Curtis Cone is a financial advisor with CONE ADVISORY GROUP, INC., holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at AlphaStar Capital Management, Symmetry Partners, and The Journeys Group. Outside of advisory work, he is a licensed insurance agent and manages several real estate-related business entities. CONE ADVISORY GROUP, INC. is a state-registered advisory firm serving individual clients, high-net-worth individuals, and pension/profit-sharing plans. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting services, primarily using model portfolios and third-party money managers.

George Pate is a CFP® and Series 65 licensed financial advisor with six years of industry experience. He has been with The Journeys Group, Inc. since 2018 and previously worked at Wake Forest Baptist Health. Outside of his advisory role, he is a licensed insurance agent selling life insurance and annuities. The Journeys Group, Inc. provides investment supervisory services, financial planning, and third-party money manager referrals for individuals, pension and profit-sharing plans, and business entities. The firm manages approximately $63 million in non-discretionary assets, emphasizes cyclical analysis with regular portfolio reviews, and operates with a small team from a single office.

Curtis Cone is a financial advisor at Cone Advisory Group, Inc. with one year of industry experience. He holds a Series 65 designation and has been associated with Cone Advisory Group since 2018. Prior to his advisory career, he worked at Skylight Inn BBQ and studied at East Carolina University. Cone Advisory Group, Inc. is a state-registered advisory firm serving individual clients, high-net-worth individuals, and pension or profit-sharing plans. The firm offers portfolio management, financial planning, and consulting services, primarily using model portfolios and third-party money managers.

George Pate Jr. is a CFP® and ChFC® with 24 years of industry experience, currently serving as a managing partner at The Journeys Group, Inc. in Winterville, NC, where he has worked since 2009. He previously worked at AlphaStar Capital Management, LLC. Outside of his advisory role, he is involved in managing an aquatic facility for swimming and scuba through Aquatic Campus, LLC. The Journeys Group, Inc. provides investment supervisory services, financial planning, and referrals to third-party money managers for individuals and business entities. The firm manages approximately $63 million in non-discretionary assets and operates with a small team, emphasizing documented client goals, cyclical investment analysis, and regular portfolio reviews.

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.

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.

Kendrick Whitehurst is a financial advisor at First Citizens Asset Management, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several related firms, including Truist Investment Services and BB&T Bank. Whitehurst serves on the Board of Directors for the East Carolina University Alumni Association. First Citizens Asset Management provides investment advisory and sub-advisory services to individuals, trusts, corporations, institutional accounts, and municipal entities. The firm manages approximately $167 million through a multi-team platform and offers global, multi-asset model portfolios with dynamic asset allocation and ongoing monitoring.

Miranda Shelp is a financial advisor at First Citizens Investor Services, Inc. with seven years of industry experience. She holds the Series 63 and Series 66 credentials and has worked previously at B B & T Bank and First Citizens Bank. She also has a concurrent role at Pitt Community College. First Citizens Investor Services, Inc. provides investment advisory and brokerage services to a diverse client base, including individuals, trusts, estates, charitable organizations, pension plans, and business entities. The firm combines risk- and outcomes-based asset allocation with fundamental, quantitative, and technical analysis, offering both discretionary and non-discretionary management alongside tax-aware services and automated model portfolios.

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.

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.

Byron Dechellis is a financial advisor with First Citizens Investor Services, Inc., holding Series 63, 65, and 66 licenses and bringing over a decade of experience in the financial industry. His career includes roles at Wells Fargo Mortgage and Oxbird prior to joining First Citizens. First Citizens Investor Services, Inc. offers investment advisory and brokerage services to a diverse client base, including individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm provides a wide range of portfolio management and financial planning solutions, utilizing both internal and third-party portfolio managers and combining banking, brokerage, and insurance services.

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.

Ryan Riedel is a financial advisor at D.A. Davidson & Co. with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Truist Advisory Services, Truist Investment Services, and Santander Securities. Prior to his financial services career, he was employed at Bass Pro Shops. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, and charitable organizations. The firm provides ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards and incorporating both qualitative and quantitative investment analysis.

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.