George Lewis is the sole advisor at Right Path Financial Planning, L.L.C., holding a Series 65 credential with one year of experience in financial advising. Prior to founding the firm in 2025, he spent over three decades as owner and operator of Shelton Lewis Hog Farm. He continues to manage this farming business alongside his advisory work. Right Path Financial Planning is a fee-only independent firm serving individuals and high-net-worth clients with comprehensive financial planning and investment management. The firm employs an evidence-based approach grounded in Modern Portfolio Theory, utilizing a core-plus-satellite allocation primarily implemented through Dimensional Fund Advisors funds.

James Parker is a financial advisor with Physicians Financial Services, Inc. in Goldsboro, NC, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 26 years of industry experience and has been associated with Physicians Financial Services since 2017. Parker also operates a CPA firm, Parker & Parker, P.A., and serves as Board Chairman of KS Bank, Inc. Additionally, he is on the board of the Wayne Community College Foundation. Physicians Financial Services provides money management, wealth analysis, tax and financial planning, and retirement planning services for individuals, corporations, pension and profit-sharing plans, charitable organizations, and trusts. The firm employs a contrarian, value-oriented investment approach focusing on financially strong, cash-rich companies and long-term holdings, while also utilizing external money managers and tailoring allocations to client objectives.

John Collins is a financial advisor with IFG Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at IFG Advisory since 2014 and has been associated with LPL Financial since 2003. Collins also operates a non-variable insurance business under the name Collins Wealth Management. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm employs a comprehensive investment approach that integrates fundamental, technical, and cyclical analysis, utilizing in-house management, sub-advisors, third-party managers, and model portfolios to align assets with clients’ objectives.

Timothy Fail is a financial advisor with IFG Advisory, LLC and holds a Series 66 designation. He has six years of industry experience and previously worked at Wayne Memorial Hospital for sixteen years. Timothy provides investment advisory services through IFG Advisory, an independent registered investment advisor firm. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm offers comprehensive portfolio management and financial planning, utilizing a combination of fundamental, technical, and cyclical analysis in its investment process.

Charles Foss is a financial advisor with Gradient Investments, LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with Gradient Investments since 2015 and also leads The Foss Agency Inc., where he serves as president and insurance agent. His outside business activities include managing insurance services through The Foss Agency. Gradient Investments, LLC provides discretionary investment management to a wide range of clients including individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses a proprietary investment framework and offers various model and custom portfolios managed primarily on a discretionary basis.

Matthew Rogers is a financial advisor at Level Four Advisory Services with 20 years of industry experience. He holds the ChFC® and Series 66 designations. His prior experience includes roles at LPL Financial from 2015 to 2021. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers fee-only financial planning and asset management, utilizing model portfolios managed internally or through affiliated and third-party sub-advisers.

Jonathan Collins is a CFP® professional with 14 years of experience in financial advisory services. He is currently with Truist Advisory Services and has held multiple roles within affiliated Truist entities since 2019. He serves as treasurer for a nonprofit organization founded by his daughter that raises funds for local charities through the sale of bracelets and t-shirts. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and nonprofits. The firm combines discretionary and non-discretionary management approaches, utilizing third-party platforms and AI-enhanced research to support manager selection and portfolio oversight.

Meagan Bourgeois is a Series 66-licensed financial advisor with Janney Montgomery Scott, based in Goldsboro, NC, with 14 years of industry experience. She previously worked at Raymond James Financial Services Advisors Inc. and has been associated with Goldsboro Securities, LLC since 2011. Bourgeois serves as a board member of the Boys and Girls Club of Goldsboro. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, offering brokerage services, financial planning, and various advisory programs supported by both in-house and third-party portfolio management.

James Maples is a financial advisor with First Command Advisory Services in Goldsboro, NC. He holds Series 63 and 65 licenses and has one year of industry experience. Prior to his advisory role, he served 11 years in the United States Air Force and currently serves as a maintenance supervisor with the Air Force Reserves. First Command Advisory Services is an SEC-registered investment adviser that serves individual, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team.

Mary Norman Hales is a financial advisor at Truist Advisory Services with six years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise Financial Services, LLC. Outside of her advisory role, she serves as a councilwoman for the town of Kenly and is a board member of the Barton College Alumni Association. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, implementing advice through a combination of discretionary manager relationships and third-party platform arrangements.

Athena Doty is a financial advisor at Janney Montgomery Scott with 18 years of industry experience. She holds the Series 66 designation and has worked extensively at Raymond James and Goldsboro Securities before joining Janney Montgomery Scott in 2017. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Jimmy Hare is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has worked at Janney Montgomery Scott since 2020 and previously held roles at Wells Fargo Advisors and Wells Fargo Clearing. Hare serves as a board member for the Wayne Pregnancy Center, assisting mothers with educational classes and resources. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, and multiple advisory programs.

Jesse Parks is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has worked at Janney Montgomery Scott since 2017 following a 14-year tenure at Sterne, Agee & Leach, Inc. Parks serves on the board of directors for the Wayne Memorial Hospital Foundation, a nonprofit organization dedicated to supporting hospital-related activities. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, offering brokerage, financial planning, consulting, and advisory programs with a combination of in-house and third-party asset management.

