George Lewis is the sole advisor at Right Path Financial Planning, L.L.C., holding a Series 65 credential with one year of experience in financial advising. Prior to founding the firm in 2025, he spent over three decades as owner and operator of Shelton Lewis Hog Farm. He continues to manage this farming business alongside his advisory work. Right Path Financial Planning is a fee-only independent firm serving individuals and high-net-worth clients with comprehensive financial planning and investment management. The firm employs an evidence-based approach grounded in Modern Portfolio Theory, utilizing a core-plus-satellite allocation primarily implemented through Dimensional Fund Advisors funds.

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.

John Collins is a financial advisor with IFG Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at IFG Advisory since 2014 and has been associated with LPL Financial since 2003. Collins also operates a non-variable insurance business under the name Collins Wealth Management. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm employs a comprehensive investment approach that integrates fundamental, technical, and cyclical analysis, utilizing in-house management, sub-advisors, third-party managers, and model portfolios to align assets with clients’ objectives.

Timothy Fail is a financial advisor with IFG Advisory, LLC and holds a Series 66 designation. He has six years of industry experience and previously worked at Wayne Memorial Hospital for sixteen years. Timothy provides investment advisory services through IFG Advisory, an independent registered investment advisor firm. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm offers comprehensive portfolio management and financial planning, utilizing a combination of fundamental, technical, and cyclical analysis in its investment process.

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.

Robert Talton Jr. is a financial advisor with Credit Union Investment Services, holding a Series 66 designation and nine years of industry experience. He has worked at Members Trust Company, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union, and previously at Edward Jones. Outside of his advisory roles, he serves as chairman of the North Johnston Middle School Parent Advisory Council. Credit Union Investment Services serves North Carolina residents, primarily individual investors and some trust clients, providing non-discretionary portfolio management and financial planning focused on low-cost, index-based funds and fixed-income products. The firm’s advisers are salaried employees of the parent credit union, and clients retain full decision-making authority over their investments.

Andrew Mc Knight is a financial advisor with Level Four Advisory Services. He holds Series 63 and Series 65 licenses and has been in the industry since 2024. Prior to joining Level Four Advisory Services in 2025, he worked at State Farm and has a background in education. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across 115 advisors. The firm serves a diverse client base with tailored financial planning, asset management, and retirement plan advisory services, utilizing both internal and third-party investment solutions.

Jonathan Collins is a CFP® with 13 years of experience in the financial services industry. He is currently with Truist Advisory Services and Truist Investment Services, where he has worked since 2022. Prior to that, he held roles at Fifth Third Securities and BB&T in various capacities. Outside of his advisory work, he serves as treasurer for a nonprofit organization founded by his daughter that raises funds for local charitable causes. Truist Advisory Services is a large SEC-registered investment adviser and a wholly owned subsidiary of Truist Financial, with approximately 2,455 advisors and $67.7 billion in assets under management. The firm provides a range of services to individuals, corporations, retirement plans, and charitable organizations, offering both discretionary and non-discretionary investment solutions that combine model portfolios, third-party managers, and advisor-led asset allocation.

Meagan Bourgeois is a financial advisor with Janney Montgomery Scott, holding a Series 66 credential and 14 years of industry experience. She has worked at Janney Montgomery Scott since 2017 and previously at Raymond James Financial Services Advisors Inc. from 2011 to 2017. Bourgeois serves on the board of the Boys and Girls Club of Goldsboro, North Carolina. Janney Montgomery Scott is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm provides a broad range of services including portfolio management, financial planning, retirement plan advisory, and brokerage for individuals, high-net-worth clients, corporations, charities, and institutional accounts.

James Maples is a financial advisor with First Command Advisory Services in Goldsboro, NC, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to his advisory role, he served 11 years in the United States Air Force and currently works as a maintenance supervisor in the United States Air Force Reserves. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage recommendations, and insurance and banking products. The firm emphasizes advisor-led planning relationships, structured 12-month financial coaching engagements, and a discretionary asset management program supported by an in-house investment team.

