Colin Robert Leisy

Leah Givens Tarkenton is a financial advisor at Level Four Advisory Services with a Series 65 credential and five years of industry experience. Prior to joining Level Four, she worked at East Carolina University and Ralph L. Fike High School. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and state and municipal entities. The firm offers financial planning, asset and portfolio management, retirement-plan consulting, and fiduciary services, utilizing model portfolios and a variety of platform options in affiliation with multiple custodians and sub-advisors.

Randy Moorehead is a financial advisor with Level Four Advisory Services, holding Series 63 and Series 66 credentials and 20 years of industry experience. His prior roles include positions at LPL Financial and Signator Investors, Inc. He has been with Level Four Advisory Services since 2018 and Level Four Financial since 2021. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across 115 advisors and serving a diverse client base including individuals, retirement plans, corporations, and nonprofits. The firm offers fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios and both affiliated and third-party sub-advisers.

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.

William Faber is a CFP® professional with eight years of industry experience, currently affiliated with LPL Financial since 2017. Prior to joining LPL, he worked for nine years at Johnston County Environmental Health. His outside activities include managing a DBA business related to his financial practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, and institutions. The firm offers a range of financial planning and investment management solutions, including access to third-party asset management and institutional platforms.

Georgia Summers is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, she worked in education with Wilson Academy of Virtual Learning and Wilson County Schools. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios with a focus on systematic methodologies and long-term asset allocation.

Leigh Anne Jackson is a financial advisor at Edward Jones with 15 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across the wealth spectrum as well as pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products through a nationwide network of financial advisors.