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.

Zachary Goins is a Series 66 licensed financial advisor with seven years of industry experience, currently working at Wells Fargo Advisors since 2024. His prior experience includes roles at Wells Fargo Clearings Services, LLC, Western & Southern Life Insurance, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Sia Group. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using Wells Fargo research and tools, with tailored recommendations delivered through meetings and client summaries.

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.

Tammy Malone is a Series 66-licensed financial advisor with Edward Jones in Kinston, NC, where she has worked since 2016. She has nine years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a comprehensive range of advisory programs and affiliated financial products. The firm operates a large network of advisors and branch offices, offering discretionary and non-discretionary investment strategies and maintaining affiliated capabilities such as a trust company and securities-based lending.

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.

Mackenzie De Vane is a financial advisor at Edward Jones with seven years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2013. Outside of her advisory role, she is an owner of a residential rental property business, DeVane Properties LLC, located in Raleigh, NC. 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 wrap fee strategies and separately managed accounts, supported by a large network of financial advisors and branch offices nationwide.

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.