Dana Dawson is a financial advisor with Credit Union Investment Services, holding Series 65 and Series 63 credentials and bringing 11 years of industry experience. She has worked with Members Trust Company since 2016 and holds roles at SeCU Life Insurance Company, SeCU Brokerage Services, and State Employees' Credit Union. Dawson serves as a Financial Advisory Services District Manager at State Employees' Credit Union. Credit Union Investment Services primarily serves individual investors in North Carolina, offering non-discretionary portfolio management and financial planning focused on long-term, goals-based advice using low-cost mutual funds and ETFs. The firm operates within a credit-union ecosystem and emphasizes salaried advisory staff and client-directed implementation.

Leah Givens Tarkenton is a financial advisor at Level Four Advisory Services with a Series 65 credential and five years of industry experience. Prior to joining Level Four, she worked at East Carolina University and Ralph L. Fike High School. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and state and municipal entities. The firm offers financial planning, asset and portfolio management, retirement-plan consulting, and fiduciary services, utilizing model portfolios and a variety of platform options in affiliation with multiple custodians and sub-advisors.

Michael Pate is a financial advisor with Credit Union Investment Services, holding Series 65 and Series 63 licenses and 19 years of industry experience. He has worked at several firms, including Members Trust Company and SECU Life Insurance Company. Outside of advisory roles, he is co-owner of Ohana Properties of Goldsboro LLC, managing residential rental properties. Credit Union Investment Services primarily serves North Carolina individual investors with non-discretionary portfolio management, financial planning, and asset allocation advice. The firm emphasizes long-term, goals-based strategies using primarily no-load, low-cost index mutual funds and ETFs and operates within a credit union ecosystem.

Randy Moorehead is a financial advisor with Level Four Advisory Services, holding Series 63 and Series 66 credentials and 20 years of industry experience. His prior roles include positions at LPL Financial and Signator Investors, Inc. He has been with Level Four Advisory Services since 2018 and Level Four Financial since 2021. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across 115 advisors and serving a diverse client base including individuals, retirement plans, corporations, and nonprofits. The firm offers fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios and both affiliated and third-party sub-advisers.

Colin Leisy is a CFP® professional with 24 years of industry experience, currently serving at Cetera since 2025. Prior to that, he worked for 17 years at Avantax Advisory Services. In addition to his advisory role, he is president of The Tax Corps, Ltd, a tax preparation and consulting firm he has led since 2001. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services delivered through a nationwide network of independent advisors.

William Faber is a CFP® professional with eight years of industry experience, currently associated with LPL Financial since 2017. Prior to joining LPL, he worked for Johnston County Environmental Health for nine years. His secondary activities include involvement with Crump Life Insurance and managing a real estate rental business through Island Rascal Properties, LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutions. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios, with both discretionary and non-discretionary management options.

Georgia Summers is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, she worked in education with Wilson Academy of Virtual Learning and Wilson County Schools. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios with a focus on systematic methodologies and long-term asset allocation.

Leigh Anne Jackson is a financial advisor at Edward Jones with 15 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across the wealth spectrum as well as pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products through a nationwide network of financial advisors.

Carlos Martinez is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. Prior to joining Merrill, he worked at Bank of America, N.A. Since 2021, he has held various positions in different industries. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Mark Anthony is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he provides personalized financial guidance and investment strategies to clients. He holds the professional designation of Personal Investment Advisor (PIA), reflecting his expertise in managing client investment portfolios. Mark earned his bachelor's degree from East Carolina University.

John Ausley is a Series 66 licensed financial advisor with Thrivent Investment Management, based in Wilson, NC, and has two years of industry experience. Prior to joining Thrivent, he spent four years at Wilson Christian Academy and four years at Pensacola Christian College. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on retirement, tax, estate, and other planning topics. The firm emphasizes holistic, goal-based analyses and maintains a separation between planning and managed-account services.

Gordon Davis is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in Wilson, North Carolina, where he has served clients for over 39 years. He specializes in areas including college education planning, divorce transition planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, special needs planning strategies, sports and entertainment, and retirement income. Gordon works closely with clients to develop personalized financial strategies tailored to their long-term goals. Gordon is a 1981 graduate of East Carolina University School of Business and holds the designation of Personal Investment Advisor (PIA). He has been a resident of Wilson, NC, for over 39 years and has been married to his wife, Helen, for 45 years. They have four grown sons. In addition to his professional work, Gordon is actively involved in community service, particularly ministry-oriented volunteering. He facilitates church services at baseball and softball tournaments through T.E.A.M. (Touch 'Em All Ministries) and has over 20 years of experience coaching baseball at various levels, from T-Ball to high school and American Legion.

