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.

Andre Barnes Jr. is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked at Fidelity Investments and has a diverse background including roles in insurance and other industries. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of advisors and branch offices.

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 at LPL Financial with 18 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Crescom Bank and First South Bank in North Carolina. Outside of her advisory work, she manages an inherited rental property through an agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

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.

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.

Jennifer Purnell is a ChFC® and holds a Series 66 license with Edward Jones, where she has worked since 2007, accumulating 18 years of industry experience. She owns Complete Development International, a training and development business, and serves as a minister teaching Bible study at a local ministry. 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 large nationwide network of financial advisors and branch offices.

Marcus Osterhoudt is a financial advisor with Edward Jones in Nashville, NC, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he owns and manages rental properties and holds an inactive North Carolina real estate broker license. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, SMAs, and proprietary mutual funds, supported by a nationwide network of more than 23,700 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.

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 21 years of industry experience. His prior work includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. 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 investors, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology 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.

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.

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.