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.

Perry Aycock is a financial advisor with Credit Union Investment Services, holding Series 65 and Series 63 credentials and nine years of industry experience. He has worked at Members Trust Company since 2017 and has been associated with Credit Union Investment Services, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union since 2013 or earlier. Outside of his advisory roles, he previously operated Old Siam Thai Restaurant for seven years. Credit Union Investment Services primarily serves North Carolina residents, providing goals-based, non-discretionary investment advice focused on long-term horizons using low-cost index funds and ETFs. The firm operates within the credit union ecosystem and offers financial planning and asset allocation services while leaving implementation decisions to clients.

Casey Simpson is a financial advisor at Credit Union Investment Services with eight years of industry experience. He holds Series 65 and Series 63 licenses and has worked with Members Trust Company since 2019. In addition to his advisory role, he serves as a financial advisory services specialist at State Employees' Credit Union and an agent with SECU Life Insurance Company. Credit Union Investment Services primarily serves individual investors residing in North Carolina, offering non-discretionary portfolio management, asset allocation advice, and financial planning. The firm emphasizes a long-term, goals-based approach using low-cost index funds and ETFs, with investment representatives who are salaried employees of the parent credit union.

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 at Navy Federal Investment Services, LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Navy Federal in various capacities since 2021, as well as at Wells Fargo from 2009 to 2021. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, providing financial planning, retirement-plan fiduciary services, and portfolio management through advisory and brokerage channels. The firm delivers investment services mainly via third-party portfolio managers on the Envestnet platform and offers specialized programs including Private Wealth Consulting for clients with $1 million or more.

Michael Skibbe is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at LPL Financial, Private Advisor Group, PNC Investments, and Sharonview Federal Credit Union. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual investors and trusts, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm utilizes model portfolios managed by third-party portfolio managers and provides account monitoring, rebalancing, and optional tax and impact overlay services.

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., holding Series 63 and Series 65 credentials and 18 years of industry experience. She has been with First Citizens Investor Services since 2006. Outside of her advisory role, she is a co-owner of a rental property in Beulaville, NC. First Citizens Investor Services, Inc. offers investment advisory and brokerage services to a diverse client base, including individuals, trusts, estates, charitable organizations, pension plans, and business entities. The firm combines risk- and outcomes-based asset allocation with discretionary and non-discretionary management, supported by fundamental, quantitative, and technical analysis, and benefits from its affiliation with a bank holding company.

Joseph Spencer is a Series 66-licensed financial advisor at First Command Advisory Services with 10 years of industry experience. He has been with First Command in various capacities since 2015, including roles at First Command Insurance Services, Inc. and First Command Financial Service, Inc. in Jacksonville, NC. 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 centrally by an 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 with Hornor, Townsend & Kent, LLC and holds a Series 65 designation. He has experience working in financial services since 2017, including a prior role at MetLife, and served in the United States Navy for 20 years. Outside of his advisory work, he is involved with McEuen Legacy Planning, a business he has been associated with 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, with a platform that includes third-party asset managers and a combination of discretionary and non-discretionary account options.

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® professional with 31 years of experience in the financial industry. She has been with First Citizens Investor Services, Inc. since 2002. Outside of her advisory role, she manages a small rental business through OverTime LLC. First Citizens Investor Services, Inc. provides investment advisory and brokerage services to a diverse client base, including individuals, trusts, estates, and business entities. The firm combines fundamental, quantitative, and technical analysis with both discretionary and non-discretionary management, offering services such as tax-aware overlay and automated model portfolios, supported by its affiliation with a bank holding company.

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 designation and has worked at First Citizens Investor Services and First Citizens Bank since 2022, as well as previously at Equitable Advisors. First Citizens Investor Services, Inc. provides investment advisory and brokerage services to a diverse client base, including individuals, trusts, estates, and charitable organizations. The firm combines risk- and outcomes-based asset allocation with discretionary and non-discretionary management, leveraging both fundamental and quantitative analysis alongside technology-driven model portfolios.

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.

Dallas Garner is a financial advisor with LPL Financial in Jacksonville, North Carolina, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been affiliated with Financial Resources Group and LPL Financial since 2014. 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 model portfolios and research from multiple sources.

John Floyd is a CFP®-designated financial advisor with 22 years of industry experience, currently affiliated with LPL Financial in Jacksonville, NC. He has worked at LPL Financial since 2013 and previously held roles at CresCom Bank and First South Bank. Floyd serves on the board of Carteret HealthCare, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Carrie Spaulding is a financial advisor with LPL Enterprise. She holds a Series 66 designation and has been in the industry since 2024. Prior to joining LPL Enterprise, she worked at Paragon Planners and Rally. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, access to model portfolios, third-party asset management, and a range of brokerage and insurance products through its integrated platform.

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.