Christopher Fauchier Nobles is the President and Chief Compliance Officer of Confiance Financial LLC and holds a Series 65 designation. He has prior experience at Mediant Communications Inc. and Betanxt, where he was involved in investor communications and back-office technology platforms. Nobles divides his time between his advisory role and his executive responsibilities at BetaNXT. Confiance Financial provides discretionary investment management and comprehensive financial planning to individual and high-net-worth clients. The firm uses a fundamentally driven, primarily long-term investment approach and may engage third-party independent managers to implement portfolio strategies.

William Bunch is a CFP® and Series 65-registered advisor with nine years of industry experience. He is the sole advisor at Maze Financial Planning, an independent firm based in Chapel Hill, NC, where he has worked since 2016. Prior to founding the firm, he was employed at UNCW from 2013 to 2016. Maze Financial Planning serves individuals, family entities, trusts and estates, small businesses, and charitable organizations, providing discretionary and non-discretionary portfolio management, written financial planning, and participant-directed retirement plan advisory services. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory and offers custom sustainable/ESG investment options.

William Newcomb is a CFP® and holds a Series 66 license with 16 years of experience in financial advising. He founded Newcomb Financial Advisors, LLC in Chapel Hill, NC, where he has been the sole advisor since 2010. Newcomb Financial Advisors is an independent, fee-only firm serving individuals, trusts, estates, and small businesses with financial planning and investment management. The firm employs a core-and-satellite investment approach focused on strategic asset allocation, managing approximately $13.9 million across 14 clients, primarily on a discretionary basis.

Paul Finkel is a CFA® charterholder with 10 years of industry experience, currently serving as the sole advisor at Queenfin LLC since 2015. His work history includes extensive institutional portfolio management experience at firms such as Prudential Financial and CDPQ prior to founding Queenfin. Queenfin LLC provides ongoing financial consulting and as-needed advice to individuals, including high-net-worth clients, and small businesses. The firm emphasizes financial strength through income management and liquid reserves while recommending low-cost index funds and bond ladders, delivering advisory services without discretionary portfolio management or account supervision.

Christopher Sherman is the sole advisor at Sherman Financial in Chapel Hill, NC, holding a Series 65 designation with nine years of industry experience. He has operated Sherman Financial Consulting since 2015, providing small business and nonprofit financial consulting and management services. Sherman is also a co-owner of Harmony Music Studios LLC, offering music lessons in Chapel Hill. Sherman Financial is a fee-only independent advisory firm serving individuals, families, trusts, nonprofit organizations, and businesses. The firm emphasizes strategic asset allocation with predominantly passive investment strategies, providing comprehensive financial planning and investment advice without discretionary trading authority or custody of client assets.

Ryan Glover is a CFP® with 18 years of industry experience, currently serving as an advisor at Tarheel Advisors, LLC since 2009. Based in Chapel Hill, NC, he holds Series 63 and Series 65 licenses. Tarheel Advisors provides discretionary wealth management and comprehensive financial planning to individuals, families, trusts, retirement plan sponsors, non-profits, and corporations. The firm emphasizes customized portfolios with diversification and risk management, and it also offers retirement plan consulting and business advisory services.

Matthew Rubush is a financial advisor at Millennium Planning Group, LLC with three years of industry experience. He holds a Series 65 designation and has prior experience as a CPA, including roles at Stephens & Nashland CPAs and his own CPA practice. Outside of advising, he is president of Old House Bookkeeping & Tax, LLC, where he prepares tax returns and provides bookkeeping services for small businesses. Millennium Planning Group offers investment advisory and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm manages portfolios using a variety of analysis methods and trading strategies, often on a discretionary basis, and incorporates third-party managers through an institutional platform.