Jonathan Greeson is a CFP® with 11 years of experience in financial planning and investment advisory. He is currently with Brookstone Capital Management LLC and has operated his own independent financial planning firm since 2015. His work includes providing guidance on budgeting and financial planning as a sole proprietor. Brookstone Capital Management offers fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other entities. The firm utilizes strategic and dynamic asset-allocation models and integrates proprietary and external investment solutions across a range of portfolio types.

Adam Larcher is a financial advisor with Truist Advisory Services, holding a Series 66 designation and two years of industry experience. He has worked within various affiliated entities of Truist since 2019. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary management approaches, supported by third-party platforms and AI-enabled research tools.

Julie Daniels is a financial advisor with Janney Montgomery Scott in Goldsboro, NC, holding a Series 66 designation and 11 years of industry experience. She has worked at various related firms including Truist Advisory Services and Bb&T. Daniels is a steering committee member of the Military Affairs Committee at the Wayne County Chamber of Commerce and serves as a board member of Wayne County NC ABC. Janney Montgomery Scott LLC is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, and institutional clients, offering a range of brokerage, financial planning, and advisory programs with both in-house and third-party portfolio management.

William Goggin is a financial advisor with First Command Advisory Services, holding a Series 66 credential and seven years of industry experience. He has worked at First Command in multiple capacities since 2019 and has served in the United States Air Force since 1997. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Michael Spears is a financial advisor with Commonwealth Financial Network in Kinston, NC, holding Series 63 and Series 65 designations and 30 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2019 before joining Commonwealth and Crossbridge Financial Group in 2019. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services including wealth management and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors who manage client portfolios using a variety of securities and insurance products.

John Best is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott since 2023. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC between 2009 and 2023. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, estates, corporate and retirement plan sponsors, as well as charitable and municipal clients, offering brokerage, financial planning, and advisory services through a mix of in-house and third-party portfolio management.

Rickey Hughes is a financial advisor with OSAIC Institutions, Inc., holding Series 63, Series 65, and Series 66 designations and has 30 years of industry experience. His work history includes positions at Infinex Investments, Inc., Southern Bank, and Edward Jones. In addition to his advising roles, he participates in a financial advisor referral program associated with Southern Bank. OSAIC Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a model that emphasizes decentralized investment management.

Zachary Loraine is a financial advisor with First Command Advisory Services who holds a Series 66 designation and has 11 years of industry experience. He has been with First Command Advisory Services and its affiliated entities since 2015, including First Command Financial Planning Inc. and First Command Insurance Services Inc. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and monitor model portfolios and select third-party managers.

Barbara Matthews is a financial advisor at Janney Montgomery Scott with six years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing and Branch Banking and Trust Company prior to joining Janney. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base through brokerage services, financial planning, consulting, and various advisory programs, combining in-house and third-party portfolio management.

Johnathan Gaynor is a financial advisor at First Command Advisory Services with Series 63 and Series 65 credentials. He has no prior advisory industry experience but served 21 years in the United States Air Force before joining First Command in 2025. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team to design and manage model portfolios and third-party managers.

Casper Nathe is a financial advisor at First Command Advisory Services with three years of industry experience. He holds the Series 66 designation and has prior work experience with First Command Insurance Services, First Command Brokerage Services, and served six years in the United States Air Force. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs that utilize model portfolios and third-party managers selected by an internal Investment Management Team.

Michael Daly is a financial advisor at First Command Advisory Services with 21 years of industry experience. He has been with First Command-affiliated firms since 2005 and holds Series 63 and Series 65 licenses. Daly serves as a board member for Vet Partners, a nonprofit organization supporting veterinary practice consultants and professionals. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers comprehensive financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to select model portfolios and third-party managers.

Kenneth Neal Jr. is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Curtis Media Group. Neal also serves on the Board of Directors for the Wayne County Chamber of Commerce and is the Chairperson of the Board, focusing on community promotion and organizational leadership. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Emily Pittman is a financial advisor at Janney Montgomery Scott in Goldsboro, NC, holding Series 63 and Series 66 licenses with four years of industry experience. She worked at Wells Fargo Clearing and Wells Fargo Advisors prior to joining Janney Montgomery Scott in 2023. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, as well as charitable and municipal clients, offering brokerage, financial planning, consulting, and advisory programs.

Lucas Krier is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and four years of industry experience. Prior to his financial career, he played football at Duke University from 2018 to 2021 and at North Carolina State University from 2014 to 2018. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2021. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to develop collaborative, goal-oriented plans.

Edward Spence is a financial advisor at Equitable Advisors with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 1999. Spence is also the owner of Spence Agency, LLC, which offers health insurance products, and serves as a board member of the Eureka Planning Commission. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm delivers advice through a network of representatives using various model portfolios and third-party asset managers.