Mary Norman Hales is a financial advisor with Ameriprise, holding a Series 66 designation and five years of industry experience. She has worked at Ameriprise since 2019 and previously spent ten years with First In Families of NC. Outside of her advisory role, she serves as a councilwoman for the town of Kenly and is a board member of the Barton College Alumni Association, as well as the Community Outreach Coordinator for the Wilson Rotary. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement, using a centralized consulting team to deliver non-discretionary, research-driven recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Athena Doty is a financial advisor with Janney Montgomery Scott in Goldsboro, NC, holding a Series 66 designation and 17 years of industry experience. She has worked at Janney since 2017 and previously held roles at Raymond James Financial Services and Goldsboro Securities. Janney Montgomery Scott manages approximately $100.8 billion in client assets and serves over 235,000 clients through more than 1,200 advisors. The firm offers a comprehensive range of investment and financial planning services for individuals, high-net-worth clients, corporations, charities, and institutional accounts, utilizing a multi-channel investment platform that includes third-party managers, model-based strategies, and in-house portfolio management.

Jimmy Hare is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Janney since 2020 and previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, Hare serves on the board of the Wayne Pregnancy Center, assisting mothers with educational programs and resources. Janney Montgomery Scott is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm supports over 1,200 advisors and offers a range of services including portfolio management, financial planning, and retirement plan consulting for individuals, high-net-worth clients, corporations, charities, and institutions.

Jesse Parks is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He previously worked at Sterne, Agee & Leach, Inc. for 14 years before joining Janney, where he has been since 2017. Parks serves on the board of directors for the Wayne Memorial Hospital Foundation, a nonprofit organization supporting hospital activities. Janney Montgomery Scott LLC is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm offers a comprehensive range of services including portfolio management, financial planning, and retirement plan advisory for individuals, high-net-worth clients, corporations, and institutional accounts, utilizing a multi-channel investment platform and operating both fee-based and commission capacities.

Gerald Younge is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has worked at Truist Advisory Services and affiliated entities since 2018, including Bb&T Securities and BB&T Investments prior to the firm's transition to Truist. Truist Advisory Services is a large SEC-registered investment adviser with approximately 2,455 advisors and $67.7 billion in assets under management. The firm serves individuals, corporations, retirement plan sponsors, and charitable organizations, offering a range of discretionary and non-discretionary investment solutions that combine model portfolios, third-party managers, and advisor-led asset allocation.

Julie Daniels is a financial advisor with Janney Montgomery Scott in Goldsboro, NC, holding a Series 66 designation and 10 years of industry experience. Her prior roles include positions at Truist Advisory Services and BB&T. She serves as a steering committee member for the Wayne County Chamber of Commerce Military Affairs Committee and is a board member of the Wayne County NC ABC. Janney Montgomery Scott is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm supports over 1,200 advisors and offers a range of services including portfolio management, financial planning, and retirement consulting for individuals, corporations, charities, and institutional clients.

William Goggin is a financial advisor at First Command Advisory Services with seven years of industry experience. He holds the Series 66 designation and has served in the United States Air Force since 1997. His career includes roles at First Command Insurance Services, First Command Advisory Services, and First Command Financial Planning, all since 2019. First Command serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform offering financial planning, discretionary asset management models, brokerage recommendations, and insurance and banking products. The firm emphasizes advisor-led planning relationships and provides structured financial coaching through its Tailored Professional Services and Asset Management Solutions programs.

John Best is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott since 2023. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC spanning from 2009 to 2023. Janney Montgomery Scott LLC is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm supports over 1,200 advisors and offers a range of services including portfolio management, financial planning, and retirement plan advisory for individuals, high-net-worth clients, corporations, charities, and institutions.

Rickey Hughes is a financial advisor with OSAIC Institutions, INC. based in Mount Olive, NC. He holds Series 63, Series 65, and Series 66 designations and has 29 years of industry experience. Hughes has worked at Infinex Investments, Inc. since 2011 and is also involved with Southern Bank through a financial advisor referral program. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by providing a range of advisory and brokerage services through customized engagements. The firm’s approach includes both advisory and brokerage solutions with a notable emphasis on predominantly non-discretionary assets and extensive networking arrangements with banks and credit unions.

Jeffrey Jackson is a financial advisor at Janney Montgomery Scott with 33 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Janney since 2017. Prior to that, he held positions at Raymond James Financial, Goldsboro Securities, Dixon Wells, and Raymond James Financial Services. Outside of his advisory work, he serves as Chairman of the Leadership Committee and Chairman of the Church Council at Saint Paul Methodist Church in Goldsboro, NC. Janney Montgomery Scott is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm offers a multi-channel investment platform and a broad range of services to individuals, high-net-worth clients, corporations, charities, and institutional accounts.

