Roscoe Speight Jr. is a financial advisor with Edward Jones in Rocky Mount, NC, holding Series 63 and Series 65 credentials and possessing 33 years of industry experience. He has been with Edward Jones since 2001. 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 through a large network of advisors and branch offices nationwide.

Lisa Taylor is a financial advisor at Stifel with a Series 66 designation and 11 years of experience at the firm. She is based in Rocky Mount, North Carolina. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses intended to support client decision-making.

John Mebane Jr. is a financial advisor with Stifel, holding a Series 66 designation and 20 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2021, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he serves on the Building & Grounds Committee of the Episcopal Church of the Good Shepherd and is a board member of Downtown Renaissance, Inc., a nonprofit focused on promoting downtown Rocky Mount, NC. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Cathy Porter is a financial advisor with Edward Jones in Rocky Mount, NC, holding Series 63 and Series 66 designations and possessing 26 years of industry experience. She has been with Edward Jones since 1984. 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 services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 advisors.

Clarence Bunting III is a financial advisor with Edward Jones in Rocky Mount, NC, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Outside of advising, he serves as Vice-Chairman of the Edgecombe County ABC Board and is Chairman of the Finance Committee at Pinetops United Methodist Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Donald Adkins II is a financial advisor with Edward Jones in Rocky Mount, NC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he serves on the board of Halifax Mutual Insurance Company, a property and casualty insurer focused on the agriculture industry, and manages an LLC involved in residential property renovation and resale. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory programs, investment options, and affiliated financial services through a nationwide network of advisors and branches.

Richard Angott is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cetera and its affiliated entities since 2025. Prior to joining Cetera, he operated his own firm, Richard A Angott, PC, providing tax preparation and accounting services as a CPA for over two decades. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to various portfolio management options, including discretionary and non-discretionary strategies, model portfolios, and third-party money managers.

Sherlon Belk is a financial advisor with Edward Jones in Rocky Mount, NC, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory work, he is the owner of Sherlon P Belk Properties LLC, a business involved in home maintenance. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 financial advisors, offering a range of advisory strategies and affiliated investment products under a fiduciary standard.

Matthew Thompson is a CFP®-designated financial advisor with Edward Jones in Tarboro, NC, and has six years of industry experience. He has worked at Edward Jones since 2017. Outside of advising, he is involved in sports management as a game official for the North Carolina High School Athletic Association. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated financial services, supported by a large nationwide network of advisors and branch offices.

Christy Warrick is a financial advisor at Edward Jones in Rocky Mount, NC, holding Series 63 and Series 66 credentials with 15 years of industry experience. She has been with Edward Jones since 1999. 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 and investment strategies, operating under a fiduciary standard and maintaining a large nationwide network of advisors and branch offices.

Ricky Thompson is a financial advisor at Edward Jones with 40 years of industry experience, holding Series 63 and Series 66 credentials. He has been with Edward Jones since 1986. Outside of his advisory role, he serves on the Board of Trustees for Edgecombe Community College in Tarboro, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a broad range of advisory services and investment strategies, supported by a nationwide network of financial advisors and branch offices.

Russell Proctor III is a financial advisor with Stifel who holds Series 63 and Series 65 licenses and has 43 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2010. Outside of his advisory work, he serves as a trustee for Nash Community College and is a member of the Executive Committee for the East Carolina Council Boy Scouts of America. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, which use forward-looking market assumptions and probabilistic modeling.

Daryle Coppedge is a financial advisor at Edward Jones in Rocky Mount, North Carolina, holding a Series 66 designation with 12 years of industry experience, all with Edward Jones since 2014. Outside of his advisory role, he owns a grounds maintenance business based in Nashville, North Carolina. 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 nationwide network of more than 23,700 financial advisors.

Adam Bunn is a financial advisor with Edward Jones in Rocky Mount, NC, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked six years at Duke Raleigh Hospital. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions, with approximately $1.01 trillion in assets under management and a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.