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.

Amy Hairr is a financial advisor with Credit Union Investment Services and holds Series 63 and Series 65 licenses. She has five years of industry experience and currently serves as a Trust Representative at Members Trust Company. In addition to her advisory roles, she is an author, having begun writing and publishing a book in November 2023. Credit Union Investment Services serves individual investors and trust clients in North Carolina, providing non-discretionary portfolio management and financial planning with a focus on low-cost, index-based mutual funds and ETFs. The firm operates as a salaried employee model within State Employees’ Credit Union and emphasizes client decision-making in implementing recommendations.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.