Walter Hinson is a CFP® professional with 19 years of experience in financial advising. He has been with Tarheel Advisors, LLC in Chapel Hill, NC since 2009. Outside of his advisory role, he manages a rental home in Surf City, NC. Tarheel Advisors serves individuals, families, trusts, retirement plan sponsors, non-profits, and corporations, offering discretionary wealth management and comprehensive financial planning. The firm emphasizes customized portfolios, risk management, and conducts regular account reviews, alongside providing retirement plan consulting and broader business advisory services.

Michael Whitman is a CFP® professional with 16 years of industry experience, currently serving at Millennium Planning Group, LLC. He previously worked at Lincoln Financial Securities and Millennium Insurance, LLC. Outside of his advisory work, he serves as Treasurer for the Pittsboro Elementary School PTA, where he develops financial procedures and manages PTA funds. Millennium Planning Group provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs a combination of fundamental, quantitative, technical, and modern portfolio theory analyses, managing accounts primarily on a discretionary basis and utilizing both in-house and third-party strategies.

Dana Gower is a financial advisor with Millennium Planning Group, LLC, holding Series 65 and Series 66 credentials and over 21 years of industry experience. Prior to joining Millennium Planning Group in 2023, he has spent significant time as a self-employed consultant and has worked with Chariot HR Consultants and Olympia Advisors. In addition to his advisory role, Gower provides non-investment counsel, education, and speaking engagements on topics such as careers, ethics, digital assets, and AI, and is an author of published works including *Careering* and *Boomernomics*. Millennium Planning Group offers investment advisory and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm manages portfolios using a variety of analytical methods and trading strategies, employs third-party managers, and provides coordinated tax and accounting advice through an affiliated bookkeeping and tax practice.

Douglas Coppola is a financial advisor at Crown Wealth Group LLC in Pittsboro, NC, holding a Series 63 designation with 22 years of industry experience. He previously worked at Client First Advisors, LLC for eight years before joining Crown Wealth Group in 2019. Outside of his advisory role, he provides occasional investment consulting to a Swiss company. Crown Wealth Group is a multi-advisor registered investment adviser serving individual and high-net-worth clients with portfolio management, comprehensive financial planning, and Personal CFO services. The firm employs a goals-based investment approach using various analysis methods to construct diversified portfolios and offers additional services including estate planning, lifestyle planning, and business succession support.

Joe Poran is a financial advisor at Credit Union Investment Services with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Members Trust Company since 2015, along with roles at SeCU Life Insurance Company, Credit Union Investment Services, and SeCU Brokerage Services since 2014. Poran also served as a Financial Advisory Services Specialist at State Employees' Credit Union from 2006 to 2022. Credit Union Investment Services serves North Carolina residents, primarily individual investors and some trust clients, providing non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm emphasizes low-cost, index-based mutual funds and ETFs, a goals-based long-term planning approach, and employs salaried advisers who provide recommendations while clients retain final decision-making authority.

Gregory Dier is a CFP® with Core Planning in Pittsboro, NC, and has three years of financial advisory experience including prior roles at Fidelity Investments and The Dilweg Companies. His background also includes work at Labcorp and Vesta Corporation. Core Planning is a multi-team firm serving individual and high-net-worth clients with fee-only financial planning, wealth management, and ERISA 3(21) retirement-plan advisory services. The firm uses model portfolios and automated rebalancing tools while tailoring investment strategies based on client objectives and risk tolerance.

Tracy Cohen Mcluckie is a financial advisor with B. Riley Wealth Advisors, Inc. in Pittsboro, NC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. Prior to joining B. Riley Wealth Advisors and B. Riley Wealth Management in 2022, she worked at National Securities Corp for seven years. B. Riley Wealth Advisors is an SEC-registered firm managing approximately $7.03 billion in client assets through 274 advisors. The firm provides a wide range of advisory programs, financial planning, and retirement solutions to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, utilizing multiple program structures and proprietary asset allocation models.

