Timothy Andrew Fields

Michael Zotto is a financial advisor with Zone Investment Management, LLC in New Bern, NC. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. Prior to founding his current firm in 2021, he worked at Jarred Bunch Consulting, LLC, INVST, and J.P. Morgan Securities LLC. Zone Investment Management is an independent registered investment adviser serving individual and high-net-worth clients with ongoing portfolio management. The firm employs a variety of analytical methods and offers investment solutions including insurance products, equities, and exchange-traded funds, managing accounts on both discretionary and non-discretionary bases.

Paul Scavuzzo is the sole advisor at PJ Scavuzzo, Inc., an independent firm based in New Bern, NC. He holds Series 63 and Series 65 licenses and has 44 years of industry experience. He has led PJ Scavuzzo, Inc. since 2009. PJ Scavuzzo, Inc. provides discretionary portfolio management and investment advice to a range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a broad and active investment strategy that includes fundamental and technical analysis, options transactions, margin trading, and short sales, tailoring portfolios to each client’s investment objectives and risk tolerance.

Deborah Tayloe is a CFP® professional with 22 years of industry experience. She founded Tayloe Financial Services, LLC in 2007 and has prior experience with Linsco/Private Ledger Corp. Her firm offers individual tax preparation services as part of its business. Tayloe Financial Services provides discretionary portfolio management, comprehensive financial planning—including standalone Social Security retirement reviews—and basic tax return preparation. The firm focuses on fundamental analysis, long-term holdings, broad asset diversification, and client education, serving individual clients on a fee-only basis.

David Blain is a CFA® charterholder with 23 years of industry experience. He has been with BlueSky Wealth Advisors, LLC (formerly D.L. BLAIN & CO., LLC) since 1999. Outside of his advisory role, he is the owner of Swift Creek Plantation LLC, a real estate holding and development company in New Bern, NC. BlueSky Wealth Advisors provides financial planning and discretionary portfolio management to individuals, trusts, endowments, pension plans, and business entities. The firm manages over $1 billion in client assets through a team of ten advisors and emphasizes strategic asset-class allocation, broad diversification, and tax-efficient portfolio management.

Christie Bonacci is a financial advisor at Bluesky Wealth Advisors, LLC with seven years of industry experience. She holds the PFS™ designation and Series 65 license. In addition to her advisory role since 2019, she serves as an adjunct professor at UNC Kenan-Flagler Business School, where she teaches audit and assurance courses. Bluesky Wealth Advisors provides financial planning and discretionary portfolio management to individuals, trusts, endowments, pension plans, and business entities. The firm manages over $1 billion in client assets through a team of ten advisors, focusing on strategic asset allocation, broad diversification, and a combination of low-cost passive instruments with selective active management.

John Staton is a CFP® professional with Series 66 and Series 65 licenses, serving as an advisor at BlueSky Wealth Advisors, LLC. He has two years of industry experience, including prior roles at Equitable Advisors LLC and Atlas Polymer Engineering LLC. Staton also served in the United States Navy, Naval Special Warfare, from 2011 to 2023. BlueSky Wealth Advisors provides financial planning and discretionary portfolio management to individuals, trusts, endowments, pension plans, and business entities. The firm emphasizes strategic asset allocation, broad diversification, and tax efficiency, managing over $1 billion in client assets through a team of ten advisors.