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.

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.

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® with eight years of industry experience, currently advising at Cetera Planning Partners in Clayton, NC. Her prior roles include positions at Avantax Advisory Services and SECU Brokerage Services, among others. Outside of advisory work, she provides financial counseling and benefits setup to military personnel prior to deployment 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’s approach emphasizes diversified allocations tailored to client objectives and risk tolerance, supported by ancillary services such as tax planning, bookkeeping, and estate planning solutions.

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 at Truist Advisory Services with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Truist Advisory Services and its affiliated firms since 2019. Prior to that, she was employed at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platform arrangements.

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.

Maria Williams is a CFP® professional with 17 years of industry experience. She has worked at Edward Jones since 2021 and previously held positions at Fidelity Personal and Workplace Advisors and Fidelity Investments. 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, operating under a fiduciary standard.

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.