Keith Beck is a financial advisor with The Wealth Group, Ltd. in Rocky Mount, NC, holding Series 63 and Series 65 licenses and offering 32 years of industry experience. He has been with The Wealth Group, Ltd. and Capital Investment Group, Inc. since 2011 and operates a CPA firm providing accounting services since 1995. Outside of advisory work, he serves as a vice president and advisor for multiple dental and medical practice management businesses. The Wealth Group, Ltd. provides wealth analysis, financial planning, and discretionary and non-discretionary money management for individuals, high-net-worth clients, trusts, businesses, and retirement plans. The firm employs a contrarian, value-oriented investment approach focused on financially strong, out-of-favor securities with long-term holding periods and offers both internal management and oversight of external managers.

James Tharin is a CFA® charterholder with 25 years of industry experience. He has worked at Emerald Asset Management, Inc. since 2015 in Rocky Mount, NC. Outside of his advisory role, he serves as a voting board member of the Rocky Mount Planning Board. Emerald Asset Management is a privately held SEC-registered adviser serving individuals, families, trusts, charitable organizations, and employer retirement plans. The firm employs a blend of fundamental, technical, and quantitative analysis across multiple strategies and offers both discretionary and non-discretionary portfolio management, financial planning, and pension consulting services.

William Gupton is a financial advisor at Emerald Asset Management, Inc. with 15 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Emerald Asset Management, Gupton worked at First Citizens Bank and First Citizens Investor Services, as well as Guggenheim Funds Distributors and CAPTrust. Emerald Asset Management is a privately held, SEC-registered firm serving individuals, families, trusts, charitable organizations, and employer retirement plans. The firm employs a combination of fundamental, technical, and quantitative analysis across various strategies and offers both discretionary and non-discretionary portfolio management, financial planning, and pension consulting.

Mackenzie Thompson Stussie is a financial advisor at Whitener Capital Management, Inc. with two years of industry experience. She holds a Series 65 credential and has worked in various roles including positions at Wildwood Home and New Growth Designs prior to joining Whitener Capital Management. Whitener Capital Management serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other entities. The firm provides portfolio management, financial planning, and pension consulting services, managing approximately $598 million for about 800 clients, with an investment approach focused on quality, value, and risk-adjusted returns guided by client objectives and liquidity needs.

Benjamin Roberts is a financial advisor at Ironsides Asset Advisors, LLC with one year of industry experience. He holds a Series 65 credential and has previously worked at Five Points Capital, LLC, Plexus Capital, LLC, Ernst & Young, LLP, and Wake Forest University School of Business. Ironsides Asset Advisors provides financial planning, portfolio management, and consulting services to individuals, high-net-worth clients, and institutional entities. The firm focuses on asset allocation and active manager selection, employing both quantitative and qualitative analysis across a variety of investment strategies while managing approximately $1.42 billion in assets.

Sean Gilsenan is a CFP® professional with 24 years of industry experience, currently serving as an advisor at Whitener Capital Management, Inc. since 2011. He holds Series 63 and Series 65 licenses and is based in Cary, NC. Whitener Capital Management provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm follows a conservative, quality-and-value investment philosophy focused on capital preservation and long-term, risk-adjusted returns, managing approximately $506 million in client assets through tailored portfolio management and pension consulting services.

Michael Kennedy is a financial advisor at Whitener Capital Management, Inc. He holds a Series 66 designation and has three years of industry experience. Prior to joining Whitener Capital Management in 2024, he worked at Truist Investment Services and Truist, and he also spent one year as a real estate broker. Whitener Capital Management serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other entities by providing discretionary and non-discretionary portfolio management, financial planning, and pension consulting services. The firm manages approximately $598 million for around 800 clients, focusing on a conservative investment approach that emphasizes quality, value, and risk-adjusted returns.

Richard Sanford II is a financial advisor at Whitener Capital Management, Inc with 15 years of industry experience. He holds Series 63 and Series 65 designations and has been with Whitener Capital Management since 2004. Whitener Capital Management provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm follows a conservative, quality-and-value investment philosophy focused on capital preservation and long-term, risk-adjusted returns, tailoring portfolios to client objectives and managing roughly $506 million in assets.

Mark Roberts is a CFA® charterholder with 14 years of industry experience. He serves as a senior vice president of Tuscarora Company LLC, a private investment business that also provides administrative services to Ironsides Asset Advisors, LLC, where he has worked since 2009. Ironsides Asset Advisors is a team-based firm that provides financial planning, portfolio management, and consulting services to individuals, high-net-worth clients, and institutional entities. The firm emphasizes asset allocation and active manager selection through a combination of quantitative analysis and qualitative due diligence, managing approximately $1.42 billion in assets across a focused client base.

