Travis Warren is a financial advisor with Ameriprise in Winterville, NC, holding a Series 66 designation and 12 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Gentry Porter is a financial advisor at Equitable Advisors in Greenville, NC, holding Series 63 and Series 65 licenses with 44 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, Porter is a partner in CP Financial Group and a part-owner of Sound Partners, LLC. Equitable Advisors serves a broad client base including individuals, retirement plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management services through a network of Investment Adviser Representatives. The firm emphasizes personalized risk assessment and utilizes third-party asset managers and advisory programs to implement investment strategies.

Logan Everette is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 license and has worked at Edward Jones since 2022. His prior work experience includes roles at Fleet Feet, East Carolina University, the University of North Carolina Wilmington, and Athletic Edge. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Ellen Capone is a financial advisor with Ameriprise in Greenville, NC, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. She has been with Ameriprise and its affiliates since 1992. Outside of her advisory role, she serves on the Board of Directors and as Treasurer for Woodbury Yoga and Meditation. Ameriprise offers a retirement-income planning service focused on clients nearing or in retirement who meet specific asset criteria. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated entities, with a retirement-income consulting team delivering algorithm-supported, non-discretionary recommendations in partnership with client advisors.

Rebecca Avery is a financial advisor with Wells Fargo Clearing in Greenville, NC, holding Series 63 and Series 65 credentials and 20 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2014 to 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers a broad range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Michael Delia is a CFP® certificant and Series 66 licensee with 19 years of experience in the financial industry. He has worked at LPL Financial since 2011 and previously spent four years with Edward Jones. His outside business activities include ownership interests in several financial planning and wealth management entities based in Greenville, NC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, with an emphasis on both discretionary and non-discretionary investment strategies.

Carla Batten is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 29 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Roy Parker is a financial advisor with Edward Jones in Washington, NC. He holds Series 63 and Series 66 licenses and has 30 years of industry experience, including 29 years with Edward Jones. Outside of his advisory role, he is a joint owner of a rental property. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Alexander Wordsworth is a Series 66-licensed financial advisor with 19 years of industry experience. He has been with Wells Fargo Advisors since 2021, following five years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, and uses proprietary research and planning tools to develop tailored client recommendations.

Jonathan Powers is a financial advisor at Edward Jones in Greenville, NC, holding the CFP® and Series 63 designations with 31 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1995. Outside of his advisory role, he is involved in property management through passive rental property businesses. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment options supported by a nationwide network of approximately 23,701 financial advisors and 15,121 branch offices.

Carl Blackwood is a financial advisor with Raymond James & Associates, Inc., holding Series 63 and Series 66 credentials and bringing 57 years of industry experience. He has been with Raymond James since 2006, following five years at UBS Financial Services. Outside of his advisory role, he manages several agricultural and forestry interests, including timberland ownership and farming operations. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser serving individual, institutional, and municipal clients. The firm offers tailored financial planning and consulting services, supported by a broad range of portfolio management styles and extensive affiliated research.

Patrick Porter is a financial advisor at Equitable Advisors with 22 years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2004, including its predecessor firm Axa Advisors. He serves on the advisory board of the Salvation Army in Greenville, NC. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutions, and charitable organizations. The firm utilizes a range of advisory models and third-party asset managers, offering solutions that include mutual funds, ETFs, separately managed accounts, and select alternative investments.

Daniel Fischler is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of his advisory role, he serves as a member of the Morehead City, NC Planning Board. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Steven Grant is a financial advisor with LPL Financial in Greenville, NC, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. He previously worked at Edward Jones for four years before joining LPL Financial in 2011. Grant operates under the DBA Aspect Financial, LLC, and is also involved in an independent insurance brokerage, Pinnacle Insurance & Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Jonathan Randall is a financial advisor with Ameriprise in Greenville, NC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Randall is also involved in consulting activities outside of investment advising and serves on a nonprofit board of directors. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement, focusing on those with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendation reports as part of its broader advisory, brokerage, and insurance offerings.

Wesley Singleton is a financial advisor with Raymond James & Associates in Greenville, NC, holding Series 63 and Series 66 licenses and bringing 44 years of industry experience. He has been with Raymond James & Associates since 2005. Outside of his advisory role, he is a partner in a commercial real estate LLC that owns a building leased primarily by his firm. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, with access to a range of portfolio management styles and municipal advisory services.

Kim Alexander is a Series 66-licensed financial advisor with Edward Jones, based in Greenville, NC, and has two years of industry experience. She has been affiliated with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory strategies and affiliated investment products, supported by a large national network of financial advisors and branch offices.

Jonathon Oliver is a financial advisor with Edward Jones, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked at Carbyne for two years and served with the Colorado Department of Public Safety, Colorado State Patrol, for 25 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets, supported by a large network of financial advisors and branch offices nationwide.

Lisa Clark is a financial advisor with Edward Jones in Washington, NC, holding Series 63 and Series 66 licenses and 26 years of industry experience. She has been with Edward Jones since 1992. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Philip Singleton is a financial advisor at Raymond James & Associates with 14 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2012. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and charitable organizations, offering financial planning and consulting services with a range of portfolio management styles and affiliated research support.