Thomas Daniels is a financial advisor with Ameriprise in Goldsboro, NC, holding a Series 63 designation and 40 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Daniels serves on the Board of Directors for the Goldsboro Family YMCA. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Matthew Schade is a financial advisor with Mass Mutual Investors Services, holding Series 63 and 65 designations and bringing 24 years of industry experience. His prior roles include positions at Hornor Townsend and Kent, Inc. and Penn Mutual Life Insurance Company. Outside of his advisory work, he serves as a board member for the Marlins of Raleigh swim team. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management to individuals, business owners, trusts, and nonprofit organizations. The firm provides collaborative, annual financial planning engagements using firm-approved tools and also offers specialized programs such as estate settlement and employer-sponsored planning.

Rodney Woodard is a financial advisor at Edward Jones in Goldsboro, NC, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers various advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and supporting approximately $1.01 trillion in assets under management.

Roland Andrews is a financial advisor with Edward Jones in Snow Hill, NC, holding Series 63 and Series 66 credentials and with 26 years of industry experience. He has been with Edward Jones since 2000. 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, tax-efficient services, and affiliated investment products under a fiduciary standard.

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.

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.

Frank Fisher III is a CFP®-certified financial advisor with 33 years of industry experience, currently serving at RBC Capital Markets since 2008. He is involved in several nonprofit and community organizations, including serving as secretary on the board of a homeowners association, fundraising chair for Kairos Prison Ministry International, and chairman of the Missions Committee at St. James United Methodist Church. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers and tailoring strategies to clients’ risk profiles.

Laura Strickland is a financial advisor with OSAIC, holding a Series 66 designation and bringing 24 years of industry experience. She has worked at Royal Alliance Associates, Inc. since 2002 and is also affiliated with Delano R. Hill & Associates, Inc./Team Financial Resources, Inc., where she serves as president and statutory agent. Outside of financial advising, she is involved in agriculture as a managing partner in a farming operation and serves on the board of the Wayne Community College Foundation. OSAIC serves a diverse client base, including individual investors, institutions, and charitable organizations, offering a range of brokerage and advisory services supported by firm-provided asset-allocation tools and access to third-party money managers.

Grayson Hussey is a financial advisor with Edward Jones in Snow Hill, NC, holding a Series 66 designation and nine years of industry experience. Before joining Edward Jones in 2017, he worked at Norfolk Southern Corporation for six years. Edward Jones is a wealth management firm serving over four million individual and institutional clients with a wide range of advisory services and a nationwide network of more than 23,000 financial advisors. The firm offers diverse investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Marvin Brock is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. He has been with Royal Alliance Associates, INC. since 2000. In addition to his advisory role, he serves as Vice President of Team Financial Resources, Inc. and as a statutory agent for Delano R Hill & Associates, Inc., both involved in the placement of life and disability insurance. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through an extensive network of financial advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various tools and platforms to construct diversified portfolios and supports multiple advisory models and legacy program transitions.

Eugene Smith is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 44 years of industry experience. He has worked at Cetera since 2021 and maintains a business, Pate & Smith Investment Group, where he is an owner. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with both discretionary and non-discretionary program options.

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.

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.

William Webber Jr. is a CFP® professional with 26 years of industry experience, currently serving at Edward Jones since 1999. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he serves on the boards of Wayne Preparatory Academy and the Boys & Girls Club of Wayne County in Goldsboro, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering 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 nationwide network of financial advisors and branch offices.

Scott Satterfield Jr. is a financial advisor with Edward Jones in Goldsboro, NC. He holds a Series 66 designation and began his advisory career with Edward Jones in 2025. Prior to joining Edward Jones, he held roles with local organizations, including interim pastor at Fremont OFWB Church and service on the Wayne County Chamber of Commerce. Outside of financial advising, he is involved with Bloom Development Group LLC, a real estate development business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates nationwide with a large network of advisors and branch offices and offers additional services such as trust and securities-based lending under a fiduciary standard.

Paul Murphy Jr. is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His career includes long-term roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advising, he co-owns and manages an LLC that supports his private office operations. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs model-driven investment implementation and offers access to third-party asset managers, financial planning, and a range of affiliated insurance and trust services.

Domenica Stuckey is a financial advisor with Mass Mutual Investors Services in Goldsboro, NC, holding Series 63 and Series 65 credentials and 15 years of industry experience. She has worked at MML Investors Services Inc and MassMutual Financial Group since 2010. Outside of her advisory role, she owns a property and casualty insurance business. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with planning engagements structured as annual, collaborative relationships that emphasize analysis of client goals and recommendations for investment categories and strategies.

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.

David Davis is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing and Wells Fargo Advisors LLC prior to his current role. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition planning and special-needs analysis, using proprietary research and tools to develop tailored recommendations.

Raymond Wickham III is a financial advisor with Mass Mutual Investors Services in Goldsboro, NC, holding the Series 63 and Series 65 designations and possessing 14 years of industry experience. His career includes previous roles at Hornor, Townsend & Kent, Inc. and Penn Mutual Life Insurance Company. He is also the owner of Arbor P&C Insurance, a separate business focused on property and casualty insurance. Mass Mutual Investors Services operates as a broker-dealer and registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers structured, annual financial planning relationships supported by firm-approved analytical tools and educational seminars.