Joshua Russ is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with Dew Wealth Management, where he has worked for one year, following prior roles at Financial Serenity, LLC, and other financial firms. Dew Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations with family-office style programs, financial planning, retirement consulting, and investment management. The firm offers both discretionary and non-discretionary management and coordinates with clients’ other professionals through multi-month programs and a virtual family office model.

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.

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.

Mark Conway is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 34 years of industry experience. He has been with Cambridge since 2016 and also operates his own firms, Conway & Co Inc., an insurance agency, and a real estate brokerage where he serves as broker-in-charge. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering comprehensive financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of investment solutions including proprietary model strategies and access to unaffiliated portfolio managers, with both discretionary and non-discretionary options tailored to client objectives.

Justin Hardee is a financial advisor with Wells Fargo Advisors in Kinston, NC, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Equitable Advisors. He is a partial owner of several investment-related entities involved in real estate and financial practices in Greenville, NC. 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 using proprietary research and tools, with a focus on tailored recommendations across various planning needs.

Matthew Malone is a financial advisor at Edward Jones in Kinston, NC, holding CFP® and Series 66 designations with 18 years of industry experience. He has been with Edward Jones since 2007. 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 supported by a large nationwide network of advisors and branch offices.

Matthew Worthington is a financial advisor at Cambridge Investment Research Advisors with five years of industry experience. He holds the Series 66 designation and has prior experience at First Citizens Investor Services and Securian Financial Services. Worthington has also worked in insurance agency roles outside of investment advisory. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using a variety of portfolio management approaches and platform arrangements.

Mark Conway Jr. is a CFP®-credentialed financial advisor with 56 years of industry experience, currently with Cambridge Investment Research Advisors since 2016. Prior to this, he spent 15 years at Transamerica Financial Advisors. Outside of his advisory work, he owns and operates several businesses in real estate and insurance, including a realty company and independent insurance agencies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning and investment management through a network of independent professionals, utilizing proprietary models and third-party strategies across multiple platform options.

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.

Thomas Stroud Jr is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He holds the Series 66 designation and has worked within various Wells Fargo entities since 2015. Outside of his advisory role, he serves on the boards of two condominium homeowner associations. 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 utilizing proprietary research and planning tools, and it integrates advisory services with other financial product sales and referral channels.

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.

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.

Zachary Goins is a Series 66 licensed financial advisor with seven years of industry experience, currently working at Wells Fargo Advisors since 2024. His prior experience includes roles at Wells Fargo Clearings Services, LLC, Western & Southern Life Insurance, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Sia Group. 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 a broad range of planning services using Wells Fargo research and tools, with tailored recommendations delivered through meetings and client summaries.

Tammy Malone is a Series 66-licensed financial advisor with Edward Jones in Kinston, NC, where she has worked since 2016. She has nine years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a comprehensive range of advisory programs and affiliated financial products. The firm operates a large network of advisors and branch offices, offering discretionary and non-discretionary investment strategies and maintaining affiliated capabilities such as a trust company and securities-based lending.

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.