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.

Teresa Bradshaw is a financial advisor at CP Advisors, Inc. with a Series 65 credential and over 17 years of experience primarily in the insurance industry prior to joining the advisory firm. She has been with CP Advisors since 2022. CP Advisors, Inc. serves individual investors, small businesses, trusts, and estates with financial planning, portfolio management, and consulting services, managing approximately $69.6 million in assets. The firm employs a goal-driven investment process combining strategic and tactical asset allocation across various securities, supported by research methods including fundamental, technical, and cyclical analysis.

Jeffrey Johnson is a CFP® professional with nine years of experience at CP Advisors, Inc. He has been with the firm since 2016 and has also worked at Chestnutt, Johnson & Tyson, PA since 2003. Outside of his advisory role, he is a member of JOHCHE, LLC, a real estate and securities business. CP Advisors, Inc. serves individual investors, small businesses, trusts, and estates with financial planning, portfolio management, and consulting. The firm employs a goal-driven investment process using a combination of strategic and tactical asset allocation and offers both discretionary and non-discretionary advisory services.

Michael Chestnutt is a financial advisor at CP Advisors, Inc. with five years of industry experience. He holds the CFP® designation and Series 65 registration. His prior work includes operating Michael L. Chestnutt, CPA, PLLC since 2022 and nearly two decades at Black, Chestnutt & Johnson, PA. CP Advisors, Inc. serves individual investors, small businesses, trusts, and estates with financial planning, portfolio management, and consulting. The firm manages approximately $69.6 million in client assets and employs a goal-driven investment process that combines strategic and tactical asset allocation using mutual funds, ETFs, equities, bonds, and occasional alternative structures.

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.

Katherine Pope is a financial advisor with Truist Advisory Services, holding Series 63, 65, and 66 designations and bringing 30 years of industry experience. She has been with Truist Advisory Services and its affiliated entities since 2018, previously working at BB&T Investments for 15 years. 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 manager relationships and non-discretionary consulting, supported by AI-enabled research tools and affiliated broker-dealer integration.

Rickey Hughes is a financial advisor with OSAIC Institutions, INC. based in Mount Olive, NC. He holds Series 63, Series 65, and Series 66 designations and has 29 years of industry experience. Hughes has worked at Infinex Investments, Inc. since 2011 and is also involved with Southern Bank through a financial advisor referral program. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by providing a range of advisory and brokerage services through customized engagements. The firm’s approach includes both advisory and brokerage solutions with a notable emphasis on predominantly non-discretionary assets and extensive networking arrangements with banks and credit unions.

John Goetke is a financial advisor with Truist Advisory Services who holds Series 63, 65, and 66 licenses and has 36 years of industry experience. His career includes roles at Truist Advisory Services, Truist Investment Services, BB&T Securities, and BB&T Investments. He serves as a board member of the Coharie Country Club, where he participates in monthly meetings focused on reviewing financial statements. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, with a notable level of inter-affiliate integration among its affiliated entities.

Christopher Tart is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he spent 18 years at Cape Fear Valley Health System. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Amy West is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and nine years of industry experience. Her career includes roles at PineTrust Wealth Partners, LLC, Raymond James Financial Services Advisors, Inc., Wall Street Investments, and PNC Bank. She also works as a senior registered client service associate at PineTrust Wealth Partners. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored non-discretionary planning using risk profiling and modeling tools, supports municipal and public-finance work, and delivers specialized advisory programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Mark Jenkins is a financial advisor with Edward Jones in Clinton, NC, holding Series 63 and Series 66 designations and 11 years of industry experience. He worked previously at Allen Tate Mortgage Partners, LLC and Carolina Mortgage Authority, Incorporated before joining Edward Jones in 2018. Outside of his advisory role, he is a partner in a jointly owned beach triplex property in Emerald Isle, NC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, supported by a nationwide network of advisors and branch offices.

Laura Strickland is a financial advisor with Osaic Wealth, Inc. based in Mount Olive, NC, holding a Series 66 designation and over 23 years of industry experience. She has worked at Royal Alliance Associates, Inc. since 2002 and has been affiliated with Delano R. Hill & Associates, Inc./Team Financial Resources, Inc. since 1993. Outside of her advisory work, she is a member of the Wayne Community College Foundation Board and is involved in farming operations as a partner in Strickland Farming Partnership. Osaic Wealth, Inc. serves a diverse client base including individual and institutional investors through a large network of affiliated advisors and offers brokerage, investment advisory, financial planning, and retirement consulting services. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to create tailored portfolios across various asset classes, with options for discretionary or non-discretionary account management.

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.