Julie Uzzell Daniels

George Lewis is the sole advisor at Right Path Financial Planning, L.L.C., holding a Series 65 credential with one year of experience in financial advising. Prior to founding the firm in 2025, he spent over three decades as owner and operator of Shelton Lewis Hog Farm. He continues to manage this farming business alongside his advisory work. Right Path Financial Planning is a fee-only independent firm serving individuals and high-net-worth clients with comprehensive financial planning and investment management. The firm employs an evidence-based approach grounded in Modern Portfolio Theory, utilizing a core-plus-satellite allocation primarily implemented through Dimensional Fund Advisors funds.

James Parker is a financial advisor with Physicians Financial Services, Inc. in Goldsboro, NC, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 26 years of industry experience and has been associated with Physicians Financial Services since 2017. Parker also operates a CPA firm, Parker & Parker, P.A., and serves as Board Chairman of KS Bank, Inc. Additionally, he is on the board of the Wayne Community College Foundation. Physicians Financial Services provides money management, wealth analysis, tax and financial planning, and retirement planning services for individuals, corporations, pension and profit-sharing plans, charitable organizations, and trusts. The firm employs a contrarian, value-oriented investment approach focusing on financially strong, cash-rich companies and long-term holdings, while also utilizing external money managers and tailoring allocations to client objectives.

Destaney Jones is a financial advisor at Credit Union Investment Services with two years of industry experience. Prior to joining the firm, Jones worked at Thermo Fisher Scientific and Winston Salem/Forsyth County Schools. Jones also serves as an agent with SECU Life Insurance Company and a Financial Advisory Services Specialist with State Employees' Credit Union. Credit Union Investment Services primarily serves individual investors residing in North Carolina, offering non-discretionary portfolio management and financial planning focused on long-term goals. The firm operates within a credit-union ecosystem and emphasizes low-cost index funds and ETFs, with salaried advisors who do not earn commissions.

John Collins is a financial advisor with IFG Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at IFG Advisory since 2014 and has been associated with LPL Financial since 2003. Collins also operates a non-variable insurance business under the name Collins Wealth Management. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm employs a comprehensive investment approach that integrates fundamental, technical, and cyclical analysis, utilizing in-house management, sub-advisors, third-party managers, and model portfolios to align assets with clients’ objectives.

Timothy Fail is a financial advisor with IFG Advisory, LLC and holds a Series 66 designation. He has six years of industry experience and previously worked at Wayne Memorial Hospital for sixteen years. Timothy provides investment advisory services through IFG Advisory, an independent registered investment advisor firm. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm offers comprehensive portfolio management and financial planning, utilizing a combination of fundamental, technical, and cyclical analysis in its investment process.

Charles Foss is a financial advisor with Gradient Investments, LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with Gradient Investments since 2015 and also leads The Foss Agency Inc., where he serves as president and insurance agent. His outside business activities include managing insurance services through The Foss Agency. Gradient Investments, LLC provides discretionary investment management to a wide range of clients including individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses a proprietary investment framework and offers various model and custom portfolios managed primarily on a discretionary basis.