Jason Taylor is a financial advisor at Raymond James Financial with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Raymond James Financial Services, Inc. since 2001. Outside of his advisory role, he is the owner of J. Taylor Investments, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports a broad advisor network with specialized municipal and public finance services.

Lesia Mc Kenzie is a CFP® and holds a Series 66 license, with 15 years of industry experience. She has been with Edward Jones since 2010. Outside of her advisory role, she is involved in real estate through McKenzie Holding LLC and co-ownership of a property management venture in St. Thomas, VI. 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 services, including discretionary and non-discretionary managed solutions, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Stanley Coats II is a financial advisor with Raymond James Financial and holds Series 63 and Series 65 licenses. He has 26 years of industry experience and has been associated with Raymond James in various capacities since 1999. Outside of his advisory role, he and his wife own and breed horses, occasionally earning income from shows and sales. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm emphasizes tailored, non-discretionary planning using analytical tools to support client goals and serves a broad client base including high-net-worth individuals and pension plans.

Jake Coffee is a Benefits & Planning Consultant in Executive Services at Fidelity Investments, a position he has held since 2025. He began his career at Fidelity Investments in 2021 as an Investment Solutions Representative I, II, and III, gaining experience until 2025. Prior to joining Fidelity, Jake worked as a Banker at PNC Bank in 2021 and as a Financial Services Representative at State Employees Credit Union from 2020 to 2021. Jake holds an Arkansas Insurance License and focuses on providing comprehensive and personalized financial planning and guidance. His approach involves understanding each client's unique needs and circumstances to support them in working toward their financial goals and aspirations. Outside of his professional role, Jake enjoys family activities, golf, movies, reading, and running.

Jeffrey Navarro is a CFP® and holds a Series 66 license with 16 years of industry experience. He 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 manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Adam Ward is a Financial Consultant at Fidelity Investments, where he has been serving since 2023. Prior to this role, he worked as a Planning Consultant at Fidelity Investments from 2021 to 2023. Before joining Fidelity, Adam was a Senior Financial Services Officer at State Employees' Credit Union from 2016 to 2021. Adam focuses on comprehensive financial planning tailored to clients' goals. He works closely with clients to provide education and recommendations on appropriate strategies and helps them adjust their plans in response to life's changes. His approach involves identifying the purpose behind clients' assets and utilizing Fidelity's offerings to build effective financial plans. Outside of his professional responsibilities, Adam enjoys family activities, social events with friends, golf, music, outdoor adventures, and tennis.

Gentry Buchan is a Financial Advisor with the BTE Group at Merrill Lynch Wealth Management in Wilson, North Carolina. She works closely with individuals and families, focusing on personalized financial guidance to help clients navigate complex financial decisions. She specializes in areas including retirement planning, wealth preservation, multi-generational strategies, college education planning, tax minimization, and values-based investing. Gentry is recognized as a member of the Forbes Best-in-State Wealth Management Teams list in 2025, reflecting her dedication to client-focused service and professional excellence. Gentry holds a Bachelor's degree from Montreat College and an MBA in Strategic Leadership and Organizational Development from Barton College. She holds the designation of Personal Investment Advisor (PIA). Outside of her advisory role, she is engaged in community organizations such as the Dress for Success Advisory Board and Friends of the Wilson County Public Library, as well as contributing to Barton College. She lives in Wilson with her husband Sanborn, their son Thomas, and their three Labrador Retrievers. Her approach to financial planning centers on collaboration with clients to create strategies aligned with their unique goals and values. Gentry balances her professional commitments with personal interests including antiquing, baseball, reading, swimming, yoga, and spending time with her family.

Aurea Wangerien is a financial advisor at LPL Financial with 39 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Edward Jones for seven years before joining LPL Financial in 2017. Wangerien is also involved in non-variable insurance as a side business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Michael Mullins is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, he worked at Stericycle and Shred-It. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Tracy Harrison is a Series 66 licensed financial advisor with Edward Jones, based in Smithfield, North Carolina, and has eight years of industry experience. She has been with Edward Jones since 2016. Outside of her advisory role, she is the owner of a building management business in Clayton, North Carolina. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Jake Wetherington is a financial advisor with Ameriprise Financial Services and holds a Series 66 designation. He has been with Ameriprise since 2020. Prior to his advisory role, he worked in cleaning services and education. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Jacob Davis is a Wealth Management Advisor at Merrill Lynch Wealth Management, serving individuals and businesses primarily in the Wilson and Raleigh area of North Carolina. He focuses on providing a comprehensive approach to investment management and retirement planning, aiming to help clients develop and implement personalized financial strategies. His areas of expertise include retirement planning, portfolio and investment management, succession and estate planning, home mortgage lending, family planning services, and institutional retirement plans for businesses. Prior to joining Merrill Lynch, Jacob had a ten-year career as a commercial real estate lender with Truist and Fulton Bank. He holds a degree in Business Administration with a concentration in Finance from East Carolina University. Jacob has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is also a member of The Greater Wilson Rotary Club. Outside of his professional responsibilities, Jacob resides in Wilson, North Carolina, with his wife Danielle. He enjoys baseball, cooking, fishing, football, golfing, racquetball, reading, softball, tennis, and traveling, and he values spending time with friends and family.

