Anthony Lovenberg is a financial advisor with Wells Fargo Clearing in Greenville, NC. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked briefly at Western & Southern Life and has experience in the food service industry and higher education. Outside of advising, he has a 25% ownership interest in Zealm Real Estate Investors, LLC. Wells Fargo Clearing provides retirement plan consulting 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 utilizes modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Henry Norman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and bringing 54 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of his advisory role, he is involved in a farming partnership named Carson & Norman. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s approach is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Jeffrey Wakefield is a financial advisor at Edward Jones in Greenville, NC, holding Series 63 and Series 66 licenses with four years of industry experience. Prior to joining Edward Jones in 2024, he worked in healthcare roles at UNC Health Lenoir and Marion General Hospital. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Jerry Carson is a financial advisor with LPL Financial, holding a Series 66 designation and 26 years of industry experience. His prior work includes roles at Grove Point Investments, LLC, Grove Point Advisors, LLC, and H. Beck, Inc. He is based in Greenville, NC. 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 offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supporting its network of investment adviser representatives with technology and research tools.

Sarah Peninger is a financial advisor at Edward Jones with 23 years of experience at the firm. She holds the Series 66 designation and is based in Farmville, North Carolina. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard when providing advisory services.

Charlie Tingen Jr. is a financial advisor at Ameriprise with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise since 2005. Outside of his advisory role, he serves as president of the Windsor Neighborhood Association and is involved in a hunting club, SBR Properties LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement-income planning through its Ameriprise Premier Retirement Income service, which provides ongoing, non-discretionary advice focused on dependable income sources and tax-aware withdrawal strategies.

Vickie Teachey is a financial advisor with Wells Fargo Clearing in Greenville, NC, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she serves as a notary public. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Janet Carpenter is a CFP® with 28 years of industry experience, currently serving at Cetera since 2025. She has held prior roles at Avantax Insurance Agency, Avantax Advisory Services, and operates her own tax preparation and accounting firm, Janet E. Carpenter CPA PA, since 2010. In addition, she serves as treasurer for a condominium association, where she manages budget adjustments and insurance-related matters. Cetera Investment Advisers LLC is an SEC-registered firm offering a multi-manager platform to individual, retirement plan, corporate, charitable, and institutional clients. The firm provides discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, supporting a range of program options and investment strategies.

Claudia Ortega is a financial advisor with Raymond James & Associates, holding a Series 66 designation and two years of industry experience. Her career includes roles at United Bank, The North Face, PNC, First Citizens Bank, and Branch Banking and Trust. Ortega serves on multiple nonprofit boards, including NC Stop Human Trafficking and the Greenville-Pitt County Chamber of Commerce. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutions, and municipalities, offering financial planning and investment consulting with mostly non-discretionary implementation.

Joshua Sweeley is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Edward Jones in Winterville, NC. He has eight years of industry experience, including four years at Winterville Insurance before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional 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.

Morgan Edmondson is a financial advisor with Ameriprise in Greenville, NC, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise in 2024, Morgan worked at Page and Smith, PA from 2022 to 2024. Outside of financial advising, Morgan supports the Young Farmers and Ranchers program in North Carolina, which promotes agriculture education and awareness in the farming community. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Crystal Hardee is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. She has worked at Wells Fargo Clearing since 2018 and previously at Edward Jones from 2011 to 2018. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs among its offerings.

Robert Goodwin is a Series 66-licensed financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he worked at Woodmen Financial Services Inc and Woodmen of the World Life Insurance Society. He also has a decade of experience at Malvin Respess Farms. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a significant retail advisor and branch presence, managing approximately $1.01 trillion in assets under management.

Joseph Chrobak is a Series 66 licensed financial advisor with Edward Jones in Greenville, NC, and has 11 years of industry experience. He has been with Edward Jones since 2014. 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 discretionary and non-discretionary investment strategies, affiliated mutual funds, and operates under a fiduciary standard.

Elizabeth Barnes is a financial advisor with Edward Jones in Farmville, NC. She holds a Series 66 designation and has three years of industry experience. Barnes has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and 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.

Thomas Alston is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Charles Laughridge III is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His work history includes long-term roles at Travelers Insurance Group and Financial Design, Inc., alongside his tenure at Cetera and Cetera Wealth Services, LLC. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm provides diverse investment management and consulting services through a multi-manager platform with over 10,000 advisors and approximately $256 billion in assets under management.

Robert Howard is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has worked at Wells Fargo Clearing since 2019 and previously at First Citizens Investor Services from 2015 to 2019. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Michael Rowe is a financial advisor with Wells Fargo Clearing in Greenville, NC, holding a Series 66 designation and 22 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC for seven years. Outside of his advisory role, he co-owns a charter fishing boat business in Morehead City, NC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering a range of services from investment policy statement preparation to discretionary investment management. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Bynum Satterwhite is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and five years of industry experience. His work history includes roles at Raymond James since 2019, as well as prior positions at SRG Woolf Group and DataStaff. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets under management. The firm serves individuals, institutional clients, pension plans, and charitable and governmental entities, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.