Philip Thompson is a Senior Financial Advisor with 46 years of service to Merrill Lynch Wealth Management. He joined Merrill in 1978 and focuses on providing personalized wealth management strategies tailored to clients’ long-term goals. His expertise includes liquidity management, personal retirement planning, portfolio management services, and retirement income. A native of North Carolina and Wilson, Philip holds a Bachelor's Degree from the University of North Carolina at Chapel Hill. He maintains the fiduciary standards of honesty, integrity, and putting clients' interests first, supported by his designation as a Personal Investment Advisor (PIA). Philip is also involved in his community, volunteering with First United Methodist Church. Outside of work, he enjoys basketball, football, music, reading, soccer, and spending time with his family.

Garrett Browder is a financial advisor with Edward Jones in Wilson, NC. He holds the Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked at Mangum's Transportation Solutions and held various roles in educational and sports organizations. 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 and investment strategies through a nationwide network of financial advisors and branch offices.

Katherine Bellamy is a financial advisor at Merrill with 18 years of industry experience. She holds a Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Wesley Brown is a Series 66-licensed financial advisor at Edward Jones with 13 years of industry experience. He has been with Edward Jones since 2012. 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 advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Christopher Collins is a financial advisor with Edward Jones in Wilson, NC, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he owns recreational properties related to hunting and fishing. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and investment options. The firm is notable for its extensive retail advisor and branch network and affiliated capabilities beyond traditional advisory services.

Kenan De Roziere is a Financial Advisor with Merrill Lynch Wealth Management, currently based in Wilson, North Carolina. After spending more than a decade in New York, he returned to his hometown to join his father and the Homes Hill team. In this role, Kenan focuses on integrating all aspects of clients' financial lives to help prioritize and pursue meaningful goals. With experience rooted in fostering long-term client relationships, Kenan and the Homes Hill Group emphasize trust and one-on-one collaboration. He holds the Personal Investment Advisor (PIA) designation and earned his bachelor's degree from the University of North Carolina System. Kenan is proficient in both English and Spanish. Outside of his professional work, Kenan has interests in interior decorating, spending time with his family, tennis, and traveling.

Stephanie Davis is a financial advisor at Merrill with 24 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at First Citizens Investor Services for eight years before joining Merrill in 2017. Outside of her financial advisory role, she sells Avon beauty products by catalog. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Jerri Lynn Batts is a financial advisor with Equitable Advisors in Wilson, NC, holding a Series 66 designation and 25 years of industry experience. She has been with Equitable Advisors since 2000, including its predecessor Axa Advisors. Outside of her advisory work, she serves on the finance committee of St. Timothy's Episcopal Church and acts as an executor of her sisters' estates. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, utilizing various advisory program structures and emphasizing individualized financial planning.

Tyler Johns is a financial advisor with Edward Jones in Wilson, NC, holding Series 63 and Series 66 licenses and 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 range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices and operates under a fiduciary standard.

Garland Homes Jr. is a financial advisor at Merrill with Series 63 and Series 65 credentials and 46 years of industry experience. He has been with Merrill since 1980 and has also worked at Bank of America since 2009. Outside of his advisory role, he serves as an advisory board member for the Episcopal Diocese of North Carolina and is a general partner and managing member of Corked & Screwed Inc. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Jason Taylor is a financial advisor at Raymond James Financial with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Raymond James Financial Services, Inc. since 2001. Outside of his advisory role, he is the owner of J. Taylor Investments, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports a broad advisor network with specialized municipal and public finance services.

Adam Ward is a Financial Consultant at Fidelity Investments, where he has been serving since 2023. Prior to this role, he worked as a Planning Consultant at Fidelity Investments from 2021 to 2023. Before joining Fidelity, Adam was a Senior Financial Services Officer at State Employees' Credit Union from 2016 to 2021. Adam focuses on comprehensive financial planning tailored to clients' goals. He works closely with clients to provide education and recommendations on appropriate strategies and helps them adjust their plans in response to life's changes. His approach involves identifying the purpose behind clients' assets and utilizing Fidelity's offerings to build effective financial plans. Outside of his professional responsibilities, Adam enjoys family activities, social events with friends, golf, music, outdoor adventures, and tennis.