James Thomas is a financial advisor at Credit Union Investment Services with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Secu Life Insurance Company, Members Trust Company, Secu Brokerage Services, and State Employees' Credit Union in various financial and trust-related roles. Thomas also serves as a financial advisory services specialist at State Employees' Credit Union, providing financial services to eligible members. Credit Union Investment Services serves primarily individual investors in North Carolina, offering non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm emphasizes low-cost, index-based mutual funds and ETFs alongside fixed-income products and a goals-based, long-term planning approach.

Mitchell Ludwig is a CFP® with six years of industry experience, currently affiliated with United Planners Financial Services of America as a Limited Partner. He has worked at several firms including OSAIC, Fsc, Wealthcare Capital Management LLC, and The Family Firm. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a large network of independent advisors. The firm operates an open-architecture platform with multiple custodians and third-party money managers and is notable for its predominantly non-discretionary asset management and its limited partnership ownership structure.

David Hackney is a financial advisor with Money Concepts Capital Corp in Pittsboro, NC, holding a Series 66 designation and bringing 25 years of industry experience. He has been with Money Concepts, Inc. since 2008 and ProEquities, Inc. since 2003. Outside of his advisory role, he is involved in consulting services through David G Hackney Consulting. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and utilizes model portfolios, third-party sub-advisers, and a combination of fundamental and technical analysis in its investment approach.

Erick Cova is a financial advisor at PNC Wealth Management with six years of industry experience. He holds the Series 66 designation and has worked at several firms, including Valic Financial Advisors and MassMutual Life Insurance Company. Outside of his advisory role, he also works as a delivery driver for DoorDash. 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 in mutual funds and ETFs.

Timothy Boostrom is a CFP® professional with 26 years of experience in the financial industry. He is currently with Benjamin F. Edwards & Company, Inc. and has previous experience at Stifel Financial, Stifel Independent Advisors, and Wells Fargo Advisors. Benjamin F. Edwards & Company, Inc. serves a diverse client base including individual investors, retirement plans, trusts, estates, and corporate clients. The firm offers a range of investment management and financial planning services, utilizing both model-based and customized strategies across various asset types.

Barry Goldberg is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and bringing 44 years of industry experience. He has worked at Commonwealth since 2017 and previously spent two years with National Planning Corporation. Goldberg is also president and sole owner of BGI Capital Management, Inc., a private entity established for tax and accounting purposes. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and back-office support, including operations, trading, technology, investment management, compliance, and practice management.

Douglas Ebner is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Money Concepts Capital Corp since 2022 and previously spent seven years at Triad Advisors, alongside operating Ebner Financial Group since 2011. Outside of securities-related activities, he is involved in the sales and service of health and dental products through Ebner Financial Group and is a partner in a bitcoin mining venture called KRUSH Technologies. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting for individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm offers a range of managed programs and uses a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory.

Victor Navarroli is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 credentials and 32 years of industry experience. He previously worked at Cambridge Investment Research Advisors, Inc. for 12 years and has operated his own practice since 1993. Navarroli serves as a board member at large for Festa Italiana of North Carolina, a nonprofit event organization. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates both as a registered investment adviser and broker-dealer, offering financial planning, portfolio management, and brokerage solutions through an open-architecture platform utilizing multiple custodians and third-party money managers.

Nikhil Mukheja is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 63 and Series 66 designations and previously worked in education for several years before joining Empower. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage account holders, using an integrated model tied to Empower’s recordkeeping and administrative platforms.

John Wilson is a financial advisor with Fifth Third Securities, Inc. in Cary, NC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior work includes roles at Cetera Investment Services LLC, Regions Bank, and PNC Investments. 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 a municipal-advisor registration with its affiliation to Fifth Third Bank, providing clients access to multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services.

Jonathan Ludwig is a Series 65-licensed financial advisor with United Planners Financial Services of America, where he has been since 2025. He has prior experience at Accenture Federal Services as a growth and strategy manager and has worked in various roles including consulting and financial services since 2016. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering both fee-based and commission-based financial planning and portfolio management solutions through its network of 477 independent advisors.

