbury Financial Services, Merrill, and Morgan Keegan & Company. Outside of his advisory role, he is involved with Sweet P Holdings LLC, a personal beach condominium entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of investment solutions including financial planning, wrap and model portfolios, and third-party asset management, supported by a large network of advisors and advanced operational tools.

Orvin Johnson is a Series 66-licensed financial advisor with Equitable Advisors, based in Smithfield, NC. He joined the firm in 2026 and has prior experience at Edward Jones and the United States Postal Service. Johnson’s career includes various roles outside the financial industry over nearly two decades. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of third-party advisory programs and emphasizes matching clients to suitable investment models based on personal and plan information.

Melanie Marlow Scheffler is a financial advisor with Edward Jones in Clayton, NC, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. She has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm 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.

Eugene Freedman is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 47 years of industry experience. He has worked with LPL Financial since 2008 and previously held roles at Wells Fargo Clearing and Wachovia Securities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Stanley Coats II is a financial advisor with Raymond James Financial and holds Series 63 and Series 65 licenses. He has 26 years of industry experience and has been associated with Raymond James in various capacities since 1999. Outside of his advisory role, he and his wife own and breed horses, occasionally earning income from shows and sales. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm emphasizes tailored, non-discretionary planning using analytical tools to support client goals and serves a broad client base including high-net-worth individuals and pension plans.

Mark Harrell is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 credential and has worked at Edward Jones since 2020. Prior to that, he held positions at AC Hall Company, Southern Bank and Trust, and Wells Fargo and Company. 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 programs and investment solutions, supported by a nationwide network of approximately 23,701 advisors and 15,121 branch offices.

Robert Eargle Jr. is a financial advisor with Edward Jones in Garner, NC, holding a Series 66 license and four years of industry experience. Prior to his current role at Edward Jones, he worked at DICKS SPORTING GOODS for six years. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Amber Clos is a financial advisor with LPL Financial, holding a Series 66 credential and three years of industry experience. Her career includes previous roles with United Community Bank and United Community Advisory Services, as well as a long tenure at McDonalds / Huebner Management Company LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing strategic and tactical portfolio options supported by research and advisor tools.

Jeffrey Navarro is a CFP® and holds a Series 66 license with 16 years of industry experience. He has been with Edward Jones since 2009. 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.

Aurea Wangerien is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 39 years of industry experience. She previously worked at Edward Jones and Merrill, accumulating seven years at each firm before joining LPL Financial in 2017. Outside of her advisory work, she is involved in non-variable insurance. 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, supported by advanced research and operational tools.

Dwight Carson is a CFP® and holds a Series 66 license with seven years of industry experience. He has been with Edward Jones since 2019 and previously worked at Royal Oaks Homes, a division of Mattamy Homes, from 2016 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Michael Mullins is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, he worked at Stericycle and Shred-It. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Tracy Harrison is a Series 66 licensed financial advisor with Edward Jones in Smithfield, NC, where she has worked for nine years. She is also the owner of T's Biz, LLC, a building management business in Clayton, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a comprehensive 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 nationwide network of financial advisors and branch offices.

Michael Nunez is a financial advisor with LPL Financial in Garner, NC, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at United Community Bank, Lincoln Financial Securities Corporation, and Edward Jones. He is also involved with United Community Advisors, an investment-related business associated with his LPL work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers various financial planning and investment management services, including model portfolios, third-party asset management, and institutional platforms.

Albert Faber is a CFP® professional with 41 years of industry experience, currently affiliated with LPL Financial since 2007. He holds Series 63 and Series 65 licenses and operates out of Kenly, North Carolina. Outside of his advisory work, Faber is involved in senior marketing sales for Medicare Supplement products through SilverScript. 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Christopher Brooks is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and one year of industry experience. Prior to joining Thrivent, he worked at Resolute International Services for six years and Vetted International, Ltd. for seven years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering holistic, goal-based financial analyses that cover retirement, tax, estate, and other planning areas. The firm offers clients the option to combine planning with managed-account services under a consolidated billing structure, while keeping these services separate.

William Forster is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds a Series 66 designation and has worked at Thrivent and related entities since 2023. Prior to this, he held positions at Rocket Mortgage, Caliber Home Loans, Newrez, LLC, State Employees Credit Union, and Ditch Witch of North Carolina. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm provides written recommendations on a wide range of financial topics and integrates planning with its managed-account program under a consolidated billing option called WealthPlan.

Katherine Johnson is a Series 66 licensed financial advisor with Edward Jones in Clayton, NC, where she has worked for 13 years. She has spent her entire advisory career at Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a broad network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated products under a fiduciary standard.

Elizabeth Manning is a financial advisor at Edward Jones with Series 66 credentials and four years of industry experience. Prior to joining Edward Jones, she worked at the North Carolina Department of Health & Human Services for five years and the Down East Partnership for Children for four years. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds.

James Branan Sr. is a financial advisor at Edward Jones in Garner, NC, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2021, he spent 20 years at Cornwell Quality Tools. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large nationwide network of advisors and branch offices.

Derrick Williams is a financial advisor with Cetera, holding Series 63 and Series 66 designations and over 30 years of industry experience. His prior work includes roles at Charles Schwab and TD Ameritrade. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm provides various investment services through a multi-manager platform, offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Michael Young is a financial advisor at LPL Financial with 18 years of industry experience. He previously worked at Lincoln Financial Securities Corporation for 10 years and BB&T Investment Services, Inc. for one year. Outside of his advisory role, Young coaches youth hockey with the Carolina Junior Hurricanes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions with a broad range of advisory and brokerage services.

Danny Brown is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Valic Financial Advisors. Outside of finance, he is involved in a cow and calf breeding operation through 2B Farms Inc. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists and offers financial planning, consulting, and access to third-party asset managers.

Ivan Ellis is a financial advisor at Edward Jones in Clayton, NC, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked at United Parcel Service and attended Western Carolina University. Ivan’s background includes experience in logistics and education. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies. The firm manages approximately $1.01 trillion in assets and maintains a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Johnathan Pulleyn is a CFP® with 19 years of industry experience, currently serving as an advisor at LPL Financial since 2023. His prior experience includes roles at Lincoln Financial Securities Corporation, Woodbury Financial Services, Inc., and Merrill. Outside of his advisory work, he owns JOCO Contracting, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment programs, utilizing both proprietary and third-party strategies, supported by advanced operational and research tools.