Emmett Gibson is a financial advisor with Ironsides Asset Advisors, LLC, holding a Series 65 designation and 14 years of industry experience. He has been with Ironsides since 2009 and is also president and owner of Tuscarora Company, LLC, a private investment and administrative services firm. In addition, he serves as trustee of the Robert D. Gorham, Jr. Master Foundation Trust and is involved with several foundations and other businesses. Ironsides Asset Advisors provides financial planning, portfolio management, and consulting services to individuals, high-net-worth clients, and institutional entities. The firm’s investment approach emphasizes asset allocation and active manager selection, combining quantitative and qualitative analysis across a range of asset types, including hedge funds and private equity.

Larry Hyde II is a financial advisor with AlphaStar Capital Management in Nashville, NC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Aptus Wealth Management and Lincoln Financial Securities, and he operates Hyde Financial Services, where he offers insurance products. Outside of finance, he serves as an organist for Hudson Memorial Presbyterian Church and works as an interior designer for Nashville Furniture Company. AlphaStar Capital Management serves individual and institutional clients, including high-net-worth individuals and retirement plans, providing discretionary investment management, financial planning, and subadvisory services. The firm employs both strategic and tactical investment approaches through proprietary model portfolios and third-party technology, managing approximately $2.5 billion in assets across over 8,400 client relationships.

Anthony Engrassia is a financial advisor at Prosperity Capital Advisors with a Series 65 credential and seven years of industry experience. He previously worked at Wealth Management Strategies, Inc. and has experience at PNC Arena. Outside of advisory work, Mr. Engrassia serves as President of the local Rotary Club and conducts financial literacy seminars with the North Carolina chapter of the Association of Financial Consultants. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a wide range of clients including individuals, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing mutual funds, ETFs, and alternative solutions, and offers services such as trustee advice and sub-advisory support.

Warren Braswell is a financial advisor with First Advisors National, LLC, holding Series 63 and Series 66 licenses and possessing 17 years of industry experience. He has worked at Braswell Associates since 2009 and has been affiliated with Edward Jones since 2001. Outside of his advisory role, he serves as president of Statewide Insurers Group, a life insurance and annuities business in Rocky Mount, NC. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, offering investment management, third-party separately managed portfolio recommendations, and retirement plan consulting. The firm emphasizes selecting and monitoring third-party money managers and employs fundamental analysis for supplemental individual security recommendations.

Anthony Engrassia is a financial advisor with Prosperity Capital Advisors in Rocky Mount, NC, holding a ChFC® designation and over 33 years of industry experience. His career includes roles at Mutual of Omaha and Wealth Management Strategies, Inc., where he serves as co-owner. Outside of advising, he is an instructor for the American Financial Education Alliance, a board member with Habitat for Humanity and the Nash-Rocky Mount Rotary, and participates on the Atlantic Beach Planning Board. Prosperity Capital Advisors is an SEC-registered firm offering financial planning, consulting, and discretionary investment management to individuals, high-net-worth investors, corporations, trustees, retirement plans, and other advisors. The firm utilizes model-based, asset-allocation strategies combined with ongoing portfolio supervision, incorporating investment models from providers such as BlackRock, Dimensional, and Vanguard.

Joycelyn Stokes is a financial advisor with Credit Union Investment Services, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. She has worked at Credit Union Investment Services since 2016 and is also affiliated with Members Trust Company and SeCU Life Insurance Company. Her other roles include providing financial advisory services to members of the State Employees' Credit Union. 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 long-term, goals-based investing using low-cost mutual funds and ETFs within a credit-union ecosystem.

Zachary Leonard is a financial advisor at Prosperity Capital Advisors with three years of industry experience. He holds a Series 65 credential and has worked at Wealth Management Strategies and K2 Ranch, LLC. Outside of advising, he serves as a board member of the Rotary Club of Morehead City, NC, and assists clients with tax preparation services. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to individual investors, corporate clients, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach using mutual funds, ETFs, and alternative strategies, and offers institutional and sub-advisory services.

Lisa Hanvey is a financial advisor at Truist Advisory Services with 22 years of industry experience. She holds a Series 66 designation and has previously worked at JP Morgan Chase, Raymond James Financial Services, TowneBank, Ameriprise, and The Bray-Harris Group. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, plan sponsor fiduciary support, and manager-selection programs, implementing advice through discretionary and non-discretionary relationships supported by integrated third-party platforms and research tools.

