Virginia Rogers is a CFP® professional with experience at Edward Jones from 2022 to 2025 and currently serves as the sole advisor at Creekside Financial Planning, L.L.C., a firm she joined in 2025. She has no prior industry experience before 2022. Outside of her advisory role, she manages Seakeeper Enterprises LLC, a rental property business. Creekside Financial Planning is a fee-only registered investment adviser that provides investment management, comprehensive financial planning, and educational seminars to individuals and high-net-worth clients. The firm employs modern portfolio theory and tailored asset-allocation models combining passive and active mutual funds and ETFs, and emphasizes selecting and onboarding outside investment advisers for clients.

Christopher Williams is a financial advisor at United Brokerage Services, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at United Brokerage Services since 2018, following prior roles at Capital One Investing, LLC and Capital One Advisors, LLC from 2015 to 2018. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients through various wrap fee and advisory programs. The firm primarily manages assets on a non-discretionary basis and offers a range of investment approaches, supported by its affiliation with United Bank and established clearing relationships with Wells Fargo.

Logan Everette is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 license and has worked at Edward Jones since 2022. His prior work experience includes roles at Fleet Feet, East Carolina University, the University of North Carolina Wilmington, and Athletic Edge. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Roy Parker is a financial advisor with Edward Jones in Washington, NC. He holds Series 63 and Series 66 licenses and has 30 years of industry experience, including 29 years with Edward Jones. Outside of his advisory role, he is a joint owner of a rental property. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Jonathon Oliver is a financial advisor with Edward Jones, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked at Carbyne for two years and served with the Colorado Department of Public Safety, Colorado State Patrol, for 25 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets, supported by a large network of financial advisors and branch offices nationwide.

Lisa Clark is a financial advisor with Edward Jones in Washington, NC, holding Series 63 and Series 66 licenses and 26 years of industry experience. She has been with Edward Jones since 1992. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Rodney Cantrell is a CFP®-designated financial advisor with Edward Jones, where he has worked since 1984, totaling 42 years of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he has volunteered as an ad hoc community liaison on a strategic planning task force at Beaufort County Community College. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies, supported by a large nationwide network of financial advisors and branch offices.

Michael Goodwin is a ChFC® credentialed financial advisor with Edward Jones in Belhaven, NC, where he has worked since 2006, totaling 19 years of industry experience. He serves as a board member for a local daycare, participating in fundraising and oversight activities. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, investment options, and affiliated financial services, supported by a nationwide network of approximately 23,701 advisors.

Stuart O Neal is a financial advisor at Edward Jones with 12 years of industry experience and holds a Series 66 designation. He has been with Edward Jones since 2013. Outside of his advisory role, he serves as an on-call firefighter for the Townsend Fire Department in Massachusetts. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and supports its clients through a nationwide network of over 23,700 financial advisors.

Graham Parker is a Series 66-licensed financial advisor with Edward Jones in Washington, NC. He has been with Edward Jones since 2023, having transitioned from his studies at Appalachian State University and earlier education at Washington High School. 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 discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a broad national network of advisors and branch offices.

Alexandra Crespi is a financial advisor with Cambridge Investment Research Advisors in Bath, NC, holding the Series 66 designation and six years of industry experience. She has previously worked at Lincoln Financial Securities and maintains an independent insurance agency, Adams & Associates. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm offers multiple investment platforms and strategies, including proprietary models and access to third-party managers, with both discretionary and non-discretionary management options.

James Linton is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held positions at Thermo Fisher Scientific, Edwards Inc., and Linton Industries. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of household and corporate types. The firm offers a variety of advisory programs and investment solutions, operates under a fiduciary standard, and maintains a large national footprint with affiliated capabilities beyond advisory services.