Jonathan Nelson

Virginia Rogers is a CFP® professional with experience at Edward Jones from 2022 to 2025 and currently serves as the sole advisor at Creekside Financial Planning, L.L.C., a firm she joined in 2025. She has no prior industry experience before 2022. Outside of her advisory role, she manages Seakeeper Enterprises LLC, a rental property business. Creekside Financial Planning is a fee-only registered investment adviser that provides investment management, comprehensive financial planning, and educational seminars to individuals and high-net-worth clients. The firm employs modern portfolio theory and tailored asset-allocation models combining passive and active mutual funds and ETFs, and emphasizes selecting and onboarding outside investment advisers for clients.

Christopher Williams is a financial advisor at United Brokerage Services, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at United Brokerage Services since 2018, following prior roles at Capital One Investing, LLC and Capital One Advisors, LLC from 2015 to 2018. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients through various wrap fee and advisory programs. The firm primarily manages assets on a non-discretionary basis and offers a range of investment approaches, supported by its affiliation with United Bank and established clearing relationships with Wells Fargo.

Aaron Sauls III is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has worked at several related firms including Members Trust Company since 2017, SECU Life Insurance Company since 2014, and State Employees' Credit Union since 2002. Sauls also serves as a Financial Advisory Services District Manager at State Employees' Credit Union. 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 emphasizes low-cost, index-based mutual funds and ETFs, fixed-income products, and a goals-based, long-term planning approach.

Joshua Mizell is a financial advisor at Credit Union Investment Services with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Members Trust Company, Secu Life Insurance Company, and State Employees' Credit Union. Outside of advising, he is involved in cost accounting for a masonry contractor. Credit Union Investment Services serves North Carolina residents, primarily individual investors and some trust clients, 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.

Thomas Rouse is a CFP® professional with 25 years of experience, currently advising at Truist Advisory Services. He previously worked at Bb&T Securities, LLC for seven years before joining Truist in 2021. Outside of his advisory role, he is the owner of a timber property used for occasional timber sales and family recreation and serves as a board member of St. James United Methodist Church. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a mix of discretionary and non-discretionary investment solutions, combining model portfolios, third-party managers, and advisor-led asset allocation and monitoring.

Logan Everette is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 license and has worked at Edward Jones since 2022. His prior work experience includes roles at Fleet Feet, East Carolina University, the University of North Carolina Wilmington, and Athletic Edge. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.