John Perry is a financial advisor at Rockefeller Financial LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and Merrill. Perry is based in Rocky Mount, NC. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and also operates as a registered broker-dealer with capabilities in securities transactions, variable insurance products, placement, and investment banking services.

Justin Bunting is a financial advisor with OSAIC Institutions, INC. in Rocky Mount, NC, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has worked at Infinex Investments, Inc. since 2014. Additionally, he participates in a financial advisor referral program with Southern Bank. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering advisory and brokerage services through customized engagements. The firm’s approach includes both discretionary and predominantly non-discretionary asset management, with a focus on a broad range of investment solutions and extensive banking and credit union networks.

Robert Grady Jr. is a financial advisor at OSAIC Institutions, Inc. with four years of industry experience. He holds the Series 66 designation and has previously worked at First Citizens Investor Services, Securian Financial Services Inc, Minnesota Life, and Virginia Asset Management. OSAIC Institutions serves individuals—including high-net-worth clients—charitable organizations, corporations, and retirement plans. The firm offers a broad range of advisory and brokerage services through customized engagements, leveraging both fundamental and technical analysis, third-party managers, and alternative investment platforms.

Faye Sprye is a financial advisor at Davenport & Company LLC with 39 years of industry experience. She holds Series 63, Series 65, and Series 66 designations and has been with Davenport since 2000. Outside of her advisory work, she serves as an executive board member and fundraising chair for United Community Ministries, a nonprofit organization in Rocky Mount, NC. Davenport & Company LLC is a privately held, employee-owned firm that provides investment management and brokerage services to individual and institutional clients, including banks, pension plans, trusts, and nonprofits. The firm offers a variety of investment strategies and financial planning services delivered through separately managed accounts, mutual funds, ETFs, and retirement solutions.

Kevin De Bruhl is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Kelly Watson is a financial advisor at Edward Jones in Tarboro, NC, holding a Series 66 designation with 11 years of industry experience. She has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Alison Blodgett is a CFP® professional with 12 years of experience in the financial industry, currently serving at Edward Jones since 2013. She is a Series 66 license holder based in Tarboro, NC. Alison serves as a board member of the Edgecombe Charitable Foundation, a local philanthropic organization focused on building community assets through permanent endowments and grant-making. Edward Jones is a full-service wealth management firm with over 23,700 financial advisors serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, while providing fiduciary services and tax-efficient overlays.

Andre Barnes Jr. is a financial advisor at Edward Jones in Tarboro, NC, with three years of industry experience. He holds a Series 66 designation and has prior experience at Fidelity Investments and several other firms across different industries. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a wide range of advisory programs. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Jennifer Purnell is a ChFC® and holds a Series 66 license with Edward Jones, where she has worked since 2007, accumulating 18 years of industry experience. She owns Complete Development International, a training and development business, and serves as a minister teaching Bible study at a local ministry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Matthew Thompson is a CFP®-designated financial advisor with Edward Jones in Tarboro, NC, and has six years of industry experience. He has worked at Edward Jones since 2017. Outside of advising, he is involved in sports management as a game official for the North Carolina High School Athletic Association. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated financial services, supported by a large nationwide network of advisors and branch offices.

Ricky Thompson is a financial advisor with Edward Jones in Tarboro, NC, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1986. Thompson serves on the Board of Trustees for Edgecombe Community College. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets with a large nationwide network of financial advisors and branch offices.