John Perry is a financial advisor at Rockefeller Financial LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and Merrill. Perry is based in Rocky Mount, NC. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and also operates as a registered broker-dealer with capabilities in securities transactions, variable insurance products, placement, and investment banking services.

Justin Bunting is a financial advisor with OSAIC Institutions, INC. in Rocky Mount, NC, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has worked at Infinex Investments, Inc. since 2014. Additionally, he participates in a financial advisor referral program with Southern Bank. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering advisory and brokerage services through customized engagements. The firm’s approach includes both discretionary and predominantly non-discretionary asset management, with a focus on a broad range of investment solutions and extensive banking and credit union networks.

Zachary Pate is a financial advisor at PNC Wealth Management with Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Fidelity Investments and State Employees' Credit Union. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot that uses algorithmic risk assessment and implements investments via approved strategies with mutual funds and ETFs.

Robert Grady Jr. is a financial advisor at OSAIC Institutions, Inc. with four years of industry experience. He holds the Series 66 designation and has previously worked at First Citizens Investor Services, Securian Financial Services Inc, Minnesota Life, and Virginia Asset Management. OSAIC Institutions serves individuals—including high-net-worth clients—charitable organizations, corporations, and retirement plans. The firm offers a broad range of advisory and brokerage services through customized engagements, leveraging both fundamental and technical analysis, third-party managers, and alternative investment platforms.

John Harris is a financial advisor at Wells Fargo Clearing with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he manages family vacation property and inherited timberland holdings. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, delivering both discretionary and non-discretionary advice. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, offering a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Jeffrey Collins is a financial advisor with Equitable Advisors in Wake Forest, NC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Collins also operates a business under the name Legacy Wealth Strategies. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to execute client recommendations.

Kevin De Bruhl is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Kristeena Beasley is a financial advisor with Edward Jones in Rocky Mount, NC, holding Series 63, 65, and 66 licenses and with 17 years of industry experience. She previously spent eight years at BB&T/Truist before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and over $1 trillion in assets under management, supported by a nationwide network of financial advisors and branch offices.

Carlton Turner is a financial advisor with RBC Capital Markets in Rocky Mount, NC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, he serves as trustee for family trusts related to his father's estate. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ risk profiles and utilizing both in-house and third-party investment managers.

Bobby Moss Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at LPL Financial since 2010 and previously held roles at First South Bank and Crescom Bank. Moss is also involved with Moss, Moss & Fodor Investment Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by internal and third-party research.

Sarah Dixon is a financial advisor with Equitable Advisors in Rocky Mount, NC, holding a Series 66 designation and 18 years of industry experience. She has worked with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 2007. Dixon serves on the boards of trustees for Rocky Mount Academy and North Carolina Wesleyan University. Equitable Advisors provides financial planning, retirement-plan support, and asset management services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm utilizes a hybrid referral and implementation model, working with multiple third-party asset managers and offering both advisory and brokerage/insurance channels to clients.

Megan Coggin is a financial advisor at Thrivent Investment Management with three years of industry experience. She holds the Series 63 and Series 66 licenses and previously worked at Fidelity Investments and First Carolina Bank. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering one-time or ongoing planning engagements focused on a broad range of topics without including implementation. The firm combines goal-based analyses with managed-account options under its WealthPlan billing program while maintaining separate planning and management services.

Shanna Strickland is a financial advisor at Equitable Advisors with 16 years of industry experience. She holds a Series 66 designation and has been with Equitable Advisors since 2007, previously affiliated with Axa Advisors, LLC. Strickland serves as President of NAIFA North Carolina and is a board member of the Nash UNC Healthcare Foundation. Equitable Advisors provides financial planning, retirement-plan support, and access to asset management for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm employs a hybrid referral and implementation model, offering advisory and brokerage services through LPL programs and third-party asset managers.

Nathan Lindeman is a financial advisor at Edward Jones with 20 years of industry experience. He has held Series 63 and Series 66 designations and has been with Edward Jones since 2014. Based in Rocky Mount, NC, Lindeman serves clients through one of the largest wealth management firms in the United States. Edward Jones serves more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, affiliated mutual funds, and tax-efficient services. The firm operates under a fiduciary standard and maintains a large national network of advisors and branch offices.

Russell Proctor IV is a financial advisor at Stifel with 12 years of industry experience and holds a Series 66 designation. He has been with Stifel since 2012. Outside of his advisory role, he serves on the Board of Directors for the Parkridge Lane Condominium Homeowners Association in Raleigh, NC. Stifel serves a broad range of clients, including individuals, institutional accounts, and municipal entities, providing brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group and includes fee-based financial planning and model asset allocations.

