Chad Jones

Matthew McNeill is a financial advisor with Credit Union Investment Services and holds a Series 66 designation. He has three years of industry experience, including prior roles at Fidelity Investments and State Employees' Credit Union. Outside of his advisory work, he serves as president of the Pirates Cove Homeowners Association, where he participates in monthly board meetings and oversees communications. Credit Union Investment Services primarily serves North Carolina residents, offering non-discretionary portfolio management, asset allocation advice, and financial planning with an emphasis on low-cost index mutual funds and ETFs. The firm operates within a credit-union ecosystem and focuses on long-term, goals-based advice without commissioned recommendations.

Carla Souther is a CFP® with 27 years of industry experience, currently associated with Raymond James Financial Services Advisors, Inc. since 2012. She serves as president and member of CNS of Wilkes County, LLC, a real estate brokerage, and is a board member of the nonprofit Womens Worth Alliance, where she contributes to content development and networking. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, institutions, and charitable organizations. The firm employs analytical tools and risk profiling to deliver tailored, non-discretionary planning and supports both advisory programs and institutional consulting.

Corey Huffman is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Empower Financial Services and several other financial and insurance firms. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based retirement, tax, estate, and other planning topics. The firm offers planning engagements on either a one-time or ongoing basis without discretionary trading authority and allows clients to combine planning with managed accounts under a consolidated billing option.

Kathleen Shepherd is a financial advisor at Raymond James Financial with three years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked with Capital Analysts and Lincoln Investment. Outside of her advisory role, she consults on protective clothing product development for Worldwide Protective Products. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, utilizing tailored, non-discretionary planning and analytical tools to support individual, institutional, and high-net-worth clients.

Philip Jefferson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Sam Morrison is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Bbtis for one year. 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 broad range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.