Randall Scott West is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and 31 years of industry experience. His prior roles include positions at BB&T Securities, Bank of America, and Merrill. Outside of his advisory work, he serves as President of The Bethany West LLC, which manages a family church building used occasionally for community events. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment solutions combining model portfolios, third-party managers, and advisor-led asset allocation and fund monitoring.

William Taylor is a financial advisor with Truist Advisory Services in Williamston, NC, holding a Series 66 designation and six years of industry experience. He has worked at Truist Investment Services, Bank of America, and Merrill Lynch. Taylor serves as a board member of the Martin County Economic Development Corporation and as a trustee for Martin Community College. Truist Advisory Services is an SEC-registered investment adviser and a wholly owned subsidiary of Truist Financial, with approximately 2,455 advisors managing about $67.7 billion in assets. 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.

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.

Kasey Fletcher is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2017. Prior to his career in finance, Fletcher was employed by the Beaufort County Sheriff's Office from 2014 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors.

Ashley Woolard is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and has 21 years of industry experience. She has been with Edward Jones since 2004. 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 through a nationwide 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.