Mark Conway

Curtis Cone is a financial advisor with CONE ADVISORY GROUP, INC., holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at AlphaStar Capital Management, Symmetry Partners, and The Journeys Group. Outside of advisory work, he is a licensed insurance agent and manages several real estate-related business entities. CONE ADVISORY GROUP, INC. is a state-registered advisory firm serving individual clients, high-net-worth individuals, and pension/profit-sharing plans. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting services, primarily using model portfolios and third-party money managers.

Curtis Cone is a financial advisor at Cone Advisory Group, Inc. with one year of industry experience. He holds a Series 65 designation and has been associated with Cone Advisory Group since 2018. Prior to his advisory career, he worked at Skylight Inn BBQ and studied at East Carolina University. Cone Advisory Group, Inc. is a state-registered advisory firm serving individual clients, high-net-worth individuals, and pension or profit-sharing plans. The firm offers portfolio management, financial planning, and consulting services, primarily using model portfolios and third-party money managers.

Charles Foss is the principal and sole advisor at Foss Wealth Management, Inc. in La Grange, North Carolina, with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Gradient Investments, LLC since 2015. In addition to his advisory role, Foss serves as president and insurance agent at The Foss Agency, Inc., where he spends more than half of his professional time. Foss Wealth Management, Inc. is a small independent firm providing personalized financial planning and consulting primarily to high-net-worth individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm does not manage client assets directly but evaluates client needs and places assets with third-party money managers, delivering advice through consultations and written financial plans with fixed or hourly fees.

Boman Richardson is a financial advisor with Credit Union Investment Services in Kinston, NC, holding Series 63 and Series 65 licenses and 19 years of industry experience. His career includes roles at Wells Fargo Advisors, Wachovia Bank, and currently at Members Trust Company and State Employees' Credit Union. He also serves as a Financial Advisory Services Specialist at State Employees' Credit Union and as an agent for SECU Life Insurance Company. Credit Union Investment Services primarily serves individual investors in North Carolina, offering non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm emphasizes low-cost, index-based mutual funds and ETFs along with fixed-income products, providing recommendations while clients retain final decision-making authority.

Aaron Futral is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked with Members Trust Company since 2017 and has been affiliated with Credit Union Investment Services, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union since 2013. In addition to his advisory role, he serves as a Financial Advisory Services District Manager at State Employees' Credit Union and acts as an agent for SECU Life Insurance Company. Credit Union Investment Services serves individual investors and trust clients in North Carolina, offering 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, with adviser representatives as salaried employees of the parent credit union.

Michael Spears is a financial advisor with Commonwealth Financial Network in Kinston, NC, holding Series 63 and Series 65 designations and 30 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2019 before joining Commonwealth and Crossbridge Financial Group in 2019. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services including wealth management and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors who manage client portfolios using a variety of securities and insurance products.