Thomas Hunt is a financial advisor at The Burney Company with 38 years of industry experience. He holds a Series 65 designation and has been with The Burney Company since 1985. The Burney Company serves mostly individual investors, including high net worth clients, as well as small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages approximately $3.59 billion in discretionary assets across a multi-team advisory platform, offering discretionary equity portfolio management and financial planning alongside tax preparation services through an affiliated CPA firm.

Carson Stallings is a financial advisor at First Heartland Consultants, Inc. with 11 years of industry experience. His career includes roles at Woodbury Financial Services and A & A Insurance and Investments, where he is currently involved. He is also a shareholder in When Animals Attack, LLC, a YouTube content creation company. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants, employing a blend of fundamental, technical, and cyclical analysis alongside strategic and tactical asset allocation. The firm supports its advisors with multiple program options and custodial platforms tailored to client needs.

Sean Irvin is a financial advisor with Simplicity Wealth and holds Series 63 and Series 65 licenses. He has seven years of industry experience, including roles at Bankers Life and Bankers Life Advisory Services. Outside of advisory work, he has experience managing a team of agents and training staff in insurance-related roles. Simplicity Wealth serves a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional investors. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and provides advisory services alongside technology and operational support for other advisers through its managed account platform.

Aaron Brown is a financial advisor at Truist Advisory Services with 18 years of industry experience. He holds a Series 66 designation and has worked at Truist and its predecessor firms since 2010. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools for manager selection and ongoing oversight.

Christopher Dorsey is a financial advisor at Private Advisor Group, LLC with 17 years of industry experience. He holds the Series 66 designation and has worked at firms including Wells Fargo Advisors, Raymond James Financial Services, Charles Schwab, Edward Jones, and Heritage Wealth Management Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm uses a fiduciary-based advisory model incorporating technology platforms and a range of investment strategies, often implementing advice through third-party managers and turnkey asset management programs.

Ross Vari is a financial advisor at Fidelity with six years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe.

William Whichard is a financial advisor at Wells Fargo Advisors with 38 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at various Wells Fargo entities since 2009. Outside his advisory role, he is involved in wealth management through a 50% ownership in Whichard Woolard & Mitchell Wealth Management in Elizabeth City, NC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and uses proprietary research and tools to develop tailored recommendations, with clients deciding on implementation through various brokerage or advisory programs.

Michelle Hoff is a financial advisor with Wells Fargo Clearing in Elizabeth City, NC, holding a Series 66 designation and 26 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC and Chase Investment Services Corp. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics.

Lea Anne Creekmore is a financial advisor with LPL Financial holding a Series 66 designation and 18 years of industry experience. Her prior experience includes roles at Lincoln Investment, Capital Analysts, Truist Investment Services, and BB&T. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Joseph Chory III is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 42 years of industry experience, including 13 years at Lincoln Financial Securities Corporation prior to joining Cambridge in 2021. Outside of his advisory role, he serves as chairman of the deacon board and a board member at Symons Creek Tabernacle, a non-public entity. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, using a variety of portfolio management strategies and multiple custody platforms.

Kenneth Burgess Jr. is a financial advisor with Ameriprise Financial Services holding a Series 66 designation and five years of industry experience. His prior work includes roles at Edward Jones and Massfield & Sons. Outside of his advisory work, he is involved in farming through Mansfield & Sons LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that emphasize dependable income sources and tax-aware withdrawal strategies.

Mitchell Brown is a financial advisor at LPL Financial with four years of industry experience. He previously worked for Raymond James Financial Services Advisors and Raymond James Financial Services Inc. Outside of his advisory role, he provides financial planning services as an independent contractor at Cascade Financial Planning. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, institutions, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services supported by research, model portfolios, and technology solutions.

Meredith Moreland is a financial advisor with Wells Fargo Advisors in Elizabeth City, NC, holding a Series 66 designation and four years of industry experience. She has been with Wells Fargo Advisors and its affiliate Wells Fargo Clearing continuously since 2015. Wells Fargo Advisors Financial Network is a broker‑dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

Timothy Bardin is a financial advisor with Edward Jones, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory work, he manages a rental property in Corolla, North Carolina. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm provides a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Chase Baccus is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and eight years of industry experience. His prior work includes three years at Lincoln Financial Securities and twelve years involved with Baccus Seafood. Outside of advising, he is also an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, offering financial planning and investment management through a broad network of independent professionals. The firm provides a range of portfolio management options, including proprietary and third-party strategies, tailored to client objectives.

