John Harris is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Outside of his advisory role, he is involved in managing family vacation property and inherited timberland holdings. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics from its investment institute and third-party sources.

Jeffrey Collins is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and offering 34 years of industry experience. He has been with Equitable Advisors since 1999 and previously associated with AXA Advisors, LLC. Collins also operates a separate business under the name Legacy Wealth Strategies. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and a variety of asset-management programs, using both proprietary tools and third-party managed account platforms.

Kevin De Bruhl is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2009. 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 and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Kelly Watson is a financial advisor at Edward Jones in Tarboro, NC, holding a Series 66 designation with 11 years of industry experience. She has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Alison Blodgett is a CFP® professional with 12 years of experience in the financial industry, currently serving at Edward Jones since 2013. She is a Series 66 license holder based in Tarboro, NC. Alison serves as a board member of the Edgecombe Charitable Foundation, a local philanthropic organization focused on building community assets through permanent endowments and grant-making. Edward Jones is a full-service wealth management firm with over 23,700 financial advisors serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, while providing fiduciary services and tax-efficient overlays.

Kristeena Beasley is a financial advisor with Edward Jones in Rocky Mount, NC, holding Series 63, 65, and 66 licenses and with 17 years of industry experience. She previously spent eight years at BB&T/Truist before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and over $1 trillion in assets under management, supported by a nationwide network of financial advisors and branch offices.

Carlton Turner is a financial advisor with RBC Capital Markets in Rocky Mount, NC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, he serves as trustee for family trusts related to his father's estate. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ risk profiles and utilizing both in-house and third-party investment managers.

Bobby Moss Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 32 years of industry experience. His work history includes positions at Crescom Bank, First South Bank, and Wells Fargo Clearing. He is also involved with Moss, Moss & Fodor Investment Group, an investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Sarah Dixon is a financial advisor at Equitable Advisors with 18 years of industry experience. She holds a Series 66 designation and has been with Equitable Advisors and its predecessor Axa Advisors since 2007. Dixon serves on the boards of Rocky Mount Academy and North Carolina Wesleyan University. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individual and institutional clients. The firm utilizes a range of advisory models delivered through third-party program sponsors and offers services including mutual funds, ETFs, separately managed accounts, and ERISA fiduciary services.

Megan Coggin is a financial advisor at Thrivent Investment Management with three years of industry experience. She holds the Series 63 and Series 66 licenses and previously worked at Fidelity Investments and First Carolina Bank. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering one-time or ongoing planning engagements focused on a broad range of topics without including implementation. The firm combines goal-based analyses with managed-account options under its WealthPlan billing program while maintaining separate planning and management services.

Shanna Strickland is a financial advisor with Equitable Advisors in Rocky Mount, NC, holding a Series 66 designation and 17 years of industry experience. She has been with Equitable Advisors and its predecessor, Axa Advisors, since 2007. Outside of her advisory role, she serves as President of NAIFA North Carolina and is a board member of the Nash UNC Healthcare Foundation. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a variety of advisory programs and third-party managers to tailor investment solutions based on clients’ risk tolerance and goals.

Nathan Lindeman is a financial advisor at Edward Jones with 20 years of industry experience. He has held Series 63 and Series 66 designations and has been with Edward Jones since 2014. Based in Rocky Mount, NC, Lindeman serves clients through one of the largest wealth management firms in the United States. Edward Jones serves more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, affiliated mutual funds, and tax-efficient services. The firm operates under a fiduciary standard and maintains a large national network of advisors and branch offices.

Russell Proctor IV is a financial advisor at Stifel with 12 years of industry experience and holds a Series 66 designation. He has been with Stifel since 2012. Outside of his advisory role, he serves on the Board of Directors for the Parkridge Lane Condominium Homeowners Association in Raleigh, NC. Stifel serves a broad range of clients, including individuals, institutional accounts, and municipal entities, providing brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group and includes fee-based financial planning and model asset allocations.

Clifford Joyner is a CFP®-designated financial advisor with Edward Jones in Nashville, NC, where he has worked since 2007. He has 18 years of industry experience. Outside of his advisory role, he is involved in several business ventures including partnerships in real estate and formerly served as president of a supermarket business that has since been sold. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a broad range of investment solutions and operates with a fiduciary standard, supported by a nationwide network of more than 23,700 financial advisors.

Andre Barnes Jr. is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked at Fidelity Investments and has a diverse background including roles in insurance and other industries. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of advisors and branch offices.

Angela Moss is a financial advisor at LPL Financial with 18 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Crescom Bank and First South Bank in North Carolina. Outside of her advisory work, she manages an inherited rental property through an agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Wesley Strandberg is a CFP® professional with 13 years of industry experience. He has worked at Stifel since 2021 and previously spent nine years with Edward Jones. Outside of his advisory role, he serves on the finance committee of St Andrew's Episcopal Church and holds board or advisory positions with several local nonprofit organizations, including the N.E.W. Salvation Army of Rocky Mount, Rocky Mount Little League Legacy Fund, and the DeLeon Carter Foundation. Stifel serves a broad range of clients, including individuals, institutional investors, and nonprofit entities, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, supporting clients in their financial decision-making.

Jonathan Colston is a financial advisor with Ameriprise in Rocky Mount, NC, holding Series 63 and Series 66 licenses and possessing 31 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service targeted at individuals near or in retirement with significant investable assets, providing written Recommendation Reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in delivering these services through a centralized consulting team, emphasizing managed accounts and algorithmic support in its recommendations.

Jennifer Purnell is a ChFC® and holds a Series 66 license with Edward Jones, where she has worked since 2007, accumulating 18 years of industry experience. She owns Complete Development International, a training and development business, and serves as a minister teaching Bible study at a local ministry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Marcus Osterhoudt is a financial advisor with Edward Jones in Nashville, NC, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he owns and manages rental properties and holds an inactive North Carolina real estate broker license. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, SMAs, and proprietary mutual funds, supported by a nationwide network of more than 23,700 advisors.