Virginia Rogers is a CFP® professional with experience at Edward Jones from 2022 to 2025 and currently serves as the sole advisor at Creekside Financial Planning, L.L.C., a firm she joined in 2025. She has no prior industry experience before 2022. Outside of her advisory role, she manages Seakeeper Enterprises LLC, a rental property business. Creekside Financial Planning is a fee-only registered investment adviser that provides investment management, comprehensive financial planning, and educational seminars to individuals and high-net-worth clients. The firm employs modern portfolio theory and tailored asset-allocation models combining passive and active mutual funds and ETFs, and emphasizes selecting and onboarding outside investment advisers for clients.

Ashley Stockdale is a financial advisor with CrossGen Wealth LLC in Greenville, NC, holding Series 63 and Series 66 licenses and six years of industry experience. Before joining CrossGen Wealth in 2025, she worked for seven years at Raymond James & Associates and spent five years at Vidant Medical Center. CrossGen Wealth provides advisory services to individuals, high-net-worth clients, trusts, estates, corporations, foundations, non-profits, and other business entities. The firm offers discretionary portfolio management, comprehensive financial planning, and pension consulting, utilizing both fundamental and technical analysis within a long-term asset allocation framework.

William Litchfield Jr. is a financial advisor with CrossGen Wealth LLC in Greenville, NC, holding Series 63 and Series 66 licenses and possessing 23 years of industry experience. Prior to joining CrossGen Wealth in 2025, he worked at Raymond James & Associates for 15 years. Outside of advisory work, he is a manager and member of Litchfield Farms LLC, an agriculture business. CrossGen Wealth provides advisory services to individuals, high-net-worth clients, trusts, estates, corporations, foundations, non-profits, and other business entities. The firm offers discretionary portfolio management, financial planning, pension consulting, and estate planning resources, implementing investment strategies primarily through Raymond James-sponsored wrap fee programs with a focus on long-term asset allocation and rebalancing.

Michael Owens is a financial advisor at Carolina Financial Services Group, Inc. in Greenville, NC, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Carolina Financial Services Group since 2007. Owens also operates as an insurance agent, engaging in insurance product sales and services. Carolina Financial Services Group provides fee-based financial planning and portfolio management to individuals, trusts, estates, charitable organizations, small businesses, and retirement plan participants. The firm’s investment approach incorporates fundamental, technical, and cyclical analysis tailored to clients’ profiles, with services that include discretionary and non-discretionary management, retirement-plan advisory, and estate-related advice.

Cameron Evans is a financial advisor at Carolina Financial Services Group, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including Foundations Investment Advisors LLC and Coppell Advisory Solutions, LLC. He also serves as president of Evans Wealth & Asset Management, Inc., providing financial advisory services and insurance products. Carolina Financial Services Group offers investment management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $40 million for around 100 clients, providing discretionary and non-discretionary portfolio management using fundamental, technical, and cyclical analysis without a formal account minimum.

Lisa Hardee is a financial advisor with H. L. Ormond & Company, LLC, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. She previously worked at Raymond James Financial Services Advisors and Wells Fargo Advisors. In addition to her role at H. L. Ormond, she assists with daily operations at Hoyt Family Wealth Management, LLC. H. L. Ormond & Company, LLC provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses. The firm constructs long-term, diversified portfolios using a combination of mutual funds, ETFs, individual bonds, and equities, employing both fundamental and technical analysis.

John Hoyt Jr. is a financial advisor with H. L. Ormond & Company, LLC, holding CFP® certification and Series 63, 65, and 66 licenses, with 26 years of industry experience. He has previously worked at Raymond James Financial Services Advisors and Wells Fargo Advisors Financial Network, and he owns Hoyt Family Wealth Management, LLC, where he serves as an independent contractor and branch manager. H. L. Ormond & Company, LLC provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses. The firm utilizes a combination of in-house and third-party investment strategies to construct diversified long-term portfolios and offers both discretionary and non-discretionary management.

Herbert Ormond is a financial advisor at H. L. Ormond & Company, LLC in Greenville, NC, with 39 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Raymond James Financial Services from 2011 to 2021. Outside of advising, he serves as a trustee and personal representative for family members. H. L. Ormond & Company provides investment advisory services to individuals, trusts, estates, charitable organizations, retirement plans, and businesses. The firm employs a long-term, equity-oriented investment approach focused on diversified portfolios and offers both discretionary and non-discretionary management through multiple service platforms.

Michelle Corey is a financial advisor with H. L. Ormond & Company, LLC in Greenville, NC, holding Series 63 and Series 66 credentials and having 25 years of industry experience. She has worked at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. from 2011 to 2021 before joining her current firm in 2021. H. L. Ormond & Company, LLC provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses. The firm constructs long-term diversified portfolios using mutual funds, ETFs, bonds, and equities, combining fundamental and technical analysis with a mix of in-house and third-party management.

