Ricky Thompson is a financial advisor at Edward Jones with 40 years of industry experience, holding Series 63 and Series 66 credentials. He has been with Edward Jones since 1986. Outside of his advisory role, he serves on the Board of Trustees for Edgecombe Community College in Tarboro, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a broad range of advisory services and investment strategies, supported by a nationwide network of financial advisors and branch offices.

Logan Savage is a financial advisor at Ameriprise with Series 66 credentials and less than one year of industry experience. Prior to joining Ameriprise, he held roles at Vector Marketing and has experience working in education and community service roles including at Barton College and The Church of Jesus Christ of Latter Day Saints. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized retirement income service that provides written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Russell Proctor III is a financial advisor with Stifel who holds Series 63 and Series 65 licenses and has 43 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2010. Outside of his advisory work, he serves as a trustee for Nash Community College and is a member of the Executive Committee for the East Carolina Council Boy Scouts of America. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, which use forward-looking market assumptions and probabilistic modeling.

Daryle Coppedge is a financial advisor at Edward Jones in Rocky Mount, North Carolina, holding a Series 66 designation with 12 years of industry experience, all with Edward Jones since 2014. Outside of his advisory role, he owns a grounds maintenance business based in Nashville, North Carolina. 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 nationwide network of more than 23,700 financial advisors.

Charles Hoffman is a financial advisor with Edward Jones in Wilson, NC, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 16 years of industry experience, including roles at New York Life Insurance Company and Nationwide prior to joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over 23,000 financial advisors nationwide. The firm offers a range of investment strategies and advisory services, operating under a fiduciary standard and supporting approximately $1.01 trillion in assets under management.

Adam Bunn is a financial advisor with Edward Jones in Rocky Mount, NC, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked six years at Duke Raleigh Hospital. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions, with approximately $1.01 trillion in assets under management and a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.