Thomas Perkins Jr.

Nelson Faro is a financial advisor at Rockefeller Financial LLC with 41 years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, providing wealth management, financial planning, portfolio management, and retirement plan consulting through an integrated platform of affiliated trust, insurance, and brokerage services.

Bruce Shay is a financial advisor at Empower Advisory Group with one year of industry experience. He holds the Series 66 designation. Prior to joining Empower, he worked at Deloitte & Touche LLP for 23 years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage clients, using an integrated model aligned with Empower’s administrative platforms.

James Gentry Jr Jr is a CFP® and ChFC® credentialed financial advisor with 13 years of industry experience. He has been with Edward Jones since 2012. In addition to his advisory role, he manages Freedom Odyssey LLC, a real estate holding entity related to his branch office building. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with a broad range of advisory programs and affiliated financial services supported by a nationwide network of approximately 23,701 financial advisors.

William Smith is a financial advisor with UBS Financial Services in Linville, NC, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. He has worked at UBS since 2009. Outside of his advisory role, Smith serves as an advisor on the Permanent Endowment Team for Hayes Barton United Methodist Church, assisting with the review of the church's endowment investments. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services. The firm integrates proprietary research and model-based asset allocations with institutional trading capabilities to deliver tailored financial planning and portfolio management.

Geddings Crawford Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He was previously with Janney Montgomery Scott for 12 years before joining Raymond James in 2024. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research, and maintains a distinctive focus on non-discretionary advisory services supported by an extensive affiliate network.

Phillip Smelser is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and 29 years of industry experience. He has been with Cambridge since 2008 and is also associated with The Householder Group. Outside of advising, he serves as treasurer for St. Thomas Episcopal Church in Burnsville, NC, teaches retirement classes, and is training to become a Professional Barbell Coach. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services utilizing various account platforms and third-party strategists.