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Jessica L

Series 66

Four Oaks, NC

Mercer Global Advisors Inc.

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.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Women Professionals Established Professionals
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Joshua T

Series 63, Series 65

Four Oaks, NC

J. W. Cole Advisors, Inc.

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.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Retired Founder/Business Owner
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Edgar B

Series 63, Series 65

Dunn, NC

Truist Advisory Services

Edgar Barbour is a financial advisor at Truist Advisory Services with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been with Truist and its predecessor firms since 2011. 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 utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform and manager arrangements, to deliver its solutions.

Founder/Business Owner Executive
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Brian J

CFP®, Series 63, Series 66

Four Oaks, NC

Fidelity

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.

Wealth management
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Robbie M

Series 66

Dunn, NC

Edward Jones

Robbie Misplay is a financial advisor at Edward Jones with 11 years of industry experience. He has held his current position since 2014 and holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with an emphasis on both non-discretionary and discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and maintains a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Military & Veterans
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Megan S

Series 66

Godwin, NC

Edward Jones

Megan Stewart is a Series 66-registered financial advisor with Edward Jones in Godwin, North Carolina, and has 17 years of industry experience. Her work history includes roles at Edward Jones, Merrill, New England Premier GSP, Massachusetts Mutual Life Insurance Co, and Granite State College. Outside of advising, she owns Stewart Farm and Land Management LLC, where she provides landscaping services and raises goats and rabbits, and previously owned a dog breeding business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and advisory services. The firm manages over $1 trillion in assets and operates a large national network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Danielle O

CFP®, ChFC®, Series 66

Eastover, NC

Edward Jones

Danielle Osborne is a CFP® and ChFC® with seven years of industry experience. She has worked at Edward Jones since 2018 and previously held roles at Southco, Harold Beck & Sons, and C2 Education. Osborne serves as Secretary on the Board of Directors for the Eastover Sanitary District. 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, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets with a nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Melissa S

CFP®, Series 63, Series 66

Dunn, NC

Cambridge Investment Research Advisors

Melissa Scott is a CFP® professional with 18 years of industry experience, currently with Cambridge Investment Research Advisors since 2024. Her prior experience includes roles at First Bancorp and Infinex Investments, as well as First Citizens Investor Services. Outside of advisory work, she is a board member of the Dunn Committee of 100 and owns businesses in agriculture and insurance. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services. The firm supports a range of investment strategies through multiple platform arrangements and emphasizes both proprietary and third-party model solutions tailored by independent Financial Professionals.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Angela B

Series 63, Series 66

Lillington, NC

Edward Jones

Angela Brown is a financial advisor at Edward Jones with 23 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Edward Jones since 2003. 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, supported by a nationwide network of more than 23,700 financial advisors.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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Charles B

Series 63, Series 66

Dunn, NC

Edward Jones

Charles Bradshaw is a financial advisor with Edward Jones in Dunn, NC, holding Series 63 and Series 66 designations and 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Mark H

Series 66

Benson, NC

Edward Jones

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.

Retirement income strategy College savings (529s, UTMA, etc.) General retirement planning Wealth management Retired Founder/Business Owner Executive
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Russell G

Series 66

Dunn, NC

Edward Jones

Russell Galvan is a financial advisor with Edward Jones, holding a Series 66 credential and seven years of industry experience. He previously worked at The HP Group, LLC for ten years and has been with Edward Jones since 2009, including his current tenure starting in 2024. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Retirement income strategy General estate planning guidance Wealth management Retirement withdrawal strategies Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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Matthew A

Series 63, Series 65

Dunn, NC

LPL Financial

Matthew Abold is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc., and Northwestern Mutual Wealth Management Company. 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 advisory and brokerage services, including financial planning and access to third-party asset management, supported by tools such as machine learning for operational purposes.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Milford Q

Series 63, Series 65

Lillington, NC

UBS Financial Services

Milford Quinn is a financial advisor at UBS Financial Services with 21 years of industry experience. He has worked at UBS since 2006 and holds the Series 63 and Series 65 designations. Quinn serves on the finance committee for Harnett Health System and is an advisory board member for Harnett County Economic Development. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocation to tailor financial plans to clients’ goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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