ADVISOR BIO

Ashley Garrett Hardison is a financial advisor with Truist Advisory Services, Inc. Ashley has been a registered representative in the securities industry since May 2016. Ashley holds a Series 7, Series 66, and SIE license. Ashley specializes in providing financial planning, portfolio management for individuals and businesses, and other advisory services to clients.

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ADVISOR BIO

Barton K Farrell is a financial advisor with Edward Jones, a firm that manages over $825 billion in assets. Barton has been in the industry since 2002 and has a strong track record of working with individuals, corporations, and trusts. He is a CERTIFIED FINANCIAL PLANNER™ professional, a designation that demonstrates a high level of knowledge and expertise in financial planning. Barton is licensed to offer investment advice in several states. His experience and expertise allow him to provide comprehensive financial planning, retirement planning, and investment management services.

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ADVISOR BIO

Browning Sanderson is an active investment advisor representative for Edward Jones. Browning has been in the financial industry since 2014. Browning is registered with FINRA and has a Series 7, Series 63, and Series 66 license. Browning has experience with Northwestern Mutual Investment Services and Vanguard Marketing Corporation. Browning is registered in Florida, Georgia, Kansas, Maryland, North Carolina, Pennsylvania, South Carolina, Texas, and is also registered as an Investment Advisor in North Carolina and Texas.

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ADVISOR BIO

Carlo Walter Oldani is a registered representative with Truist Advisory Services, Inc. in Morehead City, North Carolina. Carlo has been in the financial services industry since 1993 and has worked for several firms, including BB&T Securities, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Banc of America Investment Services, Inc., Wachovia Securities, LLC, and RBC Centura Securities, Inc. Carlo has experience in portfolio management, financial planning and investment advisory. Carlo is registered with the state of North Carolina and several other states.

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ADVISOR BIO

Charlie Lee Tingen is a financial advisor with Ameriprise Financial Services, LLC. Charlie has been in the industry since 1995 and has been registered in multiple states. Charlie holds several licenses including Series 7, Series 63, and Series 65. Charlie is a registered representative with FINRA and a registered investment advisor with the state of North Carolina.

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ADVISOR BIO

Cheryl Mansfield is a financial advisor with Edward Jones. Cheryl is a registered representative with the state of North Carolina, and also registered as an investment advisor representative with the state of Texas. Cheryl has been in the financial industry since 2011.

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ADVISOR BIO

Clark Callaway is a financial advisor with over 10 years of experience in the industry. Clark is registered with Capital Investment Advisory Services, LLC in North Carolina. Previously, Clark has worked for several firms including Principal Securities, Inc., Metlife Securities Inc., and Metropolitan Life Insurance Company. Clark holds Series 6, 7, 63, and 66 licenses and has passed the SIE exam.

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ADVISOR BIO

Dallas Preston Garner is a financial advisor at LPL Financial LLC. Dallas has been in the financial services industry since 2000. Dallas has worked at several firms, including BB&T Investment Services, Inc., Wachovia Securities, LLC, and First Union Brokerage Services, Inc. Dallas currently holds Series 6, 7, 24, 63, and 65 licenses. Dallas has a strong track record of providing investment advice and financial planning services to individual and corporate clients.

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ADVISOR BIO

Daniel Fischler is a financial advisor with Wells Fargo Clearing Services, LLC. Daniel has been in the industry since 1995 and holds several licenses and registrations including Series 7, 9, 10, 63, and 65. Daniel has provided investment advice to a diverse range of clients, including individuals, businesses, and charitable organizations. Daniel is currently registered in 38 states and the District of Columbia. In addition to working with Wells Fargo Clearing Services, LLC, Daniel also maintains a planning board membership for Morehead City NC.

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ADVISOR BIO

Gabriel Tiller is a financial advisor with Edward Jones. Gabriel has been in the industry since 2023 and is registered in 15 states. Gabriel is active in both broker-dealer and investment advisor channels. Gabriel has completed the Series 7TO, SIE and Series 66 exams. Gabriel is a licensed financial advisor and can offer investment advice and financial planning services.

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