David Blain is a CFA® charterholder and holds a Series 65 license, with 22 years of experience in the financial advisory industry. He has been with BlueSky Wealth Advisors, LLC (formerly D.L. BLAIN & CO., LLC) since 1999. Outside of his advisory work, he owns Swift Creek Plantation LLC, a real estate holding and development company in New Bern, NC. BlueSky Wealth Advisors primarily serves individual clients, including high-net-worth individuals, as well as trusts, estates, and business entities. The firm manages approximately $850 million in discretionary client assets and focuses on strategic asset allocation with an emphasis on low-cost, tax-efficient investments, complemented by selective use of active managers.

Christie Bonacci is a financial advisor at BlueSky Wealth Advisors, LLC with six years of industry experience. She holds the PFS™ and Series 65 credentials. Prior to joining BlueSky in 2019, Christie worked at Deloitte & Touche, LLC and Marc Jessup Insurance Services. She is also an adjunct professor at UNC Kenan-Flagler Business School, where she teaches audit and assurance. BlueSky Wealth Advisors provides comprehensive financial planning and discretionary investment management primarily to individual clients, including high-net-worth individuals, as well as trusts, estates, and business entities. The firm manages approximately $850 million in discretionary client assets and employs a strategic asset allocation approach with a focus on low-cost, tax-efficient investments.

John Staton is a CFP® professional at BlueSky Wealth Advisors, LLC with two years of industry experience. Before joining BlueSky, he served in the United States Navy, Naval Special Warfare for 12 years and held roles at Equitable Advisors LLC, Atlas Polymer Engineering LLC, Carbon Arc, and Uber. BlueSky Wealth Advisors provides comprehensive financial planning and discretionary investment management primarily to individual clients, including high-net-worth individuals, as well as trusts, estates, and business entities. The firm manages approximately $850 million in discretionary client assets, focusing on strategic asset allocation with a mix of low-cost, tax-efficient investments and selective active management.

Tara Hughes is a financial advisor at Bluesky Wealth Advisors, LLC with 10 years of industry experience. She holds the PFS™ designation and Series 65 license. Prior to joining Bluesky Wealth Advisors in 2022, she worked at The Epiphany School of Global Studies and Altrius Capital Management. Bluesky Wealth Advisors serves individual clients, including high-net-worth individuals, as well as trusts, estates, and business entities, managing approximately $850 million in discretionary client assets. The firm emphasizes strategic asset allocation with a focus on low-cost, tax-efficient investments and offers comprehensive financial planning alongside discretionary investment management.

Ayasha Jones is a financial advisor at Bluesky Wealth Advisors, LLC in New Bern, NC, holding a Series 65 designation with seven years of industry experience. She has been with Bluesky Wealth Advisors since 2015. Bluesky Wealth Advisors provides advisory services primarily to individual clients, including high-net-worth individuals, as well as trusts, estates, and business entities. The firm manages approximately $850 million in discretionary client assets and offers comprehensive financial planning, discretionary investment management, and select tax preparation services.

Hillary Cross is a financial advisor at Cooper McManus with 16 years of industry experience. She holds the Series 66 designation and has worked at Cambridge Investment Research, Cooper Financial Group, and Securities America Inc. Outside of her advisory role, she owns a business focused on insurance, benefits, and human resources. Cooper McManus provides investment advisory and financial planning services to individuals, trusts, retirement plans, and businesses. The firm employs a tailored investment process that incorporates fundamental analysis and a variety of strategies and products, managing approximately $2.56 billion in discretionary assets.

Daniel Murphy is a financial advisor with Commonwealth Financial Network based in New Bern, NC. He holds Series 63 and Series 65 credentials and has 29 years of industry experience. Murphy has been with Commonwealth since 2009 and has managed Murphy Matza Wealth Management since 2013. He also serves as an elected Town Commissioner for Trent Woods, NC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides advisory programs, wealth management, retirement plan consulting, and back-office support, with a range of discretionary model portfolios and customizable investment solutions.

Adam Persky is a financial advisor with Eagle Strategies (New York Life) based in New Bern, NC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been associated with Eagle Strategies since 2014 and operates Legacy Private Client Services LLC. Outside of his advisory work, Persky serves on the boards of several local non-profits, including the Eastern Carolina Aviation Heritage Foundation and the New Bern Military Alliance, and volunteers as a pilot with the Civil Air Patrol. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.

Elevia Hearne is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 credentials and 17 years of industry experience. She has worked at Commonwealth Financial Network since 2011 and at Murphy Matza Wealth Management from 2013 to present. Hearne also engages in fixed insurance sales on a limited basis. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and services. The firm provides back-office support, technology, investment management, and compliance services to affiliated advisors who deliver customized portfolio solutions under Commonwealth’s supervision.

Susan Arnett is a CFP® professional with eight years of experience in the financial services industry. She is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at firms including Choreo, LLC and RSM US Wealth Management LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base that includes individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active managers, supported by quantitative and fundamental research, and offers a range of financial planning, asset management, and specialized retirement consulting services.

