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.

Destaney Jones is a financial advisor at Credit Union Investment Services with one year of industry experience. Jones holds the Series 66 designation and has previously worked at Thermo Fisher Scientific, Winston Salem/Forsyth County Schools, and Winston Salem State University. Outside of advisory work, Jones serves as a life insurance agent with SECU Life Insurance Company and as a Financial Advisory Services Specialist at State Employees’ Credit Union. Credit Union Investment Services serves individual investors and trust clients in North Carolina, providing 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 salaried adviser representatives employed by the parent credit union.

John Collins is a financial advisor with IFG Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at IFG Advisory since 2014 and has been associated with LPL Financial since 2003. Collins also operates a non-variable insurance business under the name Collins Wealth Management. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm employs a comprehensive investment approach that integrates fundamental, technical, and cyclical analysis, utilizing in-house management, sub-advisors, third-party managers, and model portfolios to align assets with clients’ objectives.

Timothy Fail is a financial advisor with IFG Advisory, LLC and holds a Series 66 designation. He has six years of industry experience and previously worked at Wayne Memorial Hospital for sixteen years. Timothy provides investment advisory services through IFG Advisory, an independent registered investment advisor firm. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm offers comprehensive portfolio management and financial planning, utilizing a combination of fundamental, technical, and cyclical analysis in its investment process.

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.

Robert Talton Jr. is a financial advisor with Credit Union Investment Services, holding a Series 66 designation and nine years of industry experience. He has worked at Members Trust Company, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union, and previously at Edward Jones. Outside of his advisory roles, he serves as chairman of the North Johnston Middle School Parent Advisory Council. Credit Union Investment Services serves North Carolina residents, primarily individual investors and some trust clients, providing non-discretionary portfolio management and financial planning focused on low-cost, index-based funds and fixed-income products. The firm’s advisers are salaried employees of the parent credit union, and clients retain full decision-making authority over their investments.

Andrew Mc Knight is a financial advisor with Level Four Advisory Services. He holds Series 63 and Series 65 licenses and has been in the industry since 2024. Prior to joining Level Four Advisory Services in 2025, he worked at State Farm and has a background in education. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across 115 advisors. The firm serves a diverse client base with tailored financial planning, asset management, and retirement plan advisory services, utilizing both internal and third-party investment solutions.

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.

Jonathan Collins is a CFP® with 13 years of experience in the financial services industry. He is currently with Truist Advisory Services and Truist Investment Services, where he has worked since 2022. Prior to that, he held roles at Fifth Third Securities and BB&T in various capacities. Outside of his advisory work, he serves as treasurer for a nonprofit organization founded by his daughter that raises funds for local charitable causes. Truist Advisory Services is a large SEC-registered investment adviser and a wholly owned subsidiary of Truist Financial, with approximately 2,455 advisors and $67.7 billion in assets under management. The firm provides a range of services to individuals, corporations, retirement plans, and charitable organizations, offering both discretionary and non-discretionary investment solutions that combine model portfolios, third-party managers, and advisor-led asset allocation.

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.

James Maples is a financial advisor with First Command Advisory Services in Goldsboro, NC, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to his advisory role, he served 11 years in the United States Air Force and currently works as a maintenance supervisor in the United States Air Force Reserves. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage recommendations, and insurance and banking products. The firm emphasizes advisor-led planning relationships, structured 12-month financial coaching engagements, and a discretionary asset management program supported by an in-house investment team.

Mary Norman Hales is a financial advisor with Ameriprise, holding a Series 66 designation and five years of industry experience. She has worked at Ameriprise since 2019 and previously spent ten years with First In Families of NC. Outside of her advisory role, she serves as a councilwoman for the town of Kenly and is a board member of the Barton College Alumni Association, as well as the Community Outreach Coordinator for the Wilson Rotary. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement, using a centralized consulting team to deliver non-discretionary, research-driven recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

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.

Gerald Younge is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has worked at Truist Advisory Services and affiliated entities since 2018, including Bb&T Securities and BB&T Investments prior to the firm's transition to Truist. Truist Advisory Services is a large SEC-registered investment adviser with approximately 2,455 advisors and $67.7 billion in assets under management. 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.

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.

William Goggin is a financial advisor at First Command Advisory Services with seven years of industry experience. He holds the Series 66 designation and has served in the United States Air Force since 1997. His career includes roles at First Command Insurance Services, First Command Advisory Services, and First Command Financial Planning, all since 2019. First Command serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform offering financial planning, discretionary asset management models, brokerage recommendations, and insurance and banking products. The firm emphasizes advisor-led planning relationships and provides structured financial coaching through its Tailored Professional Services and Asset Management Solutions programs.