William Samuel Jones

Karolyn Lunsford is a CFP® professional with 32 years of industry experience, currently serving at Geneos Wealth Management, Inc. since 2015. She also leads The Flo Approach, a non-investment related business, and is a head coach for a travel softball team. Geneos Wealth Management serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations, providing financial planning, investment advisory, and brokerage services with a range of portfolio management strategies and third-party manager referrals.

Russell Beasley is a financial advisor with Creative Financial Designs, Inc., holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has worked at Creative Financial Designs since 2017 and previously spent eight years at Legend Advisory, LLC and one year at BB&T Investment Services, Inc. In addition to his advisory role, Beasley serves as a math teacher at Foothills Charter School and operates a tax preparation service. Creative Financial Designs serves individual clients, corporate and institutional clients, and employer retirement plans, offering investment management and financial planning across various platforms. The firm uses asset-class model allocations and risk objectives to structure portfolios, supported by third-party research and an Executive Investment Committee.

Jerry Spivey is a CFP® professional with 41 years of industry experience. He is currently associated with Silver Oak Securities, Inc. and also owns Spivey Financial Group, where he manages life, fixed annuity, disability, and long-term care insurance products. His prior experience includes long tenures at New York Life Insurance Company and Nylife Securities Inc. Silver Oak Securities, Inc. serves a broad client base including individuals, corporations, and trusts through a network of over 100 financial professionals, managing approximately $2.4 billion in discretionary assets. The firm provides a variety of advisory programs with a primarily discretionary investment approach tailored to client objectives and risk tolerances.

Jeffrey Falke is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior roles include positions at Wealthcare Advisory Partners, LLC, LPL Financial, LLC, Fortis Group Advisors, LLC, and Invest Financial Corporation. Outside of advisory work, he serves as Secretary of the Advisory Board for Atlantic Care Center, a nonprofit charity. Kingswood Wealth Advisors serves a diverse client base including individual, high-net-worth, and institutional investors, offering portfolio management, financial planning, and ERISA plan advisory services. The firm employs an open-architecture platform with customized investment strategies, often utilizing third-party managers, and is notable for its integration with affiliated financial entities and insurance-linked account management.

Kelly Finger is a CFP® professional with 21 years of industry experience, currently serving at First Citizens Asset Management, Inc. since 2010 and First Citizens Investor Services, Inc. since 2016. She holds Series 63 and Series 65 licenses. First Citizens Asset Management, Inc. provides investment advisory and sub-advisory services to individuals, trusts, corporations, institutional accounts, and municipal entities. The firm manages approximately $167 million on a discretionary basis through a multi-team platform of 33 advisors, offering global, multi-asset model portfolios across various implementation frameworks.

Rodney Nock is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has worked at Fahnestock & Co. Inc. for 23 years and spent 8 years at CIBC World Markets Corp. prior to that. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of investment programs and advisory services across equity, balanced, and fixed-income portfolios, with a notable portion of assets managed on a non-discretionary basis.