Ashley Woolard

Randall Scott West is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and 31 years of industry experience. His prior roles include positions at BB&T Securities, Bank of America, and Merrill. Outside of his advisory work, he serves as President of The Bethany West LLC, which manages a family church building used occasionally for community events. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment solutions combining model portfolios, third-party managers, and advisor-led asset allocation and fund monitoring.

William Taylor is a financial advisor with Truist Advisory Services in Williamston, NC, holding a Series 66 designation and six years of industry experience. He has worked at Truist Investment Services, Bank of America, and Merrill Lynch. Taylor serves as a board member of the Martin County Economic Development Corporation and as a trustee for Martin Community College. Truist Advisory Services is an SEC-registered investment adviser and a wholly owned subsidiary of Truist Financial, with approximately 2,455 advisors managing about $67.7 billion in assets. The firm serves individuals, corporations, retirement plan sponsors, and charitable organizations, offering a range of discretionary and non-discretionary investment solutions that combine model portfolios, third-party managers, and advisor-led asset allocation.

Blaklee Wolfe is a financial advisor with OSAIC Institutions, INC. in Windsor, NC, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining OSAIC Institutions, Wolfe worked at Southern Bank and Trust and held roles with Credit Union Investment Services, Secu Brokerage Services, and Capital Investment Group Inc. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services through customized engagements and access to alternative investments via the CAIS platform. The firm is notable for its predominantly non-discretionary assets and its dual broker-dealer/adviser status, supported by extensive banking and credit union networks.

Kasey Fletcher is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2017. Prior to his career in finance, Fletcher was employed by the Beaufort County Sheriff's Office from 2014 to 2017. 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 under management and offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors.

Adam Clough is a financial advisor with Edward Jones in Windsor, NC, holding a Series 66 designation and seven years of industry experience. He has worked at Edward Jones since 2018 and has previous experience at Powell and Stokes and Campbell University. Outside of advising, he holds a license with Bill Clough Ford, a car dealership, though he is not involved in its operations. 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 approximately $1.01 trillion in assets under management through a nationwide network of over 23,000 advisors, offering a range of advisory programs, separate managed accounts, and affiliated mutual funds under a fiduciary standard.