Jennifer Purnell

John Perry is a financial advisor at Rockefeller Financial LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and Merrill. Perry 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, and also operates as a registered broker-dealer with capabilities in securities transactions, variable insurance products, placement, and investment banking services.

Justin Bunting is a financial advisor with OSAIC Institutions, INC. in Rocky Mount, NC, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has worked at Infinex Investments, Inc. since 2014. Additionally, he participates in a financial advisor referral program with Southern Bank. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering advisory and brokerage services through customized engagements. The firm’s approach includes both discretionary and predominantly non-discretionary asset management, with a focus on a broad range of investment solutions and extensive banking and credit union networks.

Robert Grady Jr. is a financial advisor at OSAIC Institutions, Inc. with four years of industry experience. He holds the Series 66 designation and has previously worked at First Citizens Investor Services, Securian Financial Services Inc, Minnesota Life, and Virginia Asset Management. OSAIC Institutions serves individuals—including high-net-worth clients—charitable organizations, corporations, and retirement plans. The firm offers a broad range of advisory and brokerage services through customized engagements, leveraging both fundamental and technical analysis, third-party managers, and alternative investment platforms.

Faye Sprye is a financial advisor at Davenport & Company LLC with 39 years of industry experience. She holds Series 63, Series 65, and Series 66 designations and has been with Davenport since 2000. Outside of her advisory work, she serves as an executive board member and fundraising chair for United Community Ministries, a nonprofit organization in Rocky Mount, NC. Davenport & Company LLC is a privately held, employee-owned firm that provides investment management and brokerage services to individual and institutional clients, including banks, pension plans, trusts, and nonprofits. The firm offers a variety of investment strategies and financial planning services delivered through separately managed accounts, mutual funds, ETFs, and retirement solutions.

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.