Zachary Loraine is a Series 66 licensed financial advisor with First Command Advisory Services, based in Clayton, NC. He has 10 years of industry experience, having worked at First Command Financial Planning Inc., First Command Insurance Services Inc., and First Command Advisory Services since 2015. First Command Advisory Services provides financial planning, discretionary asset management, brokerage, insurance, and banking products to individual, high-net-worth, corporate, and charitable clients. The firm focuses on advisor-led planning relationships through its Tailored Professional Services engagement and manages portfolios via an in-house Investment Management Team using fundamental analysis and modern portfolio principles.

Barbara Matthews is a Series 66-licensed financial advisor with six years of industry experience. She is currently with Janney Montgomery Scott and previously worked at Wells Fargo Clearing and Branch Banking and Trust Company. Janney Montgomery Scott LLC is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm offers a wide range of services including portfolio management, financial planning, retirement advisory, and brokerage for individuals, high-net-worth clients, corporations, charities, and institutional accounts.

Casper Nathe is a financial advisor with First Command Advisory Services, holding a Series 66 designation and three years of industry experience. He served in the United States Air Force from 2013 to 2022 before joining First Command in 2021. First Command Advisory Services serves a diverse client base including individuals, high-net-worth clients, corporations, and charitable organizations through a multi-service platform that includes financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led, face-to-face financial coaching and offers structured, ongoing planning engagements tailored to individual client needs.

Michael Daly is a financial advisor at First Command Advisory Services with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with First Command in various capacities since 2005. Daly serves as a board member for Vet Partners, a nonprofit organization of veterinary practice consultants and professionals. First Command serves individual, high-net-worth, corporate, and charitable clients through financial planning, discretionary asset management, brokerage, insurance, and banking services. The firm emphasizes advisor-led planning relationships and offers structured, year-long engagements with ongoing financial coaching and model portfolio management.

Kenneth Neal Jr. is a financial advisor at Janney Montgomery Scott with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Janney since 2019, with prior roles at Bank of America and Merrill. Outside of finance, Neal serves as Chairperson of the Board of Directors for the Wayne County Chamber of Commerce and provides color commentary for local high school basketball and football games. Janney Montgomery Scott is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm offers a broad range of services including portfolio management, financial planning, and retirement plan consulting for individuals, high-net-worth clients, corporations, charities, and institutions.

Emily Pittman is a financial advisor at Janney Montgomery Scott with four years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Janney Montgomery Scott LLC is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutions, offering a wide range of services including portfolio management, financial planning, retirement plan consulting, and traditional brokerage through a multi-channel investment platform.

Lucas Krier is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and four years of industry experience. Prior to his financial career, he played football at Duke University from 2018 to 2021 and at North Carolina State University from 2014 to 2018. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2021. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to develop collaborative, goal-oriented plans.

Edward Spence is a financial advisor with Equitable Advisors in Smithfield, NC, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked at Equitable Advisors since 1999 and operates Spence Agency, LLC, focusing on health insurance. Spence also serves as a board member of the Eureka Planning Commission. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Thomas Daniels is a financial advisor with Ameriprise in Goldsboro, NC, holding a Series 63 designation and 40 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Daniels serves on the Board of Directors for the Goldsboro Family YMCA. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Matthew Schade is a financial advisor with Mass Mutual Investors Services, holding Series 63 and 65 designations and bringing 24 years of industry experience. His prior roles include positions at Hornor Townsend and Kent, Inc. and Penn Mutual Life Insurance Company. Outside of his advisory work, he serves as a board member for the Marlins of Raleigh swim team. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management to individuals, business owners, trusts, and nonprofit organizations. The firm provides collaborative, annual financial planning engagements using firm-approved tools and also offers specialized programs such as estate settlement and employer-sponsored planning.

Rodney Woodard is a Series 66-licensed financial advisor with Edward Jones, based in Goldsboro, North Carolina. He has 17 years of industry experience and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a network of more than 23,700 advisors and 15,100 branch offices nationwide.

Frank Fisher III is a CFP® with 32 years of industry experience, currently serving at RBC Capital Markets since 2008. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Fisher is involved in community and nonprofit activities, including serving as secretary of the Wrightsville West Homeowners Association board, chairing the Missions Committee at St James United Methodist Church, and participating in fundraising and outreach efforts through Kairos Prison Ministry International and the Vidant Cancer Care Campaign. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored strategies implemented through a combination of in-house and third-party managers, supported by RBC’s capital-markets capabilities and affiliated asset management resources.

