Lisa Roll

Angela Futrell is a financial advisor with OSAIC Institutions, INC., holding Series 63 and Series 65 licenses and 22 years of industry experience. Her work history includes roles at Infinex Investments, Inc. since 2011, Southern Bank & Trust since 2009, and RBC Capital Markets from 2006 to 2007. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer structure with a distinctive model combining firm supervision and delegated account management.

Patricia Respess is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 credentials and 25 years of industry experience. She has worked extensively with BB&T and its affiliates from 1986 to 2020 and has served as a Vice President and Community Banker at Southern Bank since 2020. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm offers customized advisory services and maintains a distinctive hybrid adviser/broker-dealer structure with access to alternative investments and lending solutions.

Blaklee Wolfe is a financial advisor with Osaic Institutions, Inc. holding Series 63 and Series 65 credentials and six years of industry experience. His prior roles include positions at Southern Bank and Trust, Credit Union Investment Services, and Wells Fargo. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating under a hybrid adviser/broker-dealer model with both discretionary and non-discretionary accounts.

Kraig Osborne is a financial advisor with Edward Jones in Edenton, NC, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he assists his two sons in their watch buying and selling business and coaches high school wrestling, donating his coaching compensation to the wrestling boosters fund. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and maintains a large national network of financial advisors and branch offices.

Adam Clough is a financial advisor at Edward Jones in Windsor, North Carolina, holding a Series 66 designation with eight years of industry experience. His prior roles include positions at Powell and Stokes and Broad Creek Farms, and he has been affiliated with Edward Jones since 2018. Outside of his advisory work, he holds a license with Bill Clough Ford, a car dealership, but is not involved in its sales or operations. Edward Jones is a full-service wealth management firm serving a broad client base that includes individual and institutional investors. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Thomas Roll is a financial advisor with Wells Fargo Advisors in Merry Hill, NC, holding a Series 66 credential and 12 years of industry experience. He has been associated with Wells Fargo in various capacities since 2013. Outside of his advisory work, he is involved in art creation and studio maintenance through a jointly owned business and serves as a director of a family foundation. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutions, offering a broad range of planning options that include cash-flow, retirement, education, and specialized services such as business-owner transition and special-needs planning. Advisors use Wells Fargo research and tools to deliver tailored recommendations, with clients choosing how to implement them through the firm's brokerage or advisory programs.