James Buckman IV is a financial advisor with Geneos Wealth Management, Inc. in Greenville, NC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been associated with both Buckman Investments LLC and Geneos Wealth Management since 2008. Outside of his advisory role, he is involved as an independent representative with various insurance carriers for fixed products. Geneos Wealth Management serves a diverse client base, including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, employing a range of analytic strategies and discretionary trading, with options for both customized portfolios and third-party managed accounts.

James Taunton is a CFP® and ChFC® with 35 years of industry experience. He is affiliated with Geneos Wealth Management, Inc. and has been with the firm for 20 years, also operating Taunton Financial since 2016. In addition to his advisory work, he serves as an industry expert witness. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations through financial planning, investment advisory, and brokerage services. The firm’s investment process involves continuous account monitoring, discretionary trading, and a variety of analytic and strategic approaches tailored to client needs.

Jameson Taunton is a financial advisor with Geneos Wealth Management, Inc. in Greenville, NC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been associated with Geneos Wealth Management since 2014 and operates Taunton Financial. Geneos Wealth Management serves a diverse client base, including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a range of analytic approaches and investment strategies, combining discretionary trading authority with continuous account monitoring.