William Slack is a financial advisor with Edward Jones in New Bern, NC, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2025, he worked at First Command Insurance Services, First Command Advisory Services, and First Command Brokerage Services from 2021 to 2025. He served in the United States Marine Corps for 27 years. Outside of his advisory role, he manages rental properties. 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 with discretionary and non-discretionary strategies, supported by a nationwide network of over 23,000 advisors, and manages approximately $1.01 trillion in assets under management.

Hovey Aiken is a financial advisor at Wells Fargo Advisors with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo in various capacities since 2009. Outside of his advisory work, he has ownership interests in several non-investment-related ventures, including farmland management and a hunting camp in New Bern, NC. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and investment recommendations supported by proprietary research and tools, with flexible implementation options through brokerage or advisory programs.

Mary Wehrle is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has worked at Primerica Advisors since 2015 and has prior experience at Sloan Delaney PC and Liberty Tax Service. Wehrle has also been associated with UNC Wilmington and Syracuse University in various roles. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-driven strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.