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.

Stuart O Neal is a financial advisor at Edward Jones with 12 years of industry experience and holds a Series 66 designation. He has been with Edward Jones since 2013. Outside of his advisory role, he serves as an on-call firefighter for the Townsend Fire Department in Massachusetts. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and supports its clients through a nationwide network of over 23,700 financial advisors.

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.

Frederick Howdy III is a financial advisor with Edward Jones in Chocowinity, NC, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Graham Parker is a Series 66-licensed financial advisor with Edward Jones in Washington, NC. He has been with Edward Jones since 2023, having transitioned from his studies at Appalachian State University and earlier education at Washington High School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a broad national network of advisors and branch offices.

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.

Mark Conway is a financial advisor with Wells Fargo Clearing in Greenville, NC, holding a Series 66 designation and 25 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2009 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and both brokerage and advisory solutions. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.

Bruce Wackelin is a financial advisor with Cetera, holding Series 63 and Series 65 credentials, and has 35 years of industry experience. He has been associated with Cetera and its affiliates since 2013 and owns Wackelin Financial Services, which operates as an independent insurance agency offering disability, fixed annuities, life, accident, health, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a range of portfolio management and financial planning services through a large network of independent advisors, utilizing various model portfolios and program options.

Marie Peele is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Ameriprise since 2021. Her prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC, spanning from 2009 to 2021. Outside of advising, she has involvement in a family-owned restaurant business. Ameriprise provides retirement-income planning services for clients approaching or in retirement, focusing on individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations, primarily for clients holding assets within Ameriprise-managed accounts.

Gregory Weigum is a financial advisor with Edward Jones in Greenville, NC, holding Series 63, 65, and 66 credentials and 38 years of industry experience. He has been with Edward Jones since 1988. Outside of his advisory role, he assists with the operations of a family farm in Grifton, NC. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of advisors and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products under a fiduciary standard.

Marcella Mccachren is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she serves as a notary public in Roanoke Rapids, North Carolina. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Boman Richardson is a financial advisor with Wells Fargo Clearing in Greenville, NC, holding Series 63 and Series 65 credentials and 19 years of industry experience. His prior roles include positions at Members Trust Company, State Employees' Credit Union, and Wells Fargo Advisors. He has served as a financial advisory services specialist and life insurance agent with State Employees' Credit Union and SECU Life Insurance Company. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets, offering both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party sources.

Kemple Williamson is a financial advisor with LPL Financial in Greenville, NC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked at LPL Financial since 2007 and previously held positions at Raymond James Financial Services, Wells Fargo Clearing, and Wachovia Securities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting both discretionary and non-discretionary investment strategies.

Kathleen Cannon is a financial advisor at Raymond James & Associates with 11 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at PNC Investments and First Citizens Bank. She serves as Treasurer for the Nashville Elementary School PTA, assisting with budget creation. 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, institutions, and municipal entities, offering tailored financial planning and consulting through multiple advisory programs.

Robert Powell III is a financial advisor with Equitable Advisors in Greenville, NC, holding Series 63 and Series 65 credentials and bringing 51 years of industry experience. He has been with Equitable Advisors since 1999 and was previously with AXA Advisors. Outside of his advisory work, he serves in leadership roles on multiple corporate boards, including as Chairman of Glen Raven Global, LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and access to both proprietary and third-party investment solutions through a network of Investment Adviser Representatives.

Charles Satterwhite is a financial advisor with Raymond James & Associates in Greenville, NC, holding Series 63 and Series 65 credentials and 42 years of industry experience. He has been with Raymond James & Associates since 2014. Outside of his advisory role, he owns and operates a farm and is involved in land sale and development activities through Bynum Farms. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a wide range of clients, including individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, drawing on diverse portfolio management styles, firm research, and affiliated sub-advisers.

Robert Powell IV is a financial advisor with Equitable Advisors in Greenville, NC, holding a Series 66 designation and 26 years of industry experience. He has been with Equitable Advisors since 2000, previously affiliated with Axa Advisors. Outside of his advisory role, he serves on the board of directors for Glen Raven Global, LLC and is involved in several business ventures, including ownership of Sound Partners, LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver its services, offering access to various investment vehicles and ERISA fiduciary services for qualified plans.