James Frevola is a financial advisor at Commonwealth Financial Network with four years of industry experience. He previously served seven years in the United States Navy and has worked at Murphy Matza Wealth Management since 2022. He holds the Series 66 designation. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing about $212.7 billion in client assets. The firm offers a range of adviser-support services including managed-account programs, access to third-party asset managers, and custody and clearing services.

Larry Swinson is a financial advisor with Principal Financial Services in New Bern, NC, holding Series 63 and Series 66 credentials and 10 years of industry experience. His career includes roles at Bankers Life and Sound Investments and Wealth Management. Outside of his advisory work, he is a guitar player and singer in a classic rock band called The Wannabees. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, and active-duty military personnel. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

Timothy Fields is a financial advisor at Empower Advisory Group with two years of industry experience. He holds the Series 66 designation and has previously worked at Equitable Advisors, LLC, Truist Bank, Wells Fargo Bank, NA, and PNC Bank NA. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders, using an integrated service model linked to Empower’s recordkeeping and administrative platforms.

David Wilkins is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Truist Advisory Services. His prior experience includes roles at Wells Fargo Advisors LLC and Wachovia Bank, N.A. He is based in New Bern, NC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools to support its investment approach.

Timothy Garrett is a CFP® with 14 years of industry experience, currently serving at Truist Advisory Services. His prior roles include positions at Truist Investment Services and BB&T entities. Outside of his advisory work, he owns and manages concrete business equipment and commercial real estate through his LLC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Kayla Goins is a financial advisor with Truist Advisory Services, holding a Series 66 designation and four years of industry experience. She has worked at Truist Investment Services, Inc. since 2021 and was previously with BB&T/Truist from 2016 to 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations, utilizing a mix of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Kathryn Giles is a financial advisor with Truist Advisory Services in New Bern, NC, holding a Series 66 designation and nine years of industry experience. She has worked at Truist and its predecessor entities since 2016. Giles serves as secretary on the board of the CarolinaEast Foundation, supporting the local hospital’s charitable activities. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary approaches, using third-party platforms and manager relationships, with a notable level of inter-affiliate integration across its related entities.

Alberto Rivera is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 65 and Series 63 licenses and six years of industry experience. He has worked in various roles within Bankers Life and its affiliated entities since 2018, following 13 years of self-employment. Rivera is also appointed as an agent with KFA through Bankers Life, allowing him to write business for Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. serves mass‑affluent and high‑net‑worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm uses a blend of fundamental, technical, and cyclical analysis to create customized asset allocations, operating under the parent company CNO Financial Group and often working with affiliated broker-dealer and insurance entities.

Michael Wille is a financial advisor with Truist Advisory Services in New Bern, NC, holding a Series 66 designation and bringing 20 years of industry experience. His career includes positions at Truist Investment Services and BB&T, as well as prior roles with Wells Fargo Advisors and Wachovia Bank. Outside of his advisory work, he manages a rental real estate LLC with his wife. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and third-party manager selection through the AMC Advantage program. The firm combines discretionary and non-discretionary manager arrangements, supported by AI-enabled research tools and integrated inter-affiliate service offerings.

Joanna Carr is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Edward Jones since 2010. She holds a Series 66 credential and is based in New Bern, NC. Outside of her advisory role, she is the president of the New Bern Business Referral Group, where she organizes and runs weekly meetings. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial services through a nationwide network of advisors and branch offices.

Bryson Farley is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and two years of industry experience. His prior work includes roles at Tom Gingrich State Farm, Kurtis Chevrolet, Williams Hardware, and Lost Treasure Golf & Raceway. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm uses technology-driven analysis tools and offers event-driven planning programs such as divorce and estate-settlement planning.

Thomas Southern is a ChFC® with 47 years of experience in the financial services industry. He has been with Mass Mutual Investors Services since 1983 and with Massachusetts Mutual Life Insurance Company since 1982. Southern is based in New Bern, NC. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs a collaborative, annual planning process utilizing firm-approved software and offers various specialized planning programs.

Michael Bass is a financial advisor with Edward Jones in New Bern, NC, holding Series 63 and Series 66 licenses and 32 years of industry experience. He has been with Edward Jones since 1994. Outside of his advisory role, Bass is involved in managing commercial and rental real estate properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers various investment advisory strategies and related services, managing approximately $1.01 trillion in assets with a large nationwide advisor and branch network.

Matthew Brubaker is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has 18 years of industry experience, including nine years at Wells Fargo Clearing and seven years at Wells Fargo Advisors. He is also involved in non-variable insurance activities in New Bern, NC. LPL Enterprise serves a diverse range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional investors. The firm offers financial planning, advisory and brokerage services, and access to model portfolios and third-party asset managers through an integrated platform that also includes insurance products and collateralized lending programs.

Christopher Richey is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. Prior to joining Raymond James in 2025, he spent 17 years at Commonwealth Financial Network. Outside of advising, he is the owner of Sit and Spin, LLC, a limited liability company established for vehicle ownership shared with friends. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and utilizes various analytical tools to support client goals, while also providing unique services such as municipal advising and SIMPLE IRA Employer Advisory & Consulting Services.

Ashley Irizarry is a financial advisor at Raymond James Financial with 13 years of industry experience. She holds a Series 66 designation and has worked with Signature Wealth Group since 2018. Irizarry serves on the Craven Community College Foundation Board as Chair of the Budget and Audit committee and participates in the Executive leadership committee. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through unique affiliations and specialized advisory programs.

Angie Moran is a financial advisor at Edward Jones with 12 years at the firm and three years of industry experience. She holds the Series 66 designation and is based in New Bern, NC. Outside of her advisory work, she owns a rental property managed by a third party. Edward Jones is a wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and products, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Bruce Fortin is a financial advisor with Edward Jones in New Bern, NC, holding the ChFC® designation and Series 66 license. He has seven years of industry experience, all with Edward Jones since 2019. Prior to that, 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Ashley Carpenter is a financial advisor at Edward Jones in New Bern, NC, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2023, Carpenter worked at Eastern Dermatology and has experience in early childhood education at First Presbyterian Preschool. 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 with a nationwide network of financial advisors and branch offices, offering a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Charles Knisley is a Series 66-credentialed financial advisor with Edward Jones in New Bern, NC, having accumulated two years of industry experience. His prior work includes roles at Sheep Co. and Steven N. Long at Law, P.C. before joining Edward Jones. 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 options supported by a nationwide network of more than 23,700 advisors.