Jessica Mae Batchelor

Joshua Russ is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with Dew Wealth Management, where he has worked for one year, following prior roles at Financial Serenity, LLC, and other financial firms. Dew Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations with family-office style programs, financial planning, retirement consulting, and investment management. The firm offers both discretionary and non-discretionary management and coordinates with clients’ other professionals through multi-month programs and a virtual family office model.

James Jones III is a Series 65-licensed financial advisor at CP Advisors, Inc. in Beulaville, NC, with eight years of industry experience. He has worked at CP Advisors since 2017 and has been affiliated with Albertson & Jones, P.A. since 2010. CP Advisors, Inc. serves individual investors, small businesses, trusts, and estates by providing financial planning, portfolio management, and project-based consulting. The firm combines strategic and tactical asset allocation using a variety of investment vehicles and incorporates input from CPAs on the team to offer integrated tax planning alongside advisory services.

Randy Albertson is a financial advisor at CP Advisors, Inc. with 5 years of industry experience and a Series 65 credential. He has worked at CP Advisors since 1999 and is also associated with Albertson & Jones, P.A. since 1989. CP Advisors, Inc. serves individual investors, small businesses, trusts, and estates through financial planning, portfolio management, and consulting. The firm employs a goal-driven investment process using a mix of asset allocation strategies and accommodates client-imposed investment restrictions, with several team members holding CPA licenses that provide integrated tax and planning services.

Richard Pugh is a CFP® with over 33 years of industry experience. He has been with Financial Security Advisory, Inc. since 1997 and previously worked at Guardian Life Insurance Co. alongside his advisory roles. He serves as a professor at The American College, teaching financial planning and insurance courses. Financial Security Advisory, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and employer-sponsored plans, focusing on asset allocation and long-term holdings through quantitative and qualitative analysis. The firm manages portfolios including mutual funds, stocks, bonds, ETFs, and select alternative investments, offering both discretionary and customizable management options.

Eunnice Nino is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. She has worked at Navy Federal in various capacities since 2021, and previously spent over a decade at Wells Fargo Bank, NA. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options primarily through managed advisory programs utilizing third-party portfolio managers.

Michael Skibbe is a Series 66-licensed financial advisor with 25 years of industry experience. He currently works at Navy Federal Investment Services, LLC and Navy Federal Financial Group, LLC since 2022. His prior roles include positions at Sharonview Federal Credit Union, LPL Financial, Private Advisor Group, PNC Investments, Natcity Investments, and 1717 Capital Management Company. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm primarily delivers advice through managed advisory programs utilizing third-party portfolio managers and provides layered investment solutions, combining advisory and commission-based channels within a credit-union-affiliated structure.