Kristine Boelte is a CFP® with 24 years of industry experience, currently serving as a partner at Boelte O'Hara Wealth Management. Her prior roles include positions at Purshe Kaplan Sterling Investments and Summit Brokerage Services. She also provides fixed insurance advice as an insurance agent. Boelte O'Hara Wealth Management serves individuals, families, and high-net-worth clients with asset management, financial planning, estate planning, and qualified plan consulting. The firm combines fundamental and technical analysis in its investment approach and emphasizes documented client goals and regular portfolio reviews.

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.

Phillip Burnette is a financial advisor with Capital Analysts in Henderson, NC, holding Series 63 and Series 65 licenses and with 39 years of industry experience. He has worked with Lincoln Investment since 2010 and Aag Securities since 1997. Burnette is also president and owner of The Burnette Financial Group, Inc., which specializes in the sale and service of insurance products including group health, life, dental, and disability insurance. Capital Analysts serves a diverse client base that includes individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management through both discretionary in-house teams and non-discretionary advisor-managed and third-party solutions, utilizing proprietary screening and tax-aware strategies.

Bradley Curelop is a CFP® professional with nine years of industry experience, currently serving at PNC Wealth Management. His prior roles include positions at United Brokerage Services, SunTrust Investment Services, SunTrust Bank, and BB&T. He co-owns a short-term rental property with Stacey Curelop. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithmic risk assessment and third-party strategists to manage investments primarily with mutual funds and ETFs.

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.

Charles Russell IV is a Series 66-credentialed financial advisor with 11 years of industry experience. He is currently with Cambridge Investment Research Advisors, where he has worked since 2020. His prior experience includes roles at Colorado Financial Service Corporation, James River Advisory, and Triad Advisors. Outside of his advisory work, he operates as an independent insurance agent through James River Advisors. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, utilizing both proprietary and third-party investment strategies across multiple platform arrangements.

Marcin Swiderski is a CFP® certificant with 23 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Coastal Federal Credit Union, CUSO Financial Services, GWN Securities, Legend Advisory, and Valic Financial Advisors. 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, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a network of investment adviser representatives utilizing both discretionary and non-discretionary strategies.

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.

Jenel Lynch is a Series 66-licensed financial advisor with Edward Jones, based in Chase City, VA. She has three years of industry experience, all with Edward Jones. Edward Jones serves more than four million individual and institutional clients with a full range of wealth management services. The firm manages approximately $1.01 trillion in assets and operates 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.

Edward Currens is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior roles include positions at Truist Advisory Services, BB&T Securities, Morgan Stanley Smith Barney, and Wells Fargo Clearing. Outside his advisory work, he is involved with a personal real estate rental business in Clarksville, VA. 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 including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive advisor-facing tools.

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.

Virginia Clay is a financial advisor at Edward Jones with 19 years of industry experience. She holds the CFP®, CFA®, and Series 66 credentials. Prior to joining Edward Jones in 2025, she spent 16 years at Morgan Stanley. Outside of advisory work, she is involved in land and plant conservation through Red Bud Conservation, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Claude Allen IV is a Series 66-licensed financial advisor with 17 years of industry experience. He has worked at LPL Financial since 2013 and previously at Edward Jones from 2008 to 2013. Outside of his advisory role, he is involved with Wilton Advisory Group, Ltd., a business entity used for tax purposes related to his commissions. 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 services including financial planning, model portfolio programs, third-party asset management, and participant-level retirement advice, utilizing various investment strategies supported by operational and research tools.

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 with Equitable Advisors who holds Series 63 and Series 65 credentials and has 36 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. In addition to his advisory work, Ogeary serves as managing partner of DH Properties, LLC. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of representatives. The firm utilizes a range of third-party advisory programs and investment solutions, offering fiduciary services and a diverse selection of mutual funds, ETFs, and alternative investments.

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 2017. His prior experience includes 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 manages approximately $1.01 trillion in assets under management and offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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.