Roland Andrews

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.

George Pate is a CFP® and Series 65 licensed financial advisor with six years of industry experience. He has been with The Journeys Group, Inc. since 2018 and previously worked at Wake Forest Baptist Health. Outside of his advisory role, he is a licensed insurance agent selling life insurance and annuities. The Journeys Group, Inc. provides investment supervisory services, financial planning, and third-party money manager referrals for individuals, pension and profit-sharing plans, and business entities. The firm manages approximately $63 million in non-discretionary assets, emphasizes cyclical analysis with regular portfolio reviews, and operates with a small team from a single office.

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.

George Pate Jr. is a CFP® and ChFC® with 24 years of industry experience, currently serving as a managing partner at The Journeys Group, Inc. in Winterville, NC, where he has worked since 2009. He previously worked at AlphaStar Capital Management, LLC. Outside of his advisory role, he is involved in managing an aquatic facility for swimming and scuba through Aquatic Campus, LLC. The Journeys Group, Inc. provides investment supervisory services, financial planning, and referrals to third-party money managers for individuals and business entities. The firm manages approximately $63 million in non-discretionary assets and operates with a small team, emphasizing documented client goals, cyclical investment analysis, and regular portfolio reviews.

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 one year of industry experience. Jones holds the Series 66 designation and has previously worked at Thermo Fisher Scientific, Winston Salem/Forsyth County Schools, and Winston Salem State University. Outside of advisory work, Jones serves as a life insurance agent with SECU Life Insurance Company and as a Financial Advisory Services Specialist at State Employees’ Credit Union. Credit Union Investment Services serves individual investors and trust clients in North Carolina, providing 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 salaried adviser representatives employed by the parent credit union.