Samuel Furna is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining First Command, he served in the United States Army for seven years and has been involved with Furna Brothers Investments LLC since 2020. First Command serves a diverse client base, including individuals, high-net-worth clients, corporations, and charities, offering financial planning, discretionary asset management, brokerage, insurance, and banking products through affiliated entities. The firm emphasizes advisor-led planning relationships and uses a structured 12-month Tailored Professional Services engagement alongside discretionary Asset Management Solutions based on in-house portfolio management.

Bruce Fortin is a financial advisor with Edward Jones in Havelock, NC, holding the ChFC® and Series 66 designations. He has six years of industry experience and has been with Edward Jones since 2019. Prior to joining Edward Jones, he was involved with the Havelock Chamber of Commerce for three years. 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 and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Waynette Barnebee is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. She previously worked at Edward Jones for 14 years before joining Wells Fargo Clearing in 2022. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Karen Duvon is a financial advisor at OSAIC with 17 years of industry experience. She previously worked at Lincoln Financial Advisors from 2008 to 2025. In addition to her advisory role, she offers fixed and indexed annuities, long-term care insurance, and traditional life insurance products. OSAIC is a large investment advisory and broker-dealer firm serving individual investors, pension plans, corporations, and charitable organizations. The firm employs a range of investment strategies and platforms, supporting thousands of advisors and managing approximately $200 billion in assets.

Michael Sprague is a financial advisor at Edward Jones with 10 years of industry experience. He holds the ChFC® designation and the Series 66 license. In addition to his work at Edward Jones since 2015, he has served with the United States Marine Corps at Force Headquarters Group since 2012 and receives military retirement and disability income. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.