Joseph Matza Jr. is a CFP® professional with 28 years of industry experience, currently affiliated with Commonwealth Financial Network in New Bern, NC. He has been with Commonwealth since 2009 and leads Murphy Matza Wealth Management since 2013. Outside of his advisory work, he is a co-owner of The MME Group, Inc. and engages in Medicare product referrals. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors with a range of advisory programs and services, including wealth management and retirement plan consulting. The firm provides operations, technology, investment management, compliance, and practice-management support while allowing advisors discretion in constructing client portfolios from diverse securities and insurance products.

Michelle Neuhalfen is a financial advisor with Bankers Life Advisory Services, Inc. She holds a Series 66 designation and has six years of industry experience. She has worked with Bankers Life Securities since 2019 and Bankers Life & Casualty since 2016, where she also serves as a Unit Sales Manager responsible for recruiting and training insurance agents. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and ongoing portfolio management.

James Frevola is a financial advisor with Commonwealth Financial Network in New Bern, NC. He holds a Series 66 designation and has three years of industry experience. Prior to his advisory career, he served in the United States Navy for seven years. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services, including discretionary model portfolios, personalized indexing, and retirement plan consulting, supported by extensive operations, technology, and compliance infrastructure.

Larry Swinson is a financial advisor with Principal Financial Services in New Bern, NC, holding Series 63 and Series 66 credentials and 10 years of industry experience. His career includes roles at Bankers Life and Sound Investments and Wealth Management. Outside of his advisory work, he is a guitar player and singer in a classic rock band called The Wannabees. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, and active-duty military personnel. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

James Earle is a financial advisor with First Citizens Investor Services, Inc. in New Bern, NC, holding Series 63 and Series 66 credentials and 12 years of industry experience. He previously worked at The Prudential Insurance Company of America and PRUCO Securities, LLC. Earle serves as Vice President of the Creek Pointe Homeowners Association and is a board member of the Craven County Health Department. First Citizens Investor Services provides investment advisory and brokerage services to a diverse client base, including individuals, trusts, estates, and business entities. The firm uses a combination of risk- and outcomes-based asset allocation, discretionary management, and third-party managers, supported by technology-driven model portfolios and tax-aware services. Its affiliation with a bank holding company offers integrated banking resources and operational relationships distinct from many independent firms.

Alberto Rivera is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and six years of industry experience. His career includes roles at various Bankers Life entities since 2018 and prior self-employment from 2005 to 2018. He is also appointed with KFA through Bankers Life to write business for Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a mix of fundamental and technical analysis to guide investment decisions.

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.

Joanna Carr is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Edward Jones since 2010. She holds a Series 66 credential and is based in New Bern, NC. Outside of her advisory role, she is the president of the New Bern Business Referral Group, where she organizes and runs weekly meetings. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial services through a nationwide network of advisors and branch offices.

Bryson Farley is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has two years of industry experience and previously worked at MassMutual Life Insurance Co, Tom Gingrich State Farm, and several other companies. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved software for goal analysis and structured planning engagements.

Michael Bass is a financial advisor with Edward Jones in New Bern, NC, holding Series 63 and Series 66 licenses and over 31 years of industry experience. He has been with Edward Jones since 1994. Outside of advisory services, Bass is involved in commercial real estate holdings in New Bern and Charlotte. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Matthew Brubaker is a financial advisor with LPL Enterprise, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. LPL Enterprise provides advisory services through a large network of investment adviser representatives serving individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to Model Wealth Portfolios, and third-party asset management programs, combining discretionary and non-discretionary approaches with a broad set of securities and insurance products.

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.

Jordan Silver is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, he worked in engineering and construction roles from 2016 to 2021. Outside of his advisory work, he is a limited partner in a land ownership LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and solutions, supported by a large nationwide network of financial 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.

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.

Heather Retzler is a financial advisor at Edward Jones with four years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2017. Outside of her advisory role, she has worked in customer service at Publix Supermarkets since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 advisors.

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.

Ashley Paramore is a financial advisor at Edward Jones with 6 years of industry experience. She holds the CFP® and Series 66 designations. Prior to joining Edward Jones, she was involved in education for seven years and has experience with The Blue Crab Monograms and Gifts and Southside Farms. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering advisory programs with more than $1 trillion in assets under management supported by a nationwide network of financial advisors and branch offices.

Dale Elks is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. His prior work includes 13 years at Valmark Securities, Inc. He also operates an estate planning business as a 1099 contractor. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers a range of advisory services including financial planning, portfolio management, and retirement plan consulting, employing both model-based and individualized investment approaches.

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.

Katherine Dougherty is a financial advisor at Edward Jones based in New Bern, NC. She holds a Series 66 designation and has experience working within one of the largest wealth management firms in the United States. Edward Jones serves more than four million individual and institutional clients with a range of wealth management services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm reported approximately $1.01 trillion in assets under management and operates a nationwide network of over 23,000 financial advisors.

William Slack is a financial advisor with Edward Jones in New Bern, NC, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2025, he worked at First Command Insurance Services, First Command Advisory Services, and First Command Brokerage Services from 2021 to 2025. He served in the United States Marine Corps for 27 years. Outside of his advisory role, he manages rental properties. 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 with discretionary and non-discretionary strategies, supported by a nationwide network of over 23,000 advisors, and manages approximately $1.01 trillion in assets under management.

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.