Karen Ann Duvon

Samuel Furna is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 credentials and two years of industry experience. His background includes military service in the United States Army and involvement in family investment and equipment rental businesses. Furna co-owns Furna Brothers Investments LLC, where he engages in property management and investment activities. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and manage model portfolios.

James Bass is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at NYLife Securities LLC and New York Life Insurance Co, and served in the United States Marine Corps for 18 years. He also has experience at Penn State University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and operates under a fiduciary standard, with approximately $1.01 trillion in assets under management supported by a large network of financial advisors and branch offices nationwide.

Waynette Barnebee is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. She previously worked at Edward Jones for 14 years before joining Wells Fargo Clearing in 2022. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Michael Sprague is a financial advisor with Edward Jones in Havelock, NC, holding the ChFC® designation and Series 66 license. He has 11 years of industry experience, all with Edward Jones, and also serves in the United States Marine Corps with 14 years of service. Sprague receives military retirement and disability income. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.