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.

James Jones III is a Series 65-licensed financial advisor at CP Advisors, Inc. in Beulaville, NC, with eight years of industry experience. He has worked at CP Advisors since 2017 and has been affiliated with Albertson & Jones, P.A. since 2010. CP Advisors, Inc. serves individual investors, small businesses, trusts, and estates by providing financial planning, portfolio management, and project-based consulting. The firm combines strategic and tactical asset allocation using a variety of investment vehicles and incorporates input from CPAs on the team to offer integrated tax planning alongside advisory services.

Randy Albertson is a financial advisor at CP Advisors, Inc. with 5 years of industry experience and a Series 65 credential. He has worked at CP Advisors since 1999 and is also associated with Albertson & Jones, P.A. since 1989. CP Advisors, Inc. serves individual investors, small businesses, trusts, and estates through financial planning, portfolio management, and consulting. The firm employs a goal-driven investment process using a mix of asset allocation strategies and accommodates client-imposed investment restrictions, with several team members holding CPA licenses that provide integrated tax and planning services.

Jessica Batchelor is a financial advisor with First Citizens Investor Services, Inc. She holds Series 63 and Series 65 designations and has 19 years of industry experience, including over 20 years with her current firm. Outside of her advisory role, she co-owns a rental property in North Carolina. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a client-centered approach involving assessments of financial needs and risk tolerance, applying various analytical methods to manage portfolios across equities, fixed income, mutual funds, and ETFs.

Megan Reeves is a financial advisor at Edward Jones with 20 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2006. Outside of her advisory role, she owns a rental home business in Winnabow, North Carolina. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Floyd Johnson III is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Johnson operates his advisory business through ONIPA'A Enterprises, LLC. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, providing detailed recommendation reports that incorporate income sources, Social Security strategies, and tax-efficient withdrawals. The firm delivers these services through a centralized consulting team using research, modeling, and algorithmic tools, alongside a broad range of advisory, brokerage, and insurance solutions.

Christopher Vasques is a financial advisor with LPL Financial who holds Series 63, 65, and 66 credentials and has 34 years of industry experience. His prior work includes roles at Lincoln Financial Securities Corporation and Osaic FS, Inc. He is also involved with United Community Advisors, a business related to his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a wide range of advisory and brokerage services.