Andre D Barnes Jr.

Lisa Hanvey is a financial advisor at Truist Advisory Services with 22 years of industry experience. She holds a Series 66 designation and has previously worked at JP Morgan Chase, Raymond James Financial Services, TowneBank, Ameriprise, and The Bray-Harris Group. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, plan sponsor fiduciary support, and manager-selection programs, implementing advice through discretionary and non-discretionary relationships supported by integrated third-party platforms and research tools.

John Perry is a financial advisor at Rockefeller Financial LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and Merrill. He is based in Rocky Mount, NC. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, operating uniquely as a registered broker-dealer with capabilities in securities transactions, insurance products, placement, and investment banking services.

Justin Bunting is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes roles at Infinex Investments, Inc., BB&T Investment Services, Inc., Morgan Stanley, and UBS Financial Services. He also participates in a financial advisor referral program with Southern Bank. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser and broker-dealer model with both discretionary and non-discretionary accounts.

Robert Grady Jr. is a financial advisor at OSAIC Institutions, Inc. with five years of industry experience. He holds a Series 66 designation and has worked at several firms, including First Citizens Investor Services and Securian Financial Services Inc. Prior to his financial industry career, he spent six years at Arendell Parrott Academy. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a hybrid adviser/broker-dealer model. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, delegating investment analysis and account management to its network of investment adviser representatives.

Kevin De Bruhl is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2009. 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 strategies, supported by a large nationwide network of financial advisors and branch offices.

Kelly Watson is a financial advisor at Edward Jones in Tarboro, NC, holding a Series 66 designation with 11 years of industry experience. She has been with Edward Jones since 2000. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.