Bruce Shay

Zachary Green is a financial advisor with Empower Advisory Group, holding a Series 66 designation and two years of industry experience. He previously worked at Edward Jones for two years and has been with Empower Advisory Group and related entities since 2025. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage account holders. The firm offers integrated services tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

James Gentry Jr Jr is a CFP® and ChFC® credentialed financial advisor with 13 years of industry experience. He has been with Edward Jones since 2012. In addition to his advisory role, he manages Freedom Odyssey LLC, a real estate holding entity related to his branch office building. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with a broad range of advisory programs and affiliated financial services supported by a nationwide network of approximately 23,701 financial advisors.

Geddings Crawford Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He was previously with Janney Montgomery Scott for 12 years before joining Raymond James in 2024. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research, and maintains a distinctive focus on non-discretionary advisory services supported by an extensive affiliate network.

Phillip Smelser is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and 29 years of industry experience. He has been with Cambridge since 2008 and is also associated with The Householder Group. Outside of advising, he serves as treasurer for St. Thomas Episcopal Church in Burnsville, NC, teaches retirement classes, and is training to become a Professional Barbell Coach. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services utilizing various account platforms and third-party strategists.

David Wilson is a financial advisor at LPL Financial with 18 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at United Community Bank, Bank of America, Merrill, Hancock Investment Services, and Hancock Bank. Outside of his advisory work, he owns Southern Spoon Inc., a business unrelated to investment services. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Thomas Perkins Jr. is a financial advisor with Edward Jones in Spruce Pine, NC, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Verizon Wireless from 2015 to 2018. 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 and investment solutions through a large network of financial advisors and branch offices nationwide.