Jessica Batchelor

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.

Perry Aycock is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has held roles at Members Trust Company and SECU Life Insurance Company, among others, and serves as a Financial Advisory Services District Manager at State Employees' Credit Union. Outside of finance, he previously operated Old Siam Thai Restaurant for seven years. Credit Union Investment Services serves primarily individual investors in North Carolina, offering non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm emphasizes low-cost, index-based mutual funds and ETFs, with salaried advisors who provide recommendations while clients retain final decision authority.

Casey Simpson is a financial advisor with Credit Union Investment Services in Jacksonville, NC, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at Credit Union Investment Services since 2018 and has held roles with Members Trust Company, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union since 2013. Credit Union Investment Services serves primarily individual investors in North Carolina, providing non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm focuses on low-cost, index-based mutual funds and ETFs, fixed-income products, and a goals-based, long-term planning approach, with advisory representatives employed on a salaried basis.

Richard Pugh is a CFP® with 33 years of experience in the financial services industry. He has been with Financial Security Advisory, Inc. and Financial Security Management, Incorporated since 1997, and has also been affiliated with Guardian Life Insurance Co. since 1993. In addition to his advisory work, he teaches financial planning and insurance courses as a professor at The American College. Financial Security Advisory, Inc. serves individuals, trusts, estates, pension and profit-sharing plans, and business entities by providing discretionary portfolio management and comprehensive financial planning. The firm emphasizes asset allocation and a long-term buy-and-hold strategy, utilizing quantitative screening and qualitative due diligence in its investment process.

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 with Navy Federal's affiliated entities since 2021 and previously spent over a decade with Wells Fargo in various roles. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual investors and trusts, offering portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product. The firm uses model portfolios managed by third-party firms and provides account monitoring, rebalancing, and optional tax and impact overlay services.