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.

Brian Liedstrand is a financial advisor at Selective Wealth Management, Inc. with 11 years of industry experience. He holds a Series 65 designation and has served in the U.S. Marine Corps since 2017, including a role as a Marine for Life Representative. Liedstrand also acts as the music director for Harvest Presbyterian Church PCA. Selective Wealth Management serves individual and high-net-worth clients, providing portfolio management and financial planning services. The firm manages approximately $426 million in assets across eight advisors and offers discretionary investment supervisory services with tailored financial planning and periodic account reviews.

Roy Atallah is a financial advisor with Compass Financial Management LLC and holds a Series 65 designation. He has one year of industry experience, previously serving ten years in the US Navy. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing discretionary investment management, retirement-plan consulting, and participant education. The firm manages approximately $894 million and employs a range of investment strategies including equities, fixed income, mutual funds, ETFs, and both internal and third-party managed portfolios.

Richard Pugh is a CFP® with over 33 years of industry experience. He has been with Financial Security Advisory, Inc. since 1997 and previously worked at Guardian Life Insurance Co. alongside his advisory roles. He serves as a professor at The American College, teaching financial planning and insurance courses. Financial Security Advisory, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and employer-sponsored plans, focusing on asset allocation and long-term holdings through quantitative and qualitative analysis. The firm manages portfolios including mutual funds, stocks, bonds, ETFs, and select alternative investments, offering both discretionary and customizable management options.

Eunnice Nino is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. She has worked at Navy Federal in various capacities since 2021, and previously spent over a decade at Wells Fargo Bank, NA. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options primarily through managed advisory programs utilizing third-party portfolio managers.

Michael Skibbe is a Series 66-licensed financial advisor with 25 years of industry experience. He currently works at Navy Federal Investment Services, LLC and Navy Federal Financial Group, LLC since 2022. His prior roles include positions at Sharonview Federal Credit Union, LPL Financial, Private Advisor Group, PNC Investments, Natcity Investments, and 1717 Capital Management Company. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm primarily delivers advice through managed advisory programs utilizing third-party portfolio managers and provides layered investment solutions, combining advisory and commission-based channels within a credit-union-affiliated structure.

Debbie Nagley is a financial advisor at Truist Advisory Services with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Truist and its affiliated entities since 2006, including roles at Bb&T Investments and Bb&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

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.

Joseph Spencer is a financial advisor at First Command Advisory Services with 11 years of industry experience. He holds the Series 66 designation and has been with the First Command affiliated firms since 2015. First Command Advisory Services, Inc. serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, managing model portfolios through a centralized Investment Management Team and Wealth Portfolio Managers.

Joseph Mclaughlin is a CFP® professional with 32 years of industry experience, currently serving at First Command Advisory Services since 2015. He has been affiliated with First Command Financial Services, Inc. and First Command Financial Planning, Inc. since 1994. Outside of his advisory role, he serves as a member of the North Carolina Capital Facilities Finance Agency Board of Directors. First Command Advisory Services, Inc. is an SEC-registered investment adviser focused on individuals, corporate and charitable clients, with a particular emphasis on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and oversee model portfolios and third-party managers within a structured investment framework.

John Beraud is a financial advisor with First Command Advisory Services in Jacksonville, NC, holding Series 65 and Series 63 licenses. He has two years of industry experience, encompassing roles across First Command’s advisory, insurance, and brokerage services. Outside of finance, he has been involved with Ursa Domain Apparel from 2022 to 2025. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed centrally by its Investment Management Team and Wealth Portfolio Managers.

Kalan Mceuen is a financial advisor at Hornor, Townsend & Kent, LLC with a Series 65 credential and experience beginning in 2026. Prior to joining Hornor, Townsend & Kent, he worked at MetLife and served in the United States Navy for 20 years. He is also involved with McEuen Legacy Planning, a separate business he has operated since 2021. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, managing approximately $8.37 billion in discretionary assets under management as of the end of 2025.

Mary Vieregge is a financial advisor with First Command Advisory Services in Jacksonville, NC. She holds Series 63 and Series 65 licenses and has been with First Command since 2025. Outside of her advisory role, she is involved with The Pajama Writer LLC and Maeve Copywriting Services. First Command Advisory Services, Inc. is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team.

Walter Eldridge III is a financial advisor at First Command Advisory Services with six years of industry experience. He holds the CFP® and ChFC® designations, as well as a Series 66 license. Prior to his financial career, Eldridge served in the United States Marine Corps for 24 years. First Command Advisory Services is an SEC-registered investment adviser that primarily serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs utilizing model portfolios managed by an internal Investment Management Team.

Korene Marsh is a CFP® with 31 years of industry experience, currently serving at First Citizens Investor Services, Inc. since 2002. She holds Series 63 and Series 65 licenses. Outside of her advisory role, she manages OverTime LLC, a rental business involving a boat slip and condominium. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm offers portfolio management, wrap programs, model portfolios, and financial planning, using a client-centered process that incorporates fundamental, quantitative, and technical analysis.

Paul Brooker II is a financial advisor with First Command Advisory Services holding a Series 66 designation and seven years of industry experience. He has worked at various First Command entities since 2018. Outside of his advisory role, he is an owner of a vacation home occasionally used as an Airbnb. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, using centralized investment management teams to design and manage model portfolios with discretionary authority granted by clients.