Christopher Barcliff is a financial advisor with Edward Jones in Elizabeth City, NC. He holds the ChFC® designation and Series 66 license, with three years of industry experience. Prior to joining Edward Jones, he worked for 22 years at Perry Auto Group. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its large network of financial advisors and branch offices, as well as its affiliated trust company and securities-based lending options.

Yancey Elliott III is a financial advisor with Edward Jones in Elizabeth City, NC, holding Series 63 and Series 66 credentials and over 32 years of industry experience. He has been with Edward Jones since 1993. Outside of his advisory role, he is involved in managing timber on a farm he owns and is a partner in an LLC that owns a seven-bedroom motel/lodge. 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, offering a range of investment strategies and services supported by a large network of financial advisors and branch offices nationwide.

Charles Hughes is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior work includes 13 years at Lincoln Financial Securities Corporation before joining Cambridge in 2021. Outside of advising, he serves as president of two independent insurance agencies and is a board member at The Landings at Bennett’s Creek. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning and investment management through a network of independent professionals. The firm provides various investment implementation options, proprietary and third-party strategies, and features institutional support such as advisor transition programs and compliance controls.

Laura Van Buren is a CFP®-certified financial advisor with 14 years of industry experience, currently with Wells Fargo Advisors since 2023. Her prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors dating back to 2015. She serves on the finance committee of Kitty Hawk Rotary and is a member of the board of directors for the Outer Banks Community Foundation. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering 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, integrating advisory services with other financial products and referral channels.

John Woolard is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 2009. Outside of his advisory work, Woolard has ownership interests in an investment and wealth management firm as well as several business activities related to real estate investment. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, delivering tailored recommendations supported by firm research and planning tools.

Daniel Babiy is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with TowneBank since 2012 and Towne Wealth Management from 2019 to 2022. Outside of his advisory work, he is a silent partner in Bourbon Water, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored planning and investment consulting using various analytical tools and supports a wide network of advisors and affiliated firms.

Russell Hull III is a financial advisor with LPL Financial, holding the Series 66 designation and 17 years of industry experience. His prior roles include positions at Raymond James Financial Services and Wells Fargo Advisors. He serves on the board of the NENC Economic Growth Initiative, a nonprofit organization focused on regional development. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits. The firm offers a range of financial planning and advisory programs supported by model portfolios, third-party research, and technology-driven strategies.

Miriam Crank is a financial advisor with Wells Fargo Advisors in Elizabeth City, NC, holding a Series 66 designation and with 12 years of industry experience. She has worked within various Wells Fargo entities since 2003. Outside of her advisory role, she works part-time as a retail sales associate at Creative Jewelers. 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 tailored recommendations using proprietary research and planning tools, covering a wide range of financial planning areas and integrating advisory services with other financial products and referral channels.

William Mitchell is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and carrying 29 years of industry experience. He has worked at various Wells Fargo entities since 2009. Outside his advisory role, Mitchell holds a minority ownership stake in Beaver Lake Property Management Group, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of investment and financial planning services, utilizing Wells Fargo research and planning tools to develop tailored recommendations for clients.

Phillip Bates is a financial advisor with Edward Jones in Elizabeth City, NC, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014 and also serves in the NC National Guard, where he has been active since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate entities, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors and offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Jason Guill is a financial advisor with Edward Jones in Moyock, NC, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide 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 national network of advisors and branch offices.

Roxane Miller is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has been with LPL Financial since 2014. Outside of her advisory role, she is involved in several non-investment activities including employment as a cleaner and work related to court reporting. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products within an integrated platform.

Christopher Miller is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at Invest Financial Corporation for nine years before joining LPL Financial in 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary portfolio management supported by proprietary and third-party research.

William Hannan is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. His prior work includes positions at Raymond James Financial Services and Townebank. Outside of his advisory role, he serves as President of the Carolina Highlands Property Owners Association. Ameriprise is an institutional firm that offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide personalized, non-discretionary recommendations in partnership with clients’ advisors.

John Simpson is a CFP® professional with 20 years of experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has operated Cascade Financial Planning, Inc. since 2015 and served as owner and branch manager. His prior experience includes a role at Broad Creek Lodge, LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm provides tailored non-discretionary planning and supports municipal and public-finance work through a range of advisory programs and consulting services.

Hong Mcgill is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 36 years of industry experience. Prior to joining LPL Financial in 2025, Mcgill worked at Oppenheimer, Suntrust Advisory Services, Ameriprise, Morgan Stanley, Citigroup Global Markets, and Legg Mason Wood Walker. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by proprietary and third-party research.