Albert Faber is a CFP®-designated financial advisor with LPL Financial in Kenly, NC, bringing 40 years of industry experience. He has been with LPL Financial and its predecessor entities since 2007. Outside of his advisory role, he is involved in senior marketing sales for Medicare Supplement products through multiple agencies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations via a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Kenneth Hill is a Wealth Management Advisor at Merrill Lynch Wealth Management with a career in financial services that began in 1983. He joined Merrill Lynch in 1998 after a career in private banking. Ken focuses on building sustainable lifetime income streams and risk management strategies tailored to clients' needs. His expertise includes liability management, insurance, alternative investment strategies, and overseeing his team's client service model. As a specially qualified Senior Portfolio Manager, Ken constructs and manages personalized investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment options. He manages portfolios on a discretionary basis within the Firm's Investment Advisory Program and may manage assets for clients of other Merrill Advisors after meeting additional requirements. Ken holds a bachelor's degree in business administration from the University of North Carolina at Chapel Hill. He has earned several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP®), CERTIFIED PRIVATE WEALTH ADVISOR® (CPWA®), and Chartered Retirement Planning Counselor™ (CRPC™). Ken has served in various community leadership roles, such as president of the Wilson Rotary Club and chairman of the board of trustees of Greenfield School. He also volunteers in economic development focused on the revitalization of downtown areas. Ken and his wife, Kim, reside in Wilson and have a daughter named Kenan.

Tom Bardin Jr. is a financial advisor at Equitable Advisors with 44 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Equitable Advisors since 2015, previously affiliated with Axa Advisors. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and asset management access through LPL programs and a range of third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to tailor services based on client goals, risk tolerance, and time horizon.

Michael Wetherington is a financial advisor with Ameriprise in Wilson, NC, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, he serves as a Wilson County Commissioner and is a member of the KRMW Airport Board of Directors. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its advisory approach and supports a broad range of advisory, brokerage, and insurance solutions.

Robert Edmondson serves as a Senior Resident Director and Wealth Management Advisor at Merrill Lynch. He began his career in the investment arena in 1991 and joined Merrill Lynch Wealth Management in the Wilson, North Carolina office as a Financial Advisor in 2004. His expertise includes education planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, and retirement income. Rob holds a Bachelor's degree from the University of North Carolina at Chapel Hill and a Master's degree in Business from Wake Forest University. He completed the Certified Investment Management Analyst® Program at the Wharton School of Business, University of Pennsylvania, and holds the Certified Investment Management Analyst® (CIMA®) designation as well as the Personal Investment Advisor (PIA) credential. Prior to his financial advisory career, he held corporate positions including corporate treasurer and vice-president of finance, and spent 14 years as an Associate Professor of Finance. Rob resides in Wilson with his wife and is active in the First Presbyterian Church, where he has served in multiple leadership roles. His personal interests include biking, gardening, golfing, hiking, hunting, photography, reading, scuba diving, tennis, and traveling. He also participates in community organizations such as the Wilson Arts Council and the Wilson Botanical Garden.

Elvie White IV is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works closely with individuals, families, and businesses to understand their unique financial needs and goals. Elvie offers guidance on topics such as custom portfolio strategies, retirement planning, estate and trust considerations, cash flow planning, and tax minimization. He is part of the Blair White Group, a multi-generational team with over 75 years of combined wealth management experience. Elvie holds a Bachelor's degree from North Carolina State University and has completed accredited certificate programs from the College for Financial Planning, the National Association of Plan Advisors, and the Yale School of Management. He holds several professional designations, including Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His FINRA registrations include Series 3, 7, 9, 10, and 66. Outside of his professional work, Elvie is involved with the Wilson Industrial Air Center in his community. His personal interests include golfing, running, and soccer.

Michael Strickland is a financial advisor at Edward Jones with 10 years of industry experience. He holds the ChFC® and Series 66 designations and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets supported by a nationwide network of over 23,700 financial advisors.

Elizabeth Manning is a financial advisor at Edward Jones with Series 66 credentials and four years of industry experience. Prior to joining Edward Jones, she worked at the North Carolina Department of Health & Human Services for five years and the Down East Partnership for Children for four years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.