Uwe Schweikert is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 credentials and bringing 35 years of industry experience. He worked at Ameriprise Financial Services, Inc. for 27 years before joining Commonwealth in 2017. Outside of his advisory role, he is a 50% owner of WBDFC, LLC, an entity involved in managing commercial real estate. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm supports advisors with operations, trading, technology, compliance, and practice-management resources, while providing discretionary model portfolios and customized investment solutions.

Christopher Scott is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at TIAA-CREF, The Tavenner Company, and Scott Financial Services. He is also a notary public in Bear Creek, North Carolina. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory and tailored to plan objectives and risk tolerances.

David Leder is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Cambridge Investment Research and Legacy Insurance Solutions LLC, where he serves as president. Outside of his advisory work, he is involved in real estate investment and rental activities in Chapel Hill, NC. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and various institutional clients. The firm operates as both a registered investment adviser and broker-dealer, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors.

David Hackney is a Series 66-credentialed financial advisor with Money Concepts Capital Corp in Pittsboro, NC, where he has worked since 2015. He has 10 years of industry experience and has been engaged in ongoing education since 2009. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and combines fundamental and technical analysis with modern portfolio theory to manage client assets.

Christopher Richards is a financial advisor at Edward Jones with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2003, based in Chapel Hill, NC. Edward Jones is a full-service wealth management firm serving more than four million 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 under management and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.

Todd Graddy is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and previously worked at Raymond James & Associates Inc. and Mediant Communications Inc. before joining Edward Jones in 2024. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and proprietary money market funds.

Bilan Stribling is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, Bilan worked at KPMG LLP for three years and Bloomberg LP for four years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products through a nationwide network of approximately 23,701 financial advisors.

Stephen Hedrick is a financial advisor at Edward Jones in Apex, NC, holding a Series 66 designation with six years of industry experience. He has been with Edward Jones since 2019 and previously worked at Davis Chevrolet Buick GMC for six years. 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, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Maria Litzinger is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Edward Jones in Cary, NC. She has eight years of industry experience, having worked at Edward Jones since 2018 and previously at United Therapeutics from 2013 to 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,000 advisors, offering discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment options.

Jeffrey Bednarek is a Financial Consultant at Fidelity Investments, a role he has held since 2022. Prior to this, he served as Vice President Branch Office Manager from 2018 to 2022 and Assistant Branch Office Manager from 2017 to 2018 at Fidelity Investments. His experience also includes working in High Net Worth Service at Fidelity Investments from 2013 to 2017, Financial Specialist at PNC Bank from 2012 to 2013, and Licensed Banker at JP Morgan Chase from 2009 to 2012. Throughout his career, Jeffrey has developed expertise in financial consulting and branch office management. His approach centers on building relationships based on trust, transparency, and accountability, ensuring that clients feel understood and cared for along with the needs of their families. This client-focused philosophy guides his work and commitment to financial planning. Outside of his professional responsibilities, Jeffrey enjoys family activities, golf, and writing.

Forrest Shanklin is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 15 years of industry experience, including 14 years at Edward Jones. Shanklin is also the owner of Shanklin Wealth Planning, where he serves as a financial advisor. Raymond James Financial Services Advisors, Inc. serves a diverse client base, ranging from individual investors to institutional entities, providing financial planning and non-discretionary investment consulting. The firm emphasizes tailored financial plans developed through client collaboration and offers a distinctive focus on non-discretionary advisory services.

Blake Stewart is a CFP®, ChFC®, and Series 66-licensed financial advisor with eight years of industry experience. He is currently with Edward Jones, where he has worked since 2017 with a brief tenure elsewhere, including PNC Investments and Allstate Financial. Prior to his financial career, he worked at United Parcel Service and Idaho Central Credit Union. 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 services through a nationwide network of over 23,000 financial advisors.

Clinton Chapman is a financial advisor at Edward Jones in Pittsboro, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in education at multiple high schools over several years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a nationwide network of more than 23,700 advisors.

