Virginia Rogers is a CFP® professional with experience at Edward Jones from 2022 to 2025 and currently serves as the sole advisor at Creekside Financial Planning, L.L.C., a firm she joined in 2025. She has no prior industry experience before 2022. Outside of her advisory role, she manages Seakeeper Enterprises LLC, a rental property business. Creekside Financial Planning is a fee-only registered investment adviser that provides investment management, comprehensive financial planning, and educational seminars to individuals and high-net-worth clients. The firm employs modern portfolio theory and tailored asset-allocation models combining passive and active mutual funds and ETFs, and emphasizes selecting and onboarding outside investment advisers for clients.

Michael Goodwin is a ChFC® credentialed financial advisor with Edward Jones in Belhaven, NC, where he has worked since 2006, totaling 19 years of industry experience. He serves as a board member for a local daycare, participating in fundraising and oversight activities. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, investment options, and affiliated financial services, supported by a nationwide network of approximately 23,701 advisors.

Alexandra Crespi is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and six years of industry experience. She previously worked at Lincoln Financial Securities and has been involved with Adams & Associates since 2018, where she serves as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations, offering financial planning, discretionary and non-discretionary portfolio management, and access to third-party sub-advisers through various account platforms.