Justin Hardee is a financial advisor with Wells Fargo Advisors in Kinston, NC, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Equitable Advisors. He is a partial owner of several investment-related entities involved in real estate and financial practices in Greenville, NC. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services using proprietary research and tools, with a focus on tailored recommendations across various planning needs.

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.

Graham Barnes is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2020. Prior to his current role, he held various positions including at the Wake County Clerk of Superior Court and Club Corp. 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, managing approximately $1.01 trillion in assets through 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.

Matthew Malone is a financial advisor at Edward Jones in Kinston, NC, holding CFP® and Series 66 designations with 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large nationwide network of advisors and branch offices.

Matthew Worthington is a financial advisor at Cambridge Investment Research Advisors with five years of industry experience. He holds the Series 66 designation and has prior experience at First Citizens Investor Services and Securian Financial Services. Worthington has also worked in insurance agency roles outside of investment advisory. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using a variety of portfolio management approaches and platform arrangements.

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.

Mark Conway Jr. is a CFP®-credentialed financial advisor with 56 years of industry experience, currently with Cambridge Investment Research Advisors since 2016. Prior to this, he spent 15 years at Transamerica Financial Advisors. Outside of his advisory work, he owns and operates several businesses in real estate and insurance, including a realty company and independent insurance agencies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning and investment management through a network of independent professionals, utilizing proprietary models and third-party strategies across multiple platform options.

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.

Justin Tart is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. since 2017. Prior to this, he worked at Wells Fargo Advisors for eight years. Outside of his advisory role, Tart is a partner in GoodBodies 24/7 Fitness Inc. and serves as president of Tart Holdings, LLC, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, and institutions. The firm uses tailored planning and analytical tools to support client goals and offers specialized advisory programs alongside municipal and public finance services.

Thomas Stroud Jr is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He holds the Series 66 designation and has worked within various Wells Fargo entities since 2015. Outside of his advisory role, he serves on the boards of two condominium homeowner associations. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services utilizing proprietary research and planning tools, and it integrates advisory services with other financial product sales and referral channels.

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.

Troy Sharpe is a financial advisor at Wells Fargo Advisors with six years of industry experience. He holds a Series 66 designation and has worked with Wells Fargo Advisors and Wells Fargo Clearing since 2022, as well as with U.S. Bancorp Investments and U.S. Bank earlier in his career. Outside of finance, he served in the Wisconsin Army National Guard from 2013 to 2019. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a wide range of planning services using proprietary research and tools, delivering tailored recommendations through meetings and written reports, with implementation options available through various brokerage or advisory programs.

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.

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.