Chadwick Virgil is a CFP®, ChFC®, and Series 63-registered financial advisor with Edward Jones in Pittsboro, NC. He has 24 years of industry experience and has been with Edward Jones since 2001. Outside of his advisory role, he is involved in agricultural enterprises including managing an agricultural holding company, co-owning a farm, and serving as trustee for a farming trust. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages over $1 trillion in assets and is notable for its extensive network of financial advisors and branch offices, as well as its affiliated capabilities including a trust company and proprietary funds.

William Denton is a financial advisor at Merrill with 21 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2004 and Bank of America, N.A. since 2009. Outside of his advisory role, he serves as a fiduciary and holds power of attorney for his partner’s IRA. Merrill serves a broad client base including individuals, retirement plans, corporations, and institutional clients, offering managed accounts, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm emphasizes multiple program strategies, manager oversight, and tax-efficient capabilities, supported by deep integration with Bank of America affiliates.

Sharon Dickens is a CFP® professional with 16 years of industry experience. She has worked at Edward Jones since 2009. Edward Jones is a wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Adam Bailey is the Vice President Private Wealth Management Advisor at Fidelity Investments. He has been with Fidelity since 2006, progressing through roles including Retirement Consultant, Retirement Consultant Manager, Financial Consultant, Vice President Financial Consultant, and currently serving as Vice President in Private Wealth Management. With over fifteen years in the financial services industry, Adam focuses on being a trusted adviser for his clients and their families. His approach emphasizes an objective and open planning process that explores multiple strategies and educates clients to foster comfort and confidence. Outside of his professional work, Adam's personal interests include art, family activities, fitness, golf, and visiting museums.

John Hamilton is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and 21 years of industry experience. He has worked at various firms including Avantax Insurance Agency and Avantax Investment Services, and he owns Hamilton Financial Associates Inc, which provides tax services. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent Financial Professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services using multiple account platforms and a combination of model-based and individualized investment approaches.

Amanda Klier is a financial advisor at Edward Jones in Pittsboro, NC, holding a Series 66 designation. She has experience working at Edward Jones since 2025 and previously held roles at Lowe's Home Improvement, IBM, and the Alliance of Professional Consultants. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Katie Scott is a financial advisor with Merrill, holding a Series 66 designation and nine years of industry experience. She has worked at Bank of America, N.A. and Merrill since 2016. Merrill serves a wide range of clients, including individuals, retirement plans, corporations, and institutional investors, offering managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm emphasizes manager selection and monitoring through its CIO and platform oversight, supported by integration with Bank of America affiliates and a focus on tax-efficient investment solutions.

Eric Williams is a CFP® and Series 66-licensed financial advisor with Edward Jones in Chapel Hill, NC, where he has worked since 2016. He has nine years of industry experience. 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 and investment solutions through a large network of financial advisors and branch offices nationwide.

William Richards II is a Series 66-licensed financial advisor with six years of industry experience. He is currently with Cambridge Investment Research Advisors and has previously worked at Edward Jones, Merrill Wealth Management, HD Vest Investment Services, and other firms. Richards serves as president of the Hobby Farm Homeowners Association in Pittsboro, NC. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a network of independent financial professionals. The firm offers financial planning, discretionary and non-discretionary portfolio management, and access to third-party strategists and multiple account platforms.

Shari Becker is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, she worked at Carolina Home Mortgage for seven years and was an independent contractor for two years. Outside of her advisory role, she owns and manages a one-acre hobby farm, Wild Abandon Farm, where she cultivates blueberries and blackberries. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary strategies, supported by a large network of advisors and branch offices.

Kevin Maley is a financial advisor with Edward Jones in Pittsboro, NC, holding a Series 66 credential and eight years of industry experience. Prior to joining Edward Jones in 2017, he worked at Red Hat via Apex Systems and Cisco Systems. Maley volunteers as an instructor and coach with the Dave Ramsey Financial Peace University program at his local church. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.