John Harris is a financial advisor at Wells Fargo Clearing with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he manages family vacation property and inherited timberland holdings. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, delivering both discretionary and non-discretionary advice. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, offering a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Georgia Summers is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, she worked in education with Wilson Academy of Virtual Learning and Wilson County Schools. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios with a focus on systematic methodologies and long-term asset allocation.

Jeffrey Collins is a financial advisor with Equitable Advisors in Wake Forest, NC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Collins also operates a business under the name Legacy Wealth Strategies. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to execute client recommendations.

Leigh Anne Jackson is a financial advisor at Edward Jones with 15 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across the wealth spectrum as well as pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products through a nationwide network of financial advisors.

Carlos Martinez is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. Prior to joining Merrill, he worked at Bank of America, N.A. Since 2021, he has held various positions in different industries. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Mark Anthony is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he provides personalized financial guidance and investment strategies to clients. He holds the professional designation of Personal Investment Advisor (PIA), reflecting his expertise in managing client investment portfolios. Mark earned his bachelor's degree from East Carolina University.

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.

John Ausley is a Series 66 licensed financial advisor with Thrivent Investment Management, based in Wilson, NC, and has two years of industry experience. Prior to joining Thrivent, he spent four years at Wilson Christian Academy and four years at Pensacola Christian College. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on retirement, tax, estate, and other planning topics. The firm emphasizes holistic, goal-based analyses and maintains a separation between planning and managed-account services.

Gordon Davis is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in Wilson, North Carolina, where he has served clients for over 39 years. He specializes in areas including college education planning, divorce transition planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, special needs planning strategies, sports and entertainment, and retirement income. Gordon works closely with clients to develop personalized financial strategies tailored to their long-term goals. Gordon is a 1981 graduate of East Carolina University School of Business and holds the designation of Personal Investment Advisor (PIA). He has been a resident of Wilson, NC, for over 39 years and has been married to his wife, Helen, for 45 years. They have four grown sons. In addition to his professional work, Gordon is actively involved in community service, particularly ministry-oriented volunteering. He facilitates church services at baseball and softball tournaments through T.E.A.M. (Touch 'Em All Ministries) and has over 20 years of experience coaching baseball at various levels, from T-Ball to high school and American Legion.

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.

Philip Thompson is a Senior Financial Advisor with 46 years of service to Merrill Lynch Wealth Management. He joined Merrill in 1978 and focuses on providing personalized wealth management strategies tailored to clients’ long-term goals. His expertise includes liquidity management, personal retirement planning, portfolio management services, and retirement income. A native of North Carolina and Wilson, Philip holds a Bachelor's Degree from the University of North Carolina at Chapel Hill. He maintains the fiduciary standards of honesty, integrity, and putting clients' interests first, supported by his designation as a Personal Investment Advisor (PIA). Philip is also involved in his community, volunteering with First United Methodist Church. Outside of work, he enjoys basketball, football, music, reading, soccer, and spending time with his family.

Garrett Browder is a financial advisor with Edward Jones in Wilson, NC. He holds the Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked at Mangum's Transportation Solutions and held various roles in educational and sports organizations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

Katherine Bellamy is a financial advisor at Merrill with 18 years of industry experience. She holds a Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Wesley Brown is a Series 66-licensed financial advisor at Edward Jones with 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Bobby Moss Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at LPL Financial since 2010 and previously held roles at First South Bank and Crescom Bank. Moss is also involved with Moss, Moss & Fodor Investment Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by internal and third-party research.

Christopher Collins is a financial advisor with Edward Jones in Wilson, NC, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he owns recreational properties related to hunting and fishing. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and investment options. The firm is notable for its extensive retail advisor and branch network and affiliated capabilities beyond traditional advisory services.

Kenan De Roziere is a Financial Advisor with Merrill Lynch Wealth Management, currently based in Wilson, North Carolina. After spending more than a decade in New York, he returned to his hometown to join his father and the Homes Hill team. In this role, Kenan focuses on integrating all aspects of clients' financial lives to help prioritize and pursue meaningful goals. With experience rooted in fostering long-term client relationships, Kenan and the Homes Hill Group emphasize trust and one-on-one collaboration. He holds the Personal Investment Advisor (PIA) designation and earned his bachelor's degree from the University of North Carolina System. Kenan is proficient in both English and Spanish. Outside of his professional work, Kenan has interests in interior decorating, spending time with his family, tennis, and traveling.

Sarah Dixon is a financial advisor with Equitable Advisors in Rocky Mount, NC, holding a Series 66 designation and 18 years of industry experience. She has worked with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 2007. Dixon serves on the boards of trustees for Rocky Mount Academy and North Carolina Wesleyan University. Equitable Advisors provides financial planning, retirement-plan support, and asset management services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm utilizes a hybrid referral and implementation model, working with multiple third-party asset managers and offering both advisory and brokerage/insurance channels to clients.

Shanna Strickland is a financial advisor at Equitable Advisors with 16 years of industry experience. She holds a Series 66 designation and has been with Equitable Advisors since 2007, previously affiliated with Axa Advisors, LLC. Strickland 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 support, and access to asset management for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm employs a hybrid referral and implementation model, offering advisory and brokerage services through LPL programs and third-party asset managers.

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.