Gentry Buchan is a Financial Advisor with the BTE Group at Merrill Lynch Wealth Management in Wilson, North Carolina. She works closely with individuals and families, focusing on personalized financial guidance to help clients navigate complex financial decisions. She specializes in areas including retirement planning, wealth preservation, multi-generational strategies, college education planning, tax minimization, and values-based investing. Gentry is recognized as a member of the Forbes Best-in-State Wealth Management Teams list in 2025, reflecting her dedication to client-focused service and professional excellence. Gentry holds a Bachelor's degree from Montreat College and an MBA in Strategic Leadership and Organizational Development from Barton College. She holds the designation of Personal Investment Advisor (PIA). Outside of her advisory role, she is engaged in community organizations such as the Dress for Success Advisory Board and Friends of the Wilson County Public Library, as well as contributing to Barton College. She lives in Wilson with her husband Sanborn, their son Thomas, and their three Labrador Retrievers. Her approach to financial planning centers on collaboration with clients to create strategies aligned with their unique goals and values. Gentry balances her professional commitments with personal interests including antiquing, baseball, reading, swimming, yoga, and spending time with her family.

Jake Wetherington is a financial advisor with Ameriprise Financial Services and holds a Series 66 designation. He has been with Ameriprise since 2020. Prior to his advisory role, he worked in cleaning services and education. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Jacob Davis is a Wealth Management Advisor at Merrill Lynch Wealth Management, serving individuals and businesses primarily in the Wilson and Raleigh area of North Carolina. He focuses on providing a comprehensive approach to investment management and retirement planning, aiming to help clients develop and implement personalized financial strategies. His areas of expertise include retirement planning, portfolio and investment management, succession and estate planning, home mortgage lending, family planning services, and institutional retirement plans for businesses. Prior to joining Merrill Lynch, Jacob had a ten-year career as a commercial real estate lender with Truist and Fulton Bank. He holds a degree in Business Administration with a concentration in Finance from East Carolina University. Jacob has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is also a member of The Greater Wilson Rotary Club. Outside of his professional responsibilities, Jacob resides in Wilson, North Carolina, with his wife Danielle. He enjoys baseball, cooking, fishing, football, golfing, racquetball, reading, softball, tennis, and traveling, and he values spending time with friends and family.

Albert Faber is a CFP®-designated financial advisor with LPL Financial in Kenly, NC, bringing 40 years of industry experience. He has been with LPL Financial and its predecessor entities since 2007. Outside of his advisory role, he is involved in senior marketing sales for Medicare Supplement products through multiple agencies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations via a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Kenneth Hill is a Wealth Management Advisor at Merrill Lynch Wealth Management with a career in financial services that began in 1983. He joined Merrill Lynch in 1998 after a career in private banking. Ken focuses on building sustainable lifetime income streams and risk management strategies tailored to clients' needs. His expertise includes liability management, insurance, alternative investment strategies, and overseeing his team's client service model. As a specially qualified Senior Portfolio Manager, Ken constructs and manages personalized investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment options. He manages portfolios on a discretionary basis within the Firm's Investment Advisory Program and may manage assets for clients of other Merrill Advisors after meeting additional requirements. Ken holds a bachelor's degree in business administration from the University of North Carolina at Chapel Hill. He has earned several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP®), CERTIFIED PRIVATE WEALTH ADVISOR® (CPWA®), and Chartered Retirement Planning Counselor™ (CRPC™). Ken has served in various community leadership roles, such as president of the Wilson Rotary Club and chairman of the board of trustees of Greenfield School. He also volunteers in economic development focused on the revitalization of downtown areas. Ken and his wife, Kim, reside in Wilson and have a daughter named Kenan.

Tom Bardin Jr. is a financial advisor at Equitable Advisors with 44 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Equitable Advisors since 2015, previously affiliated with Axa Advisors. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and asset management access through LPL programs and a range of third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to tailor services based on client goals, risk tolerance, and time horizon.

Michael Wetherington is a financial advisor with Ameriprise in Wilson, NC, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, he serves as a Wilson County Commissioner and is a member of the KRMW Airport Board of Directors. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its advisory approach and supports a broad range of advisory, brokerage, and insurance solutions.

Robert Edmondson serves as a Senior Resident Director and Wealth Management Advisor at Merrill Lynch. He began his career in the investment arena in 1991 and joined Merrill Lynch Wealth Management in the Wilson, North Carolina office as a Financial Advisor in 2004. His expertise includes education planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, and retirement income. Rob holds a Bachelor's degree from the University of North Carolina at Chapel Hill and a Master's degree in Business from Wake Forest University. He completed the Certified Investment Management Analyst® Program at the Wharton School of Business, University of Pennsylvania, and holds the Certified Investment Management Analyst® (CIMA®) designation as well as the Personal Investment Advisor (PIA) credential. Prior to his financial advisory career, he held corporate positions including corporate treasurer and vice-president of finance, and spent 14 years as an Associate Professor of Finance. Rob resides in Wilson with his wife and is active in the First Presbyterian Church, where he has served in multiple leadership roles. His personal interests include biking, gardening, golfing, hiking, hunting, photography, reading, scuba diving, tennis, and traveling. He also participates in community organizations such as the Wilson Arts Council and the Wilson Botanical Garden.

