Justin C Jolly

Scott Sade is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Kestra since 2015 and is involved in multiple business activities, including serving on the board of the Martin County Estate Planning Council and the Martin County Chamber of Commerce, as well as managing private wealth through The Sade Group Private Wealth Management, LLC. Outside of advisory work, he owns and manages various real estate and investment entities and participates in local community organizations. Kestra Private Wealth Services, LLC serves individual clients, retirement plans, and institutional entities with a range of advisory and financial planning services, employing both discretionary and non-discretionary investment approaches across multiple platforms. The firm offers access to traditional and alternative investments and supports co-advisory and fiduciary consulting arrangements.

Karen Kight is a financial advisor at &PARTNERS with 33 years of industry experience. She holds a Series 63 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of advising, she owns and manages an antique market with a coffee counter in Boone, NC. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers investment advisory and brokerage services, utilizing both proprietary models and third-party managers through platforms like Envestnet.

Alberto Torres is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 29 years of industry experience. He previously worked at J.P. Morgan Securities for 10 years before joining Wells Fargo Clearing in 2022. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Jason Sutherland is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2018. Prior to that, he spent nine years at Samaritan's Purse. Sutherland serves as a board member of the Ashe County Community Foundation in Hickory, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment options supported by a large network of financial advisors and branch offices nationwide.

Randal Cokeley is a financial advisor with Ameriprise in Lansing, NC, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Ameriprise offers a retirement-income planning service aimed at individuals with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized recommendations, primarily for clients holding assets in Ameriprise Managed Accounts.

Christopher Finney is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and having 20 years of industry experience. His prior work includes roles at Cetera Investment Advisors, First National Bank of Pennsylvania, Yadkin Valley Bank and Trust, and Securities America. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.