Marcus Fielding is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He has held positions at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2012. Fielding holds Series 63 and Series 65 licenses and is based in Wilson, NC. Outside of his advisory role, he serves as a power of attorney for family members in investment-related matters. 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 options. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Robert Howell Jr. is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. His prior work includes positions at FNB, Citizens Bank, Fifth Third Bank, Movement Mortgage, and Bank of America. Outside of his advisory role, he is a 50% owner of Crystal Coast Ice LLC, an ice vending business in Greenville, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions. The firm operates with a nationwide network of over 23,000 financial advisors and manages approximately $1.01 trillion in assets.

Stephen Brody is a financial advisor with Mass Mutual Investors Services in Greenville, NC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His career includes 30 years at Metlife Securities and a decade with MassMutual Life Insurance before joining Mass Mutual Investors Services in 2017. Outside of his advisory work, he is the founder and author of a financial literacy education organization, provides life coaching services, and serves as a part-time adjunct faculty member at Creighton University. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, annual financial planning engagements and provides a range of investment and educational services.

Anna Smith is a financial advisor at Edward Jones with 12 years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than 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.

Michael Kitto is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has worked within various divisions of Fidelity Investments since 2011. Outside of his advisory role, he operates a real estate business and creates video content as a YouTuber. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Stephen Sharpe is a financial advisor with Edward Jones in Winterville, NC, holding Series 63 and Series 65 licenses and bringing one year of industry experience. Prior to joining Edward Jones in 2026, he worked for Cory Kennedy State Farm for eight years. Outside of his advising role, he is involved as an agent team member at Cory Kennedy's Insurance Agency. 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 under management and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Russell Eaves is a financial advisor with Wells Fargo Clearing in Greenville, NC, holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as an additional check signer for St. James United Methodist Church in Greenville. 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 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.

Jeffrey Davis is a CFP®-designated financial advisor with Edward Jones, based in Kinston, NC, and has 42 years of industry experience. He has been with Edward Jones since 1984. Outside of his advisory role, he owns a gym business in Kinston, NC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and advisory services supported by a large nationwide network of advisors and branch offices.

Larry Whittington II is a financial advisor at Edward Jones based in Greenville, NC, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked at PAS USA, Inc for eight years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a broad range of segments. The firm offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

James Buie is a financial advisor with Wells Fargo Advisors in Greenville, NC. He holds the CFP® designation and has 38 years of industry experience, including prior roles within Wells Fargo Clearing and Wells Fargo Advisors LLC dating back to 2009. Buie is also the owner of Buie Wealth Management Group, a financial planning practice based in Greenville. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services tailored to clients who meet a net-worth threshold. The firm uses proprietary research and planning tools to develop recommendations, with clients choosing how to implement them through brokerage or advisory programs.

Christopher Jenkins is a CFP® with 17 years of industry experience affiliated with Cetera. He is the owner and president of Jenkins Wealth Advisors LLC and has held roles at Cetera Financial Specialists LLC since 2011. Jenkins is also a certified public accountant and owner of Jenkins Management Consulting, P.C. Outside of advisory and accounting work, he serves on the boards of several nonprofit organizations, including Vidant Medical Center, Vidant Health Foundation Inc., Celebrate in June, Inc., and the Jenkins/Manuel Family Foundation. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers diverse portfolio management and financial planning services through a multi-manager platform that supports a range of discretionary and non-discretionary strategies.

William Pitcher is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation. His prior experience includes roles at Merrill Edge and JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Connie Pritchard is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and possessing 32 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she is involved in promoting nutritional products through LE-VEL (THRIVE) and 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 investment advisory solutions. The firm’s approach is guided by investment policy statements and modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Charles Bridgers is a financial advisor with Stifel in Greenville, NC, holding Series 63 and Series 65 credentials and 43 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2006. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services with an investment approach based on proprietary research and probabilistic modeling from its Investment Strategy Group.

Rebecca Buie is a financial advisor with Wells Fargo Advisors in Greenville, NC, holding a Series 66 designation and 18 years of industry experience. She has been with Wells Fargo Advisors since 2014, including time at Wells Fargo Clearing, with a brief employment gap from 2016 to 2018. Outside of advising, she is a partial owner of SMB Trails, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients through tailored financial planning and investment services. The firm offers a broad planning menu for clients meeting net-worth thresholds, utilizing Wells Fargo research and tools to develop personalized recommendations.

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 five years of industry experience. Prior to joining Edward Jones in 2024, he worked at UNC Health Lenoir for five years and Marion General Hospital for three years. Edward Jones is a full-service wealth management firm serving 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 strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jerry Carson is a Series 66-credentialed financial advisor with 26 years of industry experience. He is currently with LPL Financial and has held prior roles at Grove Point Advisors, Grove Point Investments, and H. Beck, Inc. located in Greenville, NC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies, supported by technology tools for operational and research purposes.

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.