Justin Sittig is a financial advisor at H. L. Ormond & Company, LLC with a Series 65 credential and over one year of experience in the wealth management industry. His prior roles include positions at Southern Bank and Pitt County Schools. H. L. Ormond & Company, LLC provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses. The firm constructs long-term, diversified portfolios using mutual funds, ETFs, bonds, and equities, and offers both discretionary and non-discretionary management through a combination of in-house and third-party strategies.

Tanner Hoyt is a CFP® with nine years of industry experience currently with H. L. Ormond & Company, LLC. He previously worked at Raymond James Financial Services Advisors Inc. and Wells Fargo Advisors Financial. Hoyt is also associated with Hoyt Family Wealth Management, LLC, where he serves as a financial advisor. H. L. Ormond & Company, LLC provides investment management and financial planning for individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses. The firm constructs long-term, diversified portfolios using mutual funds, ETFs, bonds, and equities, combining in-house management and third-party strategies through discretionary and non-discretionary approaches.

Christopher Williams is a financial advisor at United Brokerage Services, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at United Brokerage Services since 2018, following prior roles at Capital One Investing, LLC and Capital One Advisors, LLC from 2015 to 2018. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients through various wrap fee and advisory programs. The firm primarily manages assets on a non-discretionary basis and offers a range of investment approaches, supported by its affiliation with United Bank and established clearing relationships with Wells Fargo.

Thomas Rouse is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Truist Advisory Services since 2021. His prior experience includes roles at Bb&T Securities, LLC from 2014 to 2021. Outside of his advisory work, he owns a timber property used for occasional timber sales and family recreation, and he serves as a board member at St. James United Methodist Church. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary manager relationships and non-discretionary consulting supported by inter-affiliate integration and AI-enabled research tools.

Kasey Fletcher is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. Prior to joining LPL Financial, Fletcher worked at Edward Jones for nine years and served at the Beaufort County Sheriff's Office for three years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a wide range of investment strategies and operational tools.

Logan Everette is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 license and has worked at Edward Jones since 2022. His prior work experience includes roles at Fleet Feet, East Carolina University, the University of North Carolina Wilmington, and Athletic Edge. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Roy Parker is a financial advisor with Edward Jones in Washington, NC. He holds Series 63 and Series 66 licenses and has 30 years of industry experience, including 29 years with Edward Jones. Outside of his advisory role, he is a joint owner of a rental property. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Carl Blackwood is a financial advisor with Raymond James & Associates, Inc., holding Series 63 and Series 66 credentials and bringing 57 years of industry experience. He has been with Raymond James since 2006, following five years at UBS Financial Services. Outside of his advisory role, he manages several agricultural and forestry interests, including timberland ownership and farming operations. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser serving individual, institutional, and municipal clients. The firm offers tailored financial planning and consulting services, supported by a broad range of portfolio management styles and extensive affiliated research.

Wesley Singleton is a financial advisor with Raymond James & Associates in Greenville, NC, holding Series 63 and Series 66 licenses and bringing 44 years of industry experience. He has been with Raymond James & Associates since 2005. Outside of his advisory role, he is a partner in a commercial real estate LLC that owns a building leased primarily by his firm. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, with access to a range of portfolio management styles and municipal advisory services.

Jonathon Oliver is a financial advisor with Edward Jones, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked at Carbyne for two years and served with the Colorado Department of Public Safety, Colorado State Patrol, for 25 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets, supported by a large network of financial advisors and branch offices nationwide.

Lisa Clark is a financial advisor with Edward Jones in Washington, NC, holding Series 63 and Series 66 licenses and 26 years of industry experience. She has been with Edward Jones since 1992. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate 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.

Philip Singleton is a financial advisor at Raymond James & Associates with 14 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2012. 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, institutional clients, and charitable organizations, offering financial planning and consulting services with a range of portfolio management styles and affiliated research support.

Rodney Cantrell is a CFP®-designated financial advisor with Edward Jones, where he has worked since 1984, totaling 42 years of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he has volunteered as an ad hoc community liaison on a strategic planning task force at Beaufort County Community College. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies, supported by a large nationwide network of financial advisors and branch offices.

Kevin Porter is a financial advisor with UBS Financial Services in Chocowinity, NC, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with UBS since 2005. Outside of his advisory role, Porter serves on the board of directors for the Connecticut Sustainable Business Council, which promotes sustainable business practices in Connecticut. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor client solutions.

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.

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.

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.

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.

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.

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.

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.

James Linton is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held positions at Thermo Fisher Scientific, Edwards Inc., and Linton Industries. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of household and corporate types. The firm offers a variety of advisory programs and investment solutions, operates under a fiduciary standard, and maintains a large national footprint with affiliated capabilities beyond advisory services.