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.

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 with Truist Advisory Services who holds Series 63 and Series 65 designations and has 22 years of industry experience. She has worked at Truist Advisory Services and Truist Investment Services since 2021, with prior experience at BB&T Securities and BB&T Investments from 2006 to 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate 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 platform and manager arrangements, to deliver its investment solutions.

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. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to his current role, he was involved with Ursa Domain Apparel from 2022 to 2025. First Command Advisory Services 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, delivering investment management through a centralized team that selects preapproved managers and model portfolios.

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 at First Command Advisory Services with Series 63 and Series 65 credentials. She has been with First Command and its affiliated entities since 2025. Outside of advising, she is involved in copywriting through two businesses, The Pajama Writer LLC and Maeve Copywriting Services. 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, delivering investment management through a centralized team that selects and monitors model portfolios and third-party managers from approved universes.

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 63 and Series 65 licenses and served in the United States Marine Corps from 2020 to 2025. First Command Advisory Services 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 featuring model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

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 with OSAIC, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has worked at Woodbury Financial Services for 15 years and has been affiliated with Cooper Investment Company since 1990. Cooper serves as a board member for Coastal Carolina Community College and is also involved in insurance sales and financial advisory through GCG Wealth Management LLC. OSAIC Wealth, Inc. provides investment advisory and brokerage services to a diverse client base, including retail, institutional, high-net-worth investors, and charitable organizations. The firm employs asset-allocation tools and third-party managers to create customized portfolios across a range of investment types, supporting both discretionary and non-discretionary management.

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.

Christine Singer is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked in various roles including at Fidelity Brokerage Services LLC and previously in professional and regulatory settings. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a process that integrates proprietary fundamental research with quantitative and algorithmic portfolio construction, managing portfolios across mutual funds, ETFs, and ETPs while maintaining oversight of sub-advisers and managing conflicts of interest.

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.

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.