Russell Proctor IV is a financial advisor at Stifel with 12 years of industry experience and holds a Series 66 designation. He has been with Stifel since 2012. Outside of his advisory role, he serves on the Board of Directors for the Parkridge Lane Condominium Homeowners Association in Raleigh, NC. Stifel serves a broad range of clients, including individuals, institutional accounts, and municipal entities, providing brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group and includes fee-based financial planning and model asset allocations.

Stephanie Davis is a financial advisor at Merrill with 24 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at First Citizens Investor Services for eight years before joining Merrill in 2017. Outside of her financial advisory role, she sells Avon beauty products by catalog. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Jerri Lynn Batts is a financial advisor with Equitable Advisors in Wilson, NC, holding a Series 66 designation and 25 years of industry experience. She has been with Equitable Advisors since 2000, including its predecessor Axa Advisors. Outside of her advisory work, she serves on the finance committee of St. Timothy's Episcopal Church and acts as an executor of her sisters' estates. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, 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, utilizing various advisory program structures and emphasizing individualized financial planning.

Tyler Johns is a financial advisor with Edward Jones in Wilson, NC, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices and operates under a fiduciary standard.

Garland Homes Jr. is a financial advisor at Merrill with Series 63 and Series 65 credentials and 46 years of industry experience. He has been with Merrill since 1980 and has also worked at Bank of America since 2009. Outside of his advisory role, he serves as an advisory board member for the Episcopal Diocese of North Carolina and is a general partner and managing member of Corked & Screwed Inc. 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, offering both model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

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.

Angela Moss is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She has worked at LPL Financial since 2010 and previously held positions at First South Bank and Crescom Bank. Outside of advising, she manages an inherited rental property through an agency. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Wesley Strandberg is a CFP® professional with 13 years of industry experience. He has worked at Stifel since 2021 and previously spent nine years with Edward Jones. Outside of his advisory role, he serves on the finance committee of St Andrew's Episcopal Church and holds board or advisory positions with several local nonprofit organizations, including the N.E.W. Salvation Army of Rocky Mount, Rocky Mount Little League Legacy Fund, and the DeLeon Carter Foundation. Stifel serves a broad range of clients, including individuals, institutional investors, and nonprofit entities, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, supporting clients in their financial decision-making.

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.

Jonathan Colston is a financial advisor with Ameriprise in Rocky Mount, NC, holding Series 63 and Series 66 licenses and possessing 31 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service targeted at individuals near or in retirement with significant investable assets, providing written Recommendation Reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in delivering these services through a centralized consulting team, emphasizing managed accounts and algorithmic support in its recommendations.

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.

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.

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.

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.

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.

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.

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.