Weiguo Xu is a financial advisor at First Command Advisory Services with two years of industry experience. Prior to joining the firm, he served 27 years in the United States Marine Corps. Outside of his advisory role, he is the owner of a real estate and rental property business. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a specialty in supporting active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing centralized investment management and model portfolios constructed from mutual funds, ETFs, and third-party managers.

Ashley Brown is a financial advisor at PNC Wealth Management with 13 years of industry experience. She holds the Series 66 designation and has worked at several firms, including Merrill, Bank of America, and Wells Fargo. Brown has been with PNC Investments LLC since 2019. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategist platform that uses algorithmic risk assessment and manages investments via mutual funds and ETFs.

Ryan Bogue is a financial advisor with First Command Advisory Services holding Series 63 and Series 65 registrations and is based in Jacksonville, NC. He has been with First Command in various roles since 2025. Outside of his advisory role, he is involved in a cleaning business, Choice Maid LLC. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs overseen by a centralized Investment Management Team.

Andrew Alves is a financial advisor at First Command Advisory Services with one year of industry experience. He holds Series 65 and Series 63 licenses and previously served five years in the U.S. Marine Corps. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, managed by a centralized Investment Management Team and Wealth Portfolio Managers who select portfolios and third-party managers from prescreened lists.

Todd Morin is a financial advisor with First Command Advisory Services holding Series 63 and Series 65 licenses. He has recently transitioned from a 23-year career in the United States Air Force and has one year of experience in advisory and brokerage roles within the First Command organization. Morin is also involved with Coastal Event Reflections. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers.

Felicia Stitt is a financial advisor at First Citizens Investor Services, Inc. with five years of industry experience. She holds the Series 66 credential and has previously worked at Equitable Advisors and First Citizens Bank. First Citizens Investor Services, Inc. serves a diverse client base, including individuals, pension plans, charitable organizations, and businesses, offering a range of advisory and brokerage services such as portfolio management, wrap programs, and financial planning. The firm emphasizes IAR-led assessments and applies fundamental, quantitative, and technical analysis to investment decisions.

Kelley Tyson is a financial advisor at Edward Jones with 16 years of industry experience. She holds the ChFC® designation and Series 66 license and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of about 23,701 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Cynthia Williams is a Series 66 credentialed financial advisor with Edward Jones in Jacksonville, NC, where she has worked since 1996, accumulating 30 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Thomas Cooper is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Woodbury Financial Services for 15 years. Cooper is also a board member of Coastal Carolina Community College and serves as an insurance agent specializing in fixed insurance and annuities. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, financial planning, retirement consulting, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Jasen Hedrick is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 30 years of industry experience, including 16 years at Nationwide Securities, Inc., and has operated as an independent insurance agent. Hedrick also serves as president of Strategic Wealth Advisors. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of investment strategies through independent financial professionals and maintains proprietary models alongside access to unaffiliated strategists.

Dallas Garner is a financial advisor with LPL Financial in Jacksonville, NC, holding Series 63 and Series 65 designations and 25 years of industry experience. He has worked with LPL Financial and affiliated entities since 2014 and previously with BB&T Investment Services, Inc. from 2006 to 2014. Outside of his advisory role, Garner is involved as an independent insurance agent and works with related financial groups connected to his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, leveraging its scale and technology tools alongside a broad platform of non-advisory financial products.

John Floyd is a CFP® with 22 years of experience in financial services, currently affiliated with LPL Financial in Jacksonville, NC. His prior experience includes roles at CresCom Bank, First South Bank, and BB&T Investment Services. He serves as a board member of Carteret HealthCare, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of financial planning solutions, model portfolios, and institutional platforms, supporting over 22,800 advisors and more than $819 billion in discretionary assets.

Shawna Hedrington is a financial advisor at Thrivent Investment Management with a Series 66 designation. She joined Thrivent in 2025 and has prior experience as a homemaker and stay-at-home parent. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. Their approach focuses on holistic, goal-based planning across multiple topics, with options to combine planning and managed-account services while keeping them separate.

Carrie Spaulding is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning her advisory career in 2024. Her prior experience includes roles at Paragon Planners and Rally, as well as a tenure at Post University. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, employer-sponsored retirement plans, and various corporate and charitable entities. The firm employs a model-driven investment approach using portfolios developed by internal and third-party strategists and offers financial planning, access to third-party asset managers, and other affiliated financial services.

Ashley Le May is a Series 66-registered financial advisor with Raymond James Financial Services Advisors, Inc., bringing five years of industry experience. Prior to joining Raymond James, Le May held roles at Merrill and worked part-time as a remote scorer for standardized tests and as an independent contractor for Uber. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients, using tailored, non-discretionary planning supported by advanced analytical tools.

Theodore Chamberlain is a financial advisor with Cetera who holds a Series 66 designation and has eight years of industry experience. His work history includes roles at Cetera Wealth Services, Cetera Advisors, and Canandaigua National Bank. Outside of his advisory work, he has also been involved with delivery services such as DoorDash and Walmart Spark Delivery. 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 various portfolio management options and access to third-party money managers, managing over $256 billion in assets through a large network of advisors.