Tracy Harrison is a Series 66 licensed financial advisor with Edward Jones in Smithfield, NC, where she has worked for nine years. She is also the owner of T's Biz, LLC, a building management business in Clayton, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a comprehensive range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

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 with Merrill Lynch Wealth Management, focused on serving individuals and businesses with a comprehensive approach to investment management and retirement planning. He works closely with clients to develop personalized financial strategies aimed at pursuing their long-term goals. Prior to joining Merrill Lynch, Jacob spent ten years 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. He also carries professional designations including Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Jacob is involved in his community as a member of The Greater Wilson Rotary Club. Outside of work, he enjoys baseball, cooking, fishing, football, golfing, racquetball, reading, softball, tennis, and traveling.

Albert Faber is a CFP® professional with 41 years of industry experience, currently affiliated with LPL Financial since 2007. He holds Series 63 and Series 65 licenses and operates out of Kenly, North Carolina. Outside of his advisory work, Faber is involved in senior marketing sales for Medicare Supplement products through SilverScript. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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 with Equitable Advisors, holding Series 63 and Series 65 licenses and having 44 years of industry experience. He has worked with Equitable Advisors since 2015 and previously with Axa Advisors, LLC and Osaic FS, Inc. Mr. Bardin is based in Wilson, North Carolina. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm’s approach involves assessing risk tolerance and matching clients to program models or discretionary managers, utilizing a range of investment products and advisory platforms without sponsoring its own wrap fee program.

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 in Wilson, North Carolina. He specializes in helping clients navigate financial decisions related to executive compensation, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, managing new wealth, personal retirement planning, portfolio management, tax minimization, and retirement income. He is a member of the Blair White Group, a team with extensive combined experience in wealth management. 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 (NAPA), and the Yale School of Management. His professional designations include Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). These credentials are supported by FINRA registrations including Series 3, 7, 9, 10, and 66. He is involved in the Wilson Industrial Air Center community and in his personal time enjoys golfing, running, and soccer.

Michael Strickland is a financial advisor at Edward Jones in Wilson, NC, holding the ChFC® designation and Series 66 license with 11 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large national network of advisors and branch offices.

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.

Susan Worrell Bridgers is a financial advisor at Edward Jones with 24 years of industry experience. She has been with Edward Jones since 2007 and holds Series 63 and Series 66 designations. 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 advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Danusia Honeycutt is a financial advisor with Edward Jones in Wilson, NC, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2020, she worked in education with Wilson County Schools and Wilson Preparatory Academy. Outside of advisory work, she performs as a percussionist with the Wilson Community Orchestra. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of advisory programs with fiduciary oversight, supported by a large national network of financial advisors and branch offices.

Richard Pabis Jr. is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Bank NA. Outside of his advisory work, he is a part-owner in a family real estate venture. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and utilizes a multi-asset model portfolio approach supported by research from Schwab Center for Financial Research.

Jordan Senter is a financial advisor with Charles Schwab, holding a Series 66 designation and 11 years of industry experience. He has been with Charles Schwab since 2016, including roles at Charles Schwab bank, SSB and Charles Schwab Premier Bank, SSB. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions, supported by centralized custody and operational services.

Harlan Little is a financial advisor at Edward Jones with four years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has previously worked at Fidelity Investments, Equis Financial, Guaranteed Rate/Kbhs, First Citizens Bank, Movement Mortgage, and Wells Fargo. Edward Jones is a full-service wealth management firm serving both individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Danny Brown is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Valic Financial Advisors. Outside of finance, he is involved in a cow and calf breeding operation through 2B Farms Inc. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists and offers financial planning, consulting, and access to third-party asset managers.

Logan Savage is a financial advisor at Ameriprise with Series 66 credentials and less than one year of industry experience. Prior to joining Ameriprise, he held roles at Vector Marketing and has experience working in education and community service roles including at Barton College and The Church of Jesus Christ of Latter Day Saints. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized retirement income service that provides written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Larry Blair is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 1990 and joined Merrill Lynch Wealth Management in 1992. Larry focuses on developing strategies and recommendations for high-net-worth individuals, their families, and their businesses to help them meet their short and long-term financial goals. As a qualified Portfolio Manager, he manages personalized or defined strategies on a discretionary basis, which may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Larry graduated from the University of South Carolina in 1987 with a B.S. degree in Finance. He served four years in the U.S. Marine Corps and was honorably discharged as a Sergeant. He holds the Personal Investment Advisor (PIA) designation. Larry has served on numerous local boards, including the United Way Agency of Wilson County, Wilson County Marine Corps League, and has held leadership positions such as President of the Volunteer Action Committee, Greenfield School, and past President of Wilson Country Club. He is also a co-founder of the Continuous Blessing Foundation. Larry has been recognized on the Forbes "Best-in-State Wealth Advisors" list for multiple years, including 2022, 2023, 2024, and 2025, and as a member of the Blair White Group on the Forbes "Best-in-State Wealth Management Teams" list in 2024 and 2025. Larry and his wife, Tracy, have two children and reside in Wilson, North Carolina.

Charles Hoffman is a financial advisor with Edward Jones in Wilson, NC, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 16 years of industry experience, including roles at New York Life Insurance Company and Nationwide prior to joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over 23,000 financial advisors nationwide. The firm offers a range of investment strategies and advisory services, operating under a fiduciary standard and supporting approximately $1.01 trillion in assets under management.