Charles Benson II is a financial advisor at Raymond James Financial with 20 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. Prior to joining Raymond James, he worked at Edward Jones for 18 years. Benson serves as treasurer for the New Bern Preservation Foundation. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and consulting using risk profiling and analytical modeling, and it maintains specialized offerings such as municipal advisory services and SIMPLE IRA employer consulting programs.

Daniel Roberts V is a financial advisor at Edward Jones in New Bern, NC, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Flatlands Jessup Insurance Group and various guide services, as well as work in education at The Epiphany School of Global Studies. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, managing over $1 trillion in assets, and providing a range of advisory services through a large network of advisors and branch offices.

Daniel Roberts IV is a financial advisor with Edward Jones in New Bern, NC, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Roberts serves on the boards of the New Bern Area Chamber of Commerce, Craven Community Foundation, and the New Bern Military Alliance. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, supported by a large network of advisors and branch offices nationwide. The firm offers a range of advisory programs and investment strategies under a fiduciary standard.

Robert Overman is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He previously spent 15 years at Triad Advisors, Inc. Overman serves on the investment committee for the Christ Episcopal Church Endowment Fund and is a board member of the New Bern Historical Society. He is also the Rear Commodore of the Blackbeard Sailing Club, responsible for managing its physical grounds and facilities. OSAIC serves a diverse range of clients, including individuals, high-net-worth investors, pension plans, and charitable organizations, providing brokerage and advisory services through a large network of affiliated advisors. The firm employs a variety of asset-allocation tools and offers access to multiple investment platforms and third-party managers.

Jordan Silver is a financial advisor at Edward Jones in New Bern, NC, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2021, he worked at Frank L Blum Construction Company and SKA Engineering Consultants Inc. He is also a limited partner in an LLC involved in land ownership. 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 investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Shelly Mallard is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. She holds the Series 66 designation and has worked in various roles within Wells Fargo since 2014. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of investment and financial planning services tailored to clients meeting specific net-worth criteria, utilizing Wells Fargo research and planning tools to develop tailored recommendations.

Tracy Monk is a financial advisor with Primerica Advisors in Cove City, NC, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. She has been with Primerica Advisors since 1993 and with Primerica Financial Services since 1992. In addition to advising, Monk receives compensation for referrals related to home security, automation products, and other home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, with a focus on model-driven investment strategies managed by third-party asset managers. The firm operates at scale with thousands of advisors and offices, managing approximately $15.5 billion in assets under management.

Elizabeth Hartman is a ChFC® and Series 66-licensed financial advisor with seven years of industry experience. She has worked at Raymond James & Associates since 2024 and previously spent five years with Edward Jones. Outside of her advisory role, she writes paid subscriber content on Substack focused on military and veteran policy issues and serves on the advisory board of Allies for Cherry Point's Tomorrow, advising on the economic impacts of military installations in Eastern North Carolina. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services with a range of portfolio management styles supported by affiliated research and model manager options.

Mary Jones is a financial advisor with Wells Fargo Advisors in New Bern, NC, holding a Series 63 designation and 30 years of industry experience. Her career includes roles at Wells Fargo Advisors and Wells Fargo Clearing dating back to 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm provides a broad range of investment and financial planning services, using proprietary research and tools to develop tailored recommendations delivered through meetings and summary letters.

Heather Retzler is a financial advisor with Edward Jones in New Bern, NC, holding a Series 66 designation and five years of industry experience. She has been with Edward Jones since 2017. Outside of her advisory role, Retzler has worked at Publix Supermarkets since 2003 in customer service. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and maintaining a large nationwide network of advisors and offices.

Georgiana Bowman is a Series 66-licensed financial advisor with Edward Jones in New Bern, NC, where she has worked since 2016. She has 10 years of industry experience. Outside of her advisory role, she coordinates local alumni activities as a club leader for Twin Rivers Carolina Club. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and managed strategies, supported by a large nationwide network of financial advisors and branch offices.

Travis Moser is a financial advisor with Wells Fargo Advisors in New Bern, NC, holding CFP®, Series 63, and Series 65 designations and bringing 22 years of industry experience. He has worked at Wells Fargo Clearing and Wells Fargo Advisors for the past 15 years before joining his current firm in 2023. Moser is also a 50% owner of Aiken Moser Wealth Management Group, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business owners, sports and entertainment professionals, and clients with special needs.

Paul Tiller is a financial advisor with Edward Jones in New Bern, NC, holding Series 63 and Series 65 licenses and having 44 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he serves as a voting member of the board for the Hampton Roads Philharmonic, a volunteer community orchestra in Hampton, VA, of which he is also a member. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Jay Rishel is a CFP® with 18 years of experience in the financial services industry. He currently works at OSAIC and has previously been affiliated with Triad Advisors and Jackson National Life Distributors LLC. Outside of his advisory role, Rishel is involved in community activities including serving as president of the New Bern Youth Lacrosse Association and coaching youth lacrosse. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and nonprofit clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, retirement consulting, and access to third-party investment managers and platforms.

Ashley Paramore is a CFP®-certified financial advisor with Edward Jones, based in Trent Woods, NC, and has seven years of industry experience. Prior to joining Edward Jones, she was involved with The Blue Crab Monograms and Gifts and Southside Farms. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary strategies, supported by a large nationwide network of financial advisors and branch offices.

Dale Elks is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 44 years of industry experience, including 13 years at Valmark Securities and multiple years within Cambridge-affiliated firms. Elks is also involved in estate planning through an independent business. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, and charitable organizations, offering services such as financial planning, investment management, and retirement plan advisory. The firm provides multiple portfolio management options, including proprietary and third-party model strategies, with solutions tailored to client objectives through various custody and platform arrangements.

Matthew Conard is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. He previously worked at SAS for eight years and served in the United States Army for nine years. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large network of over 10,000 independent advisors and serves a diverse client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services and provides access to multiple investment platforms, including affiliated and third-party managers.

Kevin Page is a CFP®-certified financial advisor with Edward Jones in New Bern, NC, and has 30 years of industry experience, all with the firm since 1995. He holds Series 63 and Series 66 registrations. Outside of his advisory role, he owns rental property in the New Bern area. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

Katherine Dougherty is a financial advisor at Edward Jones in New Bern, NC, holding a Series 66 designation. She has been with Edward Jones since 2026. Prior to her current role, she worked in real estate with Celebrate New Bern Homes for over a decade. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of investment advisory programs with both discretionary and non-discretionary strategies, supported by a large network of advisors and branch offices nationwide.

Bryan Zaransky is a financial advisor with Edward Jones in New Bern, NC, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Alight Financial Solutions and Wells Fargo. 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 investment strategies along with affiliated mutual funds and trust services, operating under a fiduciary standard.