Elvie White IV is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works closely with individuals, families, and businesses to understand their unique financial needs and goals. Elvie offers guidance on topics such as custom portfolio strategies, retirement planning, estate and trust considerations, cash flow planning, and tax minimization. He is part of the Blair White Group, a multi-generational team with over 75 years of combined wealth management experience. Elvie holds a Bachelor's degree from North Carolina State University and has completed accredited certificate programs from the College for Financial Planning, the National Association of Plan Advisors, and the Yale School of Management. He holds several professional designations, including Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His FINRA registrations include Series 3, 7, 9, 10, and 66. Outside of his professional work, Elvie is involved with the Wilson Industrial Air Center in his community. His personal interests include golfing, running, and soccer.

Michael Strickland is a financial advisor at Edward Jones with 10 years of industry experience. He holds the ChFC® and Series 66 designations and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets supported by a nationwide network of over 23,700 financial advisors.

Susan Worrell Bridgers is a financial advisor at Edward Jones with 23 years of industry experience. She has been with Edward Jones since 2007 and holds Series 63 and Series 66 licenses. 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 through a nationwide network of about 23,701 advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts.

Danusia Honeycutt is a financial advisor with Edward Jones in Wilson, NC, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2020, she worked in education with Wilson County Schools and Wilson Preparatory Academy. Outside of advisory work, she performs as a percussionist with the Wilson Community Orchestra. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of advisory programs with fiduciary oversight, supported by a large national network of financial advisors and branch offices.

Logan Savage is a financial advisor at Ameriprise with Series 66 credentials and less than one year of industry experience. Prior to joining Ameriprise, he held roles at Vector Marketing and has experience working in education and community service roles including at Barton College and The Church of Jesus Christ of Latter Day Saints. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized retirement income service that provides written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Larry Blair is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 1990 and joined Merrill Lynch Wealth Management in 1992. Larry focuses on developing strategies and recommendations for high-net-worth individuals, their families, and their businesses to help them meet their short and long-term financial goals. As a qualified Portfolio Manager, he manages personalized or defined strategies on a discretionary basis, which may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Larry graduated from the University of South Carolina in 1987 with a B.S. degree in Finance. He served four years in the U.S. Marine Corps and was honorably discharged as a Sergeant. He holds the Personal Investment Advisor (PIA) designation. Larry has served on numerous local boards, including the United Way Agency of Wilson County, Wilson County Marine Corps League, and has held leadership positions such as President of the Volunteer Action Committee, Greenfield School, and past President of Wilson Country Club. He is also a co-founder of the Continuous Blessing Foundation. Larry has been recognized on the Forbes "Best-in-State Wealth Advisors" list for multiple years, including 2022, 2023, 2024, and 2025, and as a member of the Blair White Group on the Forbes "Best-in-State Wealth Management Teams" list in 2024 and 2025. Larry and his wife, Tracy, have two children and reside in Wilson, North Carolina.

Charles Hoffman is a financial advisor with Edward Jones in Wilson, NC, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 16 years of industry experience, including roles at New York Life Insurance Company and Nationwide prior to joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over 23,000 financial advisors nationwide. The firm offers a range of investment strategies and advisory services, operating under a fiduciary standard and supporting approximately $1.01 trillion in assets under management.

Shamik Jarrett is a Financial Advisor at Merrill Lynch Wealth Management, specializing in providing personalized financial guidance to individuals and families. He returned to Wilson, North Carolina in 2026 to serve the local community with a focus on empowering clients through financial literacy and education. His areas of expertise include family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, and special needs planning strategies. Shamik works closely with clients to define their financial goals and develop tailored portfolio strategies, offering ongoing advice to adapt to changing circumstances. He holds the Personal Investment Advisor (PIA) designation. Shamik earned a Bachelor's Degree from Barton College and a High School Diploma from Holly Springs High School. He actively participates in his community through involvement with Kingdom Built Ministries and Mid-Way Baptist Church. Outside of work, Shamik enjoys billiards, music, spending time with his family, watching movies, and practicing yoga.