Charles Foss is the principal and sole advisor at Foss Wealth Management, Inc. in La Grange, North Carolina, with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Gradient Investments, LLC since 2015. In addition to his advisory role, Foss serves as president and insurance agent at The Foss Agency, Inc., where he spends more than half of his professional time. Foss Wealth Management, Inc. is a small independent firm providing personalized financial planning and consulting primarily to high-net-worth individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm does not manage client assets directly but evaluates client needs and places assets with third-party money managers, delivering advice through consultations and written financial plans with fixed or hourly fees.

Boman Richardson is a financial advisor with Credit Union Investment Services in Kinston, NC, holding Series 63 and Series 65 licenses and 19 years of industry experience. His career includes roles at Wells Fargo Advisors, Wachovia Bank, and currently at Members Trust Company and State Employees' Credit Union. He also serves as a Financial Advisory Services Specialist at State Employees' Credit Union and as an agent for SECU Life Insurance Company. Credit Union Investment Services primarily serves individual investors in North Carolina, offering non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm emphasizes low-cost, index-based mutual funds and ETFs along with fixed-income products, providing recommendations while clients retain final decision-making authority.

Aaron Futral is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked with Members Trust Company since 2017 and has been affiliated with Credit Union Investment Services, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union since 2013. In addition to his advisory role, he serves as a Financial Advisory Services District Manager at State Employees' Credit Union and acts as an agent for SECU Life Insurance Company. Credit Union Investment Services serves individual investors and trust clients in North Carolina, offering 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, with adviser representatives as salaried employees of the parent credit union.

Michael Spears is a financial advisor with Commonwealth Financial Network in Kinston, NC, holding Series 63 and Series 65 designations and 30 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2019 before joining Commonwealth and Crossbridge Financial Group in 2019. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services including wealth management and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors who manage client portfolios using a variety of securities and insurance products.

Mark Conway is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 33 years of industry experience, including 24 years at Intersecurities, Inc. and 10 years with Cambridge. Outside of his advisory work, he manages an independent insurance agency and serves as broker-in-charge of a residential and commercial real estate firm. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and a range of investment strategies.

Justin Hardee is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked in various capacities within Wells Fargo entities since 2014. Outside of his advisory role, Hardee holds ownership interests in several real estate-related business ventures in Greenville, NC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services, including specialized planning for business owners, sports and entertainment professionals, and clients with unique needs. The firm uses proprietary research and tools to develop tailored recommendations, with clients deciding how to implement them.

Matthew Malone is a financial advisor at Edward Jones in Kinston, NC, holding CFP® and Series 66 designations with 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large nationwide network of advisors and branch offices.

Matthew Worthington is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and four years of industry experience. He has worked at multiple firms, including First Citizens Investor Services and Securian Financial Services Inc. Outside of advising, Worthington is an independent insurance agent affiliated with various insurance companies. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and a range of investment strategies implemented through major custodians.

Mark Conway Jr. is a CFP® with 55 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2016 and previously spent 25 years at Transamerica Financial Advisors, Inc. Outside of his advisory role, he owns and operates several businesses related to real estate and insurance in Kinston, NC. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a network of independent Financial Professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing a variety of account platforms and investment strategies.

Justin Tart is a CFP® with 21 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. since 2017. Prior to this, he worked at Wells Fargo Advisors from 2009 to 2017. Outside of his advisory role, he is a partner in GoodBodies 24/7 Fitness Inc. and president of Tart Holdings, LLC, which operates as a support company. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing advisory and implementation support rather than discretionary management.

Thomas Stroud Jr is a financial advisor with Wells Fargo Advisors in Kinston, NC, holding a Series 66 designation and bringing 10 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors, LLC. He serves on the boards of two condominium homeowners associations, providing governance and maintenance oversight. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, delivering tailored recommendations through a broad menu of planning options supported by Wells Fargo’s research and planning tools.

Tracy Monk is a financial advisor with Primerica Advisors in New Bern, NC, holding Series 63 and Series 65 licenses and having 32 years of industry experience. She has been with Primerica Advisors since 1993 and with Primerica Financial Services since 1992. In addition to advisory work, she is involved in non-investment activities including referrals for home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers, delegates trading responsibilities to BNY Mellon Advisors, and uses a tiered wrap fee structure.

Anna Smith is a financial advisor with Edward Jones in Kinston, NC, holding a Series 66 designation and 12 years of industry experience. She has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,000 advisors. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and manages approximately $1.01 trillion in assets under management.

Jeffrey Davis is a CFP®-designated financial advisor with Edward Jones, based in Kinston, NC, and has 42 years of industry experience. He has been with Edward Jones since 1984. Outside of his advisory role, he owns a gym business in Kinston, NC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and advisory services supported by a large nationwide network of advisors and branch offices.

Milton Warner is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Wells Fargo and its affiliates since 2009. Outside of his advisory role, he serves on the Coral Bay Ridge Homeowners Association board in Emerald Isle, NC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services. The firm provides tailored recommendations supported by extensive research and planning tools, covering areas such as retirement, education, and business-owner transition planning.

David Hood is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked extensively within Wells Fargo-affiliated firms since 2009. Outside of his advisory role, he co-owns Hood Investments LLC with his spouse. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning solutions supported by Wells Fargo research and tools, delivering tailored recommendations through a network of financial advisors.

Saryn Keller is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses. She began her career in financial services in 2024 and joined Primerica Advisors in 2025. Prior to this, her work experience includes roles in healthcare, education, and nonprofit organizations. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and manages models using a tiered wrap-fee structure.

Zachary Goins is a Series 66 licensed financial advisor with seven years of industry experience, currently working at Wells Fargo Advisors since 2024. His prior experience includes roles at Wells Fargo Clearings Services, LLC, Western & Southern Life Insurance, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Sia Group. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using Wells Fargo research and tools, with tailored recommendations delivered through meetings and client summaries.

Tammy Malone is a Series 66-licensed financial advisor with Edward Jones in Kinston, NC, with nine years of industry experience. She has worked at Edward Jones since 2016 and was previously employed by Wayne County Public Schools from 2007 to 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a network of more than 23,700 financial advisors nationwide.

Mackenzie De Vane is a financial advisor at Edward Jones with seven years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2013. Outside of her advisory role, she is an owner of a residential rental property business, DeVane Properties LLC, located in Raleigh, NC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including wrap fee strategies and separately managed accounts, supported by a large network of financial advisors and branch offices nationwide.

Mary Wehrle is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has worked at Primerica Advisors since 2015 and has prior experience at Sloan Delaney PC and Liberty Tax Service. Wehrle has also been associated with UNC Wilmington and Syracuse University in various roles. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-driven strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.