Laura Strickland is a financial advisor with OSAIC, holding a Series 66 designation and bringing 23 years of industry experience. She has worked at Royal Alliance Associates, Inc. since 2002 and is also affiliated with Delano R. Hill & Associates, Inc./Team Financial Resources, Inc. since 1993. Outside of her advisory work, she is a managing partner in a row crop farming operation and serves on the board of the Wayne Community College Foundation. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm employs a structured investment process incorporating risk tolerance assessments and portfolio optimization tools, offering a broad range of investment products and advisory programs through a large network of financial advisers.

Grayson Hussey is a financial advisor at Edward Jones in Goldsboro, NC, holding a Series 66 designation with eight years of industry experience. Prior to joining Edward Jones in 2017, he worked at Norfolk Southern Corporation from 2011 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large nationwide network of advisors and branch offices, managing approximately $1.01 trillion in assets under management.

Marvin Brock is a financial advisor with OSAIC in Mount Olive, NC, holding Series 63 and Series 65 licenses and with 27 years of industry experience. He has been with Royal Alliance Associates, INC. since 2000. Outside of his advisory role, he serves as Vice President of TEAM FINANCIAL RESOURCES, INC. and as Statutory Agent for DELANO R HILL & ASSOCIATES, INC., both involved in the placement of life and disability insurance for clients. OSAIC Wealth, Inc. is a large SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm utilizes a structured investment process combining risk-tolerance assessments with advanced portfolio optimization tools and offers access to a wide range of investment products and third-party managers.

Eugene Smith is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 44 years of industry experience. He has worked at Cetera since 2021 and previously spent seven years with VOYA Financial Advisors. In addition to his advisory role, he owns and operates Pate & Smith Investment Group and works as an independent insurance agent. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, combining advisor-managed accounts with firm-sponsored and third-party managed solutions, along with retirement and fiduciary capabilities integrated into its broader institutional platform.

William Webber Jr. is a CFP® professional with 26 years of industry experience, currently serving at Edward Jones since 1999. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he serves on the boards of Wayne Preparatory Academy and the Boys & Girls Club of Wayne County in Goldsboro, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Scott Satterfield Jr. is a financial advisor with Edward Jones in Goldsboro, NC. He holds a Series 66 designation and began his advisory career with Edward Jones in 2025. Prior to joining Edward Jones, he held roles with local organizations, including interim pastor at Fremont OFWB Church and service on the Wayne County Chamber of Commerce. Outside of financial advising, he is involved with Bloom Development Group LLC, a real estate development business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates nationwide with a large network of advisors and branch offices and offers additional services such as trust and securities-based lending under a fiduciary standard.

Latonya Golson Ballard is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing two years of industry experience. She has worked at Wells Fargo Bank since 2018 and was previously employed at Morus Corp. Beauty World for 15 years. Outside of her advisory role, she co-owns a trucking logistics business with her spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

James Mills is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at 21st Century Financial Strategies, Edward Spencer Employee Benefits Group, Principal Securities Inc., and Principal Life Insurance Company. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non‑qualified deferred compensation plans, offering both discretionary and non‑discretionary advisory services. The firm’s approach is IPS‑driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Paul Murphy Jr. is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has worked with Prudential Insurance Company of America since 2009 and Pruco Securities, LLC from 2009 to 2024. Outside of his advisory work, he has been involved with Teamhome Buyer.Com since 2005 and Forest Hill Development, LLC since 1998. LPL Enterprise provides advisory services to individuals, retirement plans, charitable organizations, and corporate clients through a large network of investment adviser representatives. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs while also operating as a broker-dealer with affiliated insurance services.

Domenica Stuckey is a financial advisor with Mass Mutual Investors Services in Goldsboro, NC, holding Series 63 and Series 65 credentials and 15 years of industry experience. She has worked at MML Investors Services Inc and MassMutual Financial Group since 2010. Outside of her advisory role, she owns a property and casualty insurance business. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with planning engagements structured as annual, collaborative relationships that emphasize analysis of client goals and recommendations for investment categories and strategies.

Raymond Wickham III is a financial advisor with Mass Mutual Investors Services in Goldsboro, NC, holding Series 63 and Series 65 credentials and 13 years of industry experience. He previously worked at Hornor, Townsend & Kent, Inc. and Penn Mutual Life Insurance Company. Outside of his advisory work, he is the owner of Arbor P&C Insurance, a property and casualty insurance business. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual financial planning engagements using firm-approved software and delivers written recommendations, with optional implementation through separate brokerage or insurance arrangements.