Adrianna Winslow is a financial advisor with Credit Union Investment Services in Edenton, NC, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. She has been associated with Credit Union Investment Services since 2016 and serves as a Financial Advisory Services District Manager at State Employees' Credit Union, where she provides financial services to eligible members. Winslow also holds roles with SECU Life Insurance Company and Members Trust Company. Credit Union Investment Services primarily serves individual investors in North Carolina with 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.

Angela Futrell is a financial advisor with OSAIC Institutions, INC. She holds Series 63 and Series 65 licenses and has 21 years of industry experience. Her work history includes roles at infinex Investments, Inc. since 2011 and Southern Bank & Trust since 2009. Osaic Institutions serves individuals, charitable organizations, corporations, and retirement plans with advisory and brokerage services tailored through customized engagements. The firm offers a range of solutions including financial planning, ERISA plan services, access to alternative investments, and lending and cash-management options, primarily delivered through a network of investment adviser representatives.

Patricia Respess is a financial advisor with OSAIC Institutions, INC., holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. Her career includes long tenures at BB&T and its affiliated entities, as well as current roles at Southern Bank and Trust and Infinex Investments, Inc. Outside of her advisory work, she serves as a Vice President and Community Banker at Southern Bank. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by providing a range of advisory and brokerage services, including financial planning, ERISA plan services, alternative investments, and lending solutions. The firm’s approach involves a network of investment adviser representatives who utilize both fundamental and technical analysis, with a distinctive focus on predominantly non-discretionary assets.

Blaklee Wolfe is a financial advisor with OSAIC Institutions, INC. in Windsor, NC, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining OSAIC Institutions, Wolfe worked at Southern Bank and Trust and held roles with Credit Union Investment Services, Secu Brokerage Services, and Capital Investment Group Inc. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services through customized engagements and access to alternative investments via the CAIS platform. The firm is notable for its predominantly non-discretionary assets and its dual broker-dealer/adviser status, supported by extensive banking and credit union networks.

William Whichard is a financial advisor at Wells Fargo Advisors with 38 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at various Wells Fargo entities since 2009. Outside his advisory role, he is involved in wealth management through a 50% ownership in Whichard Woolard & Mitchell Wealth Management in Elizabeth City, NC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and uses proprietary research and tools to develop tailored recommendations, with clients deciding on implementation through various brokerage or advisory programs.

Kraig Osborne is a financial advisor with Edward Jones in Edenton, NC, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he assists his two sons in their watch buying and selling business and coaches high school wrestling, donating his coaching compensation to the wrestling boosters fund. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and maintains a large national network of financial advisors and branch offices.

Adam Clough is a financial advisor with Edward Jones in Windsor, NC, holding a Series 66 designation and seven years of industry experience. He has worked at Edward Jones since 2018 and has previous experience at Powell and Stokes and Campbell University. Outside of advising, he holds a license with Bill Clough Ford, a car dealership, though he is not involved in its operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,000 advisors, offering a range of advisory programs, separate managed accounts, and affiliated mutual funds under a fiduciary standard.

Thomas Roll is a financial advisor with Wells Fargo Advisors in Merry Hill, NC, holding a Series 66 credential and 12 years of industry experience. He has been associated with Wells Fargo in various capacities since 2013. Outside of his advisory work, he is involved in art creation and studio maintenance through a jointly owned business and serves as a director of a family foundation. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutions, offering a broad range of planning options that include cash-flow, retirement, education, and specialized services such as business-owner transition and special-needs planning. Advisors use Wells Fargo research and tools to deliver tailored recommendations, with clients choosing how to implement them through the firm's brokerage or advisory programs.

Lisa Roll is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. She has been with Wells Fargo Advisors and its affiliated entities since 2009. Outside of her advisory role, she is involved in making and selling art through a business she co-owns with her spouse and serves as president of a family foundation. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including retirement, education, and business-owner transition planning, using proprietary research and tools to develop tailored recommendations.