Clifford Joyner is a CFP®-designated financial advisor with Edward Jones in Nashville, NC, where he has worked since 2007. He has 18 years of industry experience. Outside of his advisory role, he is involved in several business ventures including partnerships in real estate and formerly served as president of a supermarket business that has since been sold. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a broad range of investment solutions and operates with a fiduciary standard, supported by a nationwide network of more than 23,700 financial advisors.

Angela Moss is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She has worked at LPL Financial since 2010 and previously held positions at First South Bank and Crescom Bank. Outside of advising, she manages an inherited rental property through an agency. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Wesley Strandberg is a CFP® professional with 13 years of industry experience. He has worked at Stifel since 2021 and previously spent nine years with Edward Jones. Outside of his advisory role, he serves on the finance committee of St Andrew's Episcopal Church and holds board or advisory positions with several local nonprofit organizations, including the N.E.W. Salvation Army of Rocky Mount, Rocky Mount Little League Legacy Fund, and the DeLeon Carter Foundation. Stifel serves a broad range of clients, including individuals, institutional investors, and nonprofit entities, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, supporting clients in their financial decision-making.

Jonathan Colston is a financial advisor with Ameriprise in Rocky Mount, NC, holding Series 63 and Series 66 licenses and possessing 31 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service targeted at individuals near or in retirement with significant investable assets, providing written Recommendation Reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in delivering these services through a centralized consulting team, emphasizing managed accounts and algorithmic support in its recommendations.

Marcus Osterhoudt is a financial advisor with Edward Jones in Nashville, NC, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he owns and manages rental properties and holds an inactive North Carolina real estate broker license. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, SMAs, and proprietary mutual funds, supported by a nationwide network of more than 23,700 advisors.

Roscoe Speight Jr. is a financial advisor with Edward Jones in Rocky Mount, NC, holding Series 63 and Series 65 credentials and possessing 33 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Lisa Taylor is a financial advisor at Stifel with a Series 66 designation and 11 years of experience at the firm. She is based in Rocky Mount, North Carolina. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses intended to support client decision-making.

John Mebane Jr. is a financial advisor with Stifel, holding a Series 66 designation and 20 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2021, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he serves on the Building & Grounds Committee of the Episcopal Church of the Good Shepherd and is a board member of Downtown Renaissance, Inc., a nonprofit focused on promoting downtown Rocky Mount, NC. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Cathy Porter is a financial advisor with Edward Jones in Rocky Mount, NC, holding Series 63 and Series 66 designations and possessing 26 years of industry experience. She has been with Edward Jones since 1984. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 advisors.

Clarence Bunting III is a financial advisor with Edward Jones in Rocky Mount, NC, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Outside of advising, he serves as Vice-Chairman of the Edgecombe County ABC Board and is Chairman of the Finance Committee at Pinetops United Methodist Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Donald Adkins II is a financial advisor with Edward Jones in Rocky Mount, NC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he serves on the board of Halifax Mutual Insurance Company, a property and casualty insurer focused on the agriculture industry, and manages an LLC involved in residential property renovation and resale. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory programs, investment options, and affiliated financial services through a nationwide network of advisors and branches.

Richard Angott is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cetera and its affiliated entities since 2025. Prior to joining Cetera, he operated his own firm, Richard A Angott, PC, providing tax preparation and accounting services as a CPA for over two decades. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to various portfolio management options, including discretionary and non-discretionary strategies, model portfolios, and third-party money managers.

Sherlon Belk is a financial advisor with Edward Jones in Rocky Mount, NC, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory work, he is the owner of Sherlon P Belk Properties LLC, a business involved in home maintenance. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 financial advisors, offering a range of advisory strategies and affiliated investment products under a fiduciary standard.

Christy Warrick is a financial advisor at Edward Jones in Rocky Mount, NC, holding Series 63 and Series 66 credentials with 15 years of industry experience. She has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and maintaining a large nationwide network of advisors and branch offices.

Russell Proctor III is a financial advisor with Stifel who holds Series 63 and Series 65 licenses and has 43 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2010. Outside of his advisory work, he serves as a trustee for Nash Community College and is a member of the Executive Committee for the East Carolina Council Boy Scouts of America. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, which use forward-looking market assumptions and probabilistic modeling.

Daryle Coppedge is a financial advisor at Edward Jones in Rocky Mount, North Carolina, holding a Series 66 designation with 12 years of industry experience, all with Edward Jones since 2014. Outside of his advisory role, he owns a grounds maintenance business based in Nashville, North Carolina. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Adam Bunn is a financial advisor with Edward Jones in Rocky Mount, NC, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked six years at Duke Raleigh Hospital. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions, with approximately $